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 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
29+ 1.48% |
$2.86K - $3.05K
|
1.99K
$217K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
972+ 7.77% |
$95.9K - $102K
|
13.5K
$1.47M
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.46K- 20.33% |
$144K - $153K
|
5.71K
$622K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.78K+ 13.21% |
$275K - $293K
|
23.8K
$2.6M
|
|
Jul 15, 2024
Q2 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
1.22K+ 4.61% |
$120K - $128K
|
27.5K
$3M
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-549K- 93.11% |
$54.2M - $57.7M
|
40.7K
$4.43M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
354+ 16.81% |
$34.9K - $37.2K
|
2.46K
$268K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.33KNew |
$230K - $245K
|
2.33K
$254K
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
6.09K+ 17.71% |
$601K - $640K
|
40.5K
$4.41M
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-16.4K- 98.64% |
$1.62M - $1.72M
|
226
$24.6K
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-5.59K- 17.2% |
$552K - $588K
|
26.9K
$2.93M
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.72M- 97.86% |
$170M - $181M
|
37.7K
$4.1M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$483K - $515K
|
4.9K
$533K
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
11K+ 78.03% |
$1.09M - $1.16M
|
25.1K
$2.74M
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
92.3KNew |
$9.11M - $9.7M
|
92.3K
$10.1M
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
451New |
$44.5K - $47.4K
|
451
$49.1K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.2K+ 16.35% |
$118K - $126K
|
8.51K
$927K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-305- 9.2% |
$30.1K - $32.1K
|
3.01K
$328K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.88KNew |
$185K - $197K
|
1.88K
$204K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 40.0% |
$3.75K - $3.99K
|
57
$6.21K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1K+ 9.78% |
$207K - $221K
|
23.6K
$2.57M
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
6.28KNew |
$620K - $660K
|
6.28K
$684K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$3.95K - $4.2K
|
40
$4.36K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
294K+ 5323.04% |
$29M - $30.9M
|
299K
$32.6M
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
18.7K+ 4.17% |
$1.84M - $1.96M
|
467K
$50.8M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
849+ 17.49% |
$83.8K - $89.2K
|
5.7K
$621K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
2.3K+ 109.52% |
$227K - $242K
|
4.4K
$479K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-793- 7.42% |
$78.2K - $83.4K
|
9.9K
$1.08M
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
11.8K+ 6.77% |
$1.17M - $1.24M
|
187K
$20.3M
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
162New |
$16K - $17K
|
162
$17.6K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-93.7K- 30.89% |
$9.25M - $9.85M
|
210K
$22.8M
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
35+ 10.77% |
$3.45K - $3.68K
|
360
$39.2K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
473New |
$46.7K - $49.7K
|
473
$51.5K
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
3.57K+ 33.37% |
$352K - $375K
|
14.3K
$1.55M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
503+ 0.83% |
$49.6K - $52.9K
|
60.9K
$6.64M
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
1.64K+ 5.32% |
$162K - $173K
|
32.6K
$3.55M
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-36- 1.56% |
$3.55K - $3.78K
|
2.28K
$248K
|
|
Jul 01, 2024
Q2 2024
|
Confluence Investment Management LLC
|
SELL
|
- |
-852- 1.07% |
$84.1K - $89.6K
|
78.5K
$8.55M
|
|
Q1 2024 | |||||||
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-39- 0.49% |
$4K - $4.22K
|
7.97K
$867K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 13.48% |
$23.5M - $24.8M
|
1.93M
$210M
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35.8K+ 15.15% |
$3.67M - $3.87M
|
272K
$29.6M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.14K- 16.24% |
$117K - $124K
|
5.9K
$642K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.25KNew |
$231K - $243K
|
2.25K
$245K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$2.87K - $3.03K
|
28
$3.05K
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
750+ 8.51% |
$76.9K - $81.1K
|
9.56K
$1.04M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-463- 0.58% |
$47.5K - $50.1K
|
79.9K
$8.71M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.42K- 47.8% |
$248K - $261K
|
2.64K
$288K
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
11KNew |
$1.13M - $1.19M
|
11K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-251- 7.01% |
$25.7K - $27.1K
|
3.33K
$363K
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-387- 12.4% |
$39.7K - $41.9K
|
2.73K
$298K
|