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 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114+ 2.22% |
$11.1K - $11.9K
|
5.24K
$531K
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.18K- 75.34% |
$309K - $333K
|
1.04K
$105K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-100- 1.2% |
$9.73K - $10.5K
|
8.2K
$830K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 15.58% |
$5.84K - $6.29K
|
325
$32.9K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.75K- 2.44% |
$364K - $393K
|
150K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
73.8K+ 72.5% |
$7.17M - $7.73M
|
175K
$17.8M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.3K+ 4.5% |
$1.29M - $1.39M
|
309K
$31.3M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.12K+ 122.24% |
$400K - $431K
|
7.49K
$758K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
268+ 1.42% |
$26.1K - $28.1K
|
19.1K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-25- 32.47% |
$2.43K - $2.62K
|
52
$5.27K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 473.58% |
$187K - $201K
|
2.32K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 207.08% |
$982K - $1.06M
|
15K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 43.05% |
$1.01M - $1.09M
|
13.7K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
87.8K+ 655.12% |
$8.53M - $9.2M
|
101K
$10.2M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
8.62K+ 379.91% |
$839K - $904K
|
10.9K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-748K- 18.52% |
$72.8M - $78.4M
|
3.29M
$333M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17.5K- 22.09% |
$1.7M - $1.83M
|
61.7K
$6.25M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 39.58% |
$1.85K - $1.99K
|
67
$6.79K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.8K+ 490.17% |
$6.4M - $6.9M
|
79.3K
$8.03M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
16.9K+ 835.06% |
$1.65M - $1.77M
|
19K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
177+ 7.5% |
$17.2K - $18.5K
|
2.54K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.88KNew |
$377K - $406K
|
3.88K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-228- 9.95% |
$22.2K - $23.9K
|
2.06K
$209K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42K+ 20.25% |
$4.08M - $4.4M
|
249K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
75KNew |
$7.29M - $7.86M
|
75K
$7.59M
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-42- 1.83% |
$4.08K - $4.4K
|
2.26K
$228K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
370K+ 15391.34% |
$36M - $38.8M
|
372K
$37.7M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.87K+ 198.53% |
$473K - $510K
|
7.32K
$741K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-7.9K- 33.7% |
$768K - $827K
|
15.5K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245K+ 38.11% |
$23.8M - $25.7M
|
889K
$90M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-588- 25.57% |
$57.2K - $61.6K
|
1.71K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-68.9K- 9.87% |
$6.7M - $7.22M
|
629K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-135- 4.3% |
$13.1K - $14.1K
|
3.01K
$304K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16New |
$1.56K - $1.68K
|
16
$1.62K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
699K+ 153.59% |
$68M - $73.2M
|
1.15M
$117M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.6KNew |
$1.91M - $2.06M
|
19.6K
$1.99M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$198K - $213K
|
2.03K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.79K+ 72.18% |
$174K - $188K
|
4.28K
$433K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.82K+ 4.34% |
$177K - $191K
|
43.8K
$4.44M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-6.3K- 83.48% |
$613K - $660K
|
1.25K
$126K
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
324KNew |
$31.5M - $34M
|
324K
$32.8M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
58.5K+ 324.31% |
$5.69M - $6.13M
|
76.5K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.2K+ 410.86% |
$1.67M - $1.8M
|
21.4K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
647K+ 37.2% |
$62.9M - $67.8M
|
2.39M
$242M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25- 0.07% |
$2.43K - $2.62K
|
34.3K
$3.47M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.9K+ 62.05% |
$2.13M - $2.3M
|
57.2K
$5.79M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 45.67% |
$5.64K - $6.08K
|
185
$18.7K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
77.7KNew |
$7.56M - $8.14M
|
77.7K
$7.87M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
342K+ 13414.2% |
$33.3M - $35.8M
|
345K
$34.9M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-357K- 84.19% |
$34.7M - $37.4M
|
67K
$6.79M
|