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 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-290- 40.22% |
$31.6K - $33.8K
|
431
$43.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
1.45KNew |
$158K - $169K
|
1.45K
$147K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
9New |
$979 - $1.05K
|
9
$912
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.88KNew |
$205K - $219K
|
1.88K
$191K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-2.41K- 35.81% |
$262K - $281K
|
4.32K
$438K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
23New |
$2.5K - $2.68K
|
23
$2.33K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
13New |
$1.41K - $1.51K
|
13
$1.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 2.8% |
$653 - $698
|
208
$21.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-347- 1.22% |
$37.8K - $40.4K
|
28K
$2.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
17New |
$1.85K - $1.98K
|
17
$1.72K
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
6New |
$653 - $698
|
6
$608
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-6.91K- 78.07% |
$752K - $804K
|
1.94K
$196K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1New |
$109 - $116
|
1
$101
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 48.51% |
$422K - $451K
|
4.11K
$416K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.65K- 31.86% |
$180K - $192K
|
3.53K
$358K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
13.8K+ 132.4% |
$1.5M - $1.6M
|
24.1K
$2.44M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
231+ 0.84% |
$25.1K - $26.9K
|
27.7K
$2.81M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.25K- 55.11% |
$462K - $495K
|
3.46K
$351K
|
|
|
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
$104K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
2.65KNew |
$288K - $308K
|
2.65K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
42+ 2.78% |
$4.57K - $4.89K
|
1.55K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.67K+ 8.23% |
$291K - $311K
|
35.1K
$3.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-4.63K- 39.02% |
$504K - $539K
|
7.24K
$734K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
576+ 22.39% |
$62.7K - $67K
|
3.15K
$319K
|
|
|
Jul 20, 2023
Q2 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
363+ 3.71% |
$39.5K - $42.3K
|
10.2K
$1.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.41K- 43.43% |
$153K - $164K
|
1.83K
$185K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-57- 2.86% |
$6.2K - $6.63K
|
1.93K
$196K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
742+ 4.61% |
$80.7K - $86.4K
|
16.9K
$1.71M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-1.72K- 29.34% |
$187K - $200K
|
4.14K
$419K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86KNew |
$203K - $217K
|
1.86K
$189K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
177New |
$19.3K - $20.6K
|
177
$17.9K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
218+ 10.68% |
$23.3K - $25.4K
|
2.26K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.18KNew |
$234K - $254K
|
2.18K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
78New |
$8.34K - $9.07K
|
78
$7.9K
|
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
69.2KNew |
$7.4M - $8.05M
|
69.2K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
39New |
$4.17K - $4.54K
|
39
$3.95K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
149+ 74.13% |
$15.9K - $17.3K
|
350
$35.4K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$1.07K - $1.16K
|
10
$1.01K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.94KNew |
$208K - $226K
|
1.94K
$197K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
301KNew |
$32.2M - $35M
|
301K
$30.5M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
854New |
$91.3K - $99.4K
|
854
$86.5K
|
|
|
May 09, 2023
Q1 2023
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
107New |
$11.4K - $12.4K
|
107
$10.8K
|
|
|
May 08, 2023
Q1 2023
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
439+ 1.29% |
$46.9K - $51.1K
|
34.6K
$3.5M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
937+ 38.96% |
$100K - $109K
|
3.34K
$338K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2New |
$214 - $233
|
2
$203
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
531New |
$56.8K - $61.8K
|
531
$53.8K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.41K- 98.67% |
$150K - $164K
|
19
$1.92K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
74+ 3.7% |
$7.91K - $8.61K
|
2.07K
$210K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
19New |
$2.03K - $2.21K
|
19
$1.92K
|
|