Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 3.61% |
$15.3K - $16.1K
|
3.98K
$400K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-99- 84.62% |
$10.2K - $10.7K
|
18
$1.81K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 0.75% |
$5.54K - $5.84K
|
7.11K
$715K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 33.55% |
$5.33K - $5.62K
|
103
$10.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 1.99% |
$5.33K - $5.62K
|
2.56K
$258K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-49- 0.59% |
$5.02K - $5.3K
|
8.2K
$825K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-35Closed |
$3.59K - $3.79K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 50.82% |
$3.18K - $3.35K
|
30
$3.02K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-62.3K- 99.07% |
$5.8M - $6.82M
|
586
$59K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.4K- 63.62% |
$1.71M - $2.01M
|
10.5K
$1.06M
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 54.69% |
$962K - $1.13M
|
8.56K
$862K
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.6K- 69.84% |
$428K - $503K
|
1.99K
$200K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.62K- 25.17% |
$337K - $396K
|
10.8K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 45.87% |
$220K - $259K
|
2.79K
$281K
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.57K- 27.66% |
$146K - $171K
|
4.09K
$412K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-685- 10.42% |
$63.8K - $75K
|
5.89K
$593K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-322- 11.18% |
$30K - $35.3K
|
2.56K
$258K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-217- 9.77% |
$20.2K - $23.8K
|
2K
$202K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-132- 6.43% |
$12.3K - $14.5K
|
1.92K
$193K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-78- 43.09% |
$7.26K - $8.54K
|
103
$10.4K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 75.0% |
$279 - $329
|
1
$101
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114K- 93.04% |
$11.2M - $12.6M
|
8.51K
$856K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-39.5K- 97.43% |
$3.88M - $4.39M
|
1.04K
$105K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.6K- 40.7% |
$1.83M - $2.07M
|
27.1K
$2.73M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-14.8K- 99.19% |
$1.45M - $1.64M
|
121
$12.2K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.45KClosed |
$930K - $1.05M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.56K- 54.33% |
$251K - $284K
|
2.15K
$216K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.84K- 12.22% |
$181K - $205K
|
13.2K
$1.33M
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.14K- 97.6% |
$112K - $127K
|
28
$2.82K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 8.84% |
$105K - $119K
|
11K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-816- 19.72% |
$80.2K - $90.6K
|
3.32K
$334K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-681- 98.84% |
$67K - $75.6K
|
8
$805
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-582- 15.2% |
$57.2K - $64.6K
|
3.25K
$327K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-567Closed |
$55.8K - $63K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-198- 6.09% |
$19.5K - $22K
|
3.06K
$307K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-182- 1.65% |
$17.9K - $20.2K
|
10.8K
$1.09M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 21.45% |
$15.1K - $17.1K
|
564
$56.8K
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-123- 66.49% |
$12.1K - $13.7K
|
62
$6.24K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 0.99% |
$11.8K - $13.3K
|
12K
$1.21M
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-76- 83.52% |
$7.47K - $8.44K
|
15
$1.51K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36- 1.28% |
$3.54K - $4K
|
2.78K
$280K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-402K- 55.98% |
$43.7M - $46.7M
|
316K
$31.8M
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.02K- 59.64% |
$982K - $1.05M
|
6.11K
$614K
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.91K- 78.07% |
$752K - $804K
|
1.94K
$195K
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.63K- 39.02% |
$504K - $539K
|
7.24K
$729K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 55.11% |
$462K - $495K
|
3.46K
$348K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 48.51% |
$422K - $451K
|
4.11K
$414K
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 35.81% |
$262K - $281K
|
4.32K
$435K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.72K- 29.34% |
$187K - $200K
|
4.14K
$416K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 31.86% |
$180K - $192K
|
3.53K
$356K
|