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 |
|---|---|---|---|---|---|---|---|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.85KNew |
$172K - $202K
|
1.85K
$193K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
11.3KNew |
$1.05M - $1.24M
|
11.3K
$1.18M
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-567Closed |
$55.8K - $63K
|
0
$0
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.77K - $2K
|
18
$1.88K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.56K- 54.33% |
$251K - $284K
|
2.15K
$225K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.41KNew |
$630K - $711K
|
6.41K
$670K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$787K - $888K
|
8K
$836K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-39.5K- 97.43% |
$3.88M - $4.39M
|
1.04K
$109K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-182- 1.65% |
$17.9K - $20.2K
|
10.8K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36- 1.28% |
$3.54K - $4K
|
2.78K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.6K- 40.7% |
$1.83M - $2.07M
|
27.1K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.85KNew |
$576K - $650K
|
5.85K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.45KClosed |
$930K - $1.05M
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.84K- 12.22% |
$181K - $205K
|
13.2K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
951+ 13.96% |
$93.5K - $106K
|
7.77K
$812K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-816- 19.72% |
$80.2K - $90.6K
|
3.32K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$8.16K - $9.22K
|
83
$8.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.67K - $1.89K
|
12.8K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.41KNew |
$236K - $267K
|
2.41K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 8.84% |
$105K - $119K
|
11K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20.2KNew |
$1.99M - $2.24M
|
20.2K
$2.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-76- 83.52% |
$7.47K - $8.44K
|
15
$1.57K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114K- 93.04% |
$11.2M - $12.6M
|
8.51K
$889K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 0.99% |
$11.8K - $13.3K
|
12K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
586New |
$57.6K - $65.1K
|
586
$61.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.58K+ 4.91% |
$155K - $175K
|
33.7K
$3.52M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.54K+ 56.79% |
$250K - $282K
|
7.01K
$733K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
78New |
$7.67K - $8.66K
|
78
$8.15K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.14K- 97.6% |
$112K - $127K
|
28
$2.93K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 21.45% |
$15.1K - $17.1K
|
564
$59K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-582- 15.2% |
$57.2K - $64.6K
|
3.25K
$339K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
52.5K+ 328.7% |
$5.16M - $5.83M
|
68.4K
$7.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-681- 98.84% |
$67K - $75.6K
|
8
$836
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.8K- 99.19% |
$1.45M - $1.64M
|
121
$12.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16New |
$1.57K - $1.78K
|
16
$1.67K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
15.1K+ 22.43% |
$1.49M - $1.68M
|
82.5K
$8.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
165New |
$16.2K - $18.3K
|
165
$17.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-198- 6.09% |
$19.5K - $22K
|
3.06K
$319K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-123- 66.49% |
$12.1K - $13.7K
|
62
$6.48K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.79KClosed |
$304K - $325K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5New |
$544 - $582
|
5
$523
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-402K- 55.98% |
$43.7M - $46.7M
|
316K
$33M
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$762 - $815
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$12.7M - $13.6M
|
117K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
244+ 5.64% |
$26.5K - $28.4K
|
4.57K
$478K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.56KNew |
$279K - $298K
|
2.56K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
84+ 4.14% |
$9.14K - $9.78K
|
2.11K
$221K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 12.34% |
$10.4K - $11.2K
|
874
$91.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
178+ 1.47% |
$19.4K - $20.7K
|
12.3K
$1.29M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$17.4K - $18.6K
|
160
$16.7K
|
|