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 |
|---|---|---|---|---|---|---|---|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-7Closed |
$762 - $815
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
117KNew |
$12.7M - $13.6M
|
117K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.56KNew |
$279K - $298K
|
2.56K
$257K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
84+ 4.14% |
$9.14K - $9.78K
|
2.11K
$212K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 12.34% |
$10.4K - $11.2K
|
874
$87.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
178+ 1.47% |
$19.4K - $20.7K
|
12.3K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
160New |
$17.4K - $18.6K
|
160
$16K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.56K+ 208.46% |
$714K - $763K
|
9.7K
$973K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
244+ 5.64% |
$26.5K - $28.4K
|
4.57K
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-290- 40.22% |
$31.6K - $33.8K
|
431
$43.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-9.02K- 59.64% |
$982K - $1.05M
|
6.11K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-112- 2.41% |
$12.2K - $13K
|
4.54K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.87K+ 5.82% |
$421K - $450K
|
70.3K
$7.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
3.33KNew |
$362K - $388K
|
3.33K
$334K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.45KNew |
$158K - $169K
|
1.45K
$145K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
9New |
$979 - $1.05K
|
9
$902
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-126- 4.73% |
$13.7K - $14.7K
|
2.54K
$254K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$5.33K - $5.7K
|
49
$4.91K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$205K - $219K
|
1.88K
$189K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$2.5K - $2.68K
|
23
$2.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
661+ 22.41% |
$71.9K - $76.9K
|
3.61K
$362K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
13New |
$1.41K - $1.51K
|
13
$1.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 35.81% |
$262K - $281K
|
4.32K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 2.8% |
$653 - $698
|
208
$20.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-347- 1.22% |
$37.8K - $40.4K
|
28K
$2.81M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
17New |
$1.85K - $1.98K
|
17
$1.7K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$653 - $698
|
6
$602
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.91K- 78.07% |
$752K - $804K
|
1.94K
$195K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
321+ 1.5% |
$34.9K - $37.4K
|
21.7K
$2.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
328+ 0.83% |
$35.7K - $38.2K
|
39.9K
$4M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$109 - $116
|
1
$100
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 48.51% |
$422K - $451K
|
4.11K
$412K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.8K+ 132.4% |
$1.5M - $1.6M
|
24.1K
$2.42M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 31.86% |
$180K - $192K
|
3.53K
$354K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
231+ 0.84% |
$25.1K - $26.9K
|
27.7K
$2.78M
|
|
|
Jul 27, 2023
Q2 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
303+ 16.5% |
$33K - $35.3K
|
2.14K
$214K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
34+ 3.43% |
$3.7K - $3.96K
|
1.02K
$103K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-8Closed |
$870 - $931
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 55.11% |
$462K - $495K
|
3.46K
$347K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$288K - $308K
|
2.65K
$266K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
3.34K+ 3.25% |
$363K - $388K
|
106K
$10.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
101+ 3.71% |
$11K - $11.8K
|
2.83K
$283K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
42+ 2.78% |
$4.57K - $4.89K
|
1.55K
$156K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
970+ 11.15% |
$106K - $113K
|
9.67K
$969K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 8.23% |
$291K - $311K
|
35.1K
$3.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.63K- 39.02% |
$504K - $539K
|
7.24K
$726K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
576+ 22.39% |
$62.7K - $67K
|
3.15K
$316K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
363+ 3.71% |
$39.5K - $42.3K
|
10.2K
$1.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.41K- 43.43% |
$153K - $164K
|
1.83K
$183K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-363- 1.82% |
$39.5K - $42.3K
|
19.5K
$1.96M
|