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 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
11+ 1.38% |
$1.09K - $1.21K
|
811
$81.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.04% |
$693 - $767
|
17.6K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
7+ 10.61% |
$693 - $767
|
73
$7.35K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6+ 0.88% |
$594 - $658
|
691
$69.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
6New |
$594 - $658
|
6
$604
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5New |
$495 - $548
|
5
$503
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4New |
$396 - $438
|
4
$403
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
1New |
$99 - $110
|
1
$101
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.25% |
$99 - $110
|
81
$8.15K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-8- 0.31% |
$792 - $877
|
2.6K
$262K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-12- 0.49% |
$1.19K - $1.32K
|
2.45K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-17- 0.69% |
$1.68K - $1.86K
|
2.45K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-23- 0.79% |
$2.28K - $2.52K
|
2.88K
$289K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-28- 1.31% |
$2.77K - $3.07K
|
2.11K
$212K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-30- 45.45% |
$2.97K - $3.29K
|
36
$3.62K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-35- 9.56% |
$3.47K - $3.84K
|
331
$33.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-40- 0.96% |
$3.96K - $4.38K
|
4.11K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 1.02% |
$4.95K - $5.48K
|
4.87K
$490K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-52- 13.61% |
$5.15K - $5.7K
|
330
$33.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-60- 57.14% |
$5.94K - $6.58K
|
45
$4.53K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-113- 0.34% |
$11.2K - $12.4K
|
33.4K
$3.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-116- 4.82% |
$11.5K - $12.7K
|
2.29K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-129- 4.85% |
$12.8K - $14.1K
|
2.53K
$254K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-146- 5.69% |
$14.5K - $16K
|
2.42K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-164- 4.04% |
$16.2K - $18K
|
3.89K
$392K
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-171- 2.21% |
$16.9K - $18.7K
|
7.56K
$760K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-174- 2.02% |
$17.2K - $19.1K
|
8.42K
$848K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
SELL
|
- |
-177- 0.52% |
$17.5K - $19.4K
|
33.6K
$3.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-184- 6.59% |
$18.2K - $20.2K
|
2.61K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-218- 1.9% |
$21.6K - $23.9K
|
11.3K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-222- 1.94% |
$22K - $24.3K
|
11.2K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-259- 5.01% |
$25.7K - $28.4K
|
4.91K
$494K
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-367- 2.12% |
$36.3K - $40.2K
|
17K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-434- 9.39% |
$43K - $47.6K
|
4.19K
$422K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-440- 2.81% |
$43.6K - $48.2K
|
15.2K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-453- 3.09% |
$44.9K - $49.6K
|
14.2K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-455- 3.44% |
$45.1K - $49.9K
|
12.8K
$1.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-498- 19.18% |
$49.3K - $54.6K
|
2.1K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-524- 2.22% |
$51.9K - $57.4K
|
23K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-528- 4.36% |
$52.3K - $57.9K
|
11.6K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-577- 6.13% |
$57.1K - $63.2K
|
8.84K
$889K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-639- 8.79% |
$63.3K - $70K
|
6.63K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-651- 4.62% |
$64.5K - $71.3K
|
13.4K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-669- 1.51% |
$66.3K - $73.3K
|
43.7K
$4.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-708- 14.04% |
$70.1K - $77.6K
|
4.34K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-722- 3.09% |
$71.5K - $79.1K
|
22.6K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
SELL
|
- |
-725- 15.72% |
$71.8K - $79.5K
|
3.89K
$391K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-726- 9.64% |
$71.9K - $79.6K
|
6.81K
$685K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-739- 2.86% |
$73.2K - $81K
|
25.1K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-789- 6.81% |
$78.1K - $86.5K
|
10.8K
$1.09M
|