Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
366K+ 34.56% |
$35.6M - $38.7M
|
1.43M
$144M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
322K+ 133.66% |
$31.3M - $34M
|
562K
$56.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
168K+ 14.28% |
$16.3M - $17.7M
|
1.34M
$136M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
98K+ 32.13% |
$9.54M - $10.4M
|
403K
$40.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
58.8KNew |
$5.72M - $6.22M
|
58.8K
$5.96M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58.7K+ 51.14% |
$5.71M - $6.2M
|
173K
$17.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
43.1K+ 71.1% |
$4.19M - $4.55M
|
104K
$10.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
41.2K+ 41.81% |
$4.01M - $4.35M
|
140K
$14.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
26.9KNew |
$2.61M - $2.84M
|
26.9K
$2.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.1KNew |
$2.44M - $2.65M
|
25.1K
$2.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
23.6KNew |
$2.3M - $2.49M
|
23.6K
$2.39M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 51.2% |
$1.81M - $1.97M
|
55K
$5.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.1K+ 43.92% |
$1.56M - $1.7M
|
52.6K
$5.33M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.68M
|
15.9K
$1.61M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7K+ 43.36% |
$1.53M - $1.66M
|
51.9K
$5.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
14.8K+ 42.13% |
$1.44M - $1.57M
|
50K
$5.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.6K+ 34.5% |
$1.33M - $1.44M
|
53.1K
$5.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 47.68% |
$1.29M - $1.4M
|
41.2K
$4.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 10.89% |
$1.04M - $1.12M
|
108K
$11M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.9K+ 19.15% |
$769K - $835K
|
49.2K
$4.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.31K+ 10.39% |
$711K - $772K
|
77.7K
$7.87M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.92K+ 22.21% |
$674K - $731K
|
38.1K
$3.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.22KNew |
$605K - $657K
|
6.22K
$630K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.12K+ 11.39% |
$595K - $646K
|
59.8K
$6.06M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 44.69% |
$554K - $602K
|
18.4K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.58KNew |
$542K - $589K
|
5.58K
$565K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.09KNew |
$495K - $537K
|
5.09K
$515K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 10.99% |
$485K - $527K
|
50.4K
$5.1M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.91K+ 11.6% |
$478K - $519K
|
47.2K
$4.78M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.51K+ 298.48% |
$439K - $476K
|
6.02K
$610K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.86K+ 1971.43% |
$376K - $408K
|
4.06K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.8KNew |
$370K - $401K
|
3.8K
$385K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.52KNew |
$343K - $372K
|
3.52K
$357K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.43K+ 40.74% |
$334K - $363K
|
11.9K
$1.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.92K+ 1.36% |
$284K - $309K
|
218K
$22M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.83KNew |
$275K - $299K
|
2.83K
$286K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$257K - $279K
|
2.64K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.58K+ 12.0% |
$251K - $273K
|
24.1K
$2.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48K+ 34.11% |
$241K - $262K
|
9.75K
$987K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.22K+ 1772.0% |
$215K - $234K
|
2.34K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.15KNew |
$209K - $227K
|
2.15K
$218K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2KNew |
$195K - $211K
|
2K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.17% |
$179K - $194K
|
159K
$16.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 11.66% |
$139K - $151K
|
13.6K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.21K+ 474.8% |
$117K - $127K
|
1.46K
$148K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 18.24% |
$107K - $116K
|
7.14K
$723K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 14.13% |
$103K - $111K
|
8.51K
$862K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
952+ 36.17% |
$92.6K - $101K
|
3.58K
$363K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
825+ 3.81% |
$80.3K - $87.1K
|
22.5K
$2.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
654+ 25.91% |
$63.6K - $69.1K
|
3.18K
$322K
|