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
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-43- 13.35% |
$4.18K - $4.51K
|
279
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-44- 1.45% |
$4.28K - $4.61K
|
3K
$299K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-45Closed |
$4.38K - $4.72K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-52- 0.48% |
$5.06K - $5.45K
|
10.7K
$1.07M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-53- 1.35% |
$5.15K - $5.55K
|
3.87K
$385K
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-57- 2.01% |
$5.54K - $5.97K
|
2.78K
$277K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-60- 15.58% |
$5.84K - $6.29K
|
325
$32.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-64- 10.7% |
$6.22K - $6.71K
|
534
$53.2K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-70- 1.91% |
$6.81K - $7.34K
|
3.59K
$358K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-75- 1.6% |
$7.29K - $7.86K
|
4.63K
$461K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-81- 24.18% |
$7.88K - $8.49K
|
254
$25.3K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-100- 1.2% |
$9.73K - $10.5K
|
8.2K
$818K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-119- 0.32% |
$11.6K - $12.5K
|
37K
$3.69M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-123- 1.33% |
$12K - $12.9K
|
9.13K
$910K
|
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-126- 2.2% |
$12.3K - $13.2K
|
5.61K
$559K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-135- 4.3% |
$13.1K - $14.1K
|
3.01K
$300K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-135- 3.54% |
$13.1K - $14.1K
|
3.68K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-135- 0.09% |
$13.1K - $14.1K
|
152K
$15.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-136- 1.14% |
$13.2K - $14.3K
|
11.8K
$1.17M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-142- 11.71% |
$13.8K - $14.9K
|
1.07K
$107K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 3.47% |
$16.4K - $17.7K
|
4.7K
$468K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-200Closed |
$19.5K - $21K
|
0
$0
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-209- 12.15% |
$20.3K - $21.9K
|
1.51K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-223- 10.07% |
$21.7K - $23.4K
|
1.99K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-228- 9.95% |
$22.2K - $23.9K
|
2.06K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-243- 69.43% |
$23.6K - $25.5K
|
107
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-270- 5.34% |
$26.3K - $28.3K
|
4.79K
$477K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-275- 58.64% |
$26.7K - $28.8K
|
194
$19.3K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-279- 7.18% |
$27.1K - $29.2K
|
3.61K
$360K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-291- 12.9% |
$28.3K - $30.5K
|
1.96K
$196K
|
|
|
Apr 10, 2025
Q1 2025
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-357- 9.27% |
$34.7K - $37.4K
|
3.5K
$349K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-361- 14.86% |
$35.1K - $37.8K
|
2.07K
$206K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-363- 12.12% |
$35.3K - $38K
|
2.63K
$262K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
SELL
|
- |
-385- 15.63% |
$37.4K - $40.3K
|
2.08K
$207K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-445- 72.48% |
$43.3K - $46.6K
|
169
$16.8K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-467- 3.98% |
$45.4K - $48.9K
|
11.3K
$1.12M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-498- 11.39% |
$48.4K - $52.2K
|
3.87K
$386K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-527- 20.28% |
$51.3K - $55.2K
|
2.07K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-527- 6.49% |
$51.3K - $55.2K
|
7.59K
$757K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-536- 3.16% |
$52.1K - $56.2K
|
16.4K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-550- 84.62% |
$53.5K - $57.6K
|
100
$9.97K
|
|
|
May 06, 2025
Q1 2025
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-573- 1.14% |
$55.7K - $60K
|
49.7K
$4.95M
|
|
|
May 12, 2025
Q1 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-586- 5.19% |
$57K - $61.4K
|
10.7K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-588- 25.57% |
$57.2K - $61.6K
|
1.71K
$171K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-619- 70.82% |
$60.2K - $64.9K
|
255
$25.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-708- 3.16% |
$68.9K - $74.2K
|
21.7K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-719- 99.04% |
$69.9K - $75.3K
|
7
$698
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-750- 9.73% |
$72.9K - $78.6K
|
6.96K
$693K
|
|
|
Apr 18, 2025
Q1 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-870- 23.36% |
$84.6K - $91.2K
|
2.86K
$285K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-894- 8.7% |
$86.9K - $93.7K
|
9.38K
$935K
|