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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.36K+ 88.44% |
$332K - $368K
|
7.15K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.26KNew |
$323K - $357K
|
3.26K
$331K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
3.16K+ 6.44% |
$313K - $347K
|
52.3K
$5.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.96K+ 15.09% |
$293K - $324K
|
22.6K
$2.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2.93KNew |
$290K - $321K
|
2.93K
$297K
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.76K+ 17.06% |
$273K - $302K
|
18.9K
$1.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.7K+ 86.89% |
$267K - $296K
|
5.8K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 16.72% |
$245K - $271K
|
17.3K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.46KNew |
$244K - $270K
|
2.46K
$250K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 28.55% |
$235K - $260K
|
10.7K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.32KNew |
$229K - $254K
|
2.32K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
2.27K+ 2.14% |
$225K - $249K
|
108K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.24KNew |
$222K - $246K
|
2.24K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
2.22KNew |
$220K - $243K
|
2.22K
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.17KNew |
$215K - $237K
|
2.17K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
BUY
|
- |
2.14K+ 1.83% |
$212K - $234K
|
119K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.13K+ 9.76% |
$211K - $234K
|
24K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.04K+ 21.25% |
$202K - $224K
|
11.6K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.04KNew |
$202K - $223K
|
2.04K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.94K+ 22.37% |
$193K - $213K
|
10.6K
$1.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.8K+ 9.0% |
$178K - $197K
|
21.8K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.69K+ 17.6% |
$167K - $185K
|
11.3K
$1.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.57K+ 84.03% |
$155K - $172K
|
3.43K
$348K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
1.51K+ 13.27% |
$150K - $165K
|
12.9K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 303.44% |
$148K - $164K
|
1.99K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.46K+ 12.99% |
$145K - $160K
|
12.7K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 32.54% |
$132K - $146K
|
5.41K
$549K
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
1.16K+ 5.74% |
$115K - $127K
|
21.4K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 28.62% |
$111K - $123K
|
5.03K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1K+ 53.52% |
$99.4K - $110K
|
2.88K
$292K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
934+ 15.16% |
$92.5K - $102K
|
7.1K
$720K
|
|
|
Jan 02, 2025
Q4 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
917+ 1.21% |
$90.8K - $100K
|
76.9K
$7.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
913+ 10.37% |
$90.4K - $100K
|
9.72K
$985K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
884+ 4.11% |
$87.6K - $96.9K
|
22.4K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
863+ 5.29% |
$85.5K - $94.6K
|
17.2K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
839+ 14.23% |
$83.1K - $91.9K
|
6.73K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
828+ 40.06% |
$82K - $90.7K
|
2.9K
$294K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
820+ 10.78% |
$81.2K - $89.9K
|
8.43K
$855K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
800+ 24.79% |
$79.2K - $87.7K
|
4.03K
$408K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
768New |
$76.1K - $84.2K
|
768
$77.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
754New |
$74.7K - $82.6K
|
754
$76.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
685+ 12.68% |
$67.8K - $75.1K
|
6.09K
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
636+ 5.67% |
$63K - $69.7K
|
11.9K
$1.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
636+ 7.88% |
$63K - $69.7K
|
8.71K
$883K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
611+ 55.09% |
$60.5K - $67K
|
1.72K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
565+ 13.73% |
$56K - $61.9K
|
4.68K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
559+ 1.53% |
$55.4K - $61.3K
|
37.1K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
550+ 20.99% |
$54.5K - $60.3K
|
3.17K
$322K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
524+ 7.69% |
$51.9K - $57.4K
|
7.34K
$744K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
506+ 3.74% |
$50.1K - $55.5K
|
14K
$1.42M
|