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 |
---|---|---|---|---|---|---|---|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-361- 14.86% |
$35.1K - $37.8K
|
2.07K
$210K
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-550- 84.62% |
$53.5K - $57.6K
|
100
$10.1K
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.97KNew |
$192K - $207K
|
1.97K
$200K
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.19K- 16.55% |
$602K - $649K
|
31.2K
$3.16M
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.46KNew |
$531K - $572K
|
5.46K
$553K
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.49K- 24.54% |
$145K - $157K
|
4.59K
$465K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
228+ 2.14% |
$22.2K - $23.9K
|
10.9K
$1.1M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.2K- 5.8% |
$1.19M - $1.28M
|
198K
$20.1M
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 25.02% |
$521K - $561K
|
26.8K
$2.71M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 4.38% |
$3.4K - $3.67K
|
764
$77.4K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.44K+ 107.95% |
$821K - $885K
|
16.3K
$1.65M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13.7KNew |
$1.33M - $1.44M
|
13.7K
$1.39M
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.71KNew |
$944K - $1.02M
|
9.71K
$984K
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.61K+ 80.93% |
$837K - $902K
|
19.2K
$1.95M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.5KNew |
$924K - $995K
|
9.5K
$962K
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-136- 1.14% |
$13.2K - $14.3K
|
11.8K
$1.19M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 437.5% |
$3.4K - $3.67K
|
43
$4.36K
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.94KNew |
$286K - $308K
|
2.94K
$297K
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.2K+ 1.47% |
$117K - $126K
|
82.6K
$8.37M
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
668+ 3.37% |
$65K - $70K
|
20.5K
$2.07M
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.6K+ 690.99% |
$5.79M - $6.24M
|
68.2K
$6.91M
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 34.43% |
$2.04K - $2.2K
|
40
$4.05K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19K+ 2.68% |
$1.85M - $1.99M
|
729K
$73.8M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12.8K- 10.14% |
$1.25M - $1.35M
|
114K
$11.5M
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78.5KNew |
$7.64M - $8.23M
|
78.5K
$7.95M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3KNew |
$3.23M - $3.49M
|
33.3K
$3.37M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-719- 99.04% |
$69.9K - $75.3K
|
7
$709
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.19K+ 19.23% |
$407K - $439K
|
26K
$2.63M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.13K+ 394.39% |
$888K - $957K
|
11.5K
$1.16M
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.09KNew |
$689K - $743K
|
7.09K
$718K
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 10.7% |
$6.22K - $6.71K
|
534
$54.1K
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.97K- 48.36% |
$192K - $206K
|
2.1K
$213K
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-45Closed |
$4.38K - $4.72K
|
0
$0
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
22.3K+ 231.8% |
$2.16M - $2.33M
|
31.9K
$3.23M
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.37K+ 83.22% |
$425K - $458K
|
9.63K
$975K
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
210+ 6.54% |
$20.4K - $22K
|
3.42K
$346K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-385- 15.63% |
$37.4K - $40.3K
|
2.08K
$211K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.5K+ 136.06% |
$1.11M - $1.2M
|
19.9K
$2.01M
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$2.71M - $2.92M
|
27.9K
$2.82M
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17K+ 346.63% |
$1.65M - $1.78M
|
21.8K
$2.21M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1K+ 183.63% |
$2.15M - $2.31M
|
34.1K
$3.45M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
728New |
$70.8K - $76.3K
|
728
$73.7K
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 56.91% |
$1.85M - $1.99M
|
14.4K
$1.46M
|
|
Q4 2024 | |||||||
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
621New |
$61.5K - $68.1K
|
621
$62.9K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134K+ 86.69% |
$13.2M - $14.7M
|
288K
$29.2M
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-1.58K- 15.43% |
$156K - $173K
|
8.66K
$877K
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$249K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
932New |
$92.3K - $102K
|
932
$94.4K
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7KNew |
$693K - $767K
|
7K
$709K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$7.43K - $8.22K
|
75
$7.6K
|