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 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-11.6K- 55.24% |
$1.08M - $1.27M
|
9.36K
$955K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.1K- 17.86% |
$1.13M - $1.33M
|
55.9K
$5.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-13.2K- 48.24% |
$1.23M - $1.44M
|
14.1K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-13.3K- 12.63% |
$1.24M - $1.46M
|
92.4K
$9.43M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.4K- 36.01% |
$1.24M - $1.46M
|
23.7K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-13.4K- 98.59% |
$1.25M - $1.47M
|
192
$19.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-17.2K- 23.85% |
$1.6M - $1.88M
|
54.8K
$5.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.4K- 66.53% |
$1.62M - $1.9M
|
8.73K
$891K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.4K- 63.62% |
$1.71M - $2.01M
|
10.5K
$1.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-20.1K- 21.34% |
$1.87M - $2.2M
|
74K
$7.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-25.2K- 49.67% |
$2.35M - $2.76M
|
25.5K
$2.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-27.1K- 13.98% |
$2.52M - $2.97M
|
167K
$17M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-31.8K- 24.72% |
$2.96M - $3.48M
|
96.9K
$9.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-36.3K- 88.14% |
$3.38M - $3.97M
|
4.88K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-36.3K- 37.54% |
$3.38M - $3.97M
|
60.4K
$6.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37K- 23.06% |
$3.44M - $4.05M
|
123K
$12.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-37.5K- 94.26% |
$3.49M - $4.11M
|
2.28K
$233K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-37.8K- 96.34% |
$3.52M - $4.14M
|
1.44K
$147K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-45.9K- 5.75% |
$4.27M - $5.02M
|
752K
$76.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-55.9K- 14.78% |
$5.21M - $6.13M
|
322K
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-62.3K- 99.07% |
$5.8M - $6.82M
|
586
$59.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-68.1K- 10.51% |
$6.34M - $7.46M
|
579K
$59.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
SELL
|
- |
-73.8K- 95.07% |
$6.88M - $8.09M
|
3.83K
$391K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-77.2K- 4.35% |
$7.19M - $8.46M
|
1.7M
$173M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-104K- 34.37% |
$9.69M - $11.4M
|
199K
$20.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-116K- 37.29% |
$10.8M - $12.7M
|
195K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-121K- 97.7% |
$11.3M - $13.3M
|
2.86K
$292K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-122K- 19.66% |
$11.4M - $13.4M
|
499K
$50.9M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-128K- 97.95% |
$11.9M - $14M
|
2.67K
$273K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-141K- 21.59% |
$13.2M - $15.5M
|
514K
$52.4M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-142K- 21.6% |
$13.2M - $15.5M
|
514K
$52.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-172K- 69.23% |
$16M - $18.8M
|
76.4K
$7.79M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-206K- 35.39% |
$19.2M - $22.6M
|
376K
$38.4M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-245K- 33.01% |
$22.8M - $26.8M
|
497K
$50.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-282K- 80.95% |
$26.2M - $30.8M
|
66.3K
$6.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-316K- 88.42% |
$29.4M - $34.6M
|
41.3K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-690K- 98.55% |
$64.2M - $75.6M
|
10.1K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.46M- 29.42% |
$136M - $160M
|
3.51M
$358M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.72M- 35.46% |
$533M - $627M
|
10.4M
$1.06B
|