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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.31K+ 41.47% |
$427K - $472K
|
14.7K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.29K+ 24.56% |
$425K - $470K
|
21.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
4.26KNew |
$422K - $467K
|
4.26K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
4.18KNew |
$414K - $458K
|
4.18K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.18K+ 314.12% |
$414K - $458K
|
5.51K
$554K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4.03K+ 45.44% |
$399K - $442K
|
12.9K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3.94KNew |
$390K - $432K
|
3.94K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.94KNew |
$390K - $431K
|
3.94K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
BUY
|
- |
3.8K+ 14.88% |
$376K - $416K
|
29.3K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.66KNew |
$363K - $401K
|
3.66K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
3.58K+ 7.96% |
$354K - $392K
|
48.5K
$4.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.42KNew |
$339K - $375K
|
3.42K
$344K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.36K+ 88.44% |
$332K - $368K
|
7.15K
$720K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.34K+ 4.83% |
$331K - $366K
|
72.5K
$7.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.3K+ 50.58% |
$327K - $362K
|
9.82K
$988K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$327K - $362K
|
3.3K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26KNew |
$323K - $357K
|
3.26K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.23K+ 14.83% |
$320K - $354K
|
25K
$2.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.16K+ 6.44% |
$313K - $347K
|
52.3K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
3.14KNew |
$311K - $344K
|
3.14K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 15.09% |
$293K - $324K
|
22.6K
$2.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.93KNew |
$290K - $321K
|
2.93K
$295K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 17.06% |
$273K - $302K
|
18.9K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.7K+ 86.89% |
$267K - $296K
|
5.8K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.67K+ 15.84% |
$265K - $293K
|
19.5K
$1.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.66KNew |
$263K - $291K
|
2.66K
$267K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 16.72% |
$245K - $271K
|
17.3K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.44KNew |
$241K - $267K
|
2.44K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.4KNew |
$238K - $263K
|
2.4K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 28.55% |
$235K - $260K
|
10.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$229K - $254K
|
2.32K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
2.27K+ 2.14% |
$225K - $249K
|
108K
$10.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
2.27KNew |
$225K - $249K
|
2.27K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.25K+ 4900.0% |
$223K - $247K
|
2.3K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24KNew |
$222K - $246K
|
2.24K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$220K - $243K
|
2.22K
$223K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$218K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.14K+ 1.83% |
$212K - $234K
|
119K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.13K+ 9.76% |
$211K - $234K
|
24K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.06KNew |
$204K - $225K
|
2.06K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.04K+ 21.25% |
$202K - $224K
|
11.6K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.04KNew |
$202K - $223K
|
2.04K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
2.03KNew |
$201K - $222K
|
2.03K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 22.37% |
$193K - $213K
|
10.6K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 9.0% |
$178K - $197K
|
21.8K
$2.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.69K+ 17.6% |
$167K - $185K
|
11.3K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 84.03% |
$155K - $172K
|
3.43K
$345K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.51K+ 13.27% |
$150K - $165K
|
12.9K
$1.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 303.44% |
$148K - $164K
|
1.99K
$200K
|