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
|
Apeiron Ria LLC
|
BUY
|
- |
2.59K+ 22.11% |
$262K - $299K
|
14.3K
$1.46M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2.47KNew |
$250K - $284K
|
2.47K
$252K
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.47K+ 6.24% |
$250K - $284K
|
42K
$4.28M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.41KNew |
$244K - $278K
|
2.41K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.32KNew |
$235K - $268K
|
2.32K
$237K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.3K+ 33.49% |
$233K - $265K
|
9.16K
$935K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.3KNew |
$233K - $265K
|
2.3K
$234K
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
2.26K+ 67.65% |
$229K - $261K
|
5.6K
$572K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.25KNew |
$228K - $260K
|
2.25K
$230K
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.24KNew |
$227K - $258K
|
2.24K
$228K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.2KNew |
$223K - $254K
|
2.2K
$225K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.2K+ 35.32% |
$222K - $253K
|
8.41K
$858K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.19K+ 48.53% |
$222K - $253K
|
6.71K
$684K
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.19KNew |
$222K - $252K
|
2.19K
$223K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.17K+ 2191.92% |
$220K - $250K
|
2.27K
$232K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.15KNew |
$218K - $248K
|
2.15K
$220K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.12K+ 56.0% |
$215K - $245K
|
5.91K
$603K
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.1KNew |
$213K - $243K
|
2.1K
$215K
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
2.04KNew |
$207K - $236K
|
2.04K
$209K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.02K+ 25.63% |
$205K - $233K
|
9.92K
$1.01M
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.95KNew |
$198K - $225K
|
1.95K
$199K
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.94K+ 6.79% |
$196K - $223K
|
30.4K
$3.11M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.92K+ 49.64% |
$195K - $222K
|
5.79K
$591K
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.87K+ 47.24% |
$190K - $216K
|
5.84K
$596K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.85K+ 42.95% |
$187K - $214K
|
6.16K
$628K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$187K - $213K
|
1.85K
$188K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
1.72K+ 38.19% |
$174K - $198K
|
6.22K
$634K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
1.69K+ 33.73% |
$171K - $195K
|
6.7K
$684K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68KNew |
$170K - $194K
|
1.68K
$172K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.68K+ 29.31% |
$170K - $194K
|
7.41K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.61K+ 66.64% |
$164K - $186K
|
4.04K
$412K
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
1.57KNew |
$159K - $181K
|
1.57K
$160K
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.56K+ 42.77% |
$158K - $180K
|
5.21K
$532K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1.55K+ 33.89% |
$157K - $179K
|
6.13K
$626K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 31.33% |
$154K - $175K
|
6.36K
$649K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.51K+ 13.96% |
$153K - $174K
|
12.3K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.49KNew |
$151K - $172K
|
1.49K
$152K
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
1.41K+ 7405.26% |
$143K - $162K
|
1.43K
$146K
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.4K+ 65.7% |
$142K - $162K
|
3.53K
$360K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.39K+ 29.89% |
$141K - $161K
|
6.06K
$618K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 29.45% |
$141K - $161K
|
6.12K
$624K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 29.45% |
$141K - $161K
|
6.12K
$624K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.25K+ 86.84% |
$127K - $145K
|
2.7K
$275K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.25K+ 25.2% |
$127K - $144K
|
6.22K
$635K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 18.6% |
$121K - $138K
|
7.62K
$778K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.14K+ 49.26% |
$115K - $131K
|
3.45K
$352K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.08K+ 18.54% |
$109K - $125K
|
6.9K
$705K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.07K+ 3.13% |
$108K - $123K
|
35.2K
$3.59M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.07K+ 15.85% |
$108K - $123K
|
7.8K
$796K
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.04K+ 57.56% |
$106K - $120K
|
2.86K
$291K
|