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 |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
BUY
|
- |
44New |
$4.7K - $5.12K
|
44
$4.43K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39New |
$4.17K - $4.54K
|
39
$3.93K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19New |
$2.03K - $2.21K
|
19
$1.91K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.07K - $1.16K
|
10
$1.01K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5New |
$535 - $582
|
5
$504
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
3New |
$321 - $349
|
3
$302
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2New |
$214 - $233
|
2
$201
|
|
Q4 2022 | |||||||
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
77.3KNew |
$7.83M - $8.92M
|
77.3K
$7.78M
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
39.7K+ 182.03% |
$4.02M - $4.58M
|
61.5K
$6.2M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39.6KNew |
$4.02M - $4.57M
|
39.6K
$3.99M
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.5KNew |
$1.06M - $1.21M
|
10.5K
$1.05M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 145.22% |
$421K - $479K
|
7.01K
$706K
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.9KNew |
$294K - $335K
|
2.9K
$292K
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
2.25KNew |
$228K - $260K
|
2.25K
$227K
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.15KNew |
$218K - $248K
|
2.15K
$217K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.12K+ 56.0% |
$215K - $245K
|
5.91K
$595K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.85K+ 42.95% |
$187K - $214K
|
6.16K
$620K
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$187K - $213K
|
1.85K
$186K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.61K+ 66.64% |
$164K - $186K
|
4.04K
$406K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.52K+ 31.33% |
$154K - $175K
|
6.36K
$641K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
663+ 111.06% |
$67.2K - $76.5K
|
1.26K
$127K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
168New |
$17K - $19.4K
|
168
$16.9K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$8.51K - $9.69K
|
84
$8.46K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
69New |
$6.99K - $7.96K
|
69
$6.95K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$5.17K - $5.89K
|
51
$5.14K
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25New |
$2.53K - $2.89K
|
25
$2.52K
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22New |
$2.23K - $2.54K
|
22
$2.22K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$2.03K - $2.31K
|
20
$2.01K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
19+ 1.13% |
$1.93K - $2.19K
|
1.7K
$171K
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
16New |
$1.62K - $1.85K
|
16
$1.61K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
10New |
$1.01K - $1.15K
|
10
$1.01K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$304 - $346
|
3
$302
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2New |
$203 - $231
|
2
$201
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$101 - $115
|
1
$101
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
86KNew |
$9.22M - $10.8M
|
86K
$8.66M
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
18.2KNew |
$1.95M - $2.28M
|
18.2K
$1.83M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$1.66M - $1.94M
|
15.5K
$1.56M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14.4KNew |
$1.55M - $1.81M
|
14.4K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7KNew |
$1.26M - $1.47M
|
11.7K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.86KNew |
$1.06M - $1.23M
|
9.86K
$993K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5.78K+ 41285.71% |
$619K - $723K
|
5.79K
$584K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.91KNew |
$205K - $240K
|
1.91K
$193K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
BUY
|
- |
542New |
$58.1K - $67.8K
|
542
$54.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$53.6K - $62.6K
|
500
$50.4K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
444+ 592.0% |
$47.6K - $55.6K
|
519
$52.3K
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
260New |
$27.9K - $32.5K
|
260
$26.2K
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
228New |
$24.4K - $28.5K
|
228
$23K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
206+ 69.59% |
$22.1K - $25.8K
|
502
$50.6K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
151+ 8.83% |
$16.2K - $18.9K
|
1.86K
$187K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
140+ 12.56% |
$15K - $17.5K
|
1.26K
$126K
|