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
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-907- 9.34% |
$88.2K - $95K
|
8.81K
$878K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-910- 16.63% |
$88.5K - $95.4K
|
4.56K
$455K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-916- 31.81% |
$89.1K - $96K
|
1.96K
$196K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-994- 4.56% |
$96.7K - $104K
|
20.8K
$2.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 9.24% |
$103K - $111K
|
10.4K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-1.11K- 44.71% |
$108K - $116K
|
1.37K
$137K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.22K- 2.45% |
$119K - $128K
|
48.7K
$4.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-1.28K- 14.38% |
$124K - $134K
|
7.6K
$758K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-1.29K- 7.47% |
$126K - $135K
|
16K
$1.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.3K- 5.75% |
$127K - $136K
|
21.3K
$2.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-1.31K- 9.72% |
$127K - $137K
|
12.1K
$1.21M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-1.43K- 4.26% |
$139K - $150K
|
32.1K
$3.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.49K- 24.54% |
$145K - $157K
|
4.59K
$458K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 5.11% |
$146K - $157K
|
27.8K
$2.78M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.51K- 6.28% |
$147K - $158K
|
22.5K
$2.24M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-1.62K- 11.04% |
$157K - $169K
|
13K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.7K- 3.38% |
$166K - $178K
|
48.6K
$4.84M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.9K- 14.41% |
$185K - $199K
|
11.3K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-1.97K- 48.36% |
$192K - $206K
|
2.1K
$210K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-1.99K- 0.73% |
$193K - $208K
|
269K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.06K- 8.19% |
$200K - $216K
|
23K
$2.3M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.44K- 22.49% |
$238K - $256K
|
8.42K
$840K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.6K- 25.71% |
$253K - $273K
|
7.52K
$750K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.9K- 3.28% |
$282K - $304K
|
85.6K
$8.53M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-3.18K- 75.34% |
$309K - $333K
|
1.04K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 34.65% |
$311K - $336K
|
6.04K
$602K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.31K- 19.2% |
$322K - $347K
|
13.9K
$1.39M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.75K- 2.44% |
$364K - $393K
|
150K
$15M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.37K- 90.97% |
$425K - $458K
|
434
$43.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.54K- 2.07% |
$442K - $476K
|
215K
$21.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.69K- 27.17% |
$456K - $491K
|
12.6K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-4.76K- 25.16% |
$463K - $499K
|
14.2K
$1.41M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-5.21K- 27.17% |
$506K - $545K
|
14K
$1.39M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-6.13K- 40.27% |
$597K - $643K
|
9.1K
$907K
|
|
|
Apr 18, 2025
Q1 2025
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.19K- 16.55% |
$602K - $649K
|
31.2K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-6.3K- 83.48% |
$613K - $660K
|
1.25K
$124K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-6.35K- 56.69% |
$617K - $665K
|
4.85K
$484K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-6.47K- 29.92% |
$629K - $678K
|
15.1K
$1.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-6.49K- 39.79% |
$631K - $680K
|
9.82K
$979K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.51K- 55.95% |
$633K - $682K
|
5.13K
$511K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.82K- 57.62% |
$760K - $819K
|
5.75K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-7.9K- 33.7% |
$768K - $827K
|
15.5K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Arrow Financial Corp
|
SELL
|
- |
-9.39K- 11.53% |
$914K - $984K
|
72.1K
$7.19M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.72K- 13.32% |
$945K - $1.02M
|
63.2K
$6.31M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 43.05% |
$1.01M - $1.09M
|
13.7K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-10.5K- 19.78% |
$1.02M - $1.1M
|
42.5K
$4.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-12.2K- 5.8% |
$1.19M - $1.28M
|
198K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-12.8K- 10.14% |
$1.25M - $1.35M
|
114K
$11.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-14.3K- 15.69% |
$1.39M - $1.5M
|
76.8K
$7.66M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-14.5K- 45.2% |
$1.41M - $1.52M
|
17.6K
$1.75M
|