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 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.05KClosed |
$235K - $275K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
4New |
$459 - $538
|
4
$436
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
278+ 8.74% |
$31.9K - $37.4K
|
3.46K
$377K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-2.1K- 90.12% |
$241K - $282K
|
230
$25K
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-2.45KClosed |
$281K - $329K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-756- 26.22% |
$86.7K - $102K
|
2.13K
$232K
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-156Closed |
$17.9K - $21K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-994- 63.19% |
$114K - $134K
|
579
$63.1K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-994- 63.19% |
$114K - $134K
|
579
$63.1K
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-5Closed |
$573 - $673
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$573 - $673
|
5
$545
|
|
Jul 19, 2022
Q2 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-1.52KClosed |
$174K - $205K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
45New |
$5.16K - $6.05K
|
45
$4.9K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
42+ 30.0% |
$4.81K - $5.65K
|
182
$19.8K
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-3.19KClosed |
$366K - $430K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-51.4KClosed |
$5.89M - $6.91M
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
23.8K+ 211.67% |
$2.73M - $3.21M
|
35.1K
$3.82M
|
|
Jul 11, 2022
Q2 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
408New |
$46.8K - $54.9K
|
408
$44.4K
|
|
Q1 2022 | |||||||
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
565New |
$74.5K - $82.3K
|
565
$61.5K
|
|
Jul 13, 2022
Q1 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-7.5KClosed |
$989K - $1.09M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
26New |
$3.43K - $3.79K
|
26
$2.83K
|
|
May 16, 2022
Q1 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.67KClosed |
$221K - $244K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-35KClosed |
$4.62M - $5.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
14.2KNew |
$1.87M - $2.07M
|
14.2K
$1.55M
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
SELL
|
- |
-2KClosed |
$264K - $291K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-124Closed |
$16.4K - $18.1K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-3.35KClosed |
$442K - $488K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
31.1KNew |
$4.1M - $4.53M
|
31.1K
$3.39M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-14Closed |
$1.85K - $2.04K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-2.25KClosed |
$297K - $328K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6Closed |
$791 - $874
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-48.8KClosed |
$6.44M - $7.11M
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-30Closed |
$3.96K - $4.37K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-129Closed |
$17K - $18.8K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-755Closed |
$99.6K - $110K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Shore Point Advisors, LLC
|
SELL
|
- |
-63Closed |
$8.31K - $9.18K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
14New |
$1.85K - $2.04K
|
14
$1.52K
|
|
Q4 2021 | |||||||
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.14K- 9.8% |
$165K - $174K
|
10.5K
$1.15M
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-257Closed |
$37.1K - $39.1K
|
0
$0
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
9New |
$1.3K - $1.37K
|
9
$980
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-984Closed |
$142K - $150K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Js Capital Management LLC
New York, NY |
SELL
|
PUT |
-560KClosed |
$80.8M - $85.1M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-15- 50.0% |
$2.17K - $2.28K
|
15
$1.63K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.21KNew |
$608K - $641K
|
4.21K
$459K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-100- 18.48% |
$14.4K - $15.2K
|
441
$48K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-24- 44.44% |
$3.46K - $3.65K
|
30
$3.27K
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-107Closed |
$15.4K - $16.3K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15Closed |
$2.17K - $2.28K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-33Closed |
$4.76K - $5.02K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-4KClosed |
$577K - $609K
|
0
$0
|