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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.75K+ 89.17% |
$268K - $288K
|
5.84K
$591K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.7K+ 226.56% |
$1.92M - $2.07M
|
28.4K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
998+ 129.95% |
$97.1K - $105K
|
1.77K
$179K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
23New |
$2.24K - $2.41K
|
23
$2.33K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
45.1K+ 115.68% |
$4.39M - $4.73M
|
84.1K
$8.52M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.72K- 13.32% |
$945K - $1.02M
|
63.2K
$6.41M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.76K+ 84.28% |
$560K - $604K
|
12.6K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.36KNew |
$229K - $247K
|
2.36K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.2KNew |
$5.37M - $5.78M
|
55.2K
$5.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.81K+ 62.92% |
$176K - $190K
|
4.68K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3New |
$292 - $314
|
3
$304
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 15.0% |
$59.9K - $64.6K
|
4.72K
$478K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.95KNew |
$287K - $309K
|
2.95K
$299K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.3K- 5.75% |
$127K - $136K
|
21.3K
$2.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
358+ 12.37% |
$34.8K - $37.5K
|
3.25K
$329K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.02KNew |
$391K - $422K
|
4.02K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 4.53% |
$156K - $168K
|
36.9K
$3.74M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25.9KNew |
$2.52M - $2.72M
|
25.9K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-67.4K- 62.32% |
$6.56M - $7.07M
|
40.8K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
809+ 6.76% |
$78.7K - $84.8K
|
12.8K
$1.29M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-445- 72.48% |
$43.3K - $46.6K
|
169
$17.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.65K+ 341.37% |
$744K - $802K
|
9.89K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.58KNew |
$348K - $375K
|
3.58K
$363K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
171New |
$16.6K - $17.9K
|
171
$17.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
469+ 3.69% |
$45.6K - $49.1K
|
13.2K
$1.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
511+ 3.64% |
$49.7K - $53.5K
|
14.5K
$1.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
93New |
$9.04K - $9.75K
|
93
$9.42K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-894- 8.7% |
$86.9K - $93.7K
|
9.38K
$950K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.64K+ 2486.79% |
$256K - $276K
|
2.74K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 9.24% |
$103K - $111K
|
10.4K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
17.8KNew |
$1.73M - $1.86M
|
17.8K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$213K - $230K
|
2.19K
$222K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
14.7K+ 6.49% |
$1.43M - $1.54M
|
241K
$24.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.59K+ 291.02% |
$738K - $795K
|
10.2K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
4.78K+ 22.94% |
$465K - $501K
|
25.6K
$2.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 26.64% |
$6.04M - $6.5M
|
295K
$29.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 140.36% |
$738K - $796K
|
13K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.5K+ 39.35% |
$1.12M - $1.21M
|
40.8K
$4.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-14.3K- 15.69% |
$1.39M - $1.5M
|
76.8K
$7.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
224KNew |
$21.7M - $23.4M
|
224K
$22.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.11KNew |
$692K - $745K
|
7.11K
$720K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
44KNew |
$4.28M - $4.61M
|
44K
$4.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.53K+ 5648.15% |
$148K - $160K
|
1.55K
$157K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.14KNew |
$305K - $329K
|
3.14K
$318K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.51K- 55.95% |
$633K - $682K
|
5.13K
$519K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
296New |
$28.8K - $31K
|
296
$30K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17M+ 126.61% |
$114M - $122M
|
2.09M
$212M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.54K+ 11.31% |
$150K - $161K
|
15.2K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.26K+ 11.97% |
$609K - $656K
|
58.6K
$5.93M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69.7K+ 3319.63% |
$6.78M - $7.3M
|
71.8K
$7.27M
|