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 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-443- 16.45% |
$44.9K - $51.1K
|
2.25K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
2New |
$203 - $231
|
2
$201
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
10New |
$1.01K - $1.15K
|
10
$1K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-6.51K- 24.37% |
$660K - $752K
|
20.2K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-85- 77.98% |
$8.61K - $9.81K
|
24
$2.41K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
663+ 111.06% |
$67.2K - $76.5K
|
1.26K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.15K+ 145.22% |
$421K - $479K
|
7.01K
$702K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.94K- 93.75% |
$196K - $223K
|
129
$12.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
10.5KNew |
$1.06M - $1.21M
|
10.5K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
BUY
|
- |
19+ 1.13% |
$1.93K - $2.19K
|
1.7K
$171K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.12K+ 56.0% |
$215K - $245K
|
5.91K
$592K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
20New |
$2.03K - $2.31K
|
20
$2.01K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
22New |
$2.23K - $2.54K
|
22
$2.21K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
168New |
$17K - $19.4K
|
168
$16.8K
|
|
|
Jan 24, 2023
Q4 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
25New |
$2.53K - $2.89K
|
25
$2.51K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
77.3KNew |
$7.83M - $8.92M
|
77.3K
$7.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.15KNew |
$218K - $248K
|
2.15K
$216K
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
16New |
$1.62K - $1.85K
|
16
$1.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.01K- 11.31% |
$102K - $116K
|
7.9K
$792K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
39.6KNew |
$4.02M - $4.57M
|
39.6K
$3.97M
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1New |
$101 - $115
|
1
$100
|
|
|
Jan 18, 2023
Q4 2022
|
Tri Star Advisors Inc.
|
BUY
|
- |
39.7K+ 182.03% |
$4.02M - $4.58M
|
61.5K
$6.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
51New |
$5.17K - $5.89K
|
51
$5.11K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3New |
$304 - $346
|
3
$301
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
84New |
$8.51K - $9.69K
|
84
$8.42K
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.38K- 26.53% |
$469K - $548K
|
12.1K
$1.22M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
500New |
$53.6K - $62.6K
|
500
$50.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
77New |
$8.25K - $9.64K
|
77
$7.72K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
113New |
$12.1K - $14.1K
|
113
$11.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
14New |
$1.5K - $1.75K
|
14
$1.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
76New |
$8.14K - $9.51K
|
76
$7.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7KNew |
$1.26M - $1.47M
|
11.7K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
18.2KNew |
$1.95M - $2.28M
|
18.2K
$1.83M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.09K- 99.39% |
$332K - $387K
|
19
$1.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.86KNew |
$1.06M - $1.23M
|
9.86K
$989K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.52% |
$107 - $125
|
194
$19.5K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-30- 0.87% |
$3.21K - $3.75K
|
3.43K
$344K
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-325- 8.33% |
$34.8K - $40.7K
|
3.58K
$358K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-73Closed |
$7.82K - $9.14K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.31K- 3.05% |
$140K - $163K
|
41.6K
$4.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
444+ 592.0% |
$47.6K - $55.6K
|
519
$52K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
151+ 8.83% |
$16.2K - $18.9K
|
1.86K
$187K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
86KNew |
$9.22M - $10.8M
|
86K
$8.63M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.91KNew |
$205K - $240K
|
1.91K
$192K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
5.78K+ 41285.71% |
$619K - $723K
|
5.79K
$581K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
14.4KNew |
$1.55M - $1.81M
|
14.4K
$1.45M
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
206+ 69.59% |
$22.1K - $25.8K
|
502
$50.3K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
140+ 12.56% |
$15K - $17.5K
|
1.26K
$126K
|
|
|
Oct 26, 2022
Q3 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
260New |
$27.9K - $32.5K
|
260
$26.1K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
15.5KNew |
$1.66M - $1.94M
|
15.5K
$1.55M
|
|