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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-790- 80.28% |
$78.2K - $86.6K
|
194
$19.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-859- 4.29% |
$85.1K - $94.1K
|
19.2K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-904- 19.22% |
$89.5K - $99.1K
|
3.8K
$382K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-960- 45.71% |
$95.1K - $105K
|
1.14K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.01K- 42.13% |
$100K - $111K
|
1.39K
$140K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.1K- 10.3% |
$109K - $121K
|
9.6K
$966K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.12K- 55.74% |
$111K - $123K
|
890
$89.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.14K- 99.3% |
$113K - $125K
|
8
$805
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.27K- 8.1% |
$126K - $139K
|
14.4K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.32K- 26.18% |
$131K - $145K
|
3.73K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.77K- 12.8% |
$175K - $193K
|
12K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.78K- 40.67% |
$176K - $195K
|
2.6K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.89K- 37.8% |
$187K - $207K
|
3.11K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-1.96K- 33.37% |
$194K - $215K
|
3.92K
$394K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.07K- 15.79% |
$205K - $227K
|
11.1K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.2K- 77.19% |
$218K - $241K
|
650
$65.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2.7K- 5.4% |
$268K - $296K
|
47.4K
$4.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
SELL
|
- |
-2.94K- 12.37% |
$291K - $322K
|
20.8K
$2.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-3.46K- 33.47% |
$342K - $379K
|
6.87K
$692K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-3.71K- 30.07% |
$367K - $406K
|
8.62K
$867K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.16K- 31.03% |
$412K - $456K
|
9.24K
$930K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-4.24K- 8.74% |
$420K - $464K
|
44.2K
$4.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.3K- 10.86% |
$426K - $471K
|
35.3K
$3.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-4.46K- 46.88% |
$442K - $489K
|
5.06K
$509K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-5.2K- 17.75% |
$515K - $570K
|
24.1K
$2.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-5.49K- 25.2% |
$544K - $602K
|
16.3K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-6.99K- 37.49% |
$693K - $766K
|
11.7K
$1.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.32K- 99.9% |
$725K - $802K
|
7
$704
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-7.35K- 44.28% |
$728K - $806K
|
9.25K
$931K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-7.7K- 39.62% |
$763K - $844K
|
11.7K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11.4K- 6.99% |
$1.13M - $1.25M
|
152K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-11.9K- 11.53% |
$1.18M - $1.3M
|
91.1K
$9.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-12K- 83.14% |
$1.19M - $1.31M
|
2.43K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-14.9K- 5.71% |
$1.47M - $1.63M
|
245K
$24.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-17.6K- 59.6% |
$1.74M - $1.92M
|
11.9K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-23.6K- 99.05% |
$2.34M - $2.59M
|
226
$22.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-24.4K- 10.41% |
$2.41M - $2.67M
|
210K
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-30.5K- 92.41% |
$3.02M - $3.35M
|
2.51K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-33K- 19.1% |
$3.26M - $3.61M
|
140K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-35.2K- 54.92% |
$3.49M - $3.86M
|
28.9K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-37.5K- 28.76% |
$3.72M - $4.11M
|
92.9K
$9.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-52.6K- 83.36% |
$5.21M - $5.76M
|
10.5K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-57.2K- 84.95% |
$5.66M - $6.27M
|
10.1K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-86.6K- 95.51% |
$8.57M - $9.49M
|
4.07K
$410K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-112K- 91.1% |
$11.1M - $12.2M
|
10.9K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-161K- 92.44% |
$16M - $17.7M
|
13.2K
$1.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-168K- 98.55% |
$16.6M - $18.4M
|
2.47K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-256K- 13.34% |
$25.3M - $28M
|
1.66M
$167M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-319K- 22.18% |
$31.6M - $34.9M
|
1.12M
$113M
|