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 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
65.4K+ 25.43% |
$6.36M - $6.85M
|
323K
$32.2M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
64.2KNew |
$6.24M - $6.73M
|
64.2K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
63.5K+ 219.97% |
$6.17M - $6.65M
|
92.3K
$9.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.1K+ 26.64% |
$6.04M - $6.5M
|
295K
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
61.5KNew |
$5.98M - $6.44M
|
61.5K
$6.13M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.6K+ 2.05% |
$5.9M - $6.35M
|
3.01M
$300M
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
60.6KNew |
$5.9M - $6.35M
|
60.6K
$6.04M
|
|
|
Apr 14, 2025
Q1 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
59.6K+ 690.99% |
$5.79M - $6.24M
|
68.2K
$6.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
59.3K+ 81.85% |
$5.77M - $6.22M
|
132K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
58.5K+ 324.31% |
$5.69M - $6.13M
|
76.5K
$7.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
55.2KNew |
$5.37M - $5.78M
|
55.2K
$5.5M
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
BUY
|
- |
54.5K+ 7.52% |
$5.3M - $5.71M
|
779K
$77.7M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
53.2K+ 2708.81% |
$5.17M - $5.57M
|
55.2K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
52K+ 72181.94% |
$5.05M - $5.45M
|
52K
$5.19M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49.2K+ 18492.11% |
$4.78M - $5.15M
|
49.5K
$4.93M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
49K+ 1046.72% |
$4.76M - $5.13M
|
53.7K
$5.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
47.9K+ 212.03% |
$4.66M - $5.02M
|
70.5K
$7.02M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
47.3KNew |
$4.6M - $4.95M
|
47.3K
$4.71M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
46.8K+ 1078.85% |
$4.55M - $4.9M
|
51.1K
$5.09M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
46.3KNew |
$4.5M - $4.85M
|
46.3K
$4.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
45.1K+ 115.68% |
$4.39M - $4.73M
|
84.1K
$8.38M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
44.5K+ 227.93% |
$4.33M - $4.66M
|
64K
$6.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
44KNew |
$4.28M - $4.61M
|
44K
$4.38M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
42.2K+ 1579.16% |
$4.11M - $4.42M
|
44.9K
$4.47M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
42KNew |
$4.09M - $4.4M
|
42K
$4.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
42K+ 20.25% |
$4.08M - $4.4M
|
249K
$24.9M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
41.5K+ 610.01% |
$4.04M - $4.35M
|
48.3K
$4.82M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
41.4KNew |
$4.02M - $4.33M
|
41.4K
$4.12M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
39.7K+ 10.79% |
$3.86M - $4.16M
|
408K
$40.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
39.5KNew |
$3.84M - $4.14M
|
39.5K
$3.94M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
37.6K+ 83.81% |
$3.66M - $3.95M
|
82.6K
$8.23M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
36.9K+ 576.96% |
$3.59M - $3.87M
|
43.3K
$4.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
36.5KNew |
$3.55M - $3.83M
|
36.5K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
36.5K+ 618.72% |
$3.55M - $3.82M
|
42.4K
$4.22M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
35.7KNew |
$3.47M - $3.74M
|
35.7K
$3.56M
|
|
|
May 02, 2025
Q1 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
35.2KNew |
$3.42M - $3.69M
|
35.2K
$3.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
BUY
|
- |
34.5K+ 18.11% |
$3.36M - $3.62M
|
225K
$22.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.3KNew |
$3.23M - $3.49M
|
33.3K
$3.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
32.9K+ 941.65% |
$3.2M - $3.44M
|
36.3K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
32.8K+ 1091.88% |
$3.19M - $3.44M
|
35.8K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
32.2KNew |
$3.13M - $3.38M
|
32.2K
$3.21M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
31.3K+ 304.63% |
$3.04M - $3.28M
|
41.5K
$4.14M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
30.1K+ 75227.5% |
$2.93M - $3.15M
|
30.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
29K+ 295.33% |
$2.82M - $3.04M
|
38.8K
$3.87M
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
28.6K+ 390.19% |
$2.78M - $3M
|
36K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
27.9K+ 20.31% |
$2.71M - $2.92M
|
165K
$16.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
27.9KNew |
$2.71M - $2.92M
|
27.9K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
27.6KNew |
$2.68M - $2.89M
|
27.6K
$2.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
26.7K+ 244.79% |
$2.6M - $2.8M
|
37.6K
$3.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
25.9KNew |
$2.52M - $2.72M
|
25.9K
$2.58M
|