Latest Institutional Transactions on Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information on the latest institutional transactions involving Ishares Barclays 10 20 Yr Trea (TLH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-36- 1.56% |
$3.55K - $3.78K
|
2.28K
$231K
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.64K+ 5.32% |
$162K - $173K
|
32.6K
$3.3M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
503+ 0.83% |
$49.6K - $52.9K
|
60.9K
$6.18M
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.66K- 21.51% |
$361K - $385K
|
13.4K
$1.35M
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-852- 1.07% |
$84.1K - $89.6K
|
78.5K
$7.96M
|
|
Q1 2024 | |||||||
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-19- 7.6% |
$1.95K - $2.06K
|
231
$23.4K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
442+ 425.0% |
$45.3K - $47.8K
|
546
$55.4K
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
8.66KNew |
$888K - $936K
|
8.66K
$878K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-463- 0.58% |
$47.5K - $50.1K
|
79.9K
$8.11M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
329K+ 232.69% |
$33.8M - $35.6M
|
471K
$47.7M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.76K- 13.92% |
$1M - $1.06M
|
60.4K
$6.12M
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-2.59K- 1.11% |
$266K - $280K
|
230K
$23.3M
|
|
May 17, 2024
Q1 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-23.6K- 39.67% |
$2.42M - $2.55M
|
35.9K
$3.64M
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
525New |
$53.8K - $56.8K
|
525
$53.2K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.85K- 24.27% |
$395K - $417K
|
12K
$1.22M
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.1KClosed |
$1.24M - $1.31M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11KNew |
$1.13M - $1.19M
|
11K
$1.11M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 13.48% |
$23.5M - $24.8M
|
1.93M
$195M
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
192+ 1.92% |
$19.7K - $20.8K
|
10.2K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
37.9K+ 72.64% |
$3.88M - $4.1M
|
90K
$9.13M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
92.3K+ 99.9% |
$9.46M - $9.98M
|
185K
$18.7M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.68K+ 12.53% |
$173K - $182K
|
15.1K
$1.53M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.69K+ 29.54% |
$788K - $831K
|
33.7K
$3.42M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
9.4K+ 292.86% |
$964K - $1.02M
|
12.6K
$1.28M
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.41K- 3.1% |
$145K - $153K
|
44.2K
$4.48M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-947- 8.89% |
$97.1K - $102K
|
9.7K
$984K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-45.4K- 1.29% |
$4.66M - $4.91M
|
3.47M
$351M
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-3.24K- 23.86% |
$333K - $351K
|
10.4K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.7K+ 102.22% |
$2.53M - $2.67M
|
48.8K
$4.95M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.81K- 54.64% |
$801K - $845K
|
6.48K
$657K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
8.93K+ 208.53% |
$915K - $965K
|
13.2K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.42K- 47.8% |
$248K - $261K
|
2.64K
$268K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.22KNew |
$227K - $240K
|
2.22K
$225K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90.9K+ 38.94% |
$9.32M - $9.83M
|
324K
$32.9M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.17K+ 46.03% |
$325K - $343K
|
10.1K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
1.03MNew |
$105M - $111M
|
1.03M
$104M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-251- 7.01% |
$25.7K - $27.1K
|
3.33K
$338K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
125+ 4.08% |
$12.8K - $13.5K
|
3.19K
$324K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
362K+ 130.04% |
$37.1M - $39.2M
|
640K
$64.9M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
21.5K+ 67.32% |
$2.2M - $2.33M
|
53.4K
$5.42M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.38K- 9.61% |
$450K - $474K
|
41.2K
$4.18M
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.18KNew |
$326K - $344K
|
3.18K
$322K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-13- 22.41% |
$1.33K - $1.41K
|
45
$4.56K
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
955+ 10.18% |
$97.9K - $103K
|
10.3K
$1.05M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
76.5KNew |
$7.85M - $8.28M
|
76.5K
$7.76M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.5K+ 192.87% |
$2M - $2.11M
|
29.7K
$3.01M
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
10.6KNew |
$1.09M - $1.15M
|
10.6K
$1.08M
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-4- 2.08% |
$410 - $433
|
188
$19.1K
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
161+ 4.62% |
$16.5K - $17.4K
|
3.64K
$369K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
7.5K+ 156.25% |
$769K - $811K
|
12.3K
$1.25M
|