Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66M+ 82.17% |
$154M - $181M
|
3.67M
$375M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.01M+ 27.28% |
$93.9M - $111M
|
4.71M
$480M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
801KNew |
$74.5M - $87.7M
|
801K
$81.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
733KNew |
$68.2M - $80.3M
|
733K
$74.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
673K+ 206.9% |
$62.7M - $73.7M
|
999K
$102M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
611KNew |
$56.9M - $66.9M
|
611K
$62.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
583K+ 877.09% |
$54.3M - $63.8M
|
649K
$66.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
BUY
|
- |
568KNew |
$52.9M - $62.2M
|
568K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
514K+ 82.24% |
$47.9M - $56.3M
|
1.14M
$116M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
504K+ 7.81% |
$46.9M - $55.2M
|
6.96M
$710M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
415K+ 10174.72% |
$38.6M - $45.4M
|
419K
$42.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
403KNew |
$37.5M - $44.1M
|
403K
$41.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
331K+ 47.04% |
$30.8M - $36.3M
|
1.04M
$106M
|
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
294KNew |
$27.4M - $32.2M
|
294K
$30M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
278KNew |
$25.9M - $30.5M
|
278K
$28.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
212K+ 176.24% |
$19.8M - $23.3M
|
333K
$34M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
212KNew |
$19.7M - $23.2M
|
212K
$21.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
207K+ 140.28% |
$19.2M - $22.6M
|
354K
$36.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
197K+ 377.64% |
$18.3M - $21.5M
|
249K
$25.4M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
185K+ 242.91% |
$17.2M - $20.2M
|
261K
$26.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
141K+ 597.13% |
$13.1M - $15.4M
|
164K
$16.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
133K+ 360.51% |
$12.4M - $14.6M
|
170K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
126KNew |
$11.7M - $13.8M
|
126K
$12.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 7.81% |
$11.4M - $13.5M
|
1.7M
$173M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
119K+ 13.54% |
$11M - $13M
|
995K
$102M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
116K+ 5390.22% |
$10.8M - $12.7M
|
118K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
112K+ 92.49% |
$10.4M - $12.2M
|
233K
$23.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
109KNew |
$10.1M - $11.9M
|
109K
$11.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
104KNew |
$9.73M - $11.4M
|
104K
$10.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
92.7K+ 171.18% |
$8.63M - $10.2M
|
147K
$15M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
86.3K+ 2.68% |
$8.03M - $9.45M
|
3.3M
$337M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
83.5K+ 54.73% |
$7.78M - $9.15M
|
236K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
82.9KNew |
$7.72M - $9.08M
|
82.9K
$8.46M
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
BUY
|
- |
72.7KNew |
$6.77M - $7.96M
|
72.7K
$7.42M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
68.2K+ 181.53% |
$6.35M - $7.47M
|
106K
$10.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67.9K+ 353.14% |
$6.33M - $7.44M
|
87.2K
$8.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
67.5KNew |
$6.28M - $7.39M
|
67.5K
$6.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
65.2KNew |
$6.07M - $7.14M
|
65.2K
$6.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
63.1KNew |
$5.88M - $6.91M
|
63.1K
$6.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
61.4KNew |
$5.71M - $6.72M
|
61.4K
$6.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
59.6KNew |
$5.55M - $6.52M
|
59.6K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
58.2KNew |
$5.42M - $6.37M
|
58.2K
$5.94M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
55.1K+ 983.08% |
$5.13M - $6.04M
|
60.7K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
51.7KNew |
$4.82M - $5.67M
|
51.7K
$5.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
51.5K+ 150.06% |
$4.8M - $5.64M
|
85.8K
$8.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
50.3K+ 1480.12% |
$4.69M - $5.51M
|
53.7K
$5.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48.7KNew |
$4.53M - $5.33M
|
48.7K
$4.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
44.1K+ 74.95% |
$4.1M - $4.83M
|
103K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
43.4K+ 789.42% |
$4.04M - $4.75M
|
48.9K
$4.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
43.2K+ 22.72% |
$4.02M - $4.73M
|
233K
$23.8M
|