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 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.6KNew |
$1.03M - $1.12M
|
10.6K
$1.05M
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.1K+ 39.15% |
$1.37M - $1.49M
|
50.1K
$4.99M
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.53KNew |
$441K - $479K
|
4.53K
$452K
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-31- 0.6% |
$3.02K - $3.27K
|
5.1K
$508K
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-5.05K- 19.7% |
$491K - $533K
|
20.6K
$2.05M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.55KNew |
$443K - $481K
|
4.55K
$454K
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 0.65% |
$7.98K - $8.66K
|
12.7K
$1.26M
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.7K+ 46.1% |
$1.43M - $1.55M
|
46.5K
$4.64M
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-12- 1.57% |
$1.17K - $1.27K
|
752
$75K
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-301- 1.41% |
$29.3K - $31.8K
|
21K
$2.1M
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.87K- 36.17% |
$377K - $409K
|
6.84K
$681K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
21+ 0.3% |
$2.04K - $2.22K
|
7.13K
$711K
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-6.97K- 36.23% |
$678K - $736K
|
12.3K
$1.22M
|
|
Jul 23, 2025
Q2 2025
|
Financial Life Advisors
|
SELL
|
- |
-20.1K- 49.2% |
$1.95M - $2.12M
|
20.7K
$2.06M
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 100.24% |
$1.12M - $1.21M
|
22.9K
$2.29M
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.09M - $1.18M
|
11.2K
$1.11M
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.39K+ 22.32% |
$329K - $358K
|
18.6K
$1.85M
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
618+ 6.42% |
$60.1K - $65.3K
|
10.2K
$1.02M
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.4K+ 48.62% |
$1.99M - $2.16M
|
62.5K
$6.23M
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.05KNew |
$394K - $428K
|
4.05K
$404K
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
54.8K+ 164.62% |
$5.33M - $5.78M
|
88K
$8.77M
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.22K+ 21.73% |
$215K - $234K
|
12.4K
$1.24M
|
|
Jul 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-800- 16.49% |
$77.8K - $84.5K
|
4.05K
$404K
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.68KNew |
$260K - $283K
|
2.68K
$267K
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.95K+ 26.76% |
$190K - $206K
|
9.23K
$920K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 61.99% |
$1.32M - $1.43M
|
35.4K
$3.53M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1K- 30.8% |
$97.5K - $106K
|
2.25K
$224K
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47K+ 44.75% |
$4.58M - $4.97M
|
152K
$15.2M
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 16.99% |
$316K - $344K
|
15.9K
$1.58M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
644+ 3.97% |
$62.7K - $68K
|
16.9K
$1.68M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
952+ 36.17% |
$92.6K - $101K
|
3.58K
$357K
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
43.1K+ 71.1% |
$4.19M - $4.55M
|
104K
$10.3M
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.4K- 68.95% |
$1.79M - $1.94M
|
8.27K
$824K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84+ 2.8% |
$8.17K - $8.87K
|
3.08K
$307K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-704- 5.73% |
$68.5K - $74.4K
|
11.6K
$1.16M
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$257K - $279K
|
2.64K
$263K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269New |
$26.2K - $28.4K
|
269
$26.8K
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 47.68% |
$1.29M - $1.4M
|
41.2K
$4.1M
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.41K- 42.93% |
$526K - $571K
|
7.19K
$716K
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-989- 1.2% |
$96.2K - $104K
|
81.7K
$8.14M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-204K- 16.7% |
$19.8M - $21.5M
|
1.02M
$101M
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
14.8K+ 42.13% |
$1.44M - $1.57M
|
50K
$4.99M
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 51.2% |
$1.81M - $1.97M
|
55K
$5.48M
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-371- 9.6% |
$36.1K - $39.2K
|
3.5K
$348K
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 14.13% |
$103K - $111K
|
8.51K
$849K
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.9K+ 19.15% |
$769K - $835K
|
49.2K
$4.9M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.86K+ 1971.43% |
$376K - $408K
|
4.06K
$405K
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58.7K+ 51.14% |
$5.71M - $6.2M
|
173K
$17.3M
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
98K+ 32.13% |
$9.54M - $10.4M
|
403K
$40.2M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
168K+ 14.28% |
$16.3M - $17.7M
|
1.34M
$134M
|