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
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.69K+ 29.54% |
$788K - $831K
|
33.7K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.9K+ 72.97% |
$707K - $746K
|
16.3K
$1.65M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.71K+ 9.56% |
$688K - $725K
|
76.8K
$7.73M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.58KNew |
$675K - $712K
|
6.58K
$662K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.16K+ 56.81% |
$632K - $667K
|
17K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.92K+ 155.73% |
$607K - $640K
|
9.72K
$978K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
5.85KNew |
$600K - $633K
|
5.85K
$589K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.79KNew |
$594K - $626K
|
5.79K
$583K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.29K+ 14.34% |
$542K - $572K
|
42.2K
$4.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
5.17K+ 792.19% |
$530K - $560K
|
5.83K
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.98KNew |
$511K - $539K
|
4.98K
$502K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.68K+ 59.75% |
$480K - $506K
|
12.5K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.68K+ 1.32% |
$479K - $506K
|
359K
$36.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.67K+ 35.28% |
$478K - $505K
|
17.9K
$1.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
4.62K+ 17.11% |
$473K - $499K
|
31.6K
$3.18M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.6K+ 7.5% |
$472K - $498K
|
66K
$6.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
BUY
|
- |
4.29K+ 7.83% |
$440K - $464K
|
59.1K
$5.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
4.18K+ 9.88% |
$429K - $452K
|
46.5K
$4.68M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.14K+ 17.24% |
$424K - $448K
|
28.1K
$2.83M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.91K+ 37.16% |
$401K - $423K
|
14.4K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 42.02% |
$398K - $420K
|
13.1K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.86K+ 41.9% |
$395K - $417K
|
13.1K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.83K+ 23.79% |
$393K - $415K
|
19.9K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
3.82K+ 3.49% |
$392K - $413K
|
113K
$11.4M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.79K+ 14592.31% |
$389K - $410K
|
3.82K
$384K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.72K+ 35.9% |
$382K - $402K
|
14.1K
$1.42M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.54K+ 178.93% |
$363K - $383K
|
5.52K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.32KNew |
$340K - $359K
|
3.32K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.18KNew |
$326K - $344K
|
3.18K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17K+ 46.03% |
$325K - $343K
|
10.1K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.16KNew |
$324K - $341K
|
3.16K
$318K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.15K+ 185.53% |
$323K - $341K
|
4.85K
$488K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 3.55% |
$317K - $335K
|
90.3K
$9.08M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.04K+ 78.73% |
$311K - $328K
|
6.89K
$693K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.91K+ 246.19% |
$298K - $314K
|
4.09K
$411K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.82K+ 9.07% |
$289K - $305K
|
33.9K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.72K+ 8.07% |
$279K - $294K
|
36.4K
$3.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.67KNew |
$274K - $289K
|
2.67K
$268K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.61K+ 44.73% |
$268K - $282K
|
8.45K
$850K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.59K+ 10.92% |
$265K - $280K
|
26.3K
$2.65M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.59K+ 38.03% |
$265K - $280K
|
9.39K
$945K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
2.57KNew |
$263K - $278K
|
2.57K
$259K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.53KNew |
$260K - $274K
|
2.53K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.52K+ 9.93% |
$258K - $272K
|
27.9K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.5KNew |
$257K - $271K
|
2.5K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
2.34K+ 12.5% |
$240K - $253K
|
21.1K
$2.12M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25KNew |
$231K - $243K
|
2.25K
$226K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.25KNew |
$231K - $243K
|
2.25K
$226K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.22KNew |
$227K - $240K
|
2.22K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.16KNew |
$221K - $233K
|
2.16K
$217K
|