Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.9K+ 72.64% |
$3.88M - $4.1M
|
90K
$9.41M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
37.5K+ 38.72% |
$3.85M - $4.06M
|
134K
$14M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.8K+ 15.15% |
$3.67M - $3.87M
|
272K
$28.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$3.53M - $3.72M
|
34.4K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
32.2K+ 5.77% |
$3.3M - $3.48M
|
590K
$61.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
31.9KNew |
$3.27M - $3.45M
|
31.9K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
30.8K+ 23.26% |
$3.16M - $3.34M
|
163K
$17.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.6KNew |
$3.03M - $3.2M
|
29.6K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
29.2K+ 5.68% |
$2.99M - $3.16M
|
543K
$56.7M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
29K+ 5.65% |
$2.98M - $3.14M
|
543K
$56.7M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
26.6K+ 5239.76% |
$2.73M - $2.88M
|
27.1K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.7K+ 102.22% |
$2.53M - $2.67M
|
48.8K
$5.11M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.5K+ 67.32% |
$2.2M - $2.33M
|
53.4K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.5K+ 192.87% |
$2M - $2.11M
|
29.7K
$3.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
19.5K+ 26.8% |
$2M - $2.11M
|
92.1K
$9.63M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
19.5K+ 11.44% |
$1.99M - $2.1M
|
190K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
19.3K+ 201.27% |
$1.98M - $2.08M
|
28.9K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
18.5K+ 27.98% |
$1.9M - $2M
|
84.6K
$8.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4K+ 22.77% |
$1.78M - $1.88M
|
93.8K
$9.8M
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
17.3KNew |
$1.78M - $1.87M
|
17.3K
$1.81M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
17.3K+ 290.32% |
$1.77M - $1.87M
|
23.2K
$2.43M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
16.5K+ 23302.82% |
$1.7M - $1.79M
|
16.6K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
16.1K+ 27.04% |
$1.65M - $1.74M
|
75.7K
$7.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.9KNew |
$1.63M - $1.72M
|
15.9K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.8K+ 424.15% |
$1.51M - $1.6M
|
18.3K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 13.63% |
$1.48M - $1.56M
|
120K
$12.6M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
BUY
|
- |
13KNew |
$1.34M - $1.41M
|
13K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
12.9K+ 26.36% |
$1.32M - $1.39M
|
61.7K
$6.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 623.0% |
$1.32M - $1.39M
|
14.9K
$1.56M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.5K+ 143.18% |
$1.28M - $1.35M
|
21.2K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 7.78% |
$1.25M - $1.32M
|
169K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
11.9K+ 39.2% |
$1.22M - $1.28M
|
42.2K
$4.41M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.8KNew |
$1.21M - $1.27M
|
11.8K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.8K+ 61.54% |
$1.21M - $1.27M
|
30.9K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11KNew |
$1.13M - $1.19M
|
11K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.8K+ 5.56% |
$1.11M - $1.17M
|
205K
$21.4M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.7K+ 16.36% |
$1.1M - $1.16M
|
76.1K
$7.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
10.7KNew |
$1.1M - $1.16M
|
10.7K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$1.09M - $1.15M
|
10.6K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
10.6K+ 6.46% |
$1.09M - $1.15M
|
175K
$18.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
9.48K+ 30.15% |
$972K - $1.03M
|
40.9K
$4.28M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.4K+ 292.86% |
$964K - $1.02M
|
12.6K
$1.32M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.13K+ 31.62% |
$937K - $988K
|
38K
$3.97M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.93K+ 208.53% |
$915K - $965K
|
13.2K
$1.38M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.66KNew |
$888K - $936K
|
8.66K
$905K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.61K+ 90.21% |
$883K - $932K
|
18.2K
$1.9M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.43KNew |
$865K - $912K
|
8.43K
$881K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
8.23K+ 6.53% |
$844K - $890K
|
134K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.97KNew |
$817K - $861K
|
7.97K
$833K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.88K+ 26.16% |
$808K - $852K
|
38K
$3.97M
|