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 |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-199- 6.86% |
$20K - $22.2K
|
2.7K
$269K
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.06KNew |
$409K - $453K
|
4.06K
$405K
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
16.6KNew |
$1.67M - $1.85M
|
16.6K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
474+ 5.6% |
$47.8K - $52.9K
|
8.94K
$892K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.96K- 17.01% |
$197K - $219K
|
9.55K
$953K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.3K+ 125.2% |
$735K - $815K
|
13.1K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
111KNew |
$11.2M - $12.4M
|
111K
$11M
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
32.5K+ 255.86% |
$3.28M - $3.63M
|
45.2K
$4.51M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4KNew |
$141K - $156K
|
1.4K
$139K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.58K- 44.77% |
$160K - $177K
|
1.95K
$195K
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.2M- 38.54% |
$121M - $134M
|
1.92M
$191M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-404- 2.73% |
$40.7K - $45.1K
|
14.4K
$1.44M
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-90- 1.03% |
$9.07K - $10K
|
8.65K
$863K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
384+ 349.09% |
$38.7K - $42.9K
|
494
$49.3K
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-690- 1.47% |
$69.5K - $77K
|
46.4K
$4.62M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.84K+ 14.01% |
$790K - $875K
|
63.8K
$6.36M
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
2.17KNew |
$219K - $242K
|
2.17K
$216K
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
758+ 10.36% |
$76.4K - $84.6K
|
8.07K
$805K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 7.47% |
$3.83K - $4.24K
|
471
$47K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 6.05% |
$10.5M - $11.6M
|
1.82M
$182M
|
|
Nov 08, 2024
Q3 2024
|
Shelter Mutual Insurance CO
|
SELL
|
- |
-2.95K- 50.17% |
$297K - $329K
|
2.93K
$292K
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
16+ 0.56% |
$1.61K - $1.79K
|
2.89K
$288K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-54.2K- 10.08% |
$5.46M - $6.05M
|
483K
$48.2M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
167New |
$16.8K - $18.6K
|
167
$16.7K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
134+ 25.05% |
$13.5K - $15K
|
669
$66.7K
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-999- 4.75% |
$101K - $112K
|
20K
$2M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79K+ 18.2% |
$180K - $199K
|
11.6K
$1.16M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-85.9K- 36.96% |
$8.66M - $9.59M
|
147K
$14.6M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.04K- 30.63% |
$206K - $228K
|
4.62K
$461K
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-207- 2.6% |
$20.9K - $23.1K
|
7.76K
$774K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
865+ 84.47% |
$87.1K - $96.6K
|
1.89K
$188K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
452+ 9.25% |
$45.5K - $50.5K
|
5.34K
$532K
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
1.59K+ 23.96% |
$160K - $177K
|
8.2K
$818K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-910K- 89.28% |
$91.7M - $102M
|
109K
$10.9M
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
980+ 8.67% |
$98.7K - $109K
|
12.3K
$1.22M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.47K+ 20.92% |
$148K - $164K
|
8.51K
$849K
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-572- 7.92% |
$57.6K - $63.8K
|
6.65K
$663K
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-3.94K- 34.58% |
$397K - $439K
|
7.45K
$743K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
97+ 10.22% |
$9.77K - $10.8K
|
1.05K
$104K
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
290New |
$29.2K - $32.4K
|
290
$28.9K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.21K+ 3.84% |
$222K - $246K
|
59.7K
$5.95M
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
67New |
$6.75K - $7.48K
|
67
$6.68K
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
1.24K+ 13.7% |
$125K - $138K
|
10.3K
$1.02M
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
775KNew |
$78.1M - $86.5M
|
775K
$77.3M
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.07K+ 69.46% |
$208K - $231K
|
5.04K
$503K
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
627+ 7.83% |
$63.2K - $70K
|
8.63K
$861K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.46M- 29.7% |
$147M - $162M
|
3.45M
$344M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 7.57% |
$190K - $210K
|
23K
$2.29M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.31K+ 242.26% |
$635K - $704K
|
8.91K
$888K
|