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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
463+ 22.01% |
$43.1K - $50.7K
|
2.57K
$260K
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
BUY
|
- |
1.89KNew |
$176K - $207K
|
1.89K
$192K
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.57K- 27.66% |
$146K - $171K
|
4.09K
$415K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
110New |
$10.2K - $12K
|
110
$11.2K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
81New |
$7.54K - $8.87K
|
81
$8.22K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.25K+ 22.11% |
$116K - $137K
|
6.9K
$700K
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
104KNew |
$9.73M - $11.4M
|
104K
$10.6M
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 54.69% |
$962K - $1.13M
|
8.56K
$869K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
118New |
$11K - $12.9K
|
118
$12K
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
51.5K+ 150.06% |
$4.8M - $5.64M
|
85.8K
$8.71M
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
114New |
$10.6K - $12.5K
|
114
$11.6K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.6% |
$186 - $219
|
127
$12.9K
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
10KNew |
$931K - $1.1M
|
10K
$1.01M
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
1.82KNew |
$169K - $199K
|
1.82K
$185K
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2.87KNew |
$267K - $314K
|
2.87K
$291K
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
503New |
$46.8K - $55.1K
|
503
$51K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.4KNew |
$223K - $263K
|
2.4K
$243K
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$1.45M - $1.71M
|
15.6K
$1.58M
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
212KNew |
$19.7M - $23.2M
|
212K
$21.5M
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.85KNew |
$172K - $202K
|
1.85K
$187K
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
11.3KNew |
$1.05M - $1.24M
|
11.3K
$1.15M
|
|
Q3 2023 | |||||||
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-567Closed |
$55.8K - $63K
|
0
$0
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
18New |
$1.77K - $2K
|
18
$1.83K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-39.5K- 97.43% |
$3.88M - $4.39M
|
1.04K
$106K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8KNew |
$787K - $888K
|
8K
$811K
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
4.98KNew |
$490K - $553K
|
4.98K
$506K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-36- 1.28% |
$3.54K - $4K
|
2.78K
$282K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.41KNew |
$630K - $711K
|
6.41K
$650K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-182- 1.65% |
$17.9K - $20.2K
|
10.8K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.56K- 54.33% |
$251K - $284K
|
2.15K
$218K
|
|
Nov 13, 2023
Q3 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
2.41KNew |
$236K - $267K
|
2.41K
$244K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.6K- 40.7% |
$1.83M - $2.07M
|
27.1K
$2.75M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.07K- 8.84% |
$105K - $119K
|
11K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
BUY
|
- |
17+ 0.13% |
$1.67K - $1.89K
|
12.8K
$1.3M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-816- 19.72% |
$80.2K - $90.6K
|
3.32K
$337K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
951+ 13.96% |
$93.5K - $106K
|
7.77K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.84K- 12.22% |
$181K - $205K
|
13.2K
$1.34M
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.85KNew |
$576K - $650K
|
5.85K
$594K
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
20.2KNew |
$1.99M - $2.24M
|
20.2K
$2.05M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
83New |
$8.16K - $9.22K
|
83
$8.42K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-9.45KClosed |
$930K - $1.05M
|
0
$0
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-76- 83.52% |
$7.47K - $8.44K
|
15
$1.52K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114K- 93.04% |
$11.2M - $12.6M
|
8.51K
$863K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-120- 0.99% |
$11.8K - $13.3K
|
12K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
586New |
$57.6K - $65.1K
|
586
$59.4K
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.58K+ 4.91% |
$155K - $175K
|
33.7K
$3.41M
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.54K+ 56.79% |
$250K - $282K
|
7.01K
$711K
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
78New |
$7.67K - $8.66K
|
78
$7.91K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-1.14K- 97.6% |
$112K - $127K
|
28
$2.84K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-154- 21.45% |
$15.1K - $17.1K
|
564
$57.2K
|