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 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.85K+ 47.48% |
$180K - $194K
|
5.74K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.82K+ 4.34% |
$177K - $191K
|
43.8K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.81K+ 62.92% |
$176K - $190K
|
4.68K
$467K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.79K+ 72.18% |
$174K - $188K
|
4.28K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.71K+ 14.13% |
$166K - $179K
|
13.8K
$1.38M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 3.81% |
$162K - $175K
|
45.4K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 4.53% |
$156K - $168K
|
36.9K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 18.24% |
$154K - $165K
|
10.2K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.54K+ 11.31% |
$150K - $161K
|
15.2K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.53K+ 4247.22% |
$149K - $160K
|
1.57K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.53K+ 5648.15% |
$148K - $160K
|
1.55K
$155K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.47K+ 29.24% |
$143K - $154K
|
6.51K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.45K+ 2.1% |
$141K - $152K
|
70.4K
$7.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
1.4K+ 3.16% |
$136K - $147K
|
45.6K
$4.55M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.29K+ 250.39% |
$126K - $135K
|
1.81K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.26K+ 17.41% |
$123K - $132K
|
8.51K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.26K+ 30.99% |
$122K - $132K
|
5.31K
$529K
|
|
|
Apr 15, 2025
Q1 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
1.2K+ 1.47% |
$117K - $126K
|
82.6K
$8.24M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.18K+ 601.53% |
$115K - $124K
|
1.38K
$137K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 354.55% |
$114K - $123K
|
1.5K
$150K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.17K+ 48.3% |
$114K - $122K
|
3.59K
$358K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.09K+ 10.82% |
$106K - $114K
|
11.1K
$1.11M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.04K+ 3.81% |
$101K - $109K
|
28.3K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.02K+ 38.28% |
$98.9K - $107K
|
3.67K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
998+ 129.95% |
$97.1K - $105K
|
1.77K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
990+ 5.77% |
$96.3K - $104K
|
18.2K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
859+ 876.53% |
$83.5K - $90K
|
957
$95.4K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
835New |
$81.2K - $87.5K
|
835
$83.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
809+ 6.76% |
$78.7K - $84.8K
|
12.8K
$1.27M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
778New |
$75.7K - $81.5K
|
778
$77.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
728New |
$70.8K - $76.3K
|
728
$72.6K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
726New |
$70.6K - $76.1K
|
726
$72.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
668+ 3.37% |
$65K - $70K
|
20.5K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
661+ 9.32% |
$64.3K - $69.3K
|
7.76K
$773K
|
|
|
May 08, 2025
Q1 2025
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
655+ 20.66% |
$63.7K - $68.6K
|
3.83K
$381K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
645+ 2687.5% |
$62.7K - $67.6K
|
669
$66.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
616+ 15.0% |
$59.9K - $64.6K
|
4.72K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
587+ 8.54% |
$57.1K - $61.5K
|
7.46K
$744K
|
|
|
May 15, 2025
Q1 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
570+ 1.84% |
$55.4K - $59.7K
|
31.6K
$3.15M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
545+ 1.22% |
$53K - $57.1K
|
45.4K
$4.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
511+ 3.64% |
$49.7K - $53.5K
|
14.5K
$1.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
469+ 3.69% |
$45.6K - $49.1K
|
13.2K
$1.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
445+ 263.31% |
$43.3K - $46.6K
|
614
$61.2K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
440+ 7.58% |
$42.8K - $46.1K
|
6.24K
$622K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
428+ 13.12% |
$41.6K - $44.9K
|
3.69K
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
385+ 5.1% |
$37.4K - $40.3K
|
7.94K
$792K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
383+ 229.34% |
$37.2K - $40.1K
|
550
$54.8K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
358+ 19.34% |
$34.8K - $37.5K
|
2.21K
$220K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
358+ 12.37% |
$34.8K - $37.5K
|
3.25K
$324K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
298New |
$29K - $31.2K
|
298
$29.7K
|