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 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-527- 20.28% |
$51.3K - $55.2K
|
2.07K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.47M - $3.74M
|
35.7K
$3.61M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-467- 3.98% |
$45.4K - $48.9K
|
11.3K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
36.9K+ 576.96% |
$3.59M - $3.87M
|
43.3K
$4.39M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-907- 9.34% |
$88.2K - $95K
|
8.81K
$892K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 0.73% |
$193K - $208K
|
269K
$27.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.86K+ 25.9% |
$279K - $300K
|
13.9K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135K+ 1.79% |
$13.1M - $14.1M
|
7.65M
$775M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83+ 2.11% |
$8.07K - $8.7K
|
4.03K
$408K
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
210+ 6.98% |
$20.4K - $22K
|
3.22K
$326K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.06K+ 130.26% |
$394K - $425K
|
7.17K
$726K
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
288+ 1.25% |
$28K - $30.2K
|
23.4K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.17M+ 558.96% |
$114M - $123M
|
1.38M
$140M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.35K+ 3.43% |
$228K - $246K
|
70.8K
$7.17M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-200Closed |
$19.5K - $21K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2K+ 36.63% |
$506K - $545K
|
19.4K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 676.34% |
$1.38M - $1.49M
|
16.3K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
990+ 5.77% |
$96.3K - $104K
|
18.2K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-994- 4.56% |
$96.7K - $104K
|
20.8K
$2.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59.3K+ 81.85% |
$5.77M - $6.22M
|
132K
$13.4M
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.1KNew |
$302K - $325K
|
3.1K
$314K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
28.6K+ 390.19% |
$2.78M - $3M
|
36K
$3.64M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
645+ 2687.5% |
$62.7K - $67.6K
|
669
$67.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.22K- 2.45% |
$119K - $128K
|
48.7K
$4.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-30- 15.46% |
$2.92K - $3.14K
|
164
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-619- 70.82% |
$60.2K - $64.9K
|
255
$25.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.6K- 32.58% |
$2.97M - $3.2M
|
63.3K
$6.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
105KNew |
$10.2M - $11M
|
105K
$10.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 167.58% |
$1.1M - $1.18M
|
18K
$1.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.28K- 14.38% |
$124K - $134K
|
7.6K
$770K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6KNew |
$1.33M - $1.43M
|
13.6K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
41.4KNew |
$4.02M - $4.33M
|
41.4K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
778New |
$75.7K - $81.5K
|
778
$78.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47.9K+ 212.03% |
$4.66M - $5.02M
|
70.5K
$7.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.9K+ 217.63% |
$1.93M - $2.08M
|
29K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-279- 7.18% |
$27.1K - $29.2K
|
3.61K
$366K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 5.11% |
$146K - $157K
|
27.8K
$2.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11M+ 328.75% |
$1.07B - $1.15B
|
14.3M
$1.45B
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
105K+ 6.32% |
$10.2M - $11M
|
1.77M
$179M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.06K- 8.19% |
$200K - $216K
|
23K
$2.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$328K - $353K
|
3.37K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.83K+ 197.47% |
$470K - $507K
|
7.28K
$738K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77+ 3.75% |
$7.49K - $8.07K
|
2.13K
$216K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4KNew |
$389K - $420K
|
4K
$406K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.5K+ 220.67% |
$437K - $471K
|
6.53K
$662K
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
77+ 0.19% |
$7.49K - $8.07K
|
41.7K
$4.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
16.1K+ 140.98% |
$1.57M - $1.69M
|
27.6K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.81% |
$1.13M - $1.22M
|
22.9K
$2.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
36.5K+ 618.72% |
$3.55M - $3.82M
|
42.4K
$4.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-63.7K- 68.58% |
$6.2M - $6.68M
|
29.2K
$2.96M
|