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 |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-84- 1.66% |
$8.29K - $8.83K
|
4.98K
$542K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-41- 0.64% |
$4.05K - $4.31K
|
6.32K
$688K
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
845+ 7.61% |
$83.4K - $88.8K
|
12K
$1.3M
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
193New |
$19K - $20.3K
|
193
$21K
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.04KNew |
$497K - $530K
|
5.04K
$549K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-367- 23.44% |
$36.2K - $38.6K
|
1.2K
$131K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
262+ 5.66% |
$25.8K - $27.5K
|
4.89K
$532K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.29K+ 20.64% |
$127K - $135K
|
7.51K
$818K
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.66K- 11.82% |
$361K - $384K
|
27.3K
$2.97M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.63K+ 13.44% |
$654K - $697K
|
56K
$6.09M
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-708- 82.81% |
$69.9K - $74.4K
|
147
$16K
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-7.12K- 12.03% |
$702K - $748K
|
52K
$5.66M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-1.25K- 3.67% |
$123K - $131K
|
32.8K
$3.57M
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
592+ 12.64% |
$58.4K - $62.2K
|
5.28K
$575K
|
|
Jul 22, 2024
Q2 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.68K+ 21.28% |
$166K - $177K
|
9.6K
$1.05M
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.36K+ 27.31% |
$134K - $143K
|
6.35K
$691K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11+ 17.19% |
$1.09K - $1.16K
|
75
$8.17K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
11.7K+ 2.18% |
$1.15M - $1.23M
|
548K
$59.7M
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
480+ 4.58% |
$47.4K - $50.5K
|
11K
$1.19M
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.41K- 15.75% |
$140K - $149K
|
7.56K
$823K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
74+ 1.53% |
$7.3K - $7.78K
|
4.9K
$533K
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.07K+ 311.12% |
$894K - $953K
|
12K
$1.3M
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
173+ 2.42% |
$17.1K - $18.2K
|
7.31K
$797K
|
|
Jul 19, 2024
Q2 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-3.12K- 7.8% |
$308K - $328K
|
36.9K
$4.02M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
34K+ 9.34% |
$3.36M - $3.58M
|
398K
$43.4M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.9K- 22.08% |
$5.32M - $5.67M
|
190K
$20.7M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.95K- 69.71% |
$488K - $520K
|
2.15K
$234K
|
|
Jul 19, 2024
Q2 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
9.8K+ 6.0% |
$967K - $1.03M
|
173K
$18.9M
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.57KNew |
$550K - $585K
|
5.57K
$607K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-372- 50.47% |
$36.7K - $39.1K
|
365
$39.8K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
44.2K+ 1721.06% |
$4.36M - $4.65M
|
46.8K
$5.1M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
2.48KNew |
$244K - $260K
|
2.48K
$270K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
135New |
$13.3K - $14.2K
|
135
$14.7K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-379- 2.94% |
$37.4K - $39.8K
|
12.5K
$1.36M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.96K- 48.0% |
$193K - $206K
|
2.12K
$231K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-170- 3.12% |
$16.8K - $17.9K
|
5.29K
$576K
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-110- 1.14% |
$10.9K - $11.6K
|
9.54K
$1.04M
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-18- 48.65% |
$1.78K - $1.89K
|
19
$2.07K
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-300- 3.32% |
$29.6K - $31.5K
|
8.74K
$952K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.2K+ 3.23% |
$2.58M - $2.75M
|
838K
$91.2M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
425+ 1.6% |
$41.9K - $44.7K
|
27K
$2.94M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.12KNew |
$110K - $118K
|
1.12K
$122K
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.25K- 1.34% |
$123K - $131K
|
92.5K
$10.1M
|
|
Jul 16, 2024
Q2 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-1.17K- 20.13% |
$115K - $123K
|
4.64K
$505K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
321+ 8.34% |
$31.7K - $33.7K
|
4.17K
$454K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.45K+ 1.45% |
$241K - $257K
|
171K
$18.6M
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-263- 11.75% |
$25.9K - $27.6K
|
1.98K
$215K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 67.6% |
$160K - $171K
|
4.03K
$439K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
6.18K+ 73.35% |
$610K - $650K
|
14.6K
$1.59M
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.96K+ 26.35% |
$193K - $206K
|
9.38K
$1.02M
|