Purchases and Sales Made in Q4 2023 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 2023. 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 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
10KNew |
$931K - $1.1M
|
10K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.95K+ 229.41% |
$927K - $1.09M
|
14.3K
$1.42M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
9.78KNew |
$910K - $1.07M
|
9.78K
$974K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.7K+ 406.88% |
$903K - $1.06M
|
12.1K
$1.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
9.58KNew |
$892K - $1.05M
|
9.58K
$954K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
9.48KNew |
$883K - $1.04M
|
9.48K
$945K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
9.23K+ 481.72% |
$859K - $1.01M
|
11.1K
$1.11M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
9.14KNew |
$851K - $1M
|
9.14K
$911K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
9.07K+ 218.68% |
$845K - $994K
|
13.2K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
9.03KNew |
$841K - $989K
|
9.03K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.55KNew |
$796K - $936K
|
8.55K
$852K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.46KNew |
$788K - $927K
|
8.46K
$843K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8.31KNew |
$774K - $910K
|
8.31K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.25KNew |
$768K - $903K
|
8.25K
$822K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
8.05K+ 74.63% |
$749K - $881K
|
18.8K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
7.91KNew |
$737K - $867K
|
7.91K
$788K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.88K+ 6.32% |
$734K - $863K
|
133K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
7.79KNew |
$725K - $853K
|
7.79K
$776K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
7.79KNew |
$725K - $853K
|
7.79K
$776K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.4KNew |
$689K - $811K
|
7.4K
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
7.19K+ 7.03% |
$669K - $787K
|
109K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.86K+ 255.08% |
$639K - $751K
|
9.55K
$951K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.79K+ 175.72% |
$632K - $743K
|
10.7K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
6.69KNew |
$623K - $733K
|
6.69K
$667K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.61K+ 209.34% |
$616K - $724K
|
9.77K
$973K
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
6.6K+ 4.33% |
$615K - $723K
|
159K
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
6.53KNew |
$608K - $715K
|
6.53K
$650K
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.48K+ 16.57% |
$603K - $709K
|
45.6K
$4.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.47K+ 8.46% |
$602K - $708K
|
82.9K
$8.26M
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.42KNew |
$597K - $703K
|
6.42K
$639K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
6.19KNew |
$577K - $678K
|
6.19K
$617K
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
6.19K+ 24.48% |
$577K - $678K
|
31.5K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.05KNew |
$563K - $663K
|
6.05K
$603K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.02K+ 105.38% |
$560K - $659K
|
11.7K
$1.17M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.84KNew |
$543K - $639K
|
5.84K
$581K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.77K+ 121.26% |
$537K - $632K
|
10.5K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
5.7KNew |
$530K - $624K
|
5.7K
$568K
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.69K+ 154.06% |
$530K - $623K
|
9.38K
$935K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.39K+ 33.57% |
$502K - $590K
|
21.4K
$2.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.33KNew |
$496K - $584K
|
5.33K
$531K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.08K+ 95.95% |
$473K - $556K
|
10.4K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.01KNew |
$466K - $548K
|
5.01K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.91KNew |
$457K - $537K
|
4.91K
$489K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.85K+ 242.45% |
$451K - $531K
|
6.85K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.64K+ 46.03% |
$432K - $508K
|
14.7K
$1.47M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
4.6K+ 73.3% |
$428K - $503K
|
10.9K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
4.53K+ 121.11% |
$421K - $496K
|
8.26K
$823K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
4.48KNew |
$417K - $491K
|
4.48K
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
4.29K+ 65.01% |
$400K - $470K
|
10.9K
$1.09M
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.28KNew |
$399K - $469K
|
4.28K
$427K
|