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 |
---|---|---|---|---|---|---|---|
Mar 11, 2024
Q4 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
445+ 12.1% |
$64.2K - $67.7K
|
4.12K
$417K
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
431+ 32.28% |
$62.2K - $65.6K
|
1.77K
$179K
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
392New |
$56.6K - $59.6K
|
392
$39.7K
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
387+ 8.97% |
$55.9K - $58.9K
|
4.7K
$476K
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
360+ 7.05% |
$52K - $54.8K
|
5.47K
$553K
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
351New |
$50.7K - $53.4K
|
351
$35.5K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
327+ 8.4% |
$47.2K - $49.7K
|
4.22K
$427K
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
306+ 43.9% |
$44.2K - $46.6K
|
1K
$101K
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
298+ 18.3% |
$43K - $45.3K
|
1.93K
$195K
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
281+ 13.87% |
$40.6K - $42.7K
|
2.31K
$233K
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
254+ 3.33% |
$36.7K - $38.6K
|
7.89K
$798K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
224New |
$32.3K - $34.1K
|
224
$22.7K
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
212+ 4.5% |
$30.6K - $32.3K
|
4.93K
$498K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
198+ 8.33% |
$28.6K - $30.1K
|
2.57K
$260K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
190+ 231.71% |
$27.4K - $28.9K
|
272
$27.5K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
185New |
$26.7K - $28.1K
|
185
$18.7K
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
174+ 11.6% |
$25.1K - $26.5K
|
1.67K
$169K
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165+ 3300.0% |
$23.8K - $25.1K
|
170
$17.2K
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
164New |
$23.7K - $24.9K
|
164
$16.6K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
141+ 27.81% |
$20.4K - $21.5K
|
648
$65.6K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
139+ 8.15% |
$20.1K - $21.1K
|
1.85K
$187K
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
132New |
$19.1K - $20.1K
|
132
$13.4K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 6.44% |
$18.9K - $19.9K
|
2.16K
$219K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
129New |
$18.6K - $19.6K
|
129
$13K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
129New |
$18.6K - $19.6K
|
129
$13K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
127+ 129.59% |
$18.3K - $19.3K
|
225
$22.8K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
124New |
$17.9K - $18.9K
|
124
$12.5K
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
123+ 3.12% |
$17.8K - $18.7K
|
4.07K
$412K
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
109+ 12.3% |
$15.7K - $16.6K
|
995
$101K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
104+ 5.7% |
$15K - $15.8K
|
1.93K
$195K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103New |
$14.9K - $15.7K
|
103
$10.4K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
99+ 2.86% |
$14.3K - $15.1K
|
3.57K
$361K
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
78+ 0.56% |
$11.3K - $11.9K
|
14.1K
$1.43M
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
71New |
$10.2K - $10.8K
|
71
$7.18K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
66+ 1.72% |
$9.53K - $10K
|
3.9K
$394K
|
|
Feb 10, 2022
Q4 2021
|
Shore Point Advisors, LLC
|
BUY
|
- |
63New |
$9.09K - $9.58K
|
63
$6.37K
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 9.98% |
$7.51K - $7.91K
|
573
$58K
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
50+ 104.17% |
$7.22K - $7.61K
|
98
$9.91K
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 4.37% |
$5.77K - $6.09K
|
955
$96.6K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
37+ 27.41% |
$5.34K - $5.63K
|
172
$17.4K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
36New |
$5.2K - $5.48K
|
36
$3.64K
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
34+ 1.41% |
$4.91K - $5.17K
|
2.45K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
31+ 33.33% |
$4.47K - $4.72K
|
124
$12.5K
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
30New |
$4.33K - $4.56K
|
30
$3.03K
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29+ 1.58% |
$4.19K - $4.41K
|
1.87K
$189K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
23+ 460.0% |
$3.32K - $3.5K
|
28
$2.83K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
23+ 5.03% |
$3.32K - $3.5K
|
480
$48.6K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
17+ 13.28% |
$2.45K - $2.59K
|
145
$14.7K
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
14New |
$2.02K - $2.13K
|
14
$1.42K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
9New |
$1.3K - $1.37K
|
9
$910
|