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 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
105+ 108.25% |
$10.3K - $10.9K
|
202
$21.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
84+ 2.46% |
$8.28K - $8.73K
|
3.51K
$367K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
79+ 207.89% |
$7.78K - $8.21K
|
117
$12.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
69+ 1.11% |
$6.8K - $7.17K
|
6.29K
$659K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
55+ 1.42% |
$5.42K - $5.72K
|
3.94K
$413K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
54New |
$5.32K - $5.61K
|
54
$5.66K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
50+ 75.76% |
$4.93K - $5.2K
|
116
$12.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
23+ 10.65% |
$2.27K - $2.39K
|
239
$25K
|
|
|
Oct 22, 2025
Q3 2025
|
Motco
|
BUY
|
- |
21New |
$2.07K - $2.18K
|
21
$2.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
21New |
$2.07K - $2.18K
|
21
$2.2K
|
|
|
Oct 22, 2025
Q3 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
13+ 1.22% |
$1.28K - $1.35K
|
1.08K
$113K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
12New |
$1.18K - $1.25K
|
12
$1.26K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
9+ 1.17% |
$887 - $935
|
775
$81.2K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6New |
$591 - $624
|
6
$629
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
5New |
$493 - $520
|
5
$524
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 2.33% |
$197 - $208
|
84
$8.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-6- 0.3% |
$591 - $624
|
1.98K
$208K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-22- 95.65% |
$2.17K - $2.29K
|
1
$105
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-41- 0.63% |
$4.04K - $4.26K
|
6.52K
$683K
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50- 50.0% |
$4.93K - $5.2K
|
50
$5.24K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-50- 15.38% |
$4.93K - $5.2K
|
275
$28.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-68- 12.73% |
$6.7K - $7.07K
|
466
$48.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-94- 3.56% |
$9.26K - $9.77K
|
2.55K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-157- 25.95% |
$15.5K - $16.3K
|
448
$46.9K
|
|
|
Oct 16, 2025
Q3 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-176- 4.94% |
$17.3K - $18.3K
|
3.39K
$355K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-195- 2.73% |
$19.2K - $20.3K
|
6.95K
$729K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-202- 9.24% |
$19.9K - $21K
|
1.98K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-216- 4.74% |
$21.3K - $22.4K
|
4.34K
$454K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-235- 1.66% |
$23.2K - $24.4K
|
14K
$1.46M
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-243- 3.52% |
$23.9K - $25.3K
|
6.66K
$698K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-264- 11.73% |
$26K - $27.4K
|
1.99K
$208K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-288- 52.36% |
$28.4K - $29.9K
|
262
$27.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-311- 8.9% |
$30.6K - $32.3K
|
3.18K
$334K
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-343- 10.22% |
$33.8K - $35.6K
|
3.01K
$316K
|
|
|
Oct 14, 2025
Q3 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-373- 6.02% |
$36.7K - $38.8K
|
5.82K
$610K
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-382- 3.08% |
$37.6K - $39.7K
|
12K
$1.26M
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-469- 12.34% |
$46.2K - $48.7K
|
3.33K
$349K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-538- 13.02% |
$53K - $55.9K
|
3.59K
$376K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-554- 4.78% |
$54.6K - $57.6K
|
11K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Clean Yield Group
|
SELL
|
- |
-610- 53.51% |
$60.1K - $63.4K
|
530
$55.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-649- 86.3% |
$63.9K - $67.5K
|
103
$10.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-749- 1.02% |
$73.8K - $77.8K
|
72.4K
$7.59M
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-760- 0.98% |
$74.9K - $79K
|
77K
$8.06M
|
|
|
Nov 03, 2025
Q3 2025
|
Financial Life Advisors
|
SELL
|
- |
-798- 3.85% |
$78.6K - $82.9K
|
19.9K
$2.09M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-815- 3.79% |
$80.3K - $84.7K
|
20.7K
$2.17M
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-820- 3.23% |
$80.8K - $85.2K
|
24.6K
$2.58M
|
|
|
Nov 03, 2025
Q3 2025
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-821- 20.1% |
$80.9K - $85.3K
|
3.26K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-829- 9.11% |
$81.7K - $86.2K
|
8.27K
$867K
|
|
|
Oct 27, 2025
Q3 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-867- 18.11% |
$85.4K - $90.1K
|
3.92K
$411K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-908- 25.78% |
$89.5K - $94.4K
|
2.61K
$274K
|