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
|
Stone House Investment Management, LLC
|
BUY
|
- |
7.13K+ 25.52% |
$723K - $823K
|
35.1K
$3.58M
|
|
|
Feb 10, 2023
Q4 2022
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.01KNew |
$711K - $809K
|
7.01K
$716K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
7.01K+ 25.83% |
$711K - $809K
|
34.2K
$3.49M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.55KNew |
$663K - $755K
|
6.55K
$668K
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.48K+ 285.64% |
$657K - $748K
|
8.75K
$893K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.48K+ 9.95% |
$656K - $747K
|
71.5K
$7.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
6.47K+ 132.18% |
$656K - $747K
|
11.4K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
6.32K+ 27.6% |
$641K - $730K
|
29.2K
$2.98M
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
6.01K+ 17.64% |
$609K - $694K
|
40.1K
$4.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.88K+ 87.71% |
$596K - $679K
|
12.6K
$1.28M
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.84K+ 114.04% |
$592K - $674K
|
11K
$1.12M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.76K+ 50.24% |
$584K - $665K
|
17.2K
$1.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
5.6KNew |
$568K - $646K
|
5.6K
$572K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.57K+ 123.75% |
$565K - $643K
|
10.1K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5.55K+ 38.52% |
$563K - $641K
|
20K
$2.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
4.92K+ 49.97% |
$499K - $568K
|
14.8K
$1.51M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
4.57K+ 16.09% |
$464K - $528K
|
33K
$3.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.5KNew |
$456K - $520K
|
4.5K
$459K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
4.5K+ 28.22% |
$456K - $519K
|
20.4K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.34KNew |
$440K - $501K
|
4.34K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.33K+ 90.66% |
$439K - $500K
|
9.1K
$929K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.18K+ 95.79% |
$424K - $483K
|
8.55K
$873K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.16K+ 50.39% |
$421K - $480K
|
12.4K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 145.22% |
$421K - $479K
|
7.01K
$715K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.14KNew |
$420K - $478K
|
4.14K
$423K
|
|
|
Jan 27, 2023
Q4 2022
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.12KNew |
$418K - $475K
|
4.12K
$420K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.08K+ 178.71% |
$414K - $471K
|
6.36K
$649K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4.04K+ 42.71% |
$410K - $466K
|
13.5K
$1.38M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.02K+ 72.25% |
$407K - $464K
|
9.58K
$978K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.77K+ 220.35% |
$382K - $435K
|
5.48K
$559K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.75K+ 27.62% |
$380K - $433K
|
17.3K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.74K+ 21.04% |
$379K - $431K
|
21.5K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.71KNew |
$376K - $428K
|
3.71K
$379K
|
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
3.7K+ 53.48% |
$375K - $427K
|
10.6K
$1.08M
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
3.68KNew |
$373K - $424K
|
3.68K
$375K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.54K+ 8.88% |
$358K - $408K
|
43.3K
$4.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.44KNew |
$348K - $397K
|
3.44K
$351K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
3.38KNew |
$343K - $390K
|
3.38K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.35K+ 28.7% |
$339K - $387K
|
15K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.31K+ 22.25% |
$335K - $382K
|
18.2K
$1.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.3K+ 83.97% |
$334K - $381K
|
7.23K
$738K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.21K+ 15.18% |
$325K - $370K
|
24.3K
$2.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.11K+ 17.74% |
$315K - $359K
|
20.7K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
3.03KNew |
$307K - $349K
|
3.03K
$309K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.95KNew |
$299K - $341K
|
2.95K
$301K
|
|
|
Feb 07, 2023
Q4 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.83K+ 46.71% |
$286K - $326K
|
8.87K
$906K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
2.82K+ 41.94% |
$286K - $325K
|
9.54K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.79K+ 20.52% |
$283K - $322K
|
16.4K
$1.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.72K+ 48.4% |
$275K - $313K
|
8.32K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2.67KNew |
$270K - $308K
|
2.67K
$272K
|