Latest Institutional Purchases of Ishares Barclays 10 20 Yr Trea (TLH)
This list provides information on the latest institutional transactions involving Ishares Barclays 10 20 Yr Trea (TLH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 39.58% |
$1.85K - $1.99K
|
67
$6.71K
|
|
|
May 08, 2025
Q1 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
17+ 2.25% |
$1.65K - $1.78K
|
771
$77.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
16New |
$1.56K - $1.68K
|
16
$1.6K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
13+ 0.01% |
$1.26K - $1.36K
|
142K
$14.2M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
12New |
$1.17K - $1.26K
|
12
$1.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
3New |
$292 - $314
|
3
$300
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$97.3 - $105
|
11.9K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
1New |
$97.3 - $105
|
1
$100
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
6.98M+ 10525.81% |
$691M - $765M
|
7.05M
$705M
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
216KNew |
$21.4M - $23.6M
|
216K
$21.6M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
134K+ 86.69% |
$13.2M - $14.7M
|
288K
$28.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
73K+ 664.3% |
$7.23M - $8M
|
84K
$8.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.6KNew |
$2.54M - $2.81M
|
25.6K
$2.57M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
22.4KNew |
$2.22M - $2.46M
|
22.4K
$2.25M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
7KNew |
$693K - $767K
|
7K
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.83K+ 39.73% |
$677K - $749K
|
24K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
5.7KNew |
$564K - $624K
|
5.7K
$570K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.41KNew |
$436K - $483K
|
4.41K
$441K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.94KNew |
$390K - $431K
|
3.94K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
3.66KNew |
$363K - $401K
|
3.66K
$367K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.42KNew |
$339K - $375K
|
3.42K
$342K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.3KNew |
$327K - $362K
|
3.3K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
3.23K+ 14.83% |
$320K - $354K
|
25K
$2.51M
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.44KNew |
$241K - $267K
|
2.44K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$220K - $243K
|
2.22K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.14K+ 1.83% |
$212K - $234K
|
119K
$11.9M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
932New |
$92.3K - $102K
|
932
$93.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
699+ 15.23% |
$69.2K - $76.6K
|
5.29K
$529K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
621New |
$61.5K - $68.1K
|
621
$62.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
425+ 4.74% |
$42.1K - $46.6K
|
9.39K
$940K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
402+ 1.44% |
$39.8K - $44.1K
|
28.4K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
255New |
$25.3K - $27.9K
|
255
$25.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
203New |
$20.1K - $22.2K
|
203
$20.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
200New |
$19.8K - $21.9K
|
200
$20K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
195New |
$19.3K - $21.4K
|
195
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
144+ 51.06% |
$14.3K - $15.8K
|
426
$42.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
128New |
$12.7K - $14K
|
128
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
111+ 2775.0% |
$11K - $12.2K
|
115
$11.5K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
75New |
$7.43K - $8.22K
|
75
$7.51K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
68New |
$6.73K - $7.45K
|
68
$6.81K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
44New |
$4.36K - $4.82K
|
44
$4.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
28New |
$2.77K - $3.07K
|
28
$2.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
19New |
$1.88K - $2.08K
|
19
$1.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 1.38% |
$1.09K - $1.21K
|
811
$81.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6New |
$594 - $658
|
6
$601
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 0.88% |
$594 - $658
|
691
$69.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$495 - $548
|
5
$501
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$396 - $438
|
4
$400
|
|