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 |
---|---|---|---|---|---|---|---|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.57KNew |
$550K - $585K
|
5.57K
$582K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-372- 50.47% |
$36.7K - $39.1K
|
365
$38.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
135New |
$13.3K - $14.2K
|
135
$14.1K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-18- 48.65% |
$1.78K - $1.89K
|
19
$1.99K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.88KNew |
$185K - $197K
|
1.88K
$196K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
451New |
$44.5K - $47.4K
|
451
$47.1K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 40.0% |
$3.75K - $3.99K
|
57
$5.96K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$3.95K - $4.2K
|
40
$4.18K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
162New |
$16K - $17K
|
162
$16.9K
|
|
Q1 2024 | |||||||
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-463- 0.58% |
$47.5K - $50.1K
|
79.9K
$8.36M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
44New |
$4.51K - $4.76K
|
44
$4.6K
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
14New |
$1.44K - $1.51K
|
14
$1.46K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4K+ 22.77% |
$1.78M - $1.88M
|
93.8K
$9.8M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
219+ 65.57% |
$22.5K - $23.7K
|
553
$57.8K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-99- 84.62% |
$10.2K - $10.7K
|
18
$1.88K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 128.92% |
$13.6M - $14.3M
|
235K
$24.6M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 50.82% |
$3.18K - $3.35K
|
30
$3.14K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.11KNew |
$216K - $228K
|
2.11K
$220K
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $216
|
4K
$418K
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
6New |
$615 - $649
|
6
$627
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
16New |
$1.64K - $1.73K
|
16
$1.67K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-49- 0.59% |
$5.02K - $5.3K
|
8.2K
$857K
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97.1KNew |
$9.95M - $10.5M
|
97.1K
$10.1M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 33.55% |
$5.33K - $5.62K
|
103
$10.8K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.71K+ 9.56% |
$688K - $725K
|
76.8K
$8.03M
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-250- 6.05% |
$25.6K - $27K
|
3.88K
$406K
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.13K+ 31.62% |
$937K - $988K
|
38K
$3.97M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
17.3K+ 290.32% |
$1.77M - $1.87M
|
23.2K
$2.43M
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-35Closed |
$3.59K - $3.79K
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
207+ 0.32% |
$21.2K - $22.4K
|
64.8K
$6.77M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7New |
$718 - $757
|
7
$732
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 3.61% |
$15.3K - $16.1K
|
3.98K
$416K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103New |
$10.6K - $11.1K
|
103
$10.8K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78New |
$8K - $8.44K
|
78
$8.15K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$10.3K - $10.8K
|
100
$10.5K
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-336- 12.43% |
$34.5K - $36.3K
|
2.37K
$248K
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
62New |
$6.36K - $6.71K
|
62
$6.48K
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
357New |
$36.6K - $38.6K
|
357
$37.3K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.24K- 36.34% |
$127K - $134K
|
2.17K
$227K
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100New |
$10.3K - $10.8K
|
100
$10.5K
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.13K- 80.04% |
$218K - $230K
|
530
$55.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 1.99% |
$5.33K - $5.62K
|
2.56K
$268K
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.04K+ 46.25% |
$106K - $112K
|
3.27K
$342K
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$5.54K - $5.84K
|
54
$5.65K
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
6.42KNew |
$597K - $703K
|
6.42K
$671K
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
8.46KNew |
$788K - $927K
|
8.46K
$885K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
95New |
$8.85K - $10.4K
|
95
$9.93K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-132- 6.43% |
$12.3K - $14.5K
|
1.92K
$201K
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
11.3KNew |
$1.05M - $1.23M
|
11.3K
$1.18M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 45.87% |
$220K - $259K
|
2.79K
$292K
|