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 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
294+ 3.33% |
$29.1K - $32.2K
|
9.13K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
287+ 5.12% |
$28.4K - $31.5K
|
5.89K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266New |
$26.3K - $29.2K
|
266
$26.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
255New |
$25.3K - $27.9K
|
255
$25.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
243+ 9.37% |
$24.1K - $26.6K
|
2.84K
$285K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
237+ 4.72% |
$23.5K - $26K
|
5.26K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
213+ 0.26% |
$21.1K - $23.3K
|
81.4K
$8.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
203New |
$20.1K - $22.2K
|
203
$20.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
200New |
$19.8K - $21.9K
|
200
$20.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
195New |
$19.3K - $21.4K
|
195
$19.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
174+ 7.96% |
$17.2K - $19.1K
|
2.36K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
170+ 8.7% |
$16.8K - $18.6K
|
2.12K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
169New |
$16.7K - $18.5K
|
169
$17K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
167New |
$16.5K - $18.3K
|
167
$16.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
164+ 7.84% |
$16.2K - $18K
|
2.26K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
152+ 2.72% |
$15.1K - $16.7K
|
5.73K
$577K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
146+ 5.12% |
$14.5K - $16K
|
3K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 51.06% |
$14.3K - $15.8K
|
426
$42.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
133+ 2.49% |
$13.2K - $14.6K
|
5.47K
$550K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128New |
$12.7K - $14K
|
128
$12.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
125+ 48.08% |
$12.4K - $13.7K
|
385
$38.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
120+ 4.16% |
$11.9K - $13.2K
|
3.01K
$302K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
120+ 3.56% |
$11.9K - $13.2K
|
3.49K
$351K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
119+ 2.8% |
$11.8K - $13K
|
4.37K
$440K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
114+ 2.9% |
$11.3K - $12.5K
|
4.05K
$407K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 2775.0% |
$11K - $12.2K
|
115
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
102+ 9.18% |
$10.1K - $11.2K
|
1.21K
$122K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
87+ 2.98% |
$8.62K - $9.53K
|
3.01K
$303K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
87+ 2.78% |
$8.62K - $9.53K
|
3.21K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
78+ 0.91% |
$7.73K - $8.55K
|
8.62K
$867K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$7.43K - $8.22K
|
75
$7.54K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68New |
$6.73K - $7.45K
|
68
$6.84K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
63+ 0.67% |
$6.24K - $6.9K
|
9.5K
$956K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61New |
$6.04K - $6.68K
|
61
$6.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
58+ 84.06% |
$5.74K - $6.36K
|
127
$12.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50+ 0.09% |
$4.95K - $5.48K
|
54.3K
$5.46M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
45New |
$4.46K - $4.93K
|
45
$4.53K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
44New |
$4.36K - $4.82K
|
44
$4.43K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
43+ 15.41% |
$4.26K - $4.71K
|
322
$32.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
43+ 1.94% |
$4.26K - $4.71K
|
2.26K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
35+ 700.0% |
$3.47K - $3.84K
|
40
$4.02K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28New |
$2.77K - $3.07K
|
28
$2.82K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
24+ 0.28% |
$2.38K - $2.63K
|
8.66K
$871K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19New |
$1.88K - $2.08K
|
19
$1.91K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.23% |
$1.78K - $1.97K
|
7.82K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
15+ 0.36% |
$1.49K - $1.64K
|
4.22K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13+ 0.51% |
$1.29K - $1.42K
|
2.55K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 1.38% |
$1.09K - $1.21K
|
811
$81.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 10.61% |
$693 - $767
|
73
$7.34K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.04% |
$693 - $767
|
17.6K
$1.77M
|