Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
5.43MNew |
$550M - $626M
|
5.43M
$549M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46M+ 44.99% |
$249M - $284M
|
7.93M
$803M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
905KNew |
$91.7M - $104M
|
905K
$91.5M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
652K+ 102.69% |
$66.1M - $75.3M
|
1.29M
$130M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
564K+ 91.55% |
$57.1M - $65.1M
|
1.18M
$119M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
460K+ 42.98% |
$46.6M - $53.1M
|
1.53M
$155M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
449K+ 52.07% |
$45.5M - $51.9M
|
1.31M
$133M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
309KNew |
$31.4M - $35.7M
|
309K
$31.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
296KNew |
$30M - $34.2M
|
296K
$30M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
238K+ 879.77% |
$24.1M - $27.4M
|
265K
$26.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
199K+ 6.44% |
$20.2M - $23M
|
3.29M
$333M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
184K+ 13.5% |
$18.6M - $21.2M
|
1.55M
$156M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
169K+ 32.64% |
$17.2M - $19.6M
|
689K
$69.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
158K+ 39.99% |
$16M - $18.2M
|
553K
$56M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
157K+ 125.84% |
$16M - $18.2M
|
283K
$28.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
145KNew |
$14.7M - $16.7M
|
145K
$14.7M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
141KNew |
$14.3M - $16.3M
|
141K
$14.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
139K+ 32.21% |
$14.1M - $16.1M
|
572K
$57.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
119K+ 29.72% |
$12.1M - $13.8M
|
520K
$52.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
117K+ 15.0% |
$11.8M - $13.4M
|
894K
$90.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
101K+ 505.48% |
$10.2M - $11.6M
|
121K
$12.2M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
95.8KNew |
$9.71M - $11.1M
|
95.8K
$9.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
84.1K+ 28.2% |
$8.53M - $9.71M
|
382K
$38.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
77.9K+ 665.27% |
$7.9M - $8.99M
|
89.6K
$9.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
77.3KNew |
$7.83M - $8.92M
|
77.3K
$7.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
77.1K+ 33.22% |
$7.81M - $8.89M
|
309K
$31.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
76.3KNew |
$7.74M - $8.81M
|
76.3K
$7.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
73.7K+ 77.14% |
$7.47M - $8.51M
|
169K
$17.1M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
69.1KNew |
$7M - $7.97M
|
69.1K
$6.99M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65.1K+ 1078.79% |
$6.6M - $7.51M
|
71.1K
$7.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
65.1K+ 1078.79% |
$6.6M - $7.51M
|
71.1K
$7.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
63.8K+ 890.61% |
$6.46M - $7.36M
|
70.9K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
59.7K+ 1.3% |
$6.05M - $6.89M
|
4.64M
$470M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
56.3K+ 88.25% |
$5.71M - $6.5M
|
120K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.4KNew |
$5.11M - $5.82M
|
50.4K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
50KNew |
$5.07M - $5.77M
|
50K
$5.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
39.7K+ 182.03% |
$4.02M - $4.58M
|
61.5K
$6.22M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39.6KNew |
$4.02M - $4.57M
|
39.6K
$4.01M
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
39.2K+ 44.03% |
$3.97M - $4.52M
|
128K
$13M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.8K+ 69.77% |
$3.83M - $4.37M
|
92.1K
$9.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
35.5K+ 37.84% |
$3.59M - $4.09M
|
129K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.8K+ 7.91% |
$3.53M - $4.02M
|
475K
$48M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
34.6K+ 55.7% |
$3.51M - $3.99M
|
96.7K
$9.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
34.2K+ 71.44% |
$3.47M - $3.95M
|
82.1K
$8.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
31.7K+ 23.34% |
$3.21M - $3.65M
|
167K
$16.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
30.6K+ 102.5% |
$3.1M - $3.53M
|
60.4K
$6.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
29.5KNew |
$2.98M - $3.4M
|
29.5K
$2.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
27.6K+ 196.9% |
$2.8M - $3.19M
|
41.6K
$4.21M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27K+ 497.24% |
$2.74M - $3.12M
|
32.4K
$3.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.3K+ 54.55% |
$2.67M - $3.04M
|
74.6K
$7.54M
|