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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-15.6K- 71.87% |
$1.52M - $1.64M
|
6.11K
$610K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-17.1K- 59.09% |
$1.66M - $1.79M
|
11.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-17.5K- 22.09% |
$1.7M - $1.83M
|
61.7K
$6.15M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.6K- 43.81% |
$1.81M - $1.95M
|
23.9K
$2.38M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 56.91% |
$1.85M - $1.99M
|
14.4K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-19.6K- 27.81% |
$1.91M - $2.05M
|
50.9K
$5.07M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-19.9K- 11.73% |
$1.94M - $2.09M
|
150K
$15M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-30.6K- 32.58% |
$2.97M - $3.2M
|
63.3K
$6.31M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-33.2K- 67.18% |
$3.23M - $3.48M
|
16.2K
$1.62M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-39.1K- 95.21% |
$3.8M - $4.09M
|
1.96K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40.4KClosed |
$3.93M - $4.23M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-41.1K- 93.82% |
$4M - $4.31M
|
2.71K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-42.6K- 80.83% |
$4.15M - $4.47M
|
10.1K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.4K- 30.14% |
$5.2M - $5.6M
|
124K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-57.9K- 31.97% |
$5.63M - $6.07M
|
123K
$12.3M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-63.4K- 45.42% |
$6.17M - $6.65M
|
76.2K
$7.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-63.7K- 68.58% |
$6.2M - $6.68M
|
29.2K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
SELL
|
- |
-67.4K- 62.32% |
$6.56M - $7.07M
|
40.8K
$4.06M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-68.9K- 9.87% |
$6.7M - $7.22M
|
629K
$62.7M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-79.4K- 99.6% |
$7.73M - $8.32M
|
320
$31.9K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-82.1K- 74.96% |
$7.99M - $8.61M
|
27.4K
$2.74M
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-118K- 56.05% |
$11.5M - $12.3M
|
92.4K
$9.21M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-145K- 94.42% |
$14.1M - $15.1M
|
8.54K
$852K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-150K- 91.77% |
$14.6M - $15.7M
|
13.4K
$1.34M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-150K- 46.21% |
$14.6M - $15.7M
|
174K
$17.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-154K- 49.96% |
$15M - $16.1M
|
154K
$15.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-307K- 50.18% |
$29.9M - $32.2M
|
305K
$30.4M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-308K- 76.17% |
$30M - $32.3M
|
96.5K
$9.62M
|
|
|
May 12, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-357K- 84.19% |
$34.7M - $37.4M
|
67K
$6.68M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-528K- 98.11% |
$51.4M - $55.4M
|
10.2K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-748K- 18.52% |
$72.8M - $78.4M
|
3.29M
$328M
|