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 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
41.4K+ 548.51% |
$3.85M - $4.53M
|
48.9K
$4.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40.1K+ 333.33% |
$3.74M - $4.39M
|
52.2K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
39.9K+ 35.05% |
$3.71M - $4.37M
|
154K
$15.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39.8K+ 7.69% |
$3.71M - $4.36M
|
558K
$56.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
39.4K+ 395.18% |
$3.67M - $4.31M
|
49.3K
$4.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
36.2K+ 10.37% |
$3.37M - $3.96M
|
385K
$39M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
35.6KNew |
$3.31M - $3.9M
|
35.6K
$3.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
35.2K+ 462.0% |
$3.27M - $3.85M
|
42.8K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.8K+ 1033.89% |
$3.06M - $3.6M
|
36K
$3.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
32.5KNew |
$3.03M - $3.56M
|
32.5K
$3.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
31.4KNew |
$2.93M - $3.44M
|
31.4K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
31.3K+ 3.02% |
$2.91M - $3.42M
|
1.06M
$108M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
30.3KNew |
$2.82M - $3.32M
|
30.3K
$3.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
30.1KNew |
$2.8M - $3.3M
|
30.1K
$3.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
28.9KNew |
$2.69M - $3.16M
|
28.9K
$2.92M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
BUY
|
- |
28.8KNew |
$2.68M - $3.16M
|
28.8K
$2.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
28.7K+ 22.44% |
$2.67M - $3.14M
|
157K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.2K+ 512.32% |
$2.62M - $3.08M
|
33.7K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
BUY
|
- |
25.4KNew |
$2.36M - $2.78M
|
25.4K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
25.2K+ 373.46% |
$2.35M - $2.76M
|
31.9K
$3.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
24KNew |
$2.23M - $2.63M
|
24K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.4K+ 28.7% |
$2.09M - $2.45M
|
100K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
21.3KNew |
$1.99M - $2.34M
|
21.3K
$2.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.1KNew |
$1.78M - $2.1M
|
19.1K
$1.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 37.6% |
$1.66M - $1.96M
|
65.4K
$6.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16.2K+ 1070.26% |
$1.51M - $1.77M
|
17.7K
$1.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$1.45M - $1.71M
|
15.6K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
15.3K+ 34.62% |
$1.42M - $1.67M
|
59.5K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
15.2K+ 50.09% |
$1.42M - $1.67M
|
45.6K
$4.62M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
15.1KNew |
$1.41M - $1.65M
|
15.1K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.5K+ 357.43% |
$1.35M - $1.59M
|
18.6K
$1.88M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
14.1K+ 592.39% |
$1.31M - $1.54M
|
16.5K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
14KNew |
$1.31M - $1.54M
|
14K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
14K+ 82.42% |
$1.31M - $1.54M
|
31K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 137.55% |
$1.3M - $1.53M
|
24.1K
$2.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
13.7K+ 47.84% |
$1.27M - $1.5M
|
42.3K
$4.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.6KNew |
$1.27M - $1.49M
|
13.6K
$1.38M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
13.5KNew |
$1.26M - $1.48M
|
13.5K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
13.5K+ 518.94% |
$1.26M - $1.48M
|
16.1K
$1.63M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
13.4KNew |
$1.25M - $1.47M
|
13.4K
$1.36M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13K+ 633.87% |
$1.21M - $1.42M
|
15K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12.9K+ 22.45% |
$1.2M - $1.41M
|
70.1K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
12.4KNew |
$1.15M - $1.35M
|
12.4K
$1.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
11.8KNew |
$1.1M - $1.29M
|
11.8K
$1.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
11.7K+ 487.35% |
$1.09M - $1.28M
|
14.1K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
11.6K+ 16.88% |
$1.08M - $1.27M
|
80.4K
$8.13M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
11.3KNew |
$1.05M - $1.24M
|
11.3K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.3KNew |
$1.05M - $1.23M
|
11.3K
$1.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 3.56% |
$1M - $1.18M
|
313K
$31.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
10.3K+ 17.25% |
$961K - $1.13M
|
70.1K
$7.09M
|