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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-60- 2.45% |
$6.53K - $6.98K
|
2.38K
$260K
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 48.51% |
$422K - $451K
|
4.11K
$448K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 31.86% |
$180K - $192K
|
3.53K
$385K
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.8K+ 132.4% |
$1.5M - $1.6M
|
24.1K
$2.63M
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.03K+ 23.65% |
$439K - $469K
|
21.1K
$2.29M
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
231+ 0.84% |
$25.1K - $26.9K
|
27.7K
$3.02M
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
303+ 16.5% |
$33K - $35.3K
|
2.14K
$233K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
117+ 5.52% |
$12.7K - $13.6K
|
2.24K
$244K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 55.11% |
$462K - $495K
|
3.46K
$377K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8Closed |
$870 - $931
|
0
$0
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
34+ 3.43% |
$3.7K - $3.96K
|
1.02K
$112K
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
101+ 3.71% |
$11K - $11.8K
|
2.83K
$308K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$288K - $308K
|
2.65K
$289K
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
3.34K+ 3.25% |
$363K - $388K
|
106K
$11.5M
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
42+ 2.78% |
$4.57K - $4.89K
|
1.55K
$169K
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
970+ 11.15% |
$106K - $113K
|
9.67K
$1.05M
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 8.23% |
$291K - $311K
|
35.1K
$3.83M
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.63K- 39.02% |
$504K - $539K
|
7.24K
$789K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
576+ 22.39% |
$62.7K - $67K
|
3.15K
$343K
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
363+ 3.71% |
$39.5K - $42.3K
|
10.2K
$1.11M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.41K- 43.43% |
$153K - $164K
|
1.83K
$199K
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-363- 1.82% |
$39.5K - $42.3K
|
19.5K
$2.13M
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-57- 2.86% |
$6.2K - $6.63K
|
1.93K
$211K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-676- 2.48% |
$73.6K - $78.7K
|
26.6K
$2.9M
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-11- 0.03% |
$1.2K - $1.28K
|
40.4K
$4.4M
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
3.39K+ 9.73% |
$369K - $394K
|
38.2K
$4.16M
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
742+ 4.61% |
$80.7K - $86.4K
|
16.9K
$1.84M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$373K - $399K
|
3.43K
$373K
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.72K- 29.34% |
$187K - $200K
|
4.14K
$451K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
344+ 1.88% |
$37.4K - $40K
|
18.7K
$2.04M
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
3.09K+ 16.69% |
$336K - $360K
|
21.6K
$2.35M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$203K - $217K
|
1.86K
$203K
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
177New |
$19.3K - $20.6K
|
177
$19.3K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
844+ 24.82% |
$91.8K - $98.2K
|
4.24K
$462K
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
22New |
$2.39K - $2.56K
|
22
$2.4K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
218+ 10.68% |
$23.3K - $25.4K
|
2.26K
$246K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.18KNew |
$234K - $254K
|
2.18K
$238K
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
78New |
$8.34K - $9.07K
|
78
$8.49K
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69.2KNew |
$7.4M - $8.05M
|
69.2K
$7.53M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39New |
$4.17K - $4.54K
|
39
$4.25K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
149+ 74.13% |
$15.9K - $17.3K
|
350
$38.1K
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.32KNew |
$462K - $502K
|
4.32K
$470K
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.07K - $1.16K
|
10
$1.09K
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.94KNew |
$208K - $226K
|
1.94K
$211K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
301KNew |
$32.2M - $35M
|
301K
$32.7M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
854New |
$91.3K - $99.4K
|
854
$93K
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
107New |
$11.4K - $12.4K
|
107
$11.7K
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
439+ 1.29% |
$46.9K - $51.1K
|
34.6K
$3.77M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.77KNew |
$190K - $206K
|
1.77K
$193K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
937+ 38.96% |
$100K - $109K
|
3.34K
$364K
|