Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 5.74% |
$115K - $127K
|
21.4K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 2522.22% |
$112K - $124K
|
1.18K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.12K+ 6.58% |
$111K - $123K
|
18.2K
$1.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 28.62% |
$111K - $123K
|
5.03K
$526K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 53.52% |
$99.4K - $110K
|
2.88K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
934+ 15.16% |
$92.5K - $102K
|
7.1K
$742K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
917+ 1.21% |
$90.8K - $100K
|
76.9K
$8.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
913+ 10.37% |
$90.4K - $100K
|
9.72K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
884+ 4.11% |
$87.6K - $96.9K
|
22.4K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
863+ 5.29% |
$85.5K - $94.6K
|
17.2K
$1.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
839+ 14.23% |
$83.1K - $91.9K
|
6.73K
$704K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
828+ 40.06% |
$82K - $90.7K
|
2.9K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
820+ 10.78% |
$81.2K - $89.9K
|
8.43K
$881K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
813+ 8.09% |
$80.5K - $89.1K
|
10.9K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
800+ 24.79% |
$79.2K - $87.7K
|
4.03K
$421K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
768New |
$76.1K - $84.2K
|
768
$80.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
763+ 44.49% |
$75.6K - $83.6K
|
2.48K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
754New |
$74.7K - $82.6K
|
754
$78.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
699+ 15.23% |
$69.2K - $76.6K
|
5.29K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
685+ 12.68% |
$67.8K - $75.1K
|
6.09K
$636K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
636+ 5.67% |
$63K - $69.7K
|
11.9K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
636+ 7.88% |
$63K - $69.7K
|
8.71K
$910K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
611+ 55.09% |
$60.5K - $67K
|
1.72K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
597New |
$59.1K - $65.4K
|
597
$62.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
565+ 13.73% |
$56K - $61.9K
|
4.68K
$489K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
559+ 1.53% |
$55.4K - $61.3K
|
37.1K
$3.88M
|
|
|
Feb 13, 2025
Q4 2024
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
556+ 1.83% |
$55.1K - $60.9K
|
31K
$3.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
550+ 20.99% |
$54.5K - $60.3K
|
3.17K
$331K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
536New |
$53.1K - $58.7K
|
536
$56K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
524+ 7.69% |
$51.9K - $57.4K
|
7.34K
$767K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506+ 3.74% |
$50.1K - $55.5K
|
14K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
492+ 11.23% |
$48.7K - $53.9K
|
4.88K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
486+ 3.44% |
$48.1K - $53.3K
|
14.6K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
485+ 23.95% |
$48K - $53.2K
|
2.51K
$262K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
431+ 30.35% |
$42.7K - $47.2K
|
1.85K
$194K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
427+ 16.06% |
$42.3K - $46.8K
|
3.09K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
425+ 4.74% |
$42.1K - $46.6K
|
9.39K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
424+ 30.35% |
$42K - $46.5K
|
1.82K
$190K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
421+ 443.16% |
$41.7K - $46.1K
|
516
$53.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
417+ 0.65% |
$41.3K - $45.7K
|
64.9K
$6.78M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
402+ 1.44% |
$39.8K - $44.1K
|
28.4K
$2.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
398+ 199.0% |
$39.4K - $43.6K
|
598
$62.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
394+ 20.69% |
$39K - $43.2K
|
2.3K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
393+ 0.22% |
$38.9K - $43.1K
|
181K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
388+ 4.06% |
$38.4K - $42.5K
|
9.94K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
344+ 12.74% |
$34.1K - $37.7K
|
3.04K
$318K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
343+ 14.72% |
$34K - $37.6K
|
2.67K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
294+ 3.33% |
$29.1K - $32.2K
|
9.13K
$955K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
287+ 5.12% |
$28.4K - $31.5K
|
5.89K
$616K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266New |
$26.3K - $29.2K
|
266
$27.8K
|