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 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.3K+ 47.68% |
$1.29M - $1.4M
|
41.2K
$4.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13K+ 73.85% |
$1.26M - $1.37M
|
30.6K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
12.4KNew |
$1.21M - $1.31M
|
12.4K
$1.28M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
12.3KNew |
$1.19M - $1.29M
|
12.3K
$1.27M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12KNew |
$1.17M - $1.27M
|
12K
$1.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
12K+ 57.92% |
$1.16M - $1.26M
|
32.6K
$3.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
11.9K+ 1.53% |
$1.16M - $1.26M
|
791K
$81.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 100.24% |
$1.12M - $1.21M
|
22.9K
$2.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
11.2KNew |
$1.09M - $1.18M
|
11.2K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.2KNew |
$1.09M - $1.18M
|
11.2K
$1.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
10.9K+ 31.55% |
$1.06M - $1.15M
|
45.5K
$4.71M
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
10.9KNew |
$1.06M - $1.15M
|
10.9K
$1.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
10.9KNew |
$1.06M - $1.15M
|
10.9K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
10.8K+ 38.03% |
$1.05M - $1.14M
|
39.3K
$4.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
10.7K+ 12.77% |
$1.04M - $1.13M
|
94.8K
$9.81M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 10.89% |
$1.04M - $1.12M
|
108K
$11.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.6KNew |
$1.03M - $1.12M
|
10.6K
$1.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 22.71% |
$1.02M - $1.11M
|
56.8K
$5.88M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 59.5% |
$1.02M - $1.11M
|
28.1K
$2.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10K+ 30.69% |
$972K - $1.06M
|
42.6K
$4.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.76KNew |
$949K - $1.03M
|
9.76K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
9.58KNew |
$932K - $1.01M
|
9.58K
$991K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
9.12K+ 226.62% |
$887K - $963K
|
13.1K
$1.36M
|
|
|
Aug 05, 2025
Q2 2025
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
9.04K+ 22.17% |
$880K - $955K
|
49.8K
$5.16M
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
8.9K+ 12.57% |
$866K - $940K
|
79.7K
$8.25M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
8.87K+ 16.07% |
$863K - $937K
|
64.1K
$6.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.67K+ 34.68% |
$843K - $916K
|
33.7K
$3.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.53K+ 16.77% |
$830K - $901K
|
59.4K
$6.15M
|
|
|
Aug 05, 2025
Q2 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.24K+ 16.11% |
$801K - $870K
|
59.3K
$6.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
8.1K+ 12.08% |
$788K - $855K
|
75.1K
$7.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
7.9K+ 19.15% |
$769K - $835K
|
49.2K
$5.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.85K+ 67.26% |
$764K - $830K
|
19.5K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.75K+ 79.84% |
$754K - $819K
|
17.5K
$1.81M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.46K+ 21.86% |
$725K - $787K
|
41.6K
$4.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
7.31K+ 10.39% |
$711K - $772K
|
77.7K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
7.25K+ 30.99% |
$705K - $766K
|
30.6K
$3.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
7.13K+ 47.88% |
$693K - $753K
|
22K
$2.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.92K+ 22.21% |
$674K - $731K
|
38.1K
$3.94M
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
6.84K+ 37.14% |
$666K - $723K
|
25.3K
$2.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.7K+ 49.17% |
$652K - $708K
|
20.3K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
6.56K+ 0.52% |
$638K - $692K
|
1.27M
$132M
|
|
|
Jul 31, 2025
Q2 2025
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
6.55K+ 23.78% |
$638K - $692K
|
34.1K
$3.53M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.55K+ 15.13% |
$637K - $692K
|
49.9K
$5.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6.53K+ 43.14% |
$636K - $690K
|
21.7K
$2.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.48KNew |
$630K - $684K
|
6.48K
$670K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.39K+ 61.96% |
$622K - $675K
|
16.7K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
6.29K+ 45.91% |
$612K - $664K
|
20K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.22KNew |
$605K - $657K
|
6.22K
$644K
|
|
|
Jul 29, 2025
Q2 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
6.18K+ 43.6% |
$601K - $653K
|
20.4K
$2.11M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
6.12K+ 11.39% |
$595K - $646K
|
59.8K
$6.19M
|