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 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.27KNew |
$318K - $345K
|
3.27K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.18K+ 5.43% |
$309K - $336K
|
61.7K
$6.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.06K+ 57.68% |
$298K - $323K
|
8.37K
$866K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
3.02K+ 72.05% |
$294K - $319K
|
7.21K
$746K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.92K+ 14.05% |
$284K - $309K
|
23.7K
$2.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.92K+ 1.36% |
$284K - $309K
|
218K
$22.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.87KNew |
$279K - $303K
|
2.87K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2.83KNew |
$275K - $299K
|
2.83K
$293K
|
|
|
Jul 28, 2025
Q2 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.82K+ 28.55% |
$275K - $298K
|
12.7K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.81KNew |
$273K - $297K
|
2.81K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.78K+ 42.54% |
$270K - $294K
|
9.31K
$964K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.72K+ 90.56% |
$264K - $287K
|
5.72K
$591K
|
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.68KNew |
$260K - $283K
|
2.68K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.66K+ 3.49% |
$259K - $281K
|
78.8K
$8.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
2.64KNew |
$257K - $279K
|
2.64K
$273K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.62K+ 132.89% |
$255K - $277K
|
4.6K
$476K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
2.59KNew |
$252K - $273K
|
2.59K
$268K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.58K+ 12.0% |
$251K - $273K
|
24.1K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.55K+ 9.82% |
$248K - $269K
|
28.5K
$2.95M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.53K+ 15.3% |
$246K - $267K
|
19.1K
$1.97M
|
|
|
Jul 16, 2025
Q2 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
2.48K+ 34.11% |
$241K - $262K
|
9.75K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
BUY
|
- |
2.48K+ 15.47% |
$241K - $262K
|
18.5K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.46K+ 25.86% |
$239K - $259K
|
12K
$1.24M
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
2.44K+ 4.82% |
$238K - $258K
|
53.2K
$5.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.44K+ 5.37% |
$237K - $258K
|
47.8K
$4.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.36KNew |
$230K - $249K
|
2.36K
$244K
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.36KNew |
$230K - $249K
|
2.36K
$244K
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
2.34KNew |
$228K - $247K
|
2.34K
$242K
|
|
|
Aug 07, 2025
Q2 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.29K+ 31.28% |
$223K - $242K
|
9.61K
$994K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.22K+ 21.73% |
$215K - $234K
|
12.4K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.22K+ 1772.0% |
$215K - $234K
|
2.34K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.18KNew |
$212K - $230K
|
2.18K
$225K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.15KNew |
$209K - $227K
|
2.15K
$222K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.11KNew |
$205K - $223K
|
2.11K
$218K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
2.09KNew |
$204K - $221K
|
2.09K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.08K+ 19.06% |
$202K - $220K
|
13K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.04K+ 32.75% |
$199K - $216K
|
8.29K
$857K
|
|
|
Aug 11, 2025
Q2 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.04KNew |
$198K - $215K
|
2.04K
$211K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2KNew |
$195K - $211K
|
2K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.95K+ 26.76% |
$190K - $206K
|
9.23K
$955K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.92KNew |
$187K - $203K
|
1.92K
$199K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.84K+ 1.17% |
$179K - $194K
|
159K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.8K+ 60.16% |
$175K - $190K
|
4.8K
$497K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.77K+ 27.19% |
$172K - $187K
|
8.28K
$856K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.72K+ 8.87% |
$167K - $182K
|
21.1K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.71K+ 5.3% |
$166K - $181K
|
33.9K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.7K+ 61.59% |
$165K - $180K
|
4.46K
$462K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
1.67K+ 80.36% |
$162K - $176K
|
3.74K
$387K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.66K+ 35.38% |
$161K - $175K
|
6.34K
$656K
|
|
|
Aug 05, 2025
Q2 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.65K+ 0.61% |
$161K - $175K
|
270K
$28M
|