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 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-222- 1.94% |
$22K - $24.3K
|
11.2K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-259- 5.01% |
$25.7K - $28.4K
|
4.91K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-337- 13.21% |
$33.4K - $36.9K
|
2.21K
$226K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-367- 2.12% |
$36.3K - $40.2K
|
17K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-434- 9.39% |
$43K - $47.6K
|
4.19K
$427K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-440- 2.81% |
$43.6K - $48.2K
|
15.2K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-453- 3.09% |
$44.9K - $49.6K
|
14.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-455- 3.44% |
$45.1K - $49.9K
|
12.8K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-498- 19.18% |
$49.3K - $54.6K
|
2.1K
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-524- 2.22% |
$51.9K - $57.4K
|
23K
$2.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-528- 4.36% |
$52.3K - $57.9K
|
11.6K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-577- 6.13% |
$57.1K - $63.2K
|
8.84K
$901K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-639- 8.79% |
$63.3K - $70K
|
6.63K
$676K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-651- 4.62% |
$64.5K - $71.3K
|
13.4K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-669- 1.51% |
$66.3K - $73.3K
|
43.7K
$4.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-708- 14.04% |
$70.1K - $77.6K
|
4.34K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-722- 3.09% |
$71.5K - $79.1K
|
22.6K
$2.31M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-725- 15.72% |
$71.8K - $79.5K
|
3.89K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-726- 9.64% |
$71.9K - $79.6K
|
6.81K
$694K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-739- 2.86% |
$73.2K - $81K
|
25.1K
$2.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-789- 6.81% |
$78.1K - $86.5K
|
10.8K
$1.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-790- 80.28% |
$78.2K - $86.6K
|
194
$19.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-859- 4.29% |
$85.1K - $94.1K
|
19.2K
$1.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-904- 19.22% |
$89.5K - $99.1K
|
3.8K
$387K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-960- 45.71% |
$95.1K - $105K
|
1.14K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 42.13% |
$100K - $111K
|
1.39K
$142K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.1K- 10.3% |
$109K - $121K
|
9.6K
$979K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 55.74% |
$111K - $123K
|
890
$90.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.14K- 99.3% |
$113K - $125K
|
8
$815
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.21K- 16.02% |
$119K - $132K
|
6.32K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.27K- 8.1% |
$126K - $139K
|
14.4K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.32K- 26.18% |
$131K - $145K
|
3.73K
$380K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 12.8% |
$175K - $193K
|
12K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.78K- 40.67% |
$176K - $195K
|
2.6K
$265K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.89K- 37.8% |
$187K - $207K
|
3.11K
$317K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 33.37% |
$194K - $215K
|
3.92K
$399K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.07K- 15.79% |
$205K - $227K
|
11.1K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 77.19% |
$218K - $241K
|
650
$66.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.63K- 86.31% |
$260K - $288K
|
417
$42.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 5.4% |
$268K - $296K
|
47.4K
$4.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.94K- 12.37% |
$291K - $322K
|
20.8K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.21K- 31.99% |
$318K - $352K
|
6.83K
$697K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.46K- 33.47% |
$342K - $379K
|
6.87K
$700K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.71K- 30.07% |
$367K - $406K
|
8.62K
$879K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 31.03% |
$412K - $456K
|
9.24K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.24K- 8.74% |
$420K - $464K
|
44.2K
$4.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.3K- 10.86% |
$426K - $471K
|
35.3K
$3.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.46K- 46.88% |
$442K - $489K
|
5.06K
$515K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 17.75% |
$515K - $570K
|
24.1K
$2.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.49K- 25.2% |
$544K - $602K
|
16.3K
$1.66M
|