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 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
984+ 48.69% |
$99.7K - $114K
|
3.01K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
964+ 18.47% |
$97.7K - $111K
|
6.18K
$626K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
936+ 43.58% |
$94.9K - $108K
|
3.08K
$312K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
918+ 29.57% |
$93K - $106K
|
4.02K
$407K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
877+ 114.49% |
$88.9K - $101K
|
1.64K
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
877+ 114.49% |
$88.9K - $101K
|
1.64K
$166K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
838+ 13.82% |
$84.9K - $96.7K
|
6.9K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
786New |
$79.7K - $90.7K
|
786
$79.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
773+ 43.21% |
$78.3K - $89.2K
|
2.56K
$259K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
743+ 22.11% |
$75.3K - $85.7K
|
4.1K
$415K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
739New |
$74.9K - $85.3K
|
739
$74.8K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
731+ 25.78% |
$74.1K - $84.4K
|
3.57K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
666+ 7.58% |
$67.5K - $76.9K
|
9.46K
$957K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
664+ 26.69% |
$67.3K - $76.6K
|
3.15K
$319K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
663+ 111.06% |
$67.2K - $76.5K
|
1.26K
$127K
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
650+ 53.85% |
$65.9K - $75K
|
1.86K
$188K
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
641+ 1.51% |
$65K - $74K
|
43.2K
$4.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
601+ 5.93% |
$60.9K - $69.4K
|
10.7K
$1.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
595+ 1025.86% |
$60.3K - $68.7K
|
653
$66.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
583+ 15.54% |
$59.1K - $67.3K
|
4.34K
$439K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
546+ 15.49% |
$55.3K - $63K
|
4.07K
$412K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
517+ 0.56% |
$52.4K - $59.7K
|
93.4K
$9.44M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
437+ 52.91% |
$44.3K - $50.4K
|
1.26K
$128K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
427+ 0.14% |
$43.3K - $49.3K
|
310K
$31.3M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
394+ 21.01% |
$39.9K - $45.5K
|
2.27K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
265+ 23.18% |
$26.9K - $30.6K
|
1.41K
$142K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
255+ 11.16% |
$25.8K - $29.4K
|
2.54K
$257K
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
254+ 1.74% |
$25.7K - $29.3K
|
14.8K
$1.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
250+ 0.51% |
$25.3K - $28.9K
|
49.2K
$4.98M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
225New |
$22.8K - $26K
|
225
$22.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
214+ 26.52% |
$21.7K - $24.7K
|
1.02K
$103K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
201New |
$20.4K - $23.2K
|
201
$20.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
168New |
$17K - $19.4K
|
168
$17K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
159+ 311.76% |
$16.1K - $18.4K
|
210
$21.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
156New |
$15.8K - $18K
|
156
$15.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
145+ 5.42% |
$14.7K - $16.7K
|
2.82K
$285K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
143+ 3.6% |
$14.5K - $16.5K
|
4.12K
$417K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
124+ 3.86% |
$12.6K - $14.3K
|
3.34K
$338K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
106+ 588.89% |
$10.7K - $12.2K
|
124
$12.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
102+ 0.68% |
$10.3K - $11.8K
|
15.2K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
98New |
$9.93K - $11.3K
|
98
$9.91K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
98+ 1.58% |
$9.93K - $11.3K
|
6.31K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
92New |
$9.32K - $10.6K
|
92
$9.31K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$8.51K - $9.69K
|
84
$8.5K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
84New |
$8.51K - $9.69K
|
84
$8.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
80+ 3.15% |
$8.11K - $9.23K
|
2.62K
$265K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
69New |
$6.99K - $7.96K
|
69
$6.98K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68+ 34.0% |
$6.89K - $7.85K
|
268
$27.1K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
55+ 5.52% |
$5.57K - $6.35K
|
1.05K
$106K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$5.17K - $5.89K
|
51
$5.16K
|