Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.9K+ 34.26% |
$2.16M - $2.4M
|
85.6K
$8.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
21.7KNew |
$2.15M - $2.38M
|
21.7K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
19.8KNew |
$1.96M - $2.17M
|
19.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
16.6K+ 13.18% |
$1.64M - $1.81M
|
142K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
15.9K+ 13.1% |
$1.58M - $1.74M
|
137K
$13.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
15.4K+ 10.45% |
$1.53M - $1.69M
|
163K
$16.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 13.88% |
$1.53M - $1.69M
|
127K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.2K+ 52.83% |
$1.4M - $1.55M
|
41K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.7K+ 171.2% |
$1.35M - $1.5M
|
21.7K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
13.6KNew |
$1.35M - $1.49M
|
13.6K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
13.6KNew |
$1.34M - $1.49M
|
13.6K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
13.3K+ 22.24% |
$1.31M - $1.45M
|
73K
$7.34M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
13.1KNew |
$1.29M - $1.43M
|
13.1K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
12.8K+ 9.16% |
$1.27M - $1.41M
|
153K
$15.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.8K+ 3.98% |
$1.17M - $1.29M
|
308K
$31M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 41.65% |
$1.14M - $1.26M
|
39.1K
$3.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
11.4KNew |
$1.13M - $1.25M
|
11.4K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
11KNew |
$1.09M - $1.21M
|
11K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.99K+ 4.04% |
$990K - $1.1M
|
257K
$25.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.52K+ 8.62% |
$942K - $1.04M
|
120K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.38K+ 76.63% |
$929K - $1.03M
|
21.6K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9.28K+ 26.21% |
$919K - $1.02M
|
44.7K
$4.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.12K+ 102.37% |
$903K - $999K
|
18K
$1.81M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
8.88KNew |
$879K - $973K
|
8.88K
$893K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
8.74K+ 4.81% |
$866K - $958K
|
191K
$19.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.78K+ 10.18% |
$771K - $853K
|
84.2K
$8.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
7.73K+ 18.3% |
$765K - $847K
|
49.9K
$5.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
7.61K+ 1.26% |
$753K - $834K
|
612K
$61.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.29K+ 16.04% |
$722K - $799K
|
52.7K
$5.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.21K+ 4.92% |
$714K - $790K
|
154K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.05K+ 21.15% |
$698K - $772K
|
40.4K
$4.06M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7KNew |
$693K - $767K
|
7K
$704K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.85KNew |
$678K - $750K
|
6.85K
$689K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 39.73% |
$677K - $749K
|
24K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.15K+ 9.57% |
$609K - $674K
|
70.5K
$7.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
6K+ 53.74% |
$594K - $658K
|
17.2K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.93K+ 18.85% |
$588K - $650K
|
37.4K
$3.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.89K+ 25.64% |
$583K - $645K
|
28.9K
$2.9M
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.73K+ 32.96% |
$567K - $628K
|
23.1K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
5.7KNew |
$564K - $624K
|
5.7K
$573K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.34K+ 11.77% |
$529K - $585K
|
50.7K
$5.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
5.24K+ 2.45% |
$518K - $574K
|
219K
$22.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.14K+ 18.6% |
$509K - $564K
|
32.8K
$3.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.13KNew |
$508K - $562K
|
5.13K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5K+ 1.11% |
$495K - $548K
|
455K
$45.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.89KNew |
$484K - $536K
|
4.89K
$492K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$476K - $526K
|
4.8K
$483K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
4.7K+ 37.3% |
$466K - $515K
|
17.3K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.55KNew |
$450K - $498K
|
4.55K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.41KNew |
$436K - $483K
|
4.41K
$443K
|