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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-447- 4.26% |
$44.3K - $49K
|
10K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-453- 3.09% |
$44.9K - $49.6K
|
14.2K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-455- 3.44% |
$45.1K - $49.9K
|
12.8K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-498- 19.18% |
$49.3K - $54.6K
|
2.1K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-512- 3.68% |
$50.7K - $56.1K
|
13.4K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-524- 2.22% |
$51.9K - $57.4K
|
23K
$2.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-528- 4.36% |
$52.3K - $57.9K
|
11.6K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-577- 6.13% |
$57.1K - $63.2K
|
8.84K
$924K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-577- 55.16% |
$57.1K - $63.2K
|
469
$49K
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-612- 4.77% |
$60.6K - $67.1K
|
12.2K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-639- 8.79% |
$63.3K - $70K
|
6.63K
$693K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-651- 4.62% |
$64.5K - $71.3K
|
13.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-657- 8.82% |
$65.1K - $72K
|
6.79K
$710K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-669- 1.51% |
$66.3K - $73.3K
|
43.7K
$4.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-708- 14.04% |
$70.1K - $77.6K
|
4.34K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-722- 3.09% |
$71.5K - $79.1K
|
22.6K
$2.36M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-725- 15.72% |
$71.8K - $79.5K
|
3.89K
$406K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-726- 9.64% |
$71.9K - $79.6K
|
6.81K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-735- 9.21% |
$72.8K - $80.5K
|
7.25K
$758K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-739- 2.86% |
$73.2K - $81K
|
25.1K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-789- 6.81% |
$78.1K - $86.5K
|
10.8K
$1.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-790- 80.28% |
$78.2K - $86.6K
|
194
$20.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-859- 4.29% |
$85.1K - $94.1K
|
19.2K
$2M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-904- 19.22% |
$89.5K - $99.1K
|
3.8K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-960- 45.71% |
$95.1K - $105K
|
1.14K
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 42.13% |
$100K - $111K
|
1.39K
$145K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.09K- 1.2% |
$108K - $120K
|
89.7K
$9.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.1K- 10.3% |
$109K - $121K
|
9.6K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 55.74% |
$111K - $123K
|
890
$93K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.14K- 99.3% |
$113K - $125K
|
8
$836
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.18K- 12.45% |
$117K - $129K
|
8.3K
$868K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.21K- 16.02% |
$119K - $132K
|
6.32K
$660K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.25K- 14.21% |
$124K - $137K
|
7.55K
$789K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.27K- 8.1% |
$126K - $139K
|
14.4K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.32K- 26.18% |
$131K - $145K
|
3.73K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.55K- 42.97% |
$153K - $169K
|
2.05K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 12.8% |
$175K - $193K
|
12K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.78K- 40.67% |
$176K - $195K
|
2.6K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.86K- 4.35% |
$184K - $203K
|
40.8K
$4.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.89K- 37.8% |
$187K - $207K
|
3.11K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 33.37% |
$194K - $215K
|
3.92K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2K- 17.39% |
$198K - $219K
|
9.5K
$993K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.07K- 15.79% |
$205K - $227K
|
11.1K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 77.19% |
$218K - $241K
|
650
$68K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.25K- 2.77% |
$223K - $247K
|
79.2K
$8.28M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.51K- 9.0% |
$249K - $275K
|
25.4K
$2.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.63K- 86.31% |
$260K - $288K
|
417
$43.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-2.64K- 20.86% |
$261K - $289K
|
10K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 5.4% |
$268K - $296K
|
47.4K
$4.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.94K- 12.37% |
$291K - $322K
|
20.8K
$2.18M
|