Purchases and Sales Made in Q4 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-795- 53.04% |
$80.6K - $91.8K
|
704
$73.6K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-939- 56.84% |
$95.2K - $108K
|
713
$74.5K
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-951- 15.4% |
$96.4K - $110K
|
5.23K
$546K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-980- 18.09% |
$99.3K - $113K
|
4.44K
$464K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.01K- 11.61% |
$102K - $116K
|
7.65K
$800K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.01K- 11.31% |
$102K - $116K
|
7.9K
$826K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-1.03K- 5.04% |
$104K - $119K
|
19.4K
$2.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.12K- 52.13% |
$114K - $130K
|
1.03K
$108K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.91K- 70.22% |
$194K - $220K
|
810
$84.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.94K- 93.75% |
$196K - $223K
|
129
$13.5K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-2.64K- 3.51% |
$267K - $304K
|
72.4K
$7.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-2.83K- 11.24% |
$287K - $327K
|
22.3K
$2.34M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-2.93KClosed |
$297K - $338K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.25K- 46.96% |
$329K - $375K
|
3.67K
$384K
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-3.4K- 8.54% |
$345K - $393K
|
36.4K
$3.81M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-3.44K- 32.93% |
$348K - $396K
|
7K
$731K
|
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
SELL
|
- |
-4K- 28.91% |
$406K - $462K
|
9.85K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.33K- 69.0% |
$439K - $500K
|
1.95K
$203K
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.98K- 23.09% |
$606K - $690K
|
19.9K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.51K- 24.37% |
$660K - $752K
|
20.2K
$2.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-6.65K- 81.83% |
$674K - $767K
|
1.48K
$154K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.84K- 93.03% |
$693K - $789K
|
512
$53.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.3K- 82.38% |
$1.35M - $1.54M
|
2.84K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-15.6K- 79.51% |
$1.58M - $1.8M
|
4.03K
$421K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.4K- 27.5% |
$1.86M - $2.12M
|
48.4K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-19.2K- 26.01% |
$1.95M - $2.22M
|
54.7K
$5.72M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21.3K- 24.13% |
$2.16M - $2.46M
|
67K
$7.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-28.2K- 53.98% |
$2.86M - $3.26M
|
24.1K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-28.9K- 60.31% |
$2.93M - $3.33M
|
19K
$1.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-29.1K- 21.46% |
$2.95M - $3.36M
|
107K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-44.4K- 68.41% |
$4.5M - $5.12M
|
20.5K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-51.8K- 50.83% |
$5.25M - $5.97M
|
50.1K
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-57.2K- 22.89% |
$5.79M - $6.6M
|
193K
$20.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-58.8K- 74.78% |
$5.96M - $6.79M
|
19.8K
$2.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.9K- 50.68% |
$6.99M - $7.96M
|
67.1K
$7.01M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-83.9K- 11.95% |
$8.51M - $9.69M
|
619K
$64.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-113K- 1.06% |
$11.4M - $13M
|
10.6M
$1.1B
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-165K- 99.99% |
$16.7M - $19.1M
|
20
$2.09K
|