Purchases and Sales Made in Q1 2025 in Ishares Barclays 10 20 Yr Trea (TLH)
This table provides information about the institutional ownership of Ishares Barclays 10 20 Yr Trea (TLH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 10-20 YR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11M+ 328.75% |
$1.07B - $1.15B
|
14.3M
$1.43B
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.15M+ 142.6% |
$307M - $330M
|
5.36M
$535M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.17M+ 558.96% |
$114M - $123M
|
1.38M
$138M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.17M+ 126.61% |
$114M - $122M
|
2.09M
$208M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.09MNew |
$106M - $114M
|
1.09M
$109M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
855K+ 417.49% |
$83.1M - $89.6M
|
1.06M
$106M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
838K+ 196.21% |
$81.5M - $87.8M
|
1.27M
$126M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
729K+ 35.1% |
$70.9M - $76.3M
|
2.8M
$280M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
705K+ 149.53% |
$68.5M - $73.8M
|
1.18M
$117M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
699K+ 153.59% |
$68M - $73.2M
|
1.15M
$115M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
654K+ 98.28% |
$63.6M - $68.5M
|
1.32M
$131M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
647K+ 37.2% |
$62.9M - $67.8M
|
2.39M
$238M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
591K+ 156.15% |
$57.4M - $61.9M
|
969K
$96.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
541K+ 5.93% |
$52.6M - $56.7M
|
9.65M
$962M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
409K+ 2784.5% |
$39.8M - $42.9M
|
424K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
370K+ 15391.34% |
$36M - $38.8M
|
372K
$37.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
342K+ 13414.2% |
$33.3M - $35.8M
|
345K
$34.4M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
324KNew |
$31.5M - $34M
|
324K
$32.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
303K+ 598.53% |
$29.5M - $31.8M
|
354K
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
245K+ 38.11% |
$23.8M - $25.7M
|
889K
$88.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
224KNew |
$21.7M - $23.4M
|
224K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
205K+ 170.72% |
$19.9M - $21.5M
|
325K
$32.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
193K+ 987.37% |
$18.8M - $20.2M
|
212K
$21.2M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
164K+ 212.84% |
$15.9M - $17.2M
|
241K
$24M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
148K+ 47.93% |
$14.4M - $15.5M
|
456K
$45.4M
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
135K+ 1.79% |
$13.1M - $14.1M
|
7.65M
$763M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
133K+ 793.05% |
$13M - $14M
|
150K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
121KNew |
$11.8M - $12.7M
|
121K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
116K+ 183.34% |
$11.3M - $12.2M
|
180K
$17.9M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
113K+ 23.22% |
$11M - $11.9M
|
602K
$60M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
109K+ 127.7% |
$10.6M - $11.5M
|
195K
$19.4M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
106K+ 196.08% |
$10.3M - $11.1M
|
161K
$16M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
105KNew |
$10.2M - $11M
|
105K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
105K+ 6.32% |
$10.2M - $11M
|
1.77M
$176M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
104K+ 6.09% |
$10.1M - $10.9M
|
1.81M
$181M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
104K+ 939.44% |
$10.1M - $10.9M
|
115K
$11.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
101K+ 9.01% |
$9.8M - $10.6M
|
1.22M
$122M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
98.5KNew |
$9.58M - $10.3M
|
98.5K
$9.82M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
92.1KNew |
$8.96M - $9.65M
|
92.1K
$9.18M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
87.8K+ 655.12% |
$8.53M - $9.2M
|
101K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
87.3K+ 214.2% |
$8.49M - $9.15M
|
128K
$12.8M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
86.7K+ 504.99% |
$8.43M - $9.08M
|
104K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78.5KNew |
$7.64M - $8.23M
|
78.5K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
77.7KNew |
$7.56M - $8.14M
|
77.7K
$7.75M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
76.3KNew |
$7.42M - $8M
|
76.3K
$7.61M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
76K+ 622.55% |
$7.39M - $7.97M
|
88.2K
$8.8M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
75KNew |
$7.29M - $7.86M
|
75K
$7.47M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
73.8K+ 72.5% |
$7.17M - $7.73M
|
175K
$17.5M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
69.7K+ 3319.63% |
$6.78M - $7.3M
|
71.8K
$7.16M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
65.8K+ 490.17% |
$6.4M - $6.9M
|
79.3K
$7.9M
|