Purchases and Sales Made in Q4 2021 in Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information about the institutional ownership of Ishares Barclays 10 20 Yr Trea (TLH) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 10-20 YR TREA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2022
Q4 2021
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.39K+ 2.16% |
$345K - $363K
|
113K
$11.4M
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.3KNew |
$332K - $350K
|
2.3K
$233K
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.29KNew |
$331K - $349K
|
2.29K
$232K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.28K+ 87.41% |
$329K - $347K
|
4.88K
$494K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.27KNew |
$328K - $345K
|
2.27K
$230K
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.27KNew |
$327K - $345K
|
2.27K
$229K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.25K+ 22.51% |
$325K - $343K
|
12.3K
$1.24M
|
|
Feb 03, 2022
Q4 2021
|
Wealth Management Solutions, LLC
|
BUY
|
- |
2.25KNew |
$325K - $342K
|
2.25K
$228K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.23KNew |
$322K - $340K
|
2.23K
$226K
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.02KNew |
$291K - $307K
|
2.02K
$204K
|
|
Feb 11, 2022
Q4 2021
|
Goldstream Capital Management LTD
|
BUY
|
- |
2KNew |
$289K - $304K
|
2K
$202K
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
2KNew |
$288K - $303K
|
2K
$202K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.93K+ 4.44% |
$279K - $294K
|
45.4K
$4.6M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.8K+ 169.62% |
$260K - $274K
|
2.86K
$289K
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.69K+ 3.42% |
$244K - $257K
|
51K
$5.16M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.68KNew |
$243K - $256K
|
1.68K
$170K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.62KNew |
$234K - $247K
|
1.62K
$164K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55KNew |
$224K - $236K
|
1.55K
$157K
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.54KNew |
$222K - $234K
|
1.54K
$155K
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.53KNew |
$221K - $233K
|
1.53K
$155K
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
1.51KNew |
$218K - $229K
|
1.51K
$152K
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.51K+ 15.21% |
$218K - $229K
|
11.4K
$1.16M
|
|
May 11, 2022
Q4 2021
|
Bms Financial Advisors, LLC
|
BUY
|
- |
1.51KNew |
$217K - $229K
|
1.51K
$152K
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
1.44KNew |
$207K - $218K
|
1.44K
$145K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.4KNew |
$202K - $213K
|
1.4K
$142K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.16K+ 9.11% |
$168K - $177K
|
13.9K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.15K+ 4584.0% |
$165K - $174K
|
1.17K
$118K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.11K+ 54.75% |
$161K - $169K
|
3.15K
$318K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.07K+ 55.59% |
$154K - $163K
|
2.99K
$303K
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.01K+ 66.51% |
$145K - $153K
|
2.52K
$255K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
981New |
$142K - $149K
|
981
$99.2K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
936+ 14.91% |
$135K - $142K
|
7.21K
$730K
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
870+ 9.38% |
$126K - $132K
|
10.1K
$1.03M
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
771+ 11.85% |
$111K - $117K
|
7.28K
$736K
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
758+ 27.46% |
$109K - $115K
|
3.52K
$356K
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
755New |
$109K - $115K
|
755
$76.4K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
739+ 9.77% |
$107K - $112K
|
8.3K
$840K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
733+ 31.73% |
$106K - $112K
|
3.04K
$308K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
654+ 33.61% |
$94.4K - $99.5K
|
2.6K
$263K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
650+ 24.96% |
$93.8K - $98.9K
|
3.25K
$329K
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
648+ 24.89% |
$93.5K - $98.6K
|
3.25K
$329K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
575New |
$83K - $87.5K
|
575
$58.2K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
566+ 4.53% |
$81.7K - $86.1K
|
13.1K
$1.32M
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
551+ 22.72% |
$79.5K - $83.8K
|
2.98K
$301K
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
543+ 34.96% |
$78.4K - $82.6K
|
2.1K
$212K
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
495+ 20.85% |
$71.4K - $75.3K
|
2.87K
$290K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
494+ 8.57% |
$71.3K - $75.2K
|
6.26K
$633K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
466+ 3.22% |
$67.3K - $70.9K
|
15K
$1.51M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
459+ 19.58% |
$66.3K - $69.8K
|
2.8K
$284K
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
453+ 6.74% |
$65.4K - $68.9K
|
7.17K
$726K
|