Latest Institutional Transactions on Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information on the latest institutional transactions involving Ishares Barclays 10 20 Yr Trea (TLH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.17KNew |
$219K - $242K
|
2.17K
$227K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-90- 1.03% |
$9.07K - $10K
|
8.65K
$904K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79K+ 18.2% |
$180K - $199K
|
11.6K
$1.21M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
134+ 25.05% |
$13.5K - $15K
|
669
$69.9K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.59K+ 23.96% |
$160K - $177K
|
8.2K
$857K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
67New |
$6.75K - $7.48K
|
67
$7K
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
290New |
$29.2K - $32.4K
|
290
$30.3K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.8KNew |
$1.29M - $1.43M
|
12.8K
$1.34M
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 4.0% |
$101 - $112
|
24
$2.51K
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
59KNew |
$5.95M - $6.59M
|
59K
$6.17M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.84K+ 34.27% |
$287K - $317K
|
11.1K
$1.16M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.52KNew |
$355K - $393K
|
3.52K
$368K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
253New |
$25.5K - $28.2K
|
253
$26.4K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.94K- 27.36% |
$397K - $439K
|
10.5K
$1.09M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 31.95% |
$170K - $189K
|
3.6K
$376K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10.3K- 31.36% |
$1.04M - $1.15M
|
22.5K
$2.35M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-537- 6.15% |
$54.1K - $59.9K
|
8.19K
$856K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.71K- 53.25% |
$273K - $302K
|
2.38K
$248K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40New |
$4.03K - $4.46K
|
40
$4.18K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.22K+ 56.31% |
$324K - $359K
|
8.93K
$934K
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
29+ 1.15% |
$2.92K - $3.24K
|
2.56K
$268K
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50+ 0.26% |
$5.04K - $5.58K
|
19.5K
$2.04M
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-14- 18.67% |
$1.41K - $1.56K
|
61
$6.38K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$1.07M - $1.18M
|
10.6K
$1.11M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.89KNew |
$190K - $210K
|
1.89K
$197K
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.85KNew |
$186K - $207K
|
1.85K
$194K
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
21.5KNew |
$2.16M - $2.4M
|
21.5K
$2.25M
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
59New |
$5.94K - $6.59K
|
59
$6.17K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-14- 7.87% |
$1.41K - $1.56K
|
164
$17.1K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.92KNew |
$194K - $215K
|
1.92K
$201K
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-62.6K- 96.56% |
$6.31M - $6.99M
|
2.23K
$233K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43.9K+ 10518.47% |
$4.42M - $4.9M
|
44.3K
$4.63M
|
|
Oct 21, 2024
Q3 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
28.6KNew |
$2.89M - $3.2M
|
28.6K
$2.99M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
565New |
$56.9K - $63.1K
|
565
$59.1K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 39.29% |
$3.32K - $3.68K
|
51
$5.33K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-37.9K- 9.52% |
$3.82M - $4.23M
|
360K
$37.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.1K+ 8.47% |
$1.62M - $1.8M
|
206K
$21.6M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-797- 23.92% |
$80.3K - $89K
|
2.54K
$265K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.7K+ 13.81% |
$574K - $636K
|
47K
$4.91M
|
|
Oct 18, 2024
Q3 2024
|
Marks Wealth, LLC
|
SELL
|
- |
-7.76K- 5.78% |
$782K - $867K
|
127K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
2.36KNew |
$237K - $263K
|
2.36K
$246K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
92New |
$9.27K - $10.3K
|
92
$9.62K
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
20New |
$2.02K - $2.23K
|
20
$2.09K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.71% |
$1.41K - $1.56K
|
1.96K
$205K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39New |
$3.93K - $4.35K
|
39
$4.08K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
41New |
$4.13K - $4.58K
|
41
$4.29K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$7.46K - $8.26K
|
74
$7.74K
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
94New |
$9.47K - $10.5K
|
94
$9.83K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
521+ 5.26% |
$52.5K - $58.2K
|
10.4K
$1.09M
|