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 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
25.8K+ 295.23% |
$2.51M - $2.71M
|
34.6K
$3.45M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
24.6KNew |
$2.39M - $2.57M
|
24.6K
$2.45M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
24.3K+ 355.35% |
$2.37M - $2.55M
|
31.2K
$3.11M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.9K+ 251.48% |
$2.32M - $2.5M
|
33.4K
$3.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
23.2K+ 675.48% |
$2.26M - $2.43M
|
26.6K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
22.3K+ 231.8% |
$2.16M - $2.33M
|
31.9K
$3.18M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.1K+ 183.63% |
$2.15M - $2.31M
|
34.1K
$3.4M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
21.9K+ 62.05% |
$2.13M - $2.3M
|
57.2K
$5.7M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 50.28% |
$2.06M - $2.22M
|
63.5K
$6.33M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
21.1K+ 35.04% |
$2.06M - $2.22M
|
81.5K
$8.12M
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
20.7K+ 2066500.0% |
$2.01M - $2.17M
|
20.7K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.9K+ 217.63% |
$1.93M - $2.08M
|
29K
$2.89M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
19.7K+ 226.56% |
$1.92M - $2.07M
|
28.4K
$2.84M
|
|
|
May 13, 2025
Q1 2025
|
B Long Financial, LLC
Memphis, TN |
BUY
|
- |
19.6KNew |
$1.91M - $2.06M
|
19.6K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
19.5K+ 353.52% |
$1.9M - $2.04M
|
25K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
19K+ 2.68% |
$1.85M - $1.99M
|
729K
$72.7M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18.2K+ 126.21% |
$1.77M - $1.9M
|
32.6K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
17.8KNew |
$1.73M - $1.86M
|
17.8K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
17.2K+ 410.86% |
$1.67M - $1.8M
|
21.4K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17K+ 346.63% |
$1.65M - $1.78M
|
21.8K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
16.9K+ 835.06% |
$1.65M - $1.77M
|
19K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
16.3KNew |
$1.59M - $1.71M
|
16.3K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.3K+ 17.35% |
$1.59M - $1.71M
|
110K
$11M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
16.2KNew |
$1.58M - $1.7M
|
16.2K
$1.62M
|
|
|
Apr 28, 2025
Q1 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
16.1K+ 140.98% |
$1.57M - $1.69M
|
27.6K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
15.9K+ 633.98% |
$1.55M - $1.67M
|
18.4K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
15.3K+ 116.93% |
$1.49M - $1.6M
|
28.3K
$2.83M
|
|
|
May 22, 2025
Q1 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
14.9KNew |
$1.45M - $1.56M
|
14.9K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14.8K+ 9.13% |
$1.44M - $1.55M
|
177K
$17.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
BUY
|
- |
14.7K+ 6.49% |
$1.43M - $1.54M
|
241K
$24.1M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14.5K+ 82.61% |
$1.41M - $1.52M
|
32.1K
$3.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.2K+ 676.34% |
$1.38M - $1.49M
|
16.3K
$1.63M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13.8KNew |
$1.34M - $1.45M
|
13.8K
$1.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
13.7KNew |
$1.33M - $1.44M
|
13.7K
$1.37M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.6KNew |
$1.33M - $1.43M
|
13.6K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
13.5K+ 16.07% |
$1.32M - $1.42M
|
97.7K
$9.75M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
13.3K+ 4.5% |
$1.29M - $1.39M
|
309K
$30.8M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.3K+ 364.88% |
$1.29M - $1.39M
|
16.9K
$1.69M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
13.2KNew |
$1.28M - $1.38M
|
13.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
13.2K+ 57.18% |
$1.28M - $1.38M
|
36.2K
$3.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
12.9K+ 153.27% |
$1.26M - $1.35M
|
21.3K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
12.3KNew |
$1.2M - $1.29M
|
12.3K
$1.23M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
12.2K+ 174528.56% |
$1.19M - $1.28M
|
12.2K
$1.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.6K+ 102.81% |
$1.13M - $1.22M
|
22.9K
$2.28M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
11.5K+ 39.35% |
$1.12M - $1.21M
|
40.8K
$4.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11.5K+ 136.06% |
$1.11M - $1.2M
|
19.9K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
11.4K+ 31.39% |
$1.11M - $1.19M
|
47.6K
$4.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 167.58% |
$1.1M - $1.18M
|
18K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
10.9KNew |
$1.06M - $1.14M
|
10.9K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 207.08% |
$982K - $1.06M
|
15K
$1.49M
|