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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.66KNew |
$263K - $291K
|
2.66K
$268K
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.44KNew |
$241K - $267K
|
2.44K
$246K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.4KNew |
$238K - $263K
|
2.4K
$242K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 28.55% |
$235K - $260K
|
10.7K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.27KNew |
$225K - $249K
|
2.27K
$229K
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
2.27K+ 2.14% |
$225K - $249K
|
108K
$10.9M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 4900.0% |
$223K - $247K
|
2.3K
$232K
|
|
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
$224K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$218K
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.14K+ 1.83% |
$212K - $234K
|
119K
$12M
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.13K+ 9.76% |
$211K - $234K
|
24K
$2.42M
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.06KNew |
$204K - $225K
|
2.06K
$207K
|
|
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
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.03KNew |
$201K - $222K
|
2.03K
$204K
|
|
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
$2.2M
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.69K+ 17.6% |
$167K - $185K
|
11.3K
$1.14M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 84.03% |
$155K - $172K
|
3.43K
$346K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 303.44% |
$148K - $164K
|
1.99K
$201K
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.46K+ 12.99% |
$145K - $160K
|
12.7K
$1.28M
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 32.54% |
$132K - $146K
|
5.41K
$545K
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 5.74% |
$115K - $127K
|
21.4K
$2.16M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 2522.22% |
$112K - $124K
|
1.18K
$119K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 6.58% |
$111K - $123K
|
18.2K
$1.83M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 28.62% |
$111K - $123K
|
5.03K
$507K
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
934+ 15.16% |
$92.5K - $102K
|
7.1K
$715K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
932New |
$92.3K - $102K
|
932
$93.9K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
913+ 10.37% |
$90.4K - $100K
|
9.72K
$978K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
863+ 5.29% |
$85.5K - $94.6K
|
17.2K
$1.73M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
839+ 14.23% |
$83.1K - $91.9K
|
6.73K
$678K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
828+ 40.06% |
$82K - $90.7K
|
2.9K
$292K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
813+ 8.09% |
$80.5K - $89.1K
|
10.9K
$1.09M
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
800+ 24.79% |
$79.2K - $87.7K
|
4.03K
$406K
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
768New |
$76.1K - $84.2K
|
768
$77.3K
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
763+ 44.49% |
$75.6K - $83.6K
|
2.48K
$250K
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
754New |
$74.7K - $82.6K
|
754
$75.9K
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
699+ 15.23% |
$69.2K - $76.6K
|
5.29K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
685+ 12.68% |
$67.8K - $75.1K
|
6.09K
$613K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
636+ 7.88% |
$63K - $69.7K
|
8.71K
$877K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
636+ 5.67% |
$63K - $69.7K
|
11.9K
$1.19M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
611+ 55.09% |
$60.5K - $67K
|
1.72K
$173K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
597New |
$59.1K - $65.4K
|
597
$60.1K
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
556+ 1.83% |
$55.1K - $60.9K
|
31K
$3.12M
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
550+ 20.99% |
$54.5K - $60.3K
|
3.17K
$319K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
536New |
$53.1K - $58.7K
|
536
$54K
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
524+ 7.69% |
$51.9K - $57.4K
|
7.34K
$739K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506+ 3.74% |
$50.1K - $55.5K
|
14K
$1.41M
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
492+ 11.23% |
$48.7K - $53.9K
|
4.88K
$491K
|