Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
BUY
|
- |
601KNew |
$59.2M - $62.4M
|
601K
$62.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
476K+ 33.42% |
$46.9M - $49.5M
|
1.9M
$199M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
203K+ 75.09% |
$20M - $21.1M
|
473K
$49.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
200K+ 14.87% |
$19.7M - $20.8M
|
1.54M
$162M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
138K+ 42.82% |
$13.6M - $14.3M
|
459K
$48.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
129K+ 1.64% |
$12.7M - $13.4M
|
8.01M
$839M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
116KNew |
$11.4M - $12M
|
116K
$12.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
85.5K+ 22.75% |
$8.42M - $8.89M
|
461K
$48.3M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
84.3K+ 209.84% |
$8.31M - $8.76M
|
125K
$13M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
57.4K+ 514.27% |
$5.66M - $5.97M
|
68.6K
$7.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
51.4K+ 3.05% |
$5.06M - $5.34M
|
1.74M
$182M
|
|
|
Oct 20, 2025
Q3 2025
|
Shilanski & Associates, Inc.
|
BUY
|
- |
48.5KNew |
$4.77M - $5.04M
|
48.5K
$5.08M
|
|
|
Oct 28, 2025
Q3 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
47.6K+ 361.77% |
$4.69M - $4.95M
|
60.8K
$6.36M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
45.9K+ 37.04% |
$4.52M - $4.77M
|
170K
$17.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
40.1KNew |
$3.95M - $4.16M
|
40.1K
$4.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
36.4K+ 10.18% |
$3.59M - $3.79M
|
394K
$41.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
36.2K+ 33.39% |
$3.57M - $3.76M
|
145K
$15.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
24.3K+ 2.4% |
$2.4M - $2.53M
|
1.04M
$109M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
22.6K+ 14.86% |
$2.23M - $2.35M
|
175K
$18.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
22K+ 12.65% |
$2.16M - $2.28M
|
195K
$20.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
21.3K+ 20.49% |
$2.09M - $2.21M
|
125K
$13.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
19.3K+ 13.78% |
$1.9M - $2M
|
159K
$16.7M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
19K+ 37.63% |
$1.87M - $1.97M
|
69.4K
$7.27M
|
|
|
Oct 20, 2025
Q3 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
18KNew |
$1.78M - $1.87M
|
18K
$1.89M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
17.3K+ 30.4% |
$1.71M - $1.8M
|
74.2K
$7.78M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
16.8KNew |
$1.65M - $1.74M
|
16.8K
$1.76M
|
|
|
Oct 21, 2025
Q3 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
16.1K+ 34.54% |
$1.58M - $1.67M
|
62.6K
$6.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.3K+ 21.62% |
$1.41M - $1.49M
|
80.6K
$8.44M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
BUY
|
- |
13.4K+ 22.49% |
$1.32M - $1.4M
|
73.2K
$7.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.6K+ 62.11% |
$1.24M - $1.31M
|
33K
$3.45M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
12.4K+ 220.72% |
$1.22M - $1.29M
|
18K
$1.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
12.3K+ 26.95% |
$1.21M - $1.27M
|
57.8K
$6.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
12.2K+ 22.9% |
$1.2M - $1.26M
|
65.3K
$6.84M
|
|
|
Oct 20, 2025
Q3 2025
|
Wells Financial Advisors Inc
|
BUY
|
- |
11.9K+ 1430.66% |
$1.18M - $1.24M
|
12.8K
$1.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
11.4K+ 18.21% |
$1.12M - $1.18M
|
73.8K
$7.74M
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11K+ 20.1% |
$1.09M - $1.15M
|
66K
$6.91M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
11K+ 28.83% |
$1.08M - $1.14M
|
49.1K
$5.14M
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
10.5K+ 20.9% |
$1.03M - $1.09M
|
60.5K
$6.34M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.3K+ 24.27% |
$1.02M - $1.07M
|
52.9K
$5.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.1K+ 9.31% |
$997K - $1.05M
|
119K
$12.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.61KNew |
$947K - $999K
|
9.61K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.45K+ 145.92% |
$931K - $982K
|
15.9K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
8.8K+ 44.03% |
$867K - $914K
|
28.8K
$3.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.78K+ 39.28% |
$865K - $913K
|
31.1K
$3.26M
|
|
|
Oct 23, 2025
Q3 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
8.37K+ 63.65% |
$824K - $869K
|
21.5K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.8KNew |
$768K - $811K
|
7.8K
$817K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
7.43K+ 36.26% |
$732K - $773K
|
27.9K
$2.93M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
7.29K+ 28.86% |
$718K - $758K
|
32.6K
$3.41M
|
|
|
Oct 27, 2025
Q3 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.79K+ 73.42% |
$669K - $706K
|
16K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.43K+ 126.14% |
$633K - $668K
|
11.5K
$1.21M
|