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 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.76K- 13.92% |
$1M - $1.06M
|
60.4K
$6.31M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.3K- 15.3% |
$1.06M - $1.12M
|
57.1K
$5.97M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$1.24M - $1.31M
|
0
$0
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12.1K- 3.22% |
$1.24M - $1.31M
|
364K
$38.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.2K- 7.94% |
$1.25M - $1.32M
|
142K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-13K- 68.91% |
$1.33M - $1.4M
|
5.85K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.3K- 20.92% |
$1.78M - $1.88M
|
65.6K
$6.85M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-18.5K- 9.51% |
$1.9M - $2M
|
176K
$18.4M
|
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-23.6K- 39.67% |
$2.42M - $2.55M
|
35.9K
$3.75M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-24.4K- 40.21% |
$2.5M - $2.64M
|
36.3K
$3.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-29.4K- 8.82% |
$3.01M - $3.17M
|
303K
$31.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.9K- 93.23% |
$4.09M - $4.31M
|
2.9K
$303K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-42.3K- 86.42% |
$4.34M - $4.57M
|
6.65K
$695K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.4K- 1.29% |
$4.66M - $4.91M
|
3.47M
$362M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-46.6K- 95.85% |
$4.78M - $5.04M
|
2.02K
$211K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-58.1K- 10.03% |
$5.96M - $6.29M
|
521K
$54.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 29.95% |
$11.8M - $12.5M
|
270K
$28.2M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-122K- 99.1% |
$12.6M - $13.2M
|
1.11K
$116K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-166K- 99.56% |
$17M - $18M
|
737
$77K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-413K- 98.54% |
$42.3M - $44.6M
|
6.1K
$637K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-570K- 57.13% |
$58.5M - $61.7M
|
428K
$44.8M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-641K- 87.47% |
$65.7M - $69.3M
|
91.8K
$9.6M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-689K- 32.04% |
$70.6M - $74.5M
|
1.46M
$153M
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.17M- 39.79% |
$223M - $235M
|
3.28M
$343M
|