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 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.6K+ 30.5% |
$156K - $169K
|
6.84K
$708K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.52K+ 33.27% |
$148K - $160K
|
6.08K
$629K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.51K+ 109.85% |
$146K - $159K
|
2.88K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.44K+ 10.44% |
$140K - $152K
|
15.3K
$1.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 11.66% |
$139K - $151K
|
13.6K
$1.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.41K+ 41.83% |
$137K - $149K
|
4.78K
$495K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.38KNew |
$134K - $145K
|
1.38K
$142K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.35K+ 3.49% |
$132K - $143K
|
40.2K
$4.16M
|
|
|
Jul 31, 2025
Q2 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
1.33K+ 34.31% |
$129K - $141K
|
5.21K
$539K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.31KNew |
$128K - $139K
|
1.31K
$136K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.24K+ 31.21% |
$121K - $131K
|
5.22K
$540K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.21K+ 474.8% |
$117K - $127K
|
1.46K
$151K
|
|
|
Jul 24, 2025
Q2 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.11K+ 35.47% |
$108K - $117K
|
4.25K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 18.24% |
$107K - $116K
|
7.14K
$739K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.1K+ 26.33% |
$107K - $116K
|
5.26K
$544K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.06K+ 18.77% |
$104K - $112K
|
6.73K
$697K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1.05K+ 14.13% |
$103K - $111K
|
8.51K
$881K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
957+ 69.6% |
$93.1K - $101K
|
2.33K
$241K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
952+ 36.17% |
$92.6K - $101K
|
3.58K
$371K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
873+ 1.85% |
$84.9K - $92.2K
|
48.1K
$4.98M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
825+ 3.81% |
$80.3K - $87.1K
|
22.5K
$2.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
733+ 26.37% |
$71.3K - $77.4K
|
3.51K
$364K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
654+ 25.91% |
$63.6K - $69.1K
|
3.18K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
649+ 16.21% |
$63.1K - $68.6K
|
4.65K
$482K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
645+ 4.42% |
$62.8K - $68.1K
|
15.3K
$1.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
644+ 3.97% |
$62.7K - $68K
|
16.9K
$1.74M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
618+ 6.42% |
$60.1K - $65.3K
|
10.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
558+ 35.95% |
$54.3K - $58.9K
|
2.11K
$218K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
546+ 11.8% |
$53.1K - $57.7K
|
5.17K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
538+ 14.97% |
$52.3K - $56.8K
|
4.13K
$428K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
522+ 4.86% |
$50.8K - $55.1K
|
11.3K
$1.17M
|
|
|
Aug 05, 2025
Q2 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
507+ 21.53% |
$49.3K - $53.6K
|
2.86K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
490+ 13.66% |
$47.7K - $51.8K
|
4.08K
$422K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
484+ 19.07% |
$47.1K - $51.1K
|
3.02K
$313K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
469+ 21.17% |
$45.6K - $49.5K
|
2.68K
$278K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
446+ 20.36% |
$43.4K - $47.1K
|
2.64K
$273K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
444+ 28.37% |
$43.2K - $46.9K
|
2.01K
$208K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
437+ 15.83% |
$42.5K - $46.2K
|
3.2K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
425+ 11.28% |
$41.3K - $44.9K
|
4.19K
$434K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
412+ 13.77% |
$40.1K - $43.5K
|
3.4K
$352K
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
382+ 18.79% |
$37.2K - $40.4K
|
2.42K
$250K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
377+ 20.85% |
$36.7K - $39.8K
|
2.19K
$226K
|
|
|
Jul 03, 2025
Q2 2025
|
Collective Family Office LLC
|
BUY
|
- |
366+ 2.23% |
$35.6K - $38.7K
|
16.8K
$1.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
365+ 215.98% |
$35.5K - $38.6K
|
534
$55.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
338+ 6.03% |
$32.9K - $35.7K
|
5.95K
$615K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
327+ 2725.0% |
$31.8K - $34.5K
|
339
$35.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
326+ 116.85% |
$31.7K - $34.4K
|
605
$62.6K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
322+ 480.6% |
$31.3K - $34K
|
389
$40.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
308+ 13.32% |
$30K - $32.5K
|
2.62K
$271K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
306+ 11.72% |
$29.8K - $32.3K
|
2.92K
$302K
|