Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.6K- 17.39% |
$355K - $378K
|
17.1K
$1.71M
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.54K- 30.15% |
$250K - $267K
|
5.88K
$589K
|
|
Nov 01, 2024
Q2 2024
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-2.34KClosed |
$231K - $246K
|
0
$0
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-1.74K- 10.47% |
$172K - $183K
|
14.9K
$1.49M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.16K- 56.92% |
$114K - $121K
|
874
$87.5K
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.1K- 16.01% |
$109K - $116K
|
5.79K
$580K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-379- 98.7% |
$37.4K - $39.8K
|
5
$501
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-372- 50.47% |
$36.7K - $39.1K
|
365
$36.6K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-365- 56.68% |
$36K - $38.4K
|
279
$27.9K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-323- 22.52% |
$31.9K - $34K
|
1.11K
$111K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-256- 48.95% |
$25.3K - $26.9K
|
267
$26.7K
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-254- 11.5% |
$25.1K - $26.7K
|
1.95K
$196K
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-253- 4.77% |
$25K - $26.6K
|
5.05K
$505K
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-120- 3.2% |
$11.8K - $12.6K
|
3.63K
$363K
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-49- 2.27% |
$4.83K - $5.15K
|
2.11K
$211K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-38- 40.0% |
$3.75K - $3.99K
|
57
$5.71K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-35- 9.09% |
$3.45K - $3.68K
|
350
$35.1K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-33- 20.25% |
$3.26K - $3.47K
|
130
$13K
|
|
Jul 17, 2024
Q2 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-18- 48.65% |
$1.78K - $1.89K
|
19
$1.9K
|
|
Q1 2024 | |||||||
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-2.13K- 80.04% |
$218K - $230K
|
530
$53.1K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-1.24K- 36.34% |
$127K - $134K
|
2.17K
$217K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-463- 0.58% |
$47.5K - $50.1K
|
79.9K
$8.01M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-336- 12.43% |
$34.5K - $36.3K
|
2.37K
$237K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-250- 6.05% |
$25.6K - $27K
|
3.88K
$389K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-175- 64.81% |
$17.9K - $18.9K
|
95
$9.52K
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-149- 3.61% |
$15.3K - $16.1K
|
3.98K
$399K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-99- 84.62% |
$10.2K - $10.7K
|
18
$1.8K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-54- 0.75% |
$5.54K - $5.84K
|
7.11K
$712K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-52- 33.55% |
$5.33K - $5.62K
|
103
$10.3K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-52- 1.99% |
$5.33K - $5.62K
|
2.56K
$257K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-49- 0.59% |
$5.02K - $5.3K
|
8.2K
$821K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-35Closed |
$3.59K - $3.79K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-31- 50.82% |
$3.18K - $3.35K
|
30
$3.01K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-62.3K- 99.07% |
$5.8M - $6.82M
|
586
$58.7K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-18.4K- 63.62% |
$1.71M - $2.01M
|
10.5K
$1.05M
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-10.3K- 54.69% |
$962K - $1.13M
|
8.56K
$858K
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.6K- 69.84% |
$428K - $503K
|
1.99K
$199K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.62K- 25.17% |
$337K - $396K
|
10.8K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.37K- 45.87% |
$220K - $259K
|
2.79K
$280K
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.57K- 27.66% |
$146K - $171K
|
4.09K
$410K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-685- 10.42% |
$63.8K - $75K
|
5.89K
$590K
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-322- 11.18% |
$30K - $35.3K
|
2.56K
$256K
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-217- 9.77% |
$20.2K - $23.8K
|
2K
$201K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-200- 74.63% |
$18.6K - $21.9K
|
68
$6.81K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-132- 6.43% |
$12.3K - $14.5K
|
1.92K
$193K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-78- 43.09% |
$7.26K - $8.54K
|
103
$10.3K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 75.0% |
$279 - $329
|
1
$100
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-114K- 93.04% |
$11.2M - $12.6M
|
8.51K
$852K
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-39.5K- 97.43% |
$3.88M - $4.39M
|
1.04K
$104K
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-18.6K- 40.7% |
$1.83M - $2.07M
|
27.1K
$2.72M
|