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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-502- 5.05% |
$46.7K - $55K
|
9.44K
$941K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-557- 40.72% |
$51.9K - $61K
|
811
$80.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-569- 14.12% |
$53K - $62.3K
|
3.46K
$345K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-602- 5.59% |
$56.1K - $65.9K
|
10.2K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-607- 66.92% |
$56.5K - $66.5K
|
300
$29.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-655- 22.64% |
$61K - $71.7K
|
2.24K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-685- 10.42% |
$63.8K - $75K
|
5.89K
$587K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-729- 15.93% |
$67.9K - $79.8K
|
3.85K
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-768- 10.14% |
$71.5K - $84.1K
|
6.81K
$678K
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-774- 18.53% |
$72.1K - $84.8K
|
3.4K
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-875- 19.4% |
$81.5K - $95.8K
|
3.64K
$362K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
SELL
|
- |
-959- 23.24% |
$89.3K - $105K
|
3.17K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 24.99% |
$95.2K - $112K
|
3.07K
$306K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.06K- 33.72% |
$98.2K - $116K
|
2.07K
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.1K- 14.7% |
$102K - $120K
|
6.39K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.19K- 4.39% |
$111K - $131K
|
26K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.25K- 37.33% |
$117K - $137K
|
2.11K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.28K- 15.14% |
$119K - $140K
|
7.16K
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.41K- 6.02% |
$132K - $155K
|
22.1K
$2.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.43K- 13.38% |
$133K - $156K
|
9.25K
$921K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 11.12% |
$140K - $165K
|
12K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.51K- 25.91% |
$141K - $165K
|
4.32K
$430K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.57K- 27.66% |
$146K - $171K
|
4.09K
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.63K- 31.28% |
$152K - $179K
|
3.58K
$357K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 85.85% |
$155K - $183K
|
275
$27.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.79K- 13.01% |
$166K - $196K
|
11.9K
$1.19M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-2.08K- 12.82% |
$194K - $228K
|
14.2K
$1.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.12K- 88.71% |
$198K - $232K
|
270
$26.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.32K- 41.85% |
$216K - $254K
|
3.23K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 45.87% |
$220K - $259K
|
2.79K
$278K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.95K- 21.36% |
$274K - $323K
|
10.8K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.32K- 6.86% |
$309K - $363K
|
45.1K
$4.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 26.87% |
$323K - $380K
|
9.45K
$942K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.62K- 25.17% |
$337K - $396K
|
10.8K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-3.66K- 15.32% |
$340K - $400K
|
20.2K
$2.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.95K- 28.76% |
$367K - $432K
|
9.78K
$974K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 36.58% |
$371K - $436K
|
6.91K
$688K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.13K- 70.82% |
$384K - $452K
|
1.7K
$169K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-4.29K- 29.88% |
$400K - $470K
|
10.1K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-4.41K- 27.47% |
$411K - $483K
|
11.6K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.6K- 69.84% |
$428K - $503K
|
1.99K
$198K
|
|
|
Jan 19, 2024
Q4 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-4.71K- 34.24% |
$438K - $516K
|
9.04K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.74K- 23.19% |
$442K - $520K
|
15.7K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.31K- 47.14% |
$494K - $581K
|
5.95K
$593K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-5.45K- 35.13% |
$507K - $597K
|
10.1K
$1M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-5.68K- 9.18% |
$529K - $622K
|
56.2K
$5.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-6.01K- 14.95% |
$560K - $658K
|
34.2K
$3.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-6.35K- 32.74% |
$591K - $695K
|
13K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-9.61K- 56.73% |
$895K - $1.05M
|
7.33K
$730K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 54.69% |
$962K - $1.13M
|
8.56K
$853K
|