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 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
2.14KNew |
$211K - $222K
|
2.14K
$224K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
2.13K+ 29.55% |
$210K - $221K
|
9.34K
$978K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.08K+ 61.16% |
$205K - $216K
|
5.49K
$575K
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.07K+ 1.3% |
$204K - $215K
|
161K
$16.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.05KNew |
$202K - $213K
|
2.05K
$215K
|
|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
2.04K+ 4.97% |
$201K - $212K
|
43.2K
$4.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2K+ 89.31% |
$197K - $207K
|
4.23K
$443K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.95K+ 19.0% |
$192K - $202K
|
12.2K
$1.28M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.87K+ 41.19% |
$184K - $194K
|
6.4K
$670K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.73K+ 20.93% |
$171K - $180K
|
10K
$1.05M
|
|
|
Oct 16, 2025
Q3 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
1.72K+ 4.63% |
$170K - $179K
|
39K
$4.08M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.7K+ 28.28% |
$168K - $177K
|
7.72K
$809K
|
|
|
Oct 27, 2025
Q3 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.69K+ 71.68% |
$167K - $176K
|
4.05K
$424K
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.61K+ 60.09% |
$158K - $167K
|
4.28K
$449K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.5K+ 9.15% |
$148K - $156K
|
17.9K
$1.88M
|
|
|
Oct 31, 2025
Q3 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
1.47K+ 11.61% |
$144K - $152K
|
14.1K
$1.48M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.36K+ 14.69% |
$134K - $141K
|
10.6K
$1.11M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.3K+ 27.0% |
$128K - $135K
|
6.1K
$639K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.3K+ 5.37% |
$128K - $135K
|
25.4K
$2.66M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.28K+ 5.5% |
$126K - $133K
|
24.5K
$2.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.27K+ 1.47% |
$125K - $131K
|
87.4K
$9.15M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.22K+ 13.32% |
$120K - $127K
|
10.4K
$1.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.15K+ 40.18% |
$113K - $120K
|
4.01K
$420K
|
|
|
Oct 06, 2025
Q3 2025
|
Collective Family Office LLC
|
BUY
|
- |
1.1K+ 6.53% |
$108K - $114K
|
17.9K
$1.87M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
979+ 27.32% |
$96.5K - $102K
|
4.56K
$478K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
956+ 23.45% |
$94.2K - $99.4K
|
5.03K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
935+ 7.38% |
$92.1K - $97.2K
|
13.6K
$1.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
929+ 3.04% |
$91.5K - $96.6K
|
31.5K
$3.3M
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
885New |
$87.2K - $92K
|
885
$92.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
795+ 37.68% |
$78.3K - $82.6K
|
2.91K
$304K
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
745+ 4.34% |
$73.4K - $77.4K
|
17.9K
$1.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
732+ 25.09% |
$72.1K - $76.1K
|
3.65K
$382K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
593+ 2.57% |
$58.4K - $61.6K
|
23.7K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
524+ 10.3% |
$51.6K - $54.5K
|
5.61K
$588K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
520+ 7.28% |
$51.2K - $54K
|
7.66K
$803K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
492New |
$48.5K - $51.1K
|
492
$51.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Shelter Mutual Insurance CO
|
BUY
|
- |
490+ 16.61% |
$48.3K - $50.9K
|
3.44K
$360K
|
|
|
Oct 21, 2025
Q3 2025
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
470+ 4.82% |
$46.3K - $48.8K
|
10.2K
$1.07M
|
|
|
Oct 21, 2025
Q3 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
418+ 2.34% |
$41.2K - $43.4K
|
18.3K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
339+ 63.48% |
$33.4K - $35.2K
|
873
$91.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
335New |
$33K - $34.8K
|
335
$35.1K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
305+ 12.93% |
$30K - $31.7K
|
2.66K
$279K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
292+ 595.92% |
$28.8K - $30.3K
|
341
$35.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
284+ 10.16% |
$28K - $29.5K
|
3.08K
$323K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
278New |
$27.4K - $28.9K
|
278
$29.1K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
218+ 8.32% |
$21.5K - $22.7K
|
2.84K
$297K
|
|
|
Oct 24, 2025
Q3 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
217+ 5.11% |
$21.4K - $22.6K
|
4.46K
$468K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
186+ 14.94% |
$18.3K - $19.3K
|
1.43K
$150K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
155+ 2.44% |
$15.3K - $16.1K
|
6.5K
$681K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
119New |
$11.7K - $12.4K
|
119
$12.5K
|