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 22, 2025
Q2 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-800- 16.49% |
$77.8K - $84.5K
|
4.05K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-822- 2.4% |
$80K - $86.8K
|
33.5K
$3.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-850- 10.96% |
$82.7K - $89.8K
|
6.91K
$715K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-882- 8.07% |
$85.8K - $93.2K
|
10.1K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-885- 14.47% |
$86.1K - $93.5K
|
5.23K
$541K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-894- 24.23% |
$87K - $94.4K
|
2.8K
$289K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
SELL
|
- |
-989- 1.2% |
$96.2K - $104K
|
81.7K
$8.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-990- 2.38% |
$96.3K - $105K
|
40.7K
$4.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1K- 30.8% |
$97.5K - $106K
|
2.25K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.04K- 15.13% |
$101K - $110K
|
5.84K
$604K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.16K- 2.39% |
$113K - $123K
|
47.4K
$4.91M
|
|
|
Sep 08, 2025
Q2 2025
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-1.17K- 5.65% |
$114K - $123K
|
19.5K
$2.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.24K- 9.04% |
$121K - $131K
|
12.5K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.3K- 22.63% |
$127K - $137K
|
4.45K
$460K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.31K- 28.36% |
$127K - $138K
|
3.31K
$342K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-1.42K- 22.47% |
$138K - $150K
|
4.9K
$507K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-1.46K- 3.19% |
$142K - $154K
|
44.2K
$4.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.47K- 66.64% |
$143K - $155K
|
737
$76.3K
|
|
|
Jul 31, 2025
Q2 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-1.57K- 16.71% |
$152K - $166K
|
7.81K
$809K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.57K- 3.31% |
$153K - $166K
|
46K
$4.76M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.83K- 1.05% |
$178K - $193K
|
173K
$17.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.95K- 22.95% |
$190K - $206K
|
6.56K
$678K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.06K- 5.46% |
$200K - $217K
|
35.6K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.17K- 5.64% |
$211K - $229K
|
36.3K
$3.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-2.28K- 39.72% |
$222K - $241K
|
3.46K
$358K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-2.42K- 8.68% |
$235K - $255K
|
25.4K
$2.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-2.45K- 32.24% |
$238K - $259K
|
5.15K
$533K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.61K- 20.78% |
$254K - $276K
|
9.96K
$1.03M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.84K- 31.26% |
$277K - $300K
|
6.25K
$647K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.97K- 7.01% |
$289K - $314K
|
39.4K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
First Citizens Asset Management, Inc.
Raleigh, NC |
SELL
|
- |
-3.14K- 9.95% |
$306K - $332K
|
28.4K
$2.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.25K- 16.99% |
$316K - $344K
|
15.9K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-3.34K- 4.92% |
$325K - $353K
|
64.6K
$6.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-3.76K- 93.29% |
$365K - $397K
|
270
$27.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.86K- 3.13% |
$375K - $407K
|
119K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Peak Financial Management, Inc.
|
SELL
|
- |
-3.87K- 36.17% |
$377K - $409K
|
6.84K
$707K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.95K- 28.34% |
$384K - $417K
|
9.99K
$1.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.3K- 43.82% |
$419K - $455K
|
5.52K
$571K
|
|
|
Jul 17, 2025
Q2 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
SELL
|
- |
-4.48K- 4.85% |
$436K - $473K
|
87.9K
$9.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.59K- 30.68% |
$447K - $485K
|
10.4K
$1.07M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-4.66K- 9.65% |
$453K - $492K
|
43.6K
$4.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.76K- 39.25% |
$463K - $503K
|
7.37K
$763K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-5.02K- 3.8% |
$489K - $531K
|
127K
$13.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Center For Asset Management LLC
|
SELL
|
- |
-5.05K- 19.7% |
$491K - $533K
|
20.6K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.26K- 22.98% |
$512K - $555K
|
17.6K
$1.82M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.41K- 42.93% |
$526K - $571K
|
7.19K
$744K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-5.5K- 54.37% |
$535K - $581K
|
4.61K
$477K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-5.51K- 41.08% |
$536K - $582K
|
7.9K
$818K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-5.57K- 23.31% |
$542K - $589K
|
18.3K
$1.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.97K- 6.98% |
$581K - $631K
|
79.6K
$8.24M
|