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 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-418- 67.75% |
$42.9K - $45.2K
|
199
$20.8K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-439- 2.06% |
$45K - $47.5K
|
20.9K
$2.19M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-463- 0.58% |
$47.5K - $50.1K
|
79.9K
$8.36M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-509- 5.01% |
$52.2K - $55.1K
|
9.65K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-517- 4.44% |
$53K - $55.9K
|
11.1K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-580- 36.76% |
$59.5K - $62.7K
|
998
$104K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-784- 25.3% |
$80.4K - $84.8K
|
2.32K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-947- 8.89% |
$97.1K - $102K
|
9.7K
$1.01M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14K- 16.24% |
$117K - $124K
|
5.9K
$616K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-1.22K- 6.04% |
$125K - $132K
|
19K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.24K- 36.34% |
$127K - $134K
|
2.17K
$227K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.25K- 10.47% |
$128K - $135K
|
10.7K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.37K- 6.21% |
$140K - $148K
|
20.7K
$2.16M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.41K- 16.45% |
$144K - $152K
|
7.14K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.41K- 3.1% |
$145K - $153K
|
44.2K
$4.62M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-1.56K- 20.04% |
$160K - $169K
|
6.23K
$651K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.6K- 9.05% |
$164K - $173K
|
16.1K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.65K- 91.89% |
$170K - $179K
|
146
$15.3K
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.66K- 16.43% |
$170K - $179K
|
8.42K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 14.43% |
$173K - $183K
|
10K
$1.05M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.79K- 26.08% |
$183K - $193K
|
5.06K
$529K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-1.95K- 23.61% |
$200K - $210K
|
6.3K
$658K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.97K- 40.27% |
$201K - $213K
|
2.91K
$305K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.03K- 27.7% |
$208K - $220K
|
5.3K
$554K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.11K- 48.84% |
$216K - $228K
|
2.21K
$231K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.13K- 80.04% |
$218K - $230K
|
530
$55.4K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.2K- 23.26% |
$225K - $238K
|
7.25K
$757K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.25K- 26.09% |
$230K - $243K
|
6.36K
$665K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-2.31K- 23.63% |
$237K - $250K
|
7.47K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.42K- 47.8% |
$248K - $261K
|
2.64K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-2.47K- 17.44% |
$253K - $267K
|
11.7K
$1.22M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.59K- 1.11% |
$266K - $280K
|
230K
$24M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
SELL
|
- |
-3.22K- 22.8% |
$330K - $349K
|
10.9K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.24K- 23.86% |
$333K - $351K
|
10.4K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 22.86% |
$368K - $388K
|
12.1K
$1.27M
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-3.59K- 11.41% |
$369K - $389K
|
27.9K
$2.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-3.65K- 31.02% |
$374K - $395K
|
8.12K
$849K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.85K- 24.27% |
$395K - $417K
|
12K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.21K- 42.39% |
$432K - $455K
|
5.72K
$598K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.32K- 44.18% |
$443K - $467K
|
5.46K
$570K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.38K- 9.61% |
$450K - $474K
|
41.2K
$4.31M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.83K- 40.5% |
$495K - $523K
|
7.1K
$742K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.38K- 33.69% |
$551K - $582K
|
10.6K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.44K- 22.91% |
$558K - $588K
|
18.3K
$1.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5.46K- 12.13% |
$560K - $591K
|
39.6K
$4.14M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 54.64% |
$801K - $845K
|
6.48K
$678K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.02K- 21.82% |
$925K - $975K
|
32.3K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-9.09K- 81.62% |
$932K - $983K
|
2.05K
$214K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.18K- 25.5% |
$942K - $993K
|
26.8K
$2.8M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-9.54K- 78.99% |
$978K - $1.03M
|
2.54K
$265K
|