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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
22.4KNew |
$2.22M - $2.46M
|
22.4K
$2.27M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 17.75% |
$515K - $570K
|
24.1K
$2.44M
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
402+ 1.44% |
$39.8K - $44.1K
|
28.4K
$2.87M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.42KNew |
$339K - $375K
|
3.42K
$346K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 42.13% |
$100K - $111K
|
1.39K
$141K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.66KNew |
$363K - $401K
|
3.66K
$371K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$396 - $438
|
4
$405
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-960- 45.71% |
$95.1K - $105K
|
1.14K
$115K
|
|
Q3 2024 | |||||||
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-4.55K- 16.31% |
$459K - $508K
|
23.3K
$2.36M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
54.7KNew |
$5.51M - $6.11M
|
54.7K
$5.54M
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-80- 54.05% |
$8.06K - $8.93K
|
68
$6.89K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-55- 41.35% |
$5.54K - $6.14K
|
78
$7.9K
|
|
Nov 14, 2024
Q3 2024
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
121K+ 11.27% |
$12.2M - $13.5M
|
1.2M
$121M
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
1.17K+ 4.92% |
$118K - $131K
|
25K
$2.53M
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$504 - $558
|
6.1K
$618K
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-868- 31.75% |
$87.5K - $96.9K
|
1.87K
$189K
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-289- 76.66% |
$29.1K - $32.3K
|
88
$8.91K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 37.78% |
$1.71K - $1.9K
|
28
$2.84K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-493- 79.13% |
$49.7K - $55K
|
130
$13.2K
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.83KNew |
$285K - $316K
|
2.83K
$287K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.46K+ 10.78% |
$348K - $386K
|
35.5K
$3.6M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-496- 9.74% |
$50K - $55.4K
|
4.59K
$465K
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
785New |
$79.1K - $87.6K
|
785
$79.5K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$236K - $261K
|
2.34K
$237K
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
111KNew |
$11.2M - $12.4M
|
111K
$11.2M
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
25.6KNew |
$2.58M - $2.86M
|
25.6K
$2.6M
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.91KNew |
$293K - $325K
|
2.91K
$295K
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-90- 1.03% |
$9.07K - $10K
|
8.65K
$876K
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.17KNew |
$219K - $242K
|
2.17K
$220K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
167New |
$16.8K - $18.6K
|
167
$16.9K
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 50.17% |
$297K - $329K
|
2.93K
$297K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79K+ 18.2% |
$180K - $199K
|
11.6K
$1.18M
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
134+ 25.05% |
$13.5K - $15K
|
669
$67.8K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.59K+ 23.96% |
$160K - $177K
|
8.2K
$830K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
290New |
$29.2K - $32.4K
|
290
$29.4K
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
67New |
$6.75K - $7.48K
|
67
$6.79K
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
59KNew |
$5.95M - $6.59M
|
59K
$5.98M
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
2.84K+ 34.27% |
$287K - $317K
|
11.1K
$1.13M
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.52KNew |
$355K - $393K
|
3.52K
$357K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
253New |
$25.5K - $28.2K
|
253
$25.6K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.94K- 27.36% |
$397K - $439K
|
10.5K
$1.06M
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.69K- 31.95% |
$170K - $189K
|
3.6K
$364K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-10.3K- 31.36% |
$1.04M - $1.15M
|
22.5K
$2.28M
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-537- 6.15% |
$54.1K - $59.9K
|
8.19K
$830K
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.71K- 53.25% |
$273K - $302K
|
2.38K
$241K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
40New |
$4.03K - $4.46K
|
40
$4.05K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.22K+ 56.31% |
$324K - $359K
|
8.93K
$904K
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
10.6KNew |
$1.07M - $1.18M
|
10.6K
$1.07M
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
50+ 0.26% |
$5.04K - $5.58K
|
19.5K
$1.97M
|