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 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.99K- 37.49% |
$693K - $766K
|
11.7K
$1.22M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.14K- 99.3% |
$113K - $125K
|
8
$836
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 28.55% |
$235K - $260K
|
10.7K
$1.11M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
471KNew |
$46.7M - $51.6M
|
471K
$49.3M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 55.74% |
$111K - $123K
|
890
$93K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 77.19% |
$218K - $241K
|
650
$68K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 13.88% |
$1.53M - $1.69M
|
127K
$13.2M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 53.52% |
$99.4K - $110K
|
2.88K
$301K
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
820+ 10.78% |
$81.2K - $89.9K
|
8.43K
$881K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-184- 6.59% |
$18.2K - $20.2K
|
2.61K
$273K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
22.4KNew |
$2.22M - $2.46M
|
22.4K
$2.35M
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-17.6K- 59.6% |
$1.74M - $1.92M
|
11.9K
$1.24M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.74K+ 4.81% |
$866K - $958K
|
191K
$19.9M
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.24K+ 2.45% |
$518K - $574K
|
219K
$22.9M
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
119+ 2.8% |
$11.8K - $13K
|
4.37K
$457K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$99 - $110
|
1
$105
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12K- 83.14% |
$1.19M - $1.31M
|
2.43K
$254K
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.32K- 26.18% |
$131K - $145K
|
3.73K
$389K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 45.45% |
$2.97K - $3.29K
|
36
$3.76K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 17.75% |
$515K - $570K
|
24.1K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-639- 8.79% |
$63.3K - $70K
|
6.63K
$693K
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.49K- 25.2% |
$544K - $602K
|
16.3K
$1.7M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
402+ 1.44% |
$39.8K - $44.1K
|
28.4K
$2.96M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.02% |
$4.95K - $5.48K
|
4.87K
$509K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
800+ 24.79% |
$79.2K - $87.7K
|
4.03K
$421K
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 16.72% |
$245K - $271K
|
17.3K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.42KNew |
$339K - $375K
|
3.42K
$358K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
934+ 15.16% |
$92.5K - $102K
|
7.1K
$742K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-35.2K- 54.92% |
$3.49M - $3.86M
|
28.9K
$3.02M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.96% |
$3.96K - $4.38K
|
4.11K
$429K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 42.13% |
$100K - $111K
|
1.39K
$145K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$484K - $536K
|
4.89K
$511K
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.93KNew |
$290K - $321K
|
2.93K
$307K
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$258K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.16K+ 6.44% |
$313K - $347K
|
52.3K
$5.47M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.13K+ 9.76% |
$211K - $234K
|
24K
$2.51M
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.24K- 8.74% |
$420K - $464K
|
44.2K
$4.62M
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.46K- 46.88% |
$442K - $489K
|
5.06K
$529K
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-528- 4.36% |
$52.3K - $57.9K
|
11.6K
$1.21M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11KNew |
$1.09M - $1.21M
|
11K
$1.15M
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.51K+ 13.27% |
$150K - $165K
|
12.9K
$1.35M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.3K+ 12.25% |
$2.21M - $2.45M
|
205K
$21.4M
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.61K+ 1.26% |
$753K - $834K
|
612K
$64M
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
87+ 2.98% |
$8.62K - $9.53K
|
3.01K
$314K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-174- 2.02% |
$17.2K - $19.1K
|
8.42K
$881K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
87+ 2.78% |
$8.62K - $9.53K
|
3.21K
$336K
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-146- 5.69% |
$14.5K - $16K
|
2.42K
$253K
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.78K+ 10.18% |
$771K - $853K
|
84.2K
$8.8M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
15.4K+ 10.45% |
$1.53M - $1.69M
|
163K
$17M
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.66KNew |
$363K - $401K
|
3.66K
$383K
|