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 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.19K+ 19.23% |
$407K - $439K
|
26K
$2.59M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4.12K+ 122.24% |
$400K - $431K
|
7.49K
$746K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.06K+ 130.26% |
$394K - $425K
|
7.17K
$715K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
4.02KNew |
$391K - $422K
|
4.02K
$401K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
4KNew |
$389K - $420K
|
4K
$399K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.88KNew |
$377K - $406K
|
3.88K
$387K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
3.78K+ 52.87% |
$368K - $396K
|
10.9K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.77KNew |
$366K - $395K
|
3.77K
$376K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.64K+ 28.21% |
$354K - $381K
|
16.5K
$1.65M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.62K+ 84.78% |
$352K - $379K
|
7.88K
$786K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
3.58KNew |
$348K - $375K
|
3.58K
$357K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
3.58KNew |
$348K - $375K
|
3.58K
$357K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.57K+ 7.98% |
$347K - $374K
|
48.3K
$4.81M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
3.55K+ 166.9% |
$345K - $371K
|
5.67K
$565K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
3.45KNew |
$335K - $361K
|
3.45K
$344K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
3.37KNew |
$328K - $353K
|
3.37K
$336K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
3.14KNew |
$305K - $329K
|
3.14K
$313K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
3.1KNew |
$302K - $325K
|
3.1K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
3.05K+ 4.71% |
$297K - $320K
|
67.9K
$6.77M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3KNew |
$292K - $314K
|
3K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3KNew |
$291K - $314K
|
3K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.99KNew |
$291K - $314K
|
2.99K
$298K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.95KNew |
$287K - $309K
|
2.95K
$294K
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.94KNew |
$286K - $308K
|
2.94K
$293K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.86K+ 25.9% |
$279K - $300K
|
13.9K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.85K+ 13.14% |
$277K - $298K
|
24.5K
$2.44M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.79K+ 29.38% |
$271K - $292K
|
12.3K
$1.23M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.76KNew |
$269K - $289K
|
2.76K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.76KNew |
$269K - $289K
|
2.76K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.75K+ 89.17% |
$268K - $288K
|
5.84K
$582K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.64K+ 2486.79% |
$256K - $276K
|
2.74K
$273K
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.61KNew |
$254K - $274K
|
2.61K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.59KNew |
$252K - $272K
|
2.59K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.46K+ 458.96% |
$239K - $258K
|
3K
$299K
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
2.42K+ 25.29% |
$235K - $253K
|
12K
$1.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.36KNew |
$229K - $247K
|
2.36K
$235K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.35K+ 3.43% |
$228K - $246K
|
70.8K
$7.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.31KNew |
$225K - $242K
|
2.31K
$231K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.24K+ 4.61% |
$218K - $234K
|
50.7K
$5.06M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.22KNew |
$215K - $232K
|
2.22K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 5.5% |
$215K - $231K
|
42.3K
$4.22M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.19KNew |
$213K - $230K
|
2.19K
$218K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.14KNew |
$208K - $225K
|
2.14K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.11K+ 102.88% |
$205K - $221K
|
4.16K
$415K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.11KNew |
$205K - $221K
|
2.11K
$210K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.08K+ 109.09% |
$202K - $218K
|
3.98K
$397K
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
2.06K+ 2.29% |
$200K - $215K
|
91.8K
$9.15M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.03KNew |
$198K - $213K
|
2.03K
$203K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.97KNew |
$192K - $207K
|
1.97K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 473.58% |
$187K - $201K
|
2.32K
$232K
|