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 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-26.5K- 15.65% |
$2.61M - $2.76M
|
143K
$15M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-29.3K- 56.39% |
$2.88M - $3.04M
|
22.6K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-36.1K- 82.63% |
$3.55M - $3.75M
|
7.58K
$794K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-43.1K- 48.91% |
$4.24M - $4.47M
|
45K
$4.71M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-50.4K- 94.56% |
$4.96M - $5.24M
|
2.9K
$304K
|
|
|
Oct 22, 2025
Q3 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-114K- 14.89% |
$11.2M - $11.8M
|
651K
$68.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-199K- 35.42% |
$19.6M - $20.7M
|
363K
$38M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-218K- 8.88% |
$21.4M - $22.6M
|
2.23M
$234M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-229K- 19.72% |
$22.6M - $23.8M
|
934K
$97.9M
|
|
|
Oct 31, 2025
Q3 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-621K- 97.63% |
$61.2M - $64.6M
|
15.1K
$1.58M
|