Latest Institutional Purchases of Ishares Barclays 10 20 Yr Trea (TLH)
This list provides information on the latest institutional transactions involving Ishares Barclays 10 20 Yr Trea (TLH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
471KNew |
$46.7M - $51.6M
|
471K
$47.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
121K+ 67.39% |
$12M - $13.3M
|
301K
$30.3M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
115K+ 19.29% |
$11.4M - $12.6M
|
710K
$71.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
32.7K+ 118.12% |
$3.24M - $3.58M
|
60.3K
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
29.3KNew |
$2.9M - $3.21M
|
29.3K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
22.4KNew |
$2.22M - $2.46M
|
22.4K
$2.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.3K+ 12.25% |
$2.21M - $2.45M
|
205K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9K+ 34.26% |
$2.16M - $2.4M
|
85.6K
$8.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
15.4K+ 10.45% |
$1.53M - $1.69M
|
163K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 13.88% |
$1.53M - $1.69M
|
127K
$12.7M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.1KNew |
$1.29M - $1.43M
|
13.1K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
11.4KNew |
$1.13M - $1.25M
|
11.4K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11KNew |
$1.09M - $1.21M
|
11K
$1.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.38K+ 76.63% |
$929K - $1.03M
|
21.6K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.28K+ 26.21% |
$919K - $1.02M
|
44.7K
$4.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.74K+ 4.81% |
$866K - $958K
|
191K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.78K+ 10.18% |
$771K - $853K
|
84.2K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.73K+ 18.3% |
$765K - $847K
|
49.9K
$5.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.61K+ 1.26% |
$753K - $834K
|
612K
$61.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85KNew |
$678K - $750K
|
6.85K
$689K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 39.73% |
$677K - $749K
|
24K
$2.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
6K+ 53.74% |
$594K - $658K
|
17.2K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.93K+ 18.85% |
$588K - $650K
|
37.4K
$3.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.34K+ 11.77% |
$529K - $585K
|
50.7K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.24K+ 2.45% |
$518K - $574K
|
219K
$22.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$484K - $536K
|
4.89K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.7K+ 37.3% |
$466K - $515K
|
17.3K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.29K+ 24.56% |
$425K - $470K
|
21.8K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.8K+ 14.88% |
$376K - $416K
|
29.3K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.66KNew |
$363K - $401K
|
3.66K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.42KNew |
$339K - $375K
|
3.42K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.36K+ 88.44% |
$332K - $368K
|
7.15K
$720K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26KNew |
$323K - $357K
|
3.26K
$328K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.16K+ 6.44% |
$313K - $347K
|
52.3K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 15.09% |
$293K - $324K
|
22.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.93KNew |
$290K - $321K
|
2.93K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 17.06% |
$273K - $302K
|
18.9K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 16.72% |
$245K - $271K
|
17.3K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 28.55% |
$235K - $260K
|
10.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$229K - $254K
|
2.32K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
2.27K+ 2.14% |
$225K - $249K
|
108K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24KNew |
$222K - $246K
|
2.24K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$220K - $243K
|
2.22K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.13K+ 9.76% |
$211K - $234K
|
24K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.04K+ 21.25% |
$202K - $224K
|
11.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.04KNew |
$202K - $223K
|
2.04K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 22.37% |
$193K - $213K
|
10.6K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 9.0% |
$178K - $197K
|
21.8K
$2.19M
|