Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
397K+ 65.91% |
$38.6M - $41.9M
|
998K
$99.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
366K+ 34.56% |
$35.6M - $38.7M
|
1.43M
$143M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
361K+ 17.29% |
$35.2M - $38.2M
|
2.45M
$245M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
322K+ 133.66% |
$31.3M - $34M
|
562K
$56.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
305K+ 22.06% |
$29.7M - $32.2M
|
1.69M
$169M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
168K+ 14.28% |
$16.3M - $17.7M
|
1.34M
$134M
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
BUY
|
- |
98.2K+ 43.94% |
$9.55M - $10.4M
|
322K
$32.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
98K+ 32.13% |
$9.54M - $10.4M
|
403K
$40.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
58.8KNew |
$5.72M - $6.22M
|
58.8K
$5.88M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58.7K+ 51.14% |
$5.71M - $6.2M
|
173K
$17.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
54.8K+ 164.62% |
$5.33M - $5.78M
|
88K
$8.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
47K+ 44.75% |
$4.58M - $4.97M
|
152K
$15.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
43.1K+ 71.1% |
$4.19M - $4.55M
|
104K
$10.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
41.2K+ 41.81% |
$4.01M - $4.35M
|
140K
$14M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
26.9KNew |
$2.61M - $2.84M
|
26.9K
$2.69M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.1KNew |
$2.44M - $2.65M
|
25.1K
$2.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23.6K+ 32.89% |
$2.3M - $2.49M
|
95.4K
$9.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
23.6KNew |
$2.3M - $2.49M
|
23.6K
$2.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.4K+ 48.62% |
$1.99M - $2.16M
|
62.5K
$6.25M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
20.3K+ 29.82% |
$1.98M - $2.15M
|
88.5K
$8.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 51.2% |
$1.81M - $1.97M
|
55K
$5.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.9K+ 34.21% |
$1.65M - $1.79M
|
66.4K
$6.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.1K+ 43.92% |
$1.56M - $1.7M
|
52.6K
$5.26M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.68M
|
15.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7K+ 43.36% |
$1.53M - $1.66M
|
51.9K
$5.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
14.8K+ 42.13% |
$1.44M - $1.57M
|
50K
$5M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.7K+ 46.1% |
$1.43M - $1.55M
|
46.5K
$4.65M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.1K+ 39.15% |
$1.37M - $1.49M
|
50.1K
$5M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.6K+ 34.5% |
$1.33M - $1.44M
|
53.1K
$5.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 61.99% |
$1.32M - $1.43M
|
35.4K
$3.54M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 47.68% |
$1.29M - $1.4M
|
41.2K
$4.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12K+ 57.92% |
$1.16M - $1.26M
|
32.6K
$3.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 100.24% |
$1.12M - $1.21M
|
22.9K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.09M - $1.18M
|
11.2K
$1.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 10.89% |
$1.04M - $1.12M
|
108K
$10.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.6KNew |
$1.03M - $1.12M
|
10.6K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 59.5% |
$1.02M - $1.11M
|
28.1K
$2.81M
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.12K+ 226.62% |
$887K - $963K
|
13.1K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.87K+ 16.07% |
$863K - $937K
|
64.1K
$6.41M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.9K+ 19.15% |
$769K - $835K
|
49.2K
$4.91M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.31K+ 10.39% |
$711K - $772K
|
77.7K
$7.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.92K+ 22.21% |
$674K - $731K
|
38.1K
$3.81M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.7K+ 49.17% |
$652K - $708K
|
20.3K
$2.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.22KNew |
$605K - $657K
|
6.22K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.12K+ 11.39% |
$595K - $646K
|
59.8K
$5.98M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.02K+ 36.84% |
$586K - $636K
|
22.4K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.93K+ 31.25% |
$577K - $626K
|
24.9K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 44.69% |
$554K - $602K
|
18.4K
$1.84M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.58KNew |
$542K - $589K
|
5.58K
$557K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.52K+ 50.68% |
$537K - $583K
|
16.4K
$1.64M
|