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 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.78K- 40.67% |
$176K - $195K
|
2.6K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.86K- 4.35% |
$184K - $203K
|
40.8K
$4.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.89K- 37.8% |
$187K - $207K
|
3.11K
$310K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 33.37% |
$194K - $215K
|
3.92K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 17.39% |
$198K - $219K
|
9.5K
$947K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.07K- 15.79% |
$205K - $227K
|
11.1K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 77.19% |
$218K - $241K
|
650
$64.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.25K- 2.77% |
$223K - $247K
|
79.2K
$7.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 9.0% |
$249K - $275K
|
25.4K
$2.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.63K- 86.31% |
$260K - $288K
|
417
$41.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 20.86% |
$261K - $289K
|
10K
$997K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 5.4% |
$268K - $296K
|
47.4K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.94K- 12.37% |
$291K - $322K
|
20.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.21K- 28.35% |
$318K - $352K
|
8.12K
$810K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.21K- 31.99% |
$318K - $352K
|
6.83K
$681K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.46K- 33.47% |
$342K - $379K
|
6.87K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.71K- 30.07% |
$367K - $406K
|
8.62K
$859K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.09K- 95.65% |
$405K - $448K
|
186
$18.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 17.92% |
$408K - $452K
|
18.9K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.15K- 10.28% |
$411K - $455K
|
36.2K
$3.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 31.03% |
$412K - $456K
|
9.24K
$922K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.24K- 8.74% |
$420K - $464K
|
44.2K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.3K- 10.86% |
$426K - $471K
|
35.3K
$3.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.46K- 46.88% |
$442K - $489K
|
5.06K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 17.75% |
$515K - $570K
|
24.1K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.49K- 25.2% |
$544K - $602K
|
16.3K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.85K- 33.76% |
$579K - $641K
|
11.5K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.99K- 37.49% |
$693K - $766K
|
11.7K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.32K- 99.9% |
$725K - $802K
|
7
$698
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7.35K- 44.28% |
$728K - $806K
|
9.25K
$923K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-7.7K- 39.62% |
$763K - $844K
|
11.7K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.03K- 31.74% |
$795K - $880K
|
17.3K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.91K- 21.92% |
$982K - $1.09M
|
35.3K
$3.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.1K- 1.5% |
$1M - $1.11M
|
665K
$66.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-11K- 44.98% |
$1.09M - $1.2M
|
13.4K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 31.95% |
$1.12M - $1.24M
|
24.1K
$2.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.4K- 6.99% |
$1.13M - $1.25M
|
152K
$15.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-11.9K- 11.53% |
$1.18M - $1.3M
|
91.1K
$9.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12K- 83.14% |
$1.19M - $1.31M
|
2.43K
$242K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-12K- 25.97% |
$1.19M - $1.32M
|
34.3K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 5.71% |
$1.47M - $1.63M
|
245K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-16K- 31.86% |
$1.59M - $1.76M
|
34.3K
$3.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-17.6K- 59.6% |
$1.74M - $1.92M
|
11.9K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.3K- 7.66% |
$1.91M - $2.12M
|
233K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-19.6K- 85.36% |
$1.95M - $2.15M
|
3.37K
$336K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.9K- 0.67% |
$1.97M - $2.18M
|
2.95M
$294M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
SELL
|
- |
-20.3K- 2.73% |
$2.01M - $2.23M
|
725K
$72.3M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-23.4K- 28.32% |
$2.32M - $2.56M
|
59.2K
$5.9M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-23.4K- 28.32% |
$2.32M - $2.56M
|
59.2K
$5.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23.6K- 99.05% |
$2.34M - $2.59M
|
226
$22.5K
|