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 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
855K+ 417.49% |
$83.1M - $89.6M
|
1.06M
$107M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
705K+ 149.53% |
$68.5M - $73.8M
|
1.18M
$118M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
164K+ 212.84% |
$15.9M - $17.2M
|
241K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
104K+ 939.44% |
$10.1M - $10.9M
|
115K
$11.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
78.5KNew |
$7.64M - $8.23M
|
78.5K
$7.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.5K+ 219.97% |
$6.17M - $6.65M
|
92.3K
$9.29M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.6K+ 690.99% |
$5.79M - $6.24M
|
68.2K
$6.86M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
49K+ 1046.72% |
$4.76M - $5.13M
|
53.7K
$5.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
36.5KNew |
$3.55M - $3.83M
|
36.5K
$3.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
34.5K+ 18.11% |
$3.36M - $3.62M
|
225K
$22.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3KNew |
$3.23M - $3.49M
|
33.3K
$3.35M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.9K+ 941.65% |
$3.2M - $3.44M
|
36.3K
$3.66M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$2.71M - $2.92M
|
27.9K
$2.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
22.3K+ 231.8% |
$2.16M - $2.33M
|
31.9K
$3.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1K+ 183.63% |
$2.15M - $2.31M
|
34.1K
$3.43M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19K+ 2.68% |
$1.85M - $1.99M
|
729K
$73.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17K+ 346.63% |
$1.65M - $1.78M
|
21.8K
$2.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13.7KNew |
$1.33M - $1.44M
|
13.7K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 16.07% |
$1.32M - $1.42M
|
97.7K
$9.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.9K+ 153.27% |
$1.26M - $1.35M
|
21.3K
$2.15M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.2K+ 174528.56% |
$1.19M - $1.28M
|
12.2K
$1.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.5K+ 136.06% |
$1.11M - $1.2M
|
19.9K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.71KNew |
$944K - $1.02M
|
9.71K
$977K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.5KNew |
$924K - $995K
|
9.5K
$955K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.13K+ 394.39% |
$888K - $957K
|
11.5K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8.64K+ 67.05% |
$841K - $906K
|
21.5K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.61K+ 80.93% |
$837K - $902K
|
19.2K
$1.94M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.44K+ 107.95% |
$821K - $885K
|
16.3K
$1.64M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.09KNew |
$689K - $743K
|
7.09K
$713K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.11K+ 92.17% |
$594K - $640K
|
12.7K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.49K+ 187.21% |
$534K - $575K
|
8.42K
$847K
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.46KNew |
$531K - $572K
|
5.46K
$549K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 25.02% |
$521K - $561K
|
26.8K
$2.69M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.37K+ 83.22% |
$425K - $458K
|
9.63K
$968K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.19K+ 19.23% |
$407K - $439K
|
26K
$2.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.94KNew |
$286K - $308K
|
2.94K
$295K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.31KNew |
$225K - $242K
|
2.31K
$233K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.06K+ 2.29% |
$200K - $215K
|
91.8K
$9.23M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.97KNew |
$192K - $207K
|
1.97K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.4K+ 3.16% |
$136K - $147K
|
45.6K
$4.59M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.29K+ 250.39% |
$126K - $135K
|
1.81K
$182K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.2K+ 1.47% |
$117K - $126K
|
82.6K
$8.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 48.3% |
$114K - $122K
|
3.59K
$361K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
728New |
$70.8K - $76.3K
|
728
$73.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
726New |
$70.6K - $76.1K
|
726
$73K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
668+ 3.37% |
$65K - $70K
|
20.5K
$2.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
661+ 9.32% |
$64.3K - $69.3K
|
7.76K
$780K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
587+ 8.54% |
$57.1K - $61.5K
|
7.46K
$750K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 13.12% |
$41.6K - $44.9K
|
3.69K
$371K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
266+ 11.78% |
$25.9K - $27.9K
|
2.52K
$254K
|