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 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.78K+ 3.1% |
$166K - $195K
|
59.4K
$6.01M
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.75K+ 3.87% |
$163K - $192K
|
47K
$4.76M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.66K+ 7.55% |
$155K - $182K
|
23.7K
$2.4M
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.58KNew |
$147K - $173K
|
1.58K
$160K
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.56KNew |
$145K - $171K
|
1.56K
$158K
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.52KNew |
$141K - $166K
|
1.52K
$153K
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.51K+ 36.22% |
$140K - $165K
|
5.67K
$573K
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.43K+ 45.63% |
$134K - $157K
|
4.58K
$463K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.4K+ 38.24% |
$130K - $153K
|
5.06K
$512K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$130K - $153K
|
1.4K
$141K
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 20.51% |
$124K - $146K
|
7.83K
$792K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.32K+ 2450.0% |
$123K - $145K
|
1.38K
$139K
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.31KNew |
$122K - $144K
|
1.31K
$133K
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.3K+ 37.11% |
$121K - $142K
|
4.81K
$486K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 22.11% |
$116K - $137K
|
6.9K
$698K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.21KNew |
$112K - $132K
|
1.21K
$122K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.12K+ 19.45% |
$104K - $123K
|
6.89K
$696K
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.07K+ 4.12% |
$99.4K - $117K
|
27K
$2.73M
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
980+ 10.88% |
$91.2K - $107K
|
9.99K
$1.01M
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
949New |
$88.4K - $104K
|
949
$96K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
915+ 82.14% |
$85.2K - $100K
|
2.03K
$205K
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
818+ 1120.55% |
$76.2K - $89.6K
|
891
$90.1K
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
818+ 81800.0% |
$76.2K - $89.6K
|
819
$82.9K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
816+ 3.24% |
$76K - $89.4K
|
26K
$2.63M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
580New |
$54K - $63.5K
|
580
$58.7K
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
530+ 33.76% |
$49.3K - $58K
|
2.1K
$212K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
503New |
$46.8K - $55.1K
|
503
$50.9K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
463+ 22.01% |
$43.1K - $50.7K
|
2.57K
$260K
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
380+ 11.83% |
$35.4K - $41.6K
|
3.59K
$363K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
376+ 4.99% |
$35K - $41.2K
|
7.92K
$801K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
351+ 3.96% |
$32.7K - $38.4K
|
9.21K
$931K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
334New |
$31.1K - $36.6K
|
334
$33.8K
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
296+ 6.33% |
$27.6K - $32.4K
|
4.97K
$503K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
279New |
$26K - $30.6K
|
279
$28.2K
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
238+ 88.15% |
$22.2K - $26.1K
|
508
$51.4K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
232+ 6.38% |
$21.6K - $25.4K
|
3.87K
$392K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
230+ 6.1% |
$21.4K - $25.2K
|
4K
$405K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 706.45% |
$20.4K - $24K
|
250
$25.3K
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
188+ 2.4% |
$17.5K - $20.6K
|
8.02K
$811K
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
188+ 5.71% |
$17.5K - $20.6K
|
3.48K
$352K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
163New |
$15.2K - $17.9K
|
163
$16.5K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
159+ 91.38% |
$14.8K - $17.4K
|
333
$33.7K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
142+ 3.31% |
$13.2K - $15.6K
|
4.43K
$448K
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
134+ 0.58% |
$12.5K - $14.7K
|
23.2K
$2.35M
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
132+ 0.84% |
$12.3K - $14.5K
|
15.9K
$1.61M
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
126New |
$11.7K - $13.8K
|
126
$12.7K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
123+ 104.24% |
$11.5K - $13.5K
|
241
$24.4K
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
121+ 1.92% |
$11.3K - $13.3K
|
6.42K
$649K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
118New |
$11K - $12.9K
|
118
$11.9K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$10.6K - $12.5K
|
114
$11.5K
|