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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
173+ 3.57% |
$17.4K - $19.3K
|
5.02K
$500K
|
|
Oct 16, 2024
Q3 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
39New |
$3.93K - $4.35K
|
39
$3.89K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
723+ 1.46% |
$72.8K - $80.7K
|
50.1K
$5M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
669+ 8.06% |
$67.4K - $74.7K
|
8.97K
$894K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
309+ 2.29% |
$31.1K - $34.5K
|
13.8K
$1.38M
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.85K+ 41.04% |
$388K - $430K
|
13.2K
$1.32M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
44.4KNew |
$4.47M - $4.96M
|
44.4K
$4.43M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-743- 5.25% |
$74.9K - $82.9K
|
13.4K
$1.34M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-14- 0.71% |
$1.41K - $1.56K
|
1.96K
$196K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
521+ 5.26% |
$52.5K - $58.2K
|
10.4K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.91K+ 37.32% |
$293K - $325K
|
10.7K
$1.07M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-30- 0.46% |
$3.02K - $3.35K
|
6.52K
$651K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
6.4K+ 89.81% |
$645K - $714K
|
13.5K
$1.35M
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.62K+ 28.41% |
$163K - $181K
|
7.32K
$730K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.86K+ 19.58% |
$288K - $319K
|
17.5K
$1.74M
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.28K+ 7.14% |
$330K - $366K
|
49.1K
$4.9M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-21.4K- 35.05% |
$2.15M - $2.38M
|
39.6K
$3.95M
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-3.96K- 9.79% |
$399K - $442K
|
36.5K
$3.64M
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
3.13K+ 49.9% |
$316K - $350K
|
9.41K
$939K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-3.55K- 6.83% |
$358K - $397K
|
48.5K
$4.83M
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
94New |
$9.47K - $10.5K
|
94
$9.37K
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.61K+ 71.12% |
$364K - $403K
|
8.69K
$867K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
74New |
$7.46K - $8.26K
|
74
$7.38K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.88KNew |
$189K - $209K
|
1.88K
$187K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11K+ 6.71% |
$1.11M - $1.22M
|
174K
$17.4M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
6+ 0.06% |
$605 - $670
|
9.61K
$958K
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
1.53K+ 32.89% |
$154K - $170K
|
6.16K
$614K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
618+ 6.26% |
$62.3K - $69K
|
10.5K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
35+ 0.46% |
$3.53K - $3.91K
|
7.61K
$759K
|
|
Oct 15, 2024
Q3 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.2K+ 15.39% |
$423K - $468K
|
31.5K
$3.14M
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
80New |
$8.06K - $8.93K
|
80
$7.98K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
93New |
$9.37K - $10.4K
|
93
$9.27K
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-24- 0.25% |
$2.42K - $2.68K
|
9.52K
$949K
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 0.98% |
$1.11K - $1.23K
|
1.11K
$111K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
23.6K+ 10438.5% |
$2.38M - $2.63M
|
23.8K
$2.38M
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.66KNew |
$268K - $297K
|
2.66K
$265K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-751- 15.34% |
$75.7K - $83.8K
|
4.15K
$413K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-387- 3.1% |
$39K - $43.2K
|
12.1K
$1.21M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.94K+ 26.32% |
$699K - $775K
|
33.3K
$3.32M
|
|
Oct 10, 2024
Q3 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
40.8K+ 23.57% |
$4.11M - $4.56M
|
214K
$21.3M
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-15.9K- 42.14% |
$1.6M - $1.77M
|
21.8K
$2.17M
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-113- 0.79% |
$11.4K - $12.6K
|
14.1K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.18K+ 3.63% |
$119K - $132K
|
33.7K
$3.36M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-648- 1.51% |
$65.3K - $72.3K
|
42.2K
$4.21M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
44New |
$4.43K - $4.91K
|
44
$4.39K
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
399+ 1.45% |
$40.2K - $44.5K
|
27.9K
$2.79M
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
231+ 9.9% |
$23.3K - $25.8K
|
2.56K
$256K
|
|
Oct 09, 2024
Q3 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
21.9K+ 612.38% |
$2.2M - $2.44M
|
25.4K
$2.54M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-265K- 88.56% |
$26.7M - $29.6M
|
34.2K
$3.41M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-165- 34.88% |
$16.6K - $18.4K
|
308
$30.7K
|