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 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
490+ 13.66% |
$47.7K - $51.8K
|
4.08K
$413K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
444+ 28.37% |
$43.2K - $46.9K
|
2.01K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
412+ 13.77% |
$40.1K - $43.5K
|
3.4K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 20.85% |
$36.7K - $39.8K
|
2.19K
$221K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
366+ 2.23% |
$35.6K - $38.7K
|
16.8K
$1.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 13.32% |
$30K - $32.5K
|
2.62K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 13.8% |
$26.4K - $28.6K
|
2.24K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269New |
$26.2K - $28.4K
|
269
$27.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
264+ 0.71% |
$25.7K - $27.9K
|
37.2K
$3.77M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
157+ 0.74% |
$15.3K - $16.6K
|
21.5K
$2.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
107+ 1.35% |
$10.4K - $11.3K
|
8.05K
$815K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
91+ 1.94% |
$8.85K - $9.61K
|
4.79K
$485K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84+ 2.8% |
$8.17K - $8.87K
|
3.08K
$312K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
35+ 3.4% |
$3.41K - $3.7K
|
1.07K
$108K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
26+ 1.32% |
$2.53K - $2.75K
|
1.99K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
14New |
$1.36K - $1.48K
|
14
$1.42K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 8.2% |
$486 - $528
|
66
$6.68K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.88% |
$389 - $423
|
86
$8.71K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$195 - $211
|
12.8K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$97.3 - $106
|
1
$101
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 3.92% |
$195 - $211
|
49
$4.96K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-6- 1.81% |
$584 - $634
|
325
$32.9K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-29- 0.32% |
$2.82K - $3.06K
|
9.1K
$922K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-114- 2.98% |
$11.1K - $12K
|
3.71K
$375K
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-371- 9.6% |
$36.1K - $39.2K
|
3.5K
$354K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-374- 4.97% |
$36.4K - $39.5K
|
7.15K
$724K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-399- 8.34% |
$38.8K - $42.1K
|
4.39K
$444K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-471- 4.17% |
$45.8K - $49.8K
|
10.8K
$1.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-507- 17.76% |
$49.3K - $53.6K
|
2.35K
$238K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-583- 0.64% |
$56.7K - $61.6K
|
91.2K
$9.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-611- 1.44% |
$59.4K - $64.5K
|
41.8K
$4.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-620- 5.31% |
$60.3K - $65.5K
|
11.1K
$1.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Modus Advisors, LLC
|
SELL
|
- |
-670- 2.09% |
$65.2K - $70.8K
|
31.5K
$3.19M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-704- 5.73% |
$68.5K - $74.4K
|
11.6K
$1.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-850- 10.96% |
$82.7K - $89.8K
|
6.91K
$700K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-894- 24.23% |
$87K - $94.4K
|
2.8K
$283K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.46K- 3.19% |
$142K - $154K
|
44.2K
$4.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 1.05% |
$178K - $193K
|
173K
$17.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.95K- 22.95% |
$190K - $206K
|
6.56K
$664K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.06K- 5.46% |
$200K - $217K
|
35.6K
$3.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.61K- 20.78% |
$254K - $276K
|
9.96K
$1.01M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.84K- 31.26% |
$277K - $300K
|
6.25K
$633K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.95K- 28.34% |
$384K - $417K
|
9.99K
$1.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.3K- 43.82% |
$419K - $455K
|
5.52K
$559K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-4.48K- 4.85% |
$436K - $473K
|
87.9K
$8.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.76K- 39.25% |
$463K - $503K
|
7.37K
$746K
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.97K- 6.98% |
$581K - $631K
|
79.6K
$8.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-15.9K- 38.24% |
$1.54M - $1.68M
|
25.6K
$2.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-18.4K- 68.95% |
$1.79M - $1.94M
|
8.27K
$837K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.1K- 28.27% |
$2.54M - $2.76M
|
66.2K
$6.71M
|