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 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
828+ 40.06% |
$82K - $90.7K
|
2.9K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.29K+ 24.56% |
$425K - $470K
|
21.8K
$2.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 5.74% |
$115K - $127K
|
21.4K
$2.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
398+ 199.0% |
$39.4K - $43.6K
|
598
$62.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.49% |
$1.19K - $1.32K
|
2.45K
$256K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
102+ 9.18% |
$10.1K - $11.2K
|
1.21K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506+ 3.74% |
$50.1K - $55.5K
|
14K
$1.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-164- 4.04% |
$16.2K - $18K
|
3.89K
$407K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-524- 2.22% |
$51.9K - $57.4K
|
23K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-739- 2.86% |
$73.2K - $81K
|
25.1K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.04KNew |
$202K - $223K
|
2.04K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$220K - $243K
|
2.22K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-669- 1.51% |
$66.3K - $73.3K
|
43.7K
$4.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-651- 4.62% |
$64.5K - $71.3K
|
13.4K
$1.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26KNew |
$323K - $357K
|
3.26K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 15.09% |
$293K - $324K
|
22.6K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
287+ 5.12% |
$28.4K - $31.5K
|
5.89K
$616K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
164+ 7.84% |
$16.2K - $18K
|
2.26K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
685+ 12.68% |
$67.8K - $75.1K
|
6.09K
$636K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-722- 3.09% |
$71.5K - $79.1K
|
22.6K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 22.37% |
$193K - $213K
|
10.6K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.32K- 99.9% |
$725K - $802K
|
7
$732
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.7K+ 37.3% |
$466K - $515K
|
17.3K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-171- 2.21% |
$16.9K - $18.7K
|
7.56K
$790K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.94K- 12.37% |
$291K - $322K
|
20.8K
$2.18M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.04K+ 21.25% |
$202K - $224K
|
11.6K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-789- 6.81% |
$78.1K - $86.5K
|
10.8K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.46K+ 12.99% |
$145K - $160K
|
12.7K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.34K+ 11.77% |
$529K - $585K
|
50.7K
$5.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
486+ 3.44% |
$48.1K - $53.3K
|
14.6K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
839+ 14.23% |
$83.1K - $91.9K
|
6.73K
$704K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24KNew |
$222K - $246K
|
2.24K
$234K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 31.03% |
$412K - $456K
|
9.24K
$966K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.1K- 10.3% |
$109K - $121K
|
9.6K
$1M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
146+ 5.12% |
$14.5K - $16K
|
3K
$313K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.8K+ 14.88% |
$376K - $416K
|
29.3K
$3.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
913+ 10.37% |
$90.4K - $100K
|
9.72K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17- 0.69% |
$1.68K - $1.86K
|
2.45K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
237+ 4.72% |
$23.5K - $26K
|
5.26K
$549K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.4K- 6.99% |
$1.13M - $1.25M
|
152K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23.6K- 99.05% |
$2.34M - $2.59M
|
226
$23.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 12.8% |
$175K - $193K
|
12K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-455- 3.44% |
$45.1K - $49.9K
|
12.8K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.71K- 30.07% |
$367K - $406K
|
8.62K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-112K- 91.1% |
$11.1M - $12.2M
|
10.9K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.04% |
$693 - $767
|
17.6K
$1.84M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.69K+ 17.6% |
$167K - $185K
|
11.3K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-161K- 92.44% |
$16M - $17.7M
|
13.2K
$1.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 5.4% |
$268K - $296K
|
47.4K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
115K+ 19.29% |
$11.4M - $12.6M
|
710K
$74.2M
|