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 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
2New |
$198 - $219
|
2
$209
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.25% |
$99 - $110
|
81
$8.47K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$99 - $110
|
1
$105
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2- 2.63% |
$198 - $219
|
74
$7.74K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5- 45.45% |
$495 - $548
|
6
$627
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-8- 0.31% |
$792 - $877
|
2.6K
$272K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.49% |
$1.19K - $1.32K
|
2.45K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12- 20.0% |
$1.19K - $1.32K
|
48
$5.02K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17- 0.69% |
$1.68K - $1.86K
|
2.45K
$256K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 14.52% |
$1.78K - $1.97K
|
106
$11.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.79% |
$2.28K - $2.52K
|
2.88K
$301K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 1.31% |
$2.77K - $3.07K
|
2.11K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 45.45% |
$2.97K - $3.29K
|
36
$3.76K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 9.56% |
$3.47K - $3.84K
|
331
$34.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-35- 2.16% |
$3.47K - $3.84K
|
1.58K
$165K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-36- 0.3% |
$3.57K - $3.95K
|
12.1K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-39- 1.55% |
$3.86K - $4.27K
|
2.48K
$260K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.96% |
$3.96K - $4.38K
|
4.11K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.02% |
$4.95K - $5.48K
|
4.87K
$509K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-52- 13.61% |
$5.15K - $5.7K
|
330
$34.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-55- 0.71% |
$5.45K - $6.03K
|
7.71K
$805K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-60- 57.14% |
$5.94K - $6.58K
|
45
$4.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-66- 14.01% |
$6.54K - $7.23K
|
405
$42.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-75- 3.79% |
$7.43K - $8.22K
|
1.9K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-95- 10.63% |
$9.41K - $10.4K
|
799
$83.5K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-113- 0.34% |
$11.2K - $12.4K
|
33.4K
$3.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-115- 80.99% |
$11.4K - $12.6K
|
27
$2.82K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-116- 4.82% |
$11.5K - $12.7K
|
2.29K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-120- 55.05% |
$11.9K - $13.2K
|
98
$10.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-129- 4.85% |
$12.8K - $14.1K
|
2.53K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-144- 1.62% |
$14.3K - $15.8K
|
8.75K
$915K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-146- 5.69% |
$14.5K - $16K
|
2.42K
$253K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-162- 7.07% |
$16K - $17.8K
|
2.13K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-164- 4.04% |
$16.2K - $18K
|
3.89K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-166- 3.41% |
$16.4K - $18.2K
|
4.7K
$492K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-171- 2.21% |
$16.9K - $18.7K
|
7.56K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-174- 2.02% |
$17.2K - $19.1K
|
8.42K
$881K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-177- 0.52% |
$17.5K - $19.4K
|
33.6K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-184- 6.59% |
$18.2K - $20.2K
|
2.61K
$273K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-207- 4.84% |
$20.5K - $22.7K
|
4.07K
$426K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-215- 4.7% |
$21.3K - $23.6K
|
4.36K
$456K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-218- 1.9% |
$21.6K - $23.9K
|
11.3K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-222- 1.94% |
$22K - $24.3K
|
11.2K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-256- 3.85% |
$25.4K - $28.1K
|
6.4K
$669K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-259- 5.01% |
$25.7K - $28.4K
|
4.91K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-308- 2.51% |
$30.5K - $33.8K
|
12K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-337- 13.21% |
$33.4K - $36.9K
|
2.21K
$231K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-367- 2.12% |
$36.3K - $40.2K
|
17K
$1.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-434- 9.39% |
$43K - $47.6K
|
4.19K
$438K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-440- 2.81% |
$43.6K - $48.2K
|
15.2K
$1.59M
|