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 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4.21K+ 6.97% |
$392K - $461K
|
64.6K
$6.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
4.18KNew |
$389K - $458K
|
4.18K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
4.18KNew |
$389K - $457K
|
4.18K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
4.18KNew |
$389K - $457K
|
4.18K
$422K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
4.13KNew |
$385K - $453K
|
4.13K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
4.13KNew |
$384K - $452K
|
4.13K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.91KNew |
$364K - $428K
|
3.91K
$395K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.85K+ 32.06% |
$359K - $422K
|
15.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
3.77KNew |
$351K - $413K
|
3.77K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 60.75% |
$340K - $400K
|
9.67K
$979K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.55K+ 1.86% |
$331K - $389K
|
194K
$19.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.52K+ 147.65% |
$328K - $386K
|
5.91K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.49KNew |
$325K - $382K
|
3.49K
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.48KNew |
$324K - $381K
|
3.48K
$352K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.42K+ 52.38% |
$318K - $374K
|
9.94K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.21KNew |
$299K - $351K
|
3.21K
$325K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
3.18K+ 3.55% |
$296K - $349K
|
92.8K
$9.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
3.12KNew |
$291K - $342K
|
3.12K
$316K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.1KNew |
$289K - $339K
|
3.1K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07KNew |
$286K - $336K
|
3.07K
$310K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.95KNew |
$275K - $323K
|
2.95K
$299K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
2.92KNew |
$272K - $320K
|
2.92K
$295K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
2.87KNew |
$268K - $315K
|
2.87K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.87KNew |
$267K - $315K
|
2.87K
$291K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.87KNew |
$267K - $314K
|
2.87K
$290K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.72KNew |
$253K - $298K
|
2.72K
$275K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2.71KNew |
$252K - $297K
|
2.71K
$274K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.7KNew |
$252K - $296K
|
2.7K
$274K
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
2.69KNew |
$251K - $295K
|
2.69K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.66KNew |
$247K - $291K
|
2.66K
$269K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
2.64K+ 16.39% |
$246K - $289K
|
18.7K
$1.89M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.4KNew |
$223K - $263K
|
2.4K
$243K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
2.31KNew |
$215K - $253K
|
2.31K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.3KNew |
$215K - $252K
|
2.3K
$233K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 60.04% |
$211K - $249K
|
6.05K
$612K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.22KNew |
$207K - $244K
|
2.22K
$225K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.15K+ 21.98% |
$200K - $235K
|
11.9K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.13KNew |
$198K - $233K
|
2.13K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.11KNew |
$197K - $231K
|
2.11K
$214K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
2.07KNew |
$193K - $227K
|
2.07K
$210K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.07K+ 39.85% |
$193K - $227K
|
7.26K
$735K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.02KNew |
$188K - $221K
|
2.02K
$204K
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.02KNew |
$188K - $221K
|
2.02K
$204K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
2K+ 30.28% |
$186K - $219K
|
8.61K
$871K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.98KNew |
$184K - $217K
|
1.98K
$200K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.94KNew |
$180K - $212K
|
1.94K
$196K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
1.89KNew |
$176K - $207K
|
1.89K
$191K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.85KNew |
$172K - $202K
|
1.85K
$187K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1.82KNew |
$169K - $199K
|
1.82K
$184K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$168K - $197K
|
1.8K
$182K
|