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 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.4KNew |
$223K - $263K
|
2.4K
$242K
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.02KNew |
$188K - $221K
|
2.02K
$203K
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1.94KNew |
$180K - $212K
|
1.94K
$195K
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
1.89KNew |
$176K - $207K
|
1.89K
$190K
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.85KNew |
$172K - $202K
|
1.85K
$186K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1.82KNew |
$169K - $199K
|
1.82K
$183K
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.4KNew |
$130K - $153K
|
1.4K
$141K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 22.11% |
$116K - $137K
|
6.9K
$695K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
503New |
$46.8K - $55.1K
|
503
$50.7K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
463+ 22.01% |
$43.1K - $50.7K
|
2.57K
$259K
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
376+ 4.99% |
$35K - $41.2K
|
7.92K
$797K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
126New |
$11.7K - $13.8K
|
126
$12.7K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
118New |
$11K - $12.9K
|
118
$11.9K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$10.6K - $12.5K
|
114
$11.5K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
110New |
$10.2K - $12K
|
110
$11.1K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
95New |
$8.85K - $10.4K
|
95
$9.57K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81New |
$7.54K - $8.87K
|
81
$8.16K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
72New |
$6.7K - $7.89K
|
72
$7.25K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
44New |
$4.1K - $4.82K
|
44
$4.43K
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
40+ 37.04% |
$3.72K - $4.38K
|
148
$14.9K
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
5New |
$466 - $548
|
5
$504
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.6% |
$186 - $219
|
127
$12.8K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
52.5K+ 328.7% |
$5.16M - $5.83M
|
68.4K
$6.89M
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20.2KNew |
$1.99M - $2.24M
|
20.2K
$2.04M
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
15.1K+ 22.43% |
$1.49M - $1.68M
|
82.5K
$8.31M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$787K - $888K
|
8K
$806K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.41KNew |
$630K - $711K
|
6.41K
$645K
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.85KNew |
$576K - $650K
|
5.85K
$589K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.54K+ 56.79% |
$250K - $282K
|
7.01K
$706K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.41KNew |
$236K - $267K
|
2.41K
$242K
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.58K+ 4.91% |
$155K - $175K
|
33.7K
$3.39M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
951+ 13.96% |
$93.5K - $106K
|
7.77K
$782K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
586New |
$57.6K - $65.1K
|
586
$59K
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
BUY
|
- |
165New |
$16.2K - $18.3K
|
165
$16.6K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$8.16K - $9.22K
|
83
$8.36K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
78New |
$7.67K - $8.66K
|
78
$7.86K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.77K - $2K
|
18
$1.81K
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.67K - $1.89K
|
12.8K
$1.29M
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
16New |
$1.57K - $1.78K
|
16
$1.61K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$12.7M - $13.6M
|
117K
$11.7M
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.8K+ 132.4% |
$1.5M - $1.6M
|
24.1K
$2.43M
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.56K+ 208.46% |
$714K - $763K
|
9.7K
$977K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.87K+ 5.82% |
$421K - $450K
|
70.3K
$7.08M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$373K - $399K
|
3.43K
$345K
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.39K+ 9.73% |
$369K - $394K
|
38.2K
$3.85M
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
3.34K+ 3.25% |
$363K - $388K
|
106K
$10.7M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 8.23% |
$291K - $311K
|
35.1K
$3.54M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$288K - $308K
|
2.65K
$267K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.56KNew |
$279K - $298K
|
2.56K
$258K
|