Latest Institutional Purchases of Ishares Barclays 10 20 Yr Trea (TLH)
This list provides information on the latest institutional transactions involving Ishares Barclays 10 20 Yr Trea (TLH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.88KNew |
$678K - $723K
|
6.88K
$685K
|
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
5.88KNew |
$580K - $618K
|
5.88K
$586K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
5.57KNew |
$550K - $585K
|
5.57K
$555K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.3KNew |
$424K - $451K
|
4.3K
$428K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.02KNew |
$298K - $317K
|
3.02K
$301K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.36KNew |
$233K - $248K
|
2.36K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.88KNew |
$185K - $197K
|
1.88K
$187K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
908+ 47.27% |
$89.6K - $95.4K
|
2.83K
$282K
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
451New |
$44.5K - $47.4K
|
451
$45K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
450New |
$44.4K - $47.3K
|
450
$44.9K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
443+ 19.53% |
$43.7K - $46.6K
|
2.71K
$270K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
193New |
$19K - $20.3K
|
193
$19.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
185+ 26.2% |
$18.3K - $19.4K
|
891
$88.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
162New |
$16K - $17K
|
162
$16.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
131+ 5.91% |
$12.9K - $13.8K
|
2.35K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
114New |
$11.2K - $12K
|
114
$11.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
107New |
$10.6K - $11.2K
|
107
$10.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
49New |
$4.83K - $5.15K
|
49
$4.88K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
46New |
$4.54K - $4.84K
|
46
$4.59K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
40New |
$3.95K - $4.2K
|
40
$3.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
38New |
$3.75K - $3.99K
|
38
$3.79K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
26New |
$2.57K - $2.73K
|
26
$2.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
25New |
$2.47K - $2.63K
|
25
$2.49K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
19New |
$1.87K - $2K
|
19
$1.89K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$987 - $1.05K
|
10
$997
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
133K+ 128.92% |
$13.6M - $14.3M
|
235K
$23.5M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
97.1KNew |
$9.95M - $10.5M
|
97.1K
$9.68M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17.4K+ 22.77% |
$1.78M - $1.88M
|
93.8K
$9.35M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
17.3K+ 290.32% |
$1.77M - $1.87M
|
23.2K
$2.32M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.13K+ 31.62% |
$937K - $988K
|
38K
$3.79M
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
6.71K+ 9.56% |
$688K - $725K
|
76.8K
$7.66M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.11KNew |
$216K - $228K
|
2.11K
$210K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.04K+ 46.25% |
$106K - $112K
|
3.27K
$326K
|
|
|
Apr 17, 2024
Q1 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
357New |
$36.6K - $38.6K
|
357
$35.6K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
219+ 65.57% |
$22.5K - $23.7K
|
553
$55.1K
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
BUY
|
- |
207+ 0.32% |
$21.2K - $22.4K
|
64.8K
$6.46M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
103New |
$10.6K - $11.1K
|
103
$10.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$10.3K - $10.8K
|
100
$9.97K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
100New |
$10.3K - $10.8K
|
100
$9.97K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78New |
$8K - $8.44K
|
78
$7.78K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
62New |
$6.36K - $6.71K
|
62
$6.18K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
54New |
$5.54K - $5.84K
|
54
$5.38K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
44New |
$4.51K - $4.76K
|
44
$4.39K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
16New |
$1.64K - $1.73K
|
16
$1.6K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
14New |
$1.44K - $1.51K
|
14
$1.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
7New |
$718 - $757
|
7
$698
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
6New |
$615 - $649
|
6
$598
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2+ 0.05% |
$205 - $216
|
4K
$399K
|
|
| Q4 2023 | |||||||
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
212KNew |
$19.7M - $23.2M
|
212K
$21.1M
|
|