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 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
297+ 618.75% |
$28.9K - $31.1K
|
345
$34.4K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
296New |
$28.8K - $31K
|
296
$29.5K
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
288+ 1.25% |
$28K - $30.2K
|
23.4K
$2.33M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
283+ 387.67% |
$27.5K - $29.7K
|
356
$35.5K
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
268+ 1.42% |
$26.1K - $28.1K
|
19.1K
$1.91M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
266+ 11.78% |
$25.9K - $27.9K
|
2.52K
$252K
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
264+ 16.69% |
$25.7K - $27.7K
|
1.85K
$184K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
252+ 5.78% |
$24.5K - $26.4K
|
4.62K
$460K
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
228+ 2.14% |
$22.2K - $23.9K
|
10.9K
$1.09M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
210+ 6.54% |
$20.4K - $22K
|
3.42K
$341K
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
210+ 6.98% |
$20.4K - $22K
|
3.22K
$321K
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
204New |
$19.8K - $21.4K
|
204
$20.3K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
177+ 7.5% |
$17.2K - $18.5K
|
2.54K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
171New |
$16.6K - $17.9K
|
171
$17K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
171+ 8.58% |
$16.6K - $17.9K
|
2.16K
$216K
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
142+ 12.03% |
$13.8K - $14.9K
|
1.32K
$132K
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
140+ 15.73% |
$13.6K - $14.7K
|
1.03K
$103K
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
122+ 3.0% |
$11.9K - $12.8K
|
4.19K
$418K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
114+ 2.22% |
$11.1K - $11.9K
|
5.24K
$523K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
97+ 0.12% |
$9.43K - $10.2K
|
82.7K
$8.24M
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
95+ 0.82% |
$9.24K - $9.96K
|
11.7K
$1.16M
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
93New |
$9.04K - $9.75K
|
93
$9.27K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
91New |
$8.85K - $9.54K
|
91
$9.07K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
83+ 2.11% |
$8.07K - $8.7K
|
4.03K
$401K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
77+ 3.75% |
$7.49K - $8.07K
|
2.13K
$213K
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
77+ 0.19% |
$7.49K - $8.07K
|
41.7K
$4.15M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 45.67% |
$5.64K - $6.08K
|
185
$18.4K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
56New |
$5.45K - $5.87K
|
56
$5.58K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
49New |
$4.77K - $5.13K
|
49
$4.89K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
35+ 437.5% |
$3.4K - $3.67K
|
43
$4.29K
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
23New |
$2.24K - $2.41K
|
23
$2.29K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
23New |
$2.24K - $2.41K
|
23
$2.29K
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 0.55% |
$2.04K - $2.2K
|
3.82K
$381K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 39.58% |
$1.85K - $1.99K
|
67
$6.68K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17+ 0.13% |
$1.65K - $1.78K
|
12.8K
$1.28M
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
17+ 2.25% |
$1.65K - $1.78K
|
771
$76.9K
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16New |
$1.56K - $1.68K
|
16
$1.6K
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13+ 0.01% |
$1.26K - $1.36K
|
142K
$14.2M
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$1.17K - $1.26K
|
12
$1.2K
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3New |
$292 - $314
|
3
$299
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$97.3 - $105
|
11.9K
$1.18M
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$97.3 - $105
|
1
$99.7
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.23% |
$97.3 - $105
|
82
$8.18K
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-21- 34.43% |
$2.04K - $2.2K
|
40
$3.99K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25- 0.07% |
$2.43K - $2.62K
|
34.3K
$3.42M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-25- 32.47% |
$2.43K - $2.62K
|
52
$5.18K
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30- 13.27% |
$2.92K - $3.14K
|
196
$19.5K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-30- 15.46% |
$2.92K - $3.14K
|
164
$16.4K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-35- 4.38% |
$3.4K - $3.67K
|
764
$76.2K
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-42- 1.83% |
$4.08K - $4.4K
|
2.26K
$225K
|