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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
45.4K+ 36.37% |
$4.49M - $4.97M
|
170K
$17.8M
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
44.9KNew |
$4.45M - $4.92M
|
44.9K
$4.7M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-114K- 80.64% |
$11.3M - $12.5M
|
27.3K
$2.85M
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
195New |
$19.3K - $21.4K
|
195
$20.4K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
344+ 12.74% |
$34.1K - $37.7K
|
3.04K
$318K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
390K+ 21.4% |
$38.6M - $42.7M
|
2.21M
$231M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.2K+ 6.15% |
$2.3M - $2.55M
|
401K
$41.9M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-731K- 94.35% |
$72.4M - $80.1M
|
43.8K
$4.58M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.94KNew |
$390K - $431K
|
3.94K
$412K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 48.08% |
$12.4K - $13.7K
|
385
$40.2K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
21.7KNew |
$2.15M - $2.38M
|
21.7K
$2.27M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 9.0% |
$249K - $275K
|
25.4K
$2.65M
|
|
Feb 10, 2025
Q4 2024
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
68.5KNew |
$6.78M - $7.5M
|
68.5K
$7.16M
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
13.6KNew |
$1.35M - $1.49M
|
13.6K
$1.42M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.99K+ 4.04% |
$990K - $1.1M
|
257K
$26.9M
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
39.7K+ 2101.69% |
$3.93M - $4.35M
|
41.6K
$4.35M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-166- 3.41% |
$16.4K - $18.2K
|
4.7K
$492K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7K+ 171.2% |
$1.35M - $1.5M
|
21.7K
$2.26M
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.18KNew |
$414K - $458K
|
4.18K
$437K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.03K- 31.74% |
$795K - $880K
|
17.3K
$1.8M
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
167New |
$16.5K - $18.3K
|
167
$17.5K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.21K+ 4.92% |
$714K - $790K
|
154K
$16.1M
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.28% |
$2.38K - $2.63K
|
8.66K
$905K
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-55- 0.71% |
$5.45K - $6.03K
|
7.71K
$805K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 14.52% |
$1.78K - $1.97K
|
106
$11.1K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.7K+ 4.74% |
$4.13M - $4.57M
|
922K
$96.4M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
44.8KNew |
$4.44M - $4.91M
|
44.8K
$4.69M
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
213+ 0.26% |
$21.1K - $23.3K
|
81.4K
$8.51M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-95- 10.63% |
$9.41K - $10.4K
|
799
$83.5K
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.14K+ 1.83% |
$212K - $234K
|
119K
$12.4M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-44.2K- 12.55% |
$4.38M - $4.85M
|
308K
$32.2M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 303.44% |
$148K - $164K
|
1.99K
$208K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-447- 4.26% |
$44.3K - $49K
|
10K
$1.05M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
39KNew |
$3.86M - $4.27M
|
39K
$4.08M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.85K- 33.76% |
$579K - $641K
|
11.5K
$1.2M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.31K+ 41.47% |
$427K - $472K
|
14.7K
$1.54M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 25.64% |
$583K - $645K
|
28.9K
$3.02M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
863+ 5.29% |
$85.5K - $94.6K
|
17.2K
$1.79M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-66- 14.01% |
$6.54K - $7.23K
|
405
$42.3K
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-256- 3.85% |
$25.4K - $28.1K
|
6.4K
$669K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.4K+ 31.4% |
$4.2M - $4.64M
|
177K
$18.5M
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
6+ 0.06% |
$594 - $658
|
10.3K
$1.07M
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-144- 1.62% |
$14.3K - $15.8K
|
8.75K
$915K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
33.5K+ 19.25% |
$3.32M - $3.67M
|
207K
$21.7M
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-337- 13.21% |
$33.4K - $36.9K
|
2.21K
$231K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.21K- 16.02% |
$119K - $132K
|
6.32K
$660K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
173K+ 11.3% |
$17.2M - $19M
|
1.71M
$179M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.58K+ 7.96% |
$354K - $392K
|
48.5K
$5.07M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50+ 0.09% |
$4.95K - $5.48K
|
54.3K
$5.67M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
643KNew |
$63.7M - $70.5M
|
643K
$67.3M
|