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 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.02K+ 36.84% |
$586K - $636K
|
22.4K
$2.31M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
5.95K+ 21.0% |
$579K - $629K
|
34.3K
$3.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
5.93K+ 31.25% |
$577K - $626K
|
24.9K
$2.58M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.91K+ 29.72% |
$575K - $624K
|
25.8K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.91K+ 42.73% |
$575K - $624K
|
19.7K
$2.04M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.9K+ 52.4% |
$574K - $623K
|
17.2K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.73K+ 52.61% |
$558K - $605K
|
16.6K
$1.72M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.72K+ 21.9% |
$557K - $604K
|
31.8K
$3.3M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
5.7K+ 44.69% |
$554K - $602K
|
18.4K
$1.91M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
BUY
|
- |
5.6KNew |
$545K - $592K
|
5.6K
$580K
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
5.58KNew |
$542K - $589K
|
5.58K
$577K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
5.55K+ 189.03% |
$540K - $586K
|
8.49K
$878K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.52K+ 50.68% |
$537K - $583K
|
16.4K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.19KNew |
$505K - $549K
|
5.19K
$538K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.09KNew |
$495K - $537K
|
5.09K
$526K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.06KNew |
$492K - $534K
|
5.06K
$523K
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.99K+ 10.99% |
$485K - $527K
|
50.4K
$5.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.96KNew |
$483K - $524K
|
4.96K
$514K
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.93K+ 39.9% |
$479K - $520K
|
17.3K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.91K+ 11.6% |
$478K - $519K
|
47.2K
$4.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.74KNew |
$462K - $501K
|
4.74K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.74K+ 26.33% |
$462K - $501K
|
22.8K
$2.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.74K+ 22.14% |
$461K - $501K
|
26.1K
$2.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
4.73K+ 17.68% |
$460K - $500K
|
31.5K
$3.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.7KNew |
$457K - $496K
|
4.7K
$486K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.62K+ 5.68% |
$450K - $488K
|
86.1K
$8.91M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.55KNew |
$443K - $481K
|
4.55K
$471K
|
|
|
Jul 23, 2025
Q2 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
4.53KNew |
$441K - $479K
|
4.53K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.51K+ 298.48% |
$439K - $476K
|
6.02K
$623K
|
|
|
Aug 13, 2025
Q2 2025
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.43KNew |
$431K - $468K
|
4.43K
$459K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.32K+ 26.54% |
$420K - $456K
|
20.6K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.12K+ 2.75% |
$401K - $435K
|
154K
$16M
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.09KNew |
$397K - $431K
|
4.09K
$423K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.05KNew |
$394K - $428K
|
4.05K
$419K
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.05K+ 110.21% |
$394K - $428K
|
7.72K
$799K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.02K+ 0.13% |
$391K - $425K
|
3.02M
$312M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.86K+ 1971.43% |
$376K - $408K
|
4.06K
$420K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.83KNew |
$372K - $404K
|
3.83K
$396K
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
3.8KNew |
$370K - $401K
|
3.8K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.8KNew |
$370K - $401K
|
3.8K
$393K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.8K+ 41.79% |
$370K - $401K
|
12.9K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.79K+ 69.45% |
$369K - $400K
|
9.25K
$957K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.63K+ 73.33% |
$354K - $384K
|
8.59K
$889K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.59K+ 21.26% |
$350K - $380K
|
20.5K
$2.12M
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
BUY
|
- |
3.52KNew |
$343K - $372K
|
3.52K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.44K+ 39.07% |
$335K - $363K
|
12.2K
$1.27M
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.43K+ 40.74% |
$334K - $363K
|
11.9K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.39K+ 22.32% |
$329K - $358K
|
18.6K
$1.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.35K+ 111.73% |
$326K - $354K
|
6.35K
$657K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
3.35K+ 57.32% |
$325K - $353K
|
9.18K
$950K
|