Purchases and Sales Made in Q4 2024 in Ishares Barclays 10 20 Yr Trea (TLH)

TLH Quotes by TradingView

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 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
169
New
$16.7K - $18.5K
169 $17.2K
Jan 23, 2025 Q4 2024
Trinity Wealth Management, LLC

BUY
 -
164
+ 7.84%
$16.2K - $18K
2.26K $230K
Jan 22, 2025 Q4 2024
Patriot Financial Group Insurance Agency, LLC

BUY
 -
146
+ 5.12%
$14.5K - $16K
3K $305K
Feb 03, 2025 Q4 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
133
+ 2.49%
$13.2K - $14.6K
5.47K $558K
Feb 05, 2025 Q4 2024
Plante Moran Financial Advisors, LLC

BUY
 -
128
New
$12.7K - $14K
128 $13K
Feb 05, 2025 Q4 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
120
+ 4.16%
$11.9K - $13.2K
3.01K $306K
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
119
+ 2.8%
$11.8K - $13K
4.37K $446K
Jan 24, 2025 Q4 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
102
+ 9.18%
$10.1K - $11.2K
1.21K $124K
Jan 14, 2025 Q4 2024
Omega Financial Group, LLC

BUY
 -
87
+ 2.98%
$8.62K - $9.53K
3.01K $307K
Jan 14, 2025 Q4 2024
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
87
+ 2.78%
$8.62K - $9.53K
3.21K $327K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
68
New
$6.73K - $7.45K
68 $6.93K
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
61
New
$6.04K - $6.68K
61 $6.22K
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
43
+ 1.94%
$4.26K - $4.71K
2.26K $230K
Feb 04, 2025 Q4 2024
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
28
New
$2.77K - $3.07K
28 $2.85K
Feb 05, 2025 Q4 2024
Tower View Investment Management & Research LLC

BUY
 -
19
New
$1.88K - $2.08K
19 $1.94K
Jan 27, 2025 Q4 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
18
+ 0.23%
$1.78K - $1.97K
7.82K $797K
Jan 29, 2025 Q4 2024
Bristlecone Advisors, LLC

BUY
 -
11
+ 1.38%
$1.09K - $1.21K
811 $82.7K
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
7
+ 10.61%
$693 - $767
73 $7.44K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
7
+ 0.04%
$693 - $767
17.6K $1.79M
Jan 27, 2025 Q4 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
6
+ 0.88%
$594 - $658
691 $70.4K
Feb 06, 2025 Q4 2024
Tsa Wealth Managment LLC

Houston, TX
BUY
 -
6
+ 0.06%
$594 - $658
10.3K $1.05M
Jan 31, 2025 Q4 2024
Human Investing LLC

BUY
 -
6
New
$594 - $658
6 $612
Jan 31, 2025 Q4 2024
Kestra Investment Management, LLC

Austin, TX
BUY
 -
5
New
$495 - $548
5 $510
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
4
New
$396 - $438
4 $408
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
2
New
$198 - $219
2 $204
Jan 17, 2025 Q4 2024
Endeavor Private Wealth, Inc.

Topeka, KS
BUY
 -
1
New
$99 - $110
1 $102
Jan 07, 2025 Q4 2024
Rise Advisors, LLC

BUY
 -
1
+ 1.25%
$99 - $110
81 $8.26K
Feb 03, 2025 Q4 2024
Wealthgarden F.S. LLC

El Segundo, CA
SELL
 -
-8
- 0.31%
$792 - $877
2.6K $265K
Jan 24, 2025 Q4 2024
Davenport & CO LLC

SELL
 -
-12
- 0.49%
$1.19K - $1.32K
2.45K $250K
Jan 22, 2025 Q4 2024
W Advisors, LLC

Germantown, TN
SELL
 -
-17
- 0.69%
$1.68K - $1.86K
2.45K $250K
Jan 29, 2025 Q4 2024
Avidian Wealth Solutions, LLC

SELL
 -
-23
- 0.79%
$2.28K - $2.52K
2.88K $293K
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-28
- 1.31%
$2.77K - $3.07K
2.11K $215K
Jan 17, 2025 Q4 2024
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-30
- 45.45%
$2.97K - $3.29K
36 $3.67K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
SELL
 -
-35
- 9.56%
$3.47K - $3.84K
331 $33.7K
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

SELL
 -
-40
- 0.96%
$3.96K - $4.38K
4.11K $418K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

SELL
 -
-50
- 1.02%
$4.95K - $5.48K
4.87K $496K
Jan 29, 2025 Q4 2024
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-52
- 13.61%
$5.15K - $5.7K
330 $33.6K
Feb 03, 2025 Q4 2024
Tradewinds Capital Management, LLC

SELL
 -
-60
- 57.14%
$5.94K - $6.58K
45 $4.59K
Jan 08, 2025 Q4 2024
Legacy Private Trust Co.

SELL
 -
-113
- 0.34%
$11.2K - $12.4K
33.4K $3.4M
Feb 03, 2025 Q4 2024
Leuthold Group, LLC

SELL
 -
-116
- 4.82%
$11.5K - $12.7K
2.29K $234K
Jan 27, 2025 Q4 2024
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-129
- 4.85%
$12.8K - $14.1K
2.53K $258K
Feb 06, 2025 Q4 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
SELL
 -
-144
- 1.62%
$14.3K - $15.8K
8.75K $892K
Jan 14, 2025 Q4 2024
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-146
- 5.69%
$14.5K - $16K
2.42K $246K
Jan 24, 2025 Q4 2024
Journey Strategic Wealth LLC

Summit, NJ
SELL
 -
-164
- 4.04%
$16.2K - $18K
3.89K $397K
Jan 22, 2025 Q4 2024
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-171
- 2.21%
$16.9K - $18.7K
7.56K $770K
Jan 14, 2025 Q4 2024
Cypress Wealth Services, LLC

SELL
 -
-174
- 2.02%
$17.2K - $19.1K
8.42K $859K
Jan 03, 2025 Q4 2024
Modus Advisors, LLC

SELL
 -
-177
- 0.52%
$17.5K - $19.4K
33.6K $3.42M
Jan 17, 2025 Q4 2024
Aspire Private Capital, LLC

SELL
 -
-184
- 6.59%
$18.2K - $20.2K
2.61K $266K
Jan 27, 2025 Q4 2024
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-218
- 1.9%
$21.6K - $23.9K
11.3K $1.15M

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