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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-10.3K- 15.3% |
$1.06M - $1.12M
|
57.1K
$5.86M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21- 0.04% |
$2.15K - $2.27K
|
49.3K
$5.06M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.72K+ 8.07% |
$279K - $294K
|
36.4K
$3.73M
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-85- 2.22% |
$8.72K - $9.19K
|
3.75K
$384K
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
250KNew |
$25.6M - $27M
|
250K
$25.6M
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.11KNew |
$216K - $228K
|
2.11K
$216K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
254K+ 5.4% |
$26.1M - $27.5M
|
4.96M
$509M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
67.3K+ 6.77% |
$6.9M - $7.28M
|
1.06M
$109M
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-257- 79.81% |
$26.4K - $27.8K
|
65
$6.67K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
162K+ 20.23% |
$16.6M - $17.5M
|
962K
$98.7M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.38K- 33.69% |
$551K - $582K
|
10.6K
$1.09M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
282+ 117.01% |
$28.9K - $30.5K
|
523
$53.7K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-641K- 87.47% |
$65.7M - $69.3M
|
91.8K
$9.42M
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
17.3KNew |
$1.78M - $1.87M
|
17.3K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $216
|
4K
$410K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.97KNew |
$817K - $861K
|
7.97K
$817K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-570K- 57.13% |
$58.5M - $61.7M
|
428K
$43.9M
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
94.9KNew |
$9.73M - $10.3M
|
94.9K
$9.73M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 50.82% |
$3.18K - $3.35K
|
30
$3.08K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
396K+ 34.73% |
$40.6M - $42.8M
|
1.54M
$158M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
58.7K+ 11.76% |
$6.02M - $6.35M
|
557K
$57.2M
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
456+ 14.86% |
$46.8K - $49.3K
|
3.52K
$362K
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.01K+ 34.15% |
$103K - $109K
|
3.96K
$406K
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.11K- 48.84% |
$216K - $228K
|
2.21K
$227K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-87- 0.55% |
$8.92K - $9.41K
|
15.8K
$1.62M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
121K+ 3.31% |
$12.5M - $13.1M
|
3.79M
$389M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-170- 59.86% |
$17.4K - $18.4K
|
114
$11.7K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
15+ 0.3% |
$1.54K - $1.62K
|
4.99K
$512K
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82+ 109.33% |
$8.41K - $8.87K
|
157
$16.1K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 68.97% |
$2.05K - $2.16K
|
49
$5.03K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
52+ 0.24% |
$5.33K - $5.62K
|
21.5K
$2.2M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
16New |
$1.64K - $1.73K
|
16
$1.64K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 0.75% |
$5.54K - $5.84K
|
7.11K
$729K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
109K+ 3.31% |
$11.2M - $11.8M
|
3.41M
$350M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 29.95% |
$11.8M - $12.5M
|
270K
$27.7M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
366+ 0.71% |
$37.5K - $39.6K
|
52.1K
$5.34M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
6New |
$615 - $649
|
6
$616
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
426K+ 41.14% |
$43.7M - $46.1M
|
1.46M
$150M
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
622+ 4.6% |
$63.8K - $67.3K
|
14.1K
$1.45M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.7K+ 16.36% |
$1.1M - $1.16M
|
76.1K
$7.81M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.8K+ 5.56% |
$1.11M - $1.17M
|
205K
$21M
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
2.16KNew |
$221K - $233K
|
2.16K
$221K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.6K+ 7.5% |
$472K - $498K
|
66K
$6.77M
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.17M- 39.79% |
$223M - $235M
|
3.28M
$337M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.91K+ 37.16% |
$401K - $423K
|
14.4K
$1.48M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
773+ 47.05% |
$79.3K - $83.6K
|
2.42K
$248K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
413+ 2.22% |
$42.3K - $44.7K
|
19K
$1.95M
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
706New |
$72.4K - $76.4K
|
706
$72.4K
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
3.04K+ 78.73% |
$311K - $328K
|
6.89K
$707K
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
14.8K+ 424.15% |
$1.51M - $1.6M
|
18.3K
$1.87M
|