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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
37.7K+ 28.62% |
$3.67M - $3.99M
|
170K
$17.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
37.5K+ 105.28% |
$3.65M - $3.97M
|
73.2K
$7.58M
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
36.3K+ 35.93% |
$3.54M - $3.84M
|
137K
$14.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
35.6K+ 40.3% |
$3.46M - $3.76M
|
124K
$12.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
35.1K+ 46.81% |
$3.41M - $3.71M
|
110K
$11.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
33.7KNew |
$3.28M - $3.56M
|
33.7K
$3.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
33.4K+ 60.47% |
$3.25M - $3.52M
|
88.5K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32.5K+ 309.82% |
$3.16M - $3.43M
|
43K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.2K+ 17.89% |
$3.13M - $3.4M
|
212K
$22M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
31.8K+ 339.02% |
$3.1M - $3.36M
|
41.2K
$4.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
31.8K+ 269.16% |
$3.1M - $3.36M
|
43.7K
$4.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31.7K+ 50.11% |
$3.08M - $3.35M
|
94.9K
$9.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
31.2K+ 12.5% |
$3.03M - $3.29M
|
280K
$29M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
30.2K+ 18.78% |
$2.93M - $3.19M
|
191K
$19.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
29.3K+ 38.24% |
$2.85M - $3.09M
|
106K
$10.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
26.9KNew |
$2.61M - $2.84M
|
26.9K
$2.78M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.2K+ 12.34% |
$2.55M - $2.77M
|
239K
$24.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.2K+ 58.72% |
$2.55M - $2.76M
|
70.7K
$7.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.5K+ 77.7% |
$2.48M - $2.69M
|
58.3K
$6.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
25.1KNew |
$2.44M - $2.65M
|
25.1K
$2.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
23.6K+ 32.89% |
$2.3M - $2.49M
|
95.4K
$9.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Anderson Hoagland & CO
|
BUY
|
- |
23.6KNew |
$2.3M - $2.49M
|
23.6K
$2.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
20.4K+ 48.62% |
$1.99M - $2.16M
|
62.5K
$6.47M
|
|
|
Jul 25, 2025
Q2 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
20.3K+ 29.82% |
$1.98M - $2.15M
|
88.5K
$9.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20.2K+ 586.33% |
$1.97M - $2.13M
|
23.7K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
19.3K+ 498.58% |
$1.88M - $2.04M
|
23.2K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.9KNew |
$1.84M - $1.99M
|
18.9K
$1.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
18.6K+ 51.2% |
$1.81M - $1.97M
|
55K
$5.69M
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18.5K+ 113.48% |
$1.8M - $1.96M
|
34.9K
$3.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
BUY
|
- |
18.5K+ 41.97% |
$1.8M - $1.95M
|
62.4K
$6.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.1KNew |
$1.66M - $1.8M
|
17.1K
$1.77M
|
|
|
Jul 25, 2025
Q2 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
16.9K+ 34.21% |
$1.65M - $1.79M
|
66.4K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.4K+ 124.44% |
$1.6M - $1.73M
|
29.6K
$3.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
16.1K+ 43.92% |
$1.56M - $1.7M
|
52.6K
$5.44M
|
|
|
Jul 17, 2025
Q2 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
15.9KNew |
$1.54M - $1.68M
|
15.9K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
15.7K+ 43.36% |
$1.53M - $1.66M
|
51.9K
$5.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15.7K+ 27.42% |
$1.53M - $1.66M
|
72.9K
$7.54M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
15.6K+ 37.66% |
$1.52M - $1.65M
|
56.9K
$5.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
14.8K+ 42.13% |
$1.44M - $1.57M
|
50K
$5.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
14.7K+ 46.1% |
$1.43M - $1.55M
|
46.5K
$4.82M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.5K+ 29.94% |
$1.41M - $1.53M
|
62.8K
$6.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
14.4K+ 1.62% |
$1.4M - $1.52M
|
903K
$93.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.2K+ 4.8% |
$1.38M - $1.5M
|
309K
$32M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.1K+ 239.6% |
$1.38M - $1.49M
|
20K
$2.07M
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
14.1K+ 39.15% |
$1.37M - $1.49M
|
50.1K
$5.18M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.9K+ 448.44% |
$1.35M - $1.47M
|
17K
$1.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
13.6K+ 34.5% |
$1.33M - $1.44M
|
53.1K
$5.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.5K+ 61.99% |
$1.32M - $1.43M
|
35.4K
$3.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
13.4KNew |
$1.3M - $1.42M
|
13.4K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$1.3M - $1.41M
|
13.4K
$1.38M
|