Purchases and Sales Made in Q1 2024 in Ishares Barclays 10 20 Yr Trea (TLH)

TLH Quotes by TradingView

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
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
442
+ 425.0%
$45.3K - $47.8K
546 $54.9K
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
413
+ 2.22%
$42.3K - $44.7K
19K $1.91M
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

BUY
 -
397
+ 8.97%
$40.7K - $42.9K
4.82K $485K
May 03, 2024 Q1 2024
Csenge Advisory Group

BUY
 -
397
+ 11.47%
$40.7K - $42.9K
3.86K $388K
May 14, 2024 Q1 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
379
+ 7580.0%
$38.9K - $41K
384 $38.6K
Apr 25, 2024 Q1 2024
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
368
+ 9.51%
$37.7K - $39.8K
4.24K $427K
May 10, 2024 Q1 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
366
+ 0.71%
$37.5K - $39.6K
52.1K $5.24M
May 02, 2024 Q1 2024
Whittier Trust CO Of Nevada Inc

BUY
 -
365
+ 130.82%
$37.4K - $39.5K
644 $64.8K
Apr 17, 2024 Q1 2024
Spirit Of America Management Corp

BUY
 -
357
New
$36.6K - $38.6K
357 $35.9K
May 14, 2024 Q1 2024
Wedbush Securities Inc

BUY
 -
355
+ 11.0%
$36.4K - $38.4K
3.58K $360K
May 13, 2024 Q1 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
282
+ 117.01%
$28.9K - $30.5K
523 $52.6K
May 02, 2024 Q1 2024
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
269
+ 56.99%
$27.6K - $29.1K
741 $74.6K
Apr 11, 2024 Q1 2024
One Advisory Partners, LLC

BUY
 -
247
+ 2.27%
$25.3K - $26.7K
11.1K $1.12M
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
236
+ 11800.0%
$24.2K - $25.5K
238 $23.9K
Apr 15, 2024 Q1 2024
Signature Securities Group Corporation

BUY
 -
236
+ 11.4%
$24.2K - $25.5K
2.31K $232K
May 01, 2024 Q1 2024
James Investment Research Inc

BUY
 -
230
+ 2.46%
$23.6K - $24.9K
9.59K $965K
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
219
+ 65.57%
$22.5K - $23.7K
553 $55.6K
Apr 29, 2024 Q1 2024
Royal Harbor Partners, LLC

BUY
 -
207
+ 0.32%
$21.2K - $22.4K
64.8K $6.52M
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
200
New
$20.5K - $21.6K
200 $20.1K
May 15, 2024 Q1 2024
Mendel Capital Management LLC

BUY
 -
192
+ 1.92%
$19.7K - $20.8K
10.2K $1.02M
Apr 15, 2024 Q1 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
169
+ 4.48%
$17.3K - $18.3K
3.94K $397K
Jul 31, 2024 Q1 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
169
+ 6.24%
$17.3K - $18.3K
2.88K $290K
May 15, 2024 Q1 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
161
+ 4.62%
$16.5K - $17.4K
3.64K $367K
Apr 26, 2024 Q1 2024
Clear Creek Financial Management, LLC

BUY
 -
150
+ 0.65%
$15.4K - $16.2K
23.4K $2.35M
May 15, 2024 Q1 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
125
+ 4.08%
$12.8K - $13.5K
3.19K $321K
Apr 16, 2024 Q1 2024
Stratos Wealth Advisors, LLC

BUY
 -
119
+ 1.97%
$12.2K - $12.9K
6.17K $621K
Apr 24, 2024 Q1 2024
Central Trust CO

Jefferson City, MO
BUY
 -
103
New
$10.6K - $11.1K
103 $10.4K
Apr 15, 2024 Q1 2024
Janiczek Wealth Management, LLC

BUY
 -
100
New
$10.3K - $10.8K
100 $10.1K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
100
New
$10.3K - $10.8K
100 $10.1K
Apr 25, 2024 Q1 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
89
+ 1.33%
$9.13K - $9.63K
6.78K $682K
May 10, 2024 Q1 2024
Cullen/Frost Bankers, Inc.

BUY
 -
82
+ 109.33%
$8.41K - $8.87K
157 $15.8K
Apr 23, 2024 Q1 2024
Morton Brown Family Wealth, LLC

BUY
 -
78
New
$8K - $8.44K
78 $7.85K
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

BUY
 -
77
+ 0.13%
$7.9K - $8.33K
60.4K $6.08M
Apr 18, 2024 Q1 2024
Morris Financial Concepts, Inc.

BUY
 -
62
New
$6.36K - $6.71K
62 $6.24K
May 06, 2024 Q1 2024
Pfg Advisors

BUY
 -
61
+ 0.61%
$6.25K - $6.6K
10.1K $1.02M
Apr 15, 2024 Q1 2024
Cypress Wealth Services, LLC

BUY
 -
54
+ 0.74%
$5.54K - $5.84K
7.32K $736K
Apr 11, 2024 Q1 2024
City State Bank

Norwalk, IA
BUY
 -
54
New
$5.54K - $5.84K
54 $5.43K
May 10, 2024 Q1 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
52
+ 0.24%
$5.33K - $5.62K
21.5K $2.16M
May 15, 2024 Q1 2024
Barclays PLC

London, X0
BUY
 -
44
New
$4.51K - $4.76K
44 $4.43K
Aug 08, 2024 Q1 2024
Abound Wealth Management

Franklin, TN
BUY
 -
28
New
$2.87K - $3.03K
28 $2.82K
May 10, 2024 Q1 2024
Covestor LTD

Boston, MA
BUY
 -
20
+ 68.97%
$2.05K - $2.16K
49 $4.93K
May 14, 2024 Q1 2024
Family Asset Management, LLC

Charleston, SC
BUY
 -
19
+ 14.39%
$1.95K - $2.06K
151 $15.2K
May 10, 2024 Q1 2024
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
16
New
$1.64K - $1.73K
16 $1.61K
May 10, 2024 Q1 2024
Betterment LLC

New York, NY
BUY
 -
15
+ 0.3%
$1.54K - $1.62K
4.99K $502K
May 15, 2024 Q1 2024
First Manhattan CO

New York, NY
BUY
 -
14
New
$1.44K - $1.51K
14 $1.41K
Apr 19, 2024 Q1 2024
Cornerstone Wealth Management, LLC

BUY
 -
14
+ 0.63%
$1.44K - $1.51K
2.24K $225K
Apr 26, 2024 Q1 2024
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
7
New
$718 - $757
7 $704
May 10, 2024 Q1 2024
Esl Trust Services, LLC

BUY
 -
6
New
$615 - $649
6 $604
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
5
New
$513 - $541
5 $503

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