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 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
22.8KNew |
$2.31M - $2.63M
|
22.8K
$2.31M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
21.6KNew |
$2.19M - $2.5M
|
21.6K
$2.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
18.6K+ 10.16% |
$1.89M - $2.15M
|
202K
$20.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
18.4KNew |
$1.87M - $2.13M
|
18.4K
$1.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
17.9KNew |
$1.82M - $2.07M
|
17.9K
$1.82M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
17.7K+ 82.23% |
$1.8M - $2.05M
|
39.3K
$3.97M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.6K+ 30.33% |
$1.78M - $2.03M
|
75.7K
$7.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 54.84% |
$1.75M - $2M
|
48.9K
$4.94M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
16.9KNew |
$1.72M - $1.96M
|
16.9K
$1.71M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16.4K+ 31.55% |
$1.66M - $1.89M
|
68.3K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
16.2K+ 40.88% |
$1.64M - $1.87M
|
55.9K
$5.65M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
15.8K+ 55.89% |
$1.6M - $1.82M
|
44K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15.6K+ 42.64% |
$1.58M - $1.8M
|
52.3K
$5.29M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$1.57M - $1.78M
|
15.5K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.4K+ 59.13% |
$1.56M - $1.77M
|
41.3K
$4.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
15.2KNew |
$1.54M - $1.76M
|
15.2K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.9K+ 36.72% |
$1.51M - $1.71M
|
55.3K
$5.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
14.6KNew |
$1.48M - $1.69M
|
14.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.6K+ 13.87% |
$1.48M - $1.68M
|
120K
$12.1M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
14.3KNew |
$1.45M - $1.65M
|
14.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
13.5KNew |
$1.37M - $1.56M
|
13.5K
$1.37M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
13.4K+ 48.92% |
$1.36M - $1.55M
|
40.9K
$4.13M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
13.4K+ 104.92% |
$1.35M - $1.54M
|
26.1K
$2.64M
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
13.3K+ 56.15% |
$1.35M - $1.54M
|
37.1K
$3.75M
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
12.5K+ 6.14% |
$1.26M - $1.44M
|
215K
$21.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
12.3KNew |
$1.24M - $1.42M
|
12.3K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
12.3KNew |
$1.24M - $1.42M
|
12.3K
$1.24M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
11.4K+ 306.62% |
$1.16M - $1.32M
|
15.2K
$1.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.4K+ 36.3% |
$1.16M - $1.32M
|
43K
$4.34M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.1KNew |
$1.13M - $1.28M
|
11.1K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
10.7K+ 44.06% |
$1.08M - $1.23M
|
34.9K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.5KNew |
$1.06M - $1.21M
|
10.5K
$1.06M
|
|
|
May 11, 2023
Q4 2022
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
10.3KNew |
$1.05M - $1.19M
|
10.3K
$1.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
10.1K+ 34.92% |
$1.03M - $1.17M
|
39.1K
$3.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
10.1KNew |
$1.02M - $1.16M
|
10.1K
$1.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 23.42% |
$1.02M - $1.16M
|
52.9K
$5.35M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.93K+ 52.55% |
$1.01M - $1.15M
|
28.8K
$2.92M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.4K+ 75.94% |
$953K - $1.09M
|
21.8K
$2.2M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.75K+ 30.73% |
$886K - $1.01M
|
37.2K
$3.76M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.51KNew |
$863K - $983K
|
8.51K
$861K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.51K+ 36.75% |
$863K - $982K
|
31.7K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
8.38K+ 13.54% |
$850K - $967K
|
70.3K
$7.11M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.33K+ 71.27% |
$844K - $961K
|
20K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
8.33K+ 102.59% |
$844K - $961K
|
16.4K
$1.66M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.17K+ 38.1% |
$828K - $943K
|
29.6K
$2.99M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
8K+ 33.08% |
$810K - $923K
|
32.2K
$3.25M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7.97K+ 49.99% |
$807K - $919K
|
23.9K
$2.42M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
7.78KNew |
$788K - $897K
|
7.78K
$787K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.38K+ 46.56% |
$748K - $852K
|
23.2K
$2.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
7.36KNew |
$746K - $849K
|
7.36K
$744K
|