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 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
9.93KNew |
$965K - $1.04M
|
9.93K
$990K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.73KNew |
$946K - $1.02M
|
9.73K
$970K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.71KNew |
$944K - $1.02M
|
9.71K
$968K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.63K+ 2.4% |
$937K - $1.01M
|
410K
$40.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
9.5KNew |
$924K - $995K
|
9.5K
$947K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.13K+ 394.39% |
$888K - $957K
|
11.5K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
9.09KNew |
$884K - $953K
|
9.09K
$906K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
9.01K+ 104.53% |
$877K - $944K
|
17.6K
$1.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
8.64K+ 67.05% |
$841K - $906K
|
21.5K
$2.15M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
8.62K+ 379.91% |
$839K - $904K
|
10.9K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.61K+ 80.93% |
$837K - $902K
|
19.2K
$1.92M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.44K+ 107.95% |
$821K - $885K
|
16.3K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
8.4KNew |
$817K - $881K
|
8.4K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
8.17K+ 2.69% |
$795K - $856K
|
312K
$31.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
7.91K+ 43.45% |
$770K - $829K
|
26.1K
$2.6M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.68K+ 156.28% |
$747K - $805K
|
12.6K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.65K+ 341.37% |
$744K - $802K
|
9.89K
$986K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7.59K+ 140.36% |
$738K - $796K
|
13K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
7.59K+ 291.02% |
$738K - $795K
|
10.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.42K+ 29.21% |
$721K - $777K
|
32.8K
$3.27M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.27KNew |
$707K - $762K
|
7.27K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 156.71% |
$693K - $747K
|
11.7K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$692K - $746K
|
7.12K
$710K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.11KNew |
$692K - $745K
|
7.11K
$709K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
7.09KNew |
$689K - $743K
|
7.09K
$706K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
6.93K+ 20.2% |
$674K - $727K
|
41.3K
$4.11M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.29K+ 156.25% |
$612K - $659K
|
10.3K
$1.03M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.26K+ 11.97% |
$609K - $656K
|
58.6K
$5.84M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
6.11K+ 92.17% |
$594K - $640K
|
12.7K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
5.76K+ 84.28% |
$560K - $604K
|
12.6K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.71K+ 17.41% |
$555K - $598K
|
38.5K
$3.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.52K+ 3.64% |
$537K - $579K
|
157K
$15.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
5.49K+ 187.21% |
$534K - $575K
|
8.42K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.48K+ 14.03% |
$533K - $575K
|
44.6K
$4.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.46KNew |
$531K - $572K
|
5.46K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.38KNew |
$523K - $564K
|
5.38K
$536K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
5.36KNew |
$521K - $561K
|
5.36K
$534K
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
5.36K+ 25.02% |
$521K - $561K
|
26.8K
$2.67M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.2K+ 36.63% |
$506K - $545K
|
19.4K
$1.93M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.11K+ 280.67% |
$497K - $536K
|
6.93K
$691K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.01K+ 839.36% |
$487K - $525K
|
5.61K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.96KNew |
$482K - $519K
|
4.96K
$494K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.87K+ 198.53% |
$473K - $510K
|
7.32K
$730K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.83K+ 197.47% |
$470K - $507K
|
7.28K
$726K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
4.78K+ 22.94% |
$465K - $501K
|
25.6K
$2.55M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.67K+ 46.93% |
$454K - $489K
|
14.6K
$1.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.5K+ 220.67% |
$437K - $471K
|
6.53K
$651K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
4.37K+ 83.22% |
$425K - $458K
|
9.63K
$960K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.22KNew |
$411K - $443K
|
4.22K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
4.19KNew |
$407K - $439K
|
4.19K
$418K
|