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 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
298+ 3.98% |
$29K - $31.5K
|
7.78K
$805K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
297+ 6.94% |
$28.9K - $31.4K
|
4.57K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
291New |
$28.3K - $30.7K
|
291
$30.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
281+ 6.12% |
$27.3K - $29.7K
|
4.88K
$505K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
276+ 2.35% |
$26.9K - $29.2K
|
12K
$1.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
271+ 13.8% |
$26.4K - $28.6K
|
2.24K
$231K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
269New |
$26.2K - $28.4K
|
269
$27.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
265+ 9.79% |
$25.8K - $28K
|
2.97K
$308K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
264+ 0.71% |
$25.7K - $27.9K
|
37.2K
$3.85M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
217+ 9.34% |
$21.1K - $22.9K
|
2.54K
$263K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
212New |
$20.6K - $22.4K
|
212
$21.9K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
181+ 0.24% |
$17.6K - $19.1K
|
77K
$7.97M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
157+ 0.74% |
$15.3K - $16.6K
|
21.5K
$2.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
148+ 1.14% |
$14.4K - $15.6K
|
13.2K
$1.36M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
132New |
$12.8K - $13.9K
|
132
$13.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
109+ 209.62% |
$10.6K - $11.5K
|
161
$16.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
107+ 1.35% |
$10.4K - $11.3K
|
8.05K
$833K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
106New |
$10.3K - $11.2K
|
106
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
105New |
$10.2K - $11.1K
|
105
$10.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
91+ 1.94% |
$8.85K - $9.61K
|
4.79K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
85+ 4.03% |
$8.27K - $8.98K
|
2.19K
$227K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
84+ 2.8% |
$8.17K - $8.87K
|
3.08K
$319K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
82+ 0.65% |
$7.98K - $8.66K
|
12.7K
$1.31M
|
|
|
Jul 30, 2025
Q2 2025
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
82+ 2.35% |
$7.98K - $8.66K
|
3.58K
$370K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
81New |
$7.88K - $8.56K
|
81
$8.38K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
80+ 1.91% |
$7.78K - $8.45K
|
4.27K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
69+ 1.0% |
$6.71K - $7.29K
|
7K
$725K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
68+ 0.3% |
$6.62K - $7.18K
|
23.1K
$2.39M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
47New |
$4.57K - $4.96K
|
47
$4.86K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
40New |
$3.89K - $4.23K
|
40
$4.14K
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
35+ 3.4% |
$3.41K - $3.7K
|
1.07K
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
31+ 16.76% |
$3.02K - $3.27K
|
216
$22.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
26+ 1.32% |
$2.53K - $2.75K
|
1.99K
$206K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
25New |
$2.43K - $2.64K
|
25
$2.59K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
23+ 0.02% |
$2.24K - $2.43K
|
142K
$14.7M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
22New |
$2.14K - $2.32K
|
22
$2.28K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
21+ 0.3% |
$2.04K - $2.22K
|
7.13K
$738K
|
|
|
Jul 29, 2025
Q2 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
20+ 0.68% |
$1.95K - $2.11K
|
2.95K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
18+ 360.0% |
$1.75K - $1.9K
|
23
$2.38K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
14New |
$1.36K - $1.48K
|
14
$1.45K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.11% |
$1.36K - $1.48K
|
13K
$1.35M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5New |
$486 - $528
|
5
$517
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
5+ 8.2% |
$486 - $528
|
66
$6.83K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 4.88% |
$389 - $423
|
86
$8.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$195 - $211
|
12.8K
$1.32M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1- 50.0% |
$97.3 - $106
|
1
$103
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2- 3.92% |
$195 - $211
|
49
$5.07K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-4- 1.57% |
$389 - $423
|
251
$26K
|
|
|
Jul 25, 2025
Q2 2025
|
Asset Planning,Inc
Cypress, CA |
SELL
|
- |
-5- 0.65% |
$486 - $528
|
766
$79.3K
|