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 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
228+ 2.14% |
$22.2K - $23.9K
|
10.9K
$1.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
210+ 6.54% |
$20.4K - $22K
|
3.42K
$344K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
95+ 0.82% |
$9.24K - $9.96K
|
11.7K
$1.17M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 437.5% |
$3.4K - $3.67K
|
43
$4.33K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$1.65K - $1.78K
|
12.8K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 34.43% |
$2.04K - $2.2K
|
40
$4.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 13.27% |
$2.92K - $3.14K
|
196
$19.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 4.38% |
$3.4K - $3.67K
|
764
$76.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-45Closed |
$4.38K - $4.72K
|
0
$0
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 10.7% |
$6.22K - $6.71K
|
534
$53.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-81- 24.18% |
$7.88K - $8.49K
|
254
$25.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-119- 0.32% |
$11.6K - $12.5K
|
37K
$3.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-136- 1.14% |
$13.2K - $14.3K
|
11.8K
$1.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 3.47% |
$16.4K - $17.7K
|
4.7K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-270- 5.34% |
$26.3K - $28.3K
|
4.79K
$482K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-291- 12.9% |
$28.3K - $30.5K
|
1.96K
$198K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-357- 9.27% |
$34.7K - $37.4K
|
3.5K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-363- 12.12% |
$35.3K - $38K
|
2.63K
$265K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-385- 15.63% |
$37.4K - $40.3K
|
2.08K
$209K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-536- 3.16% |
$52.1K - $56.2K
|
16.4K
$1.65M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-550- 84.62% |
$53.5K - $57.6K
|
100
$10.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-708- 3.16% |
$68.9K - $74.2K
|
21.7K
$2.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-719- 99.04% |
$69.9K - $75.3K
|
7
$704
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-870- 23.36% |
$84.6K - $91.2K
|
2.86K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-916- 31.81% |
$89.1K - $96K
|
1.96K
$198K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.43K- 4.26% |
$139K - $150K
|
32.1K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.49K- 24.54% |
$145K - $157K
|
4.59K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 14.41% |
$185K - $199K
|
11.3K
$1.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.97K- 48.36% |
$192K - $206K
|
2.1K
$212K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.6K- 25.71% |
$253K - $273K
|
7.52K
$757K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.31K- 19.2% |
$322K - $347K
|
13.9K
$1.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.69K- 27.17% |
$456K - $491K
|
12.6K
$1.26M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.13K- 40.27% |
$597K - $643K
|
9.1K
$915K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.49K- 39.79% |
$631K - $680K
|
9.82K
$988K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.2K- 5.8% |
$1.19M - $1.28M
|
198K
$20M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12.8K- 10.14% |
$1.25M - $1.35M
|
114K
$11.4M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-19K- 56.91% |
$1.85M - $1.99M
|
14.4K
$1.45M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-150K- 46.21% |
$14.6M - $15.7M
|
174K
$17.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-307K- 50.18% |
$29.9M - $32.2M
|
305K
$30.7M
|