Purchases and Sales Made in Q1 2025 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 20+ YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
851+ 11.27% |
$72.6K - $78.8K
|
8.4K
$734K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
843+ 26.6% |
$71.9K - $78K
|
4.01K
$351K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
839+ 9.45% |
$71.6K - $77.7K
|
9.72K
$849K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
828+ 13.59% |
$70.6K - $76.6K
|
6.92K
$605K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
823+ 30.24% |
$70.2K - $76.2K
|
3.55K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
820+ 23.42% |
$69.9K - $75.9K
|
4.32K
$378K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
803+ 2974.07% |
$68.5K - $74.3K
|
830
$72.5K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
791+ 7.69% |
$67.5K - $73.2K
|
11.1K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
785New |
$67K - $72.7K
|
785
$68.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
775+ 26.58% |
$66.1K - $71.7K
|
3.69K
$323K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
755+ 0.42% |
$64.4K - $69.9K
|
180K
$15.8M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
718+ 8.66% |
$61.2K - $66.5K
|
9.01K
$787K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
710+ 298.32% |
$60.6K - $65.7K
|
948
$82.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
707+ 42.08% |
$60.3K - $65.4K
|
2.39K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
690+ 184.0% |
$58.9K - $63.9K
|
1.07K
$93.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
689New |
$58.8K - $63.8K
|
689
$60.2K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
688+ 0.68% |
$58.7K - $63.7K
|
101K
$8.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
684+ 3.99% |
$58.3K - $63.3K
|
17.8K
$1.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
680+ 10.23% |
$58K - $62.9K
|
7.33K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
674+ 1.56% |
$57.5K - $62.4K
|
44K
$3.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
661+ 59.76% |
$56.4K - $61.2K
|
1.77K
$154K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
658New |
$56.1K - $60.9K
|
658
$57.5K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
654+ 0.4% |
$55.8K - $60.5K
|
166K
$14.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
645+ 2.35% |
$55K - $59.7K
|
28.1K
$2.46M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
645+ 416.13% |
$55K - $59.7K
|
800
$69.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
622+ 104.01% |
$53.1K - $57.6K
|
1.22K
$107K
|
|
|
May 05, 2025
Q1 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
621+ 17.56% |
$53K - $57.5K
|
4.16K
$363K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
620+ 12.56% |
$52.9K - $57.4K
|
5.56K
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
610+ 1.96% |
$52K - $56.5K
|
31.7K
$2.77M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
608+ 1.18% |
$51.9K - $56.3K
|
52K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
591+ 2.43% |
$50.4K - $54.7K
|
24.9K
$2.18M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
575+ 1.08% |
$49K - $53.2K
|
53.7K
$4.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
571New |
$48.7K - $52.9K
|
571
$49.9K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
571+ 65.48% |
$48.7K - $52.9K
|
1.44K
$126K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
555+ 143.04% |
$47.3K - $51.4K
|
943
$82.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
530+ 13.89% |
$45.2K - $49.1K
|
4.35K
$380K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
528+ 4.9% |
$45K - $48.9K
|
11.3K
$988K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
518+ 1.26% |
$44.2K - $48K
|
41.8K
$3.65M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
516+ 1.15% |
$44K - $47.8K
|
45.5K
$3.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$42.6K - $46.3K
|
500
$43.7K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
483+ 2.87% |
$41.2K - $44.7K
|
17.3K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
469New |
$40K - $43.4K
|
469
$41K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
469+ 1.07% |
$40K - $43.4K
|
44.3K
$3.87M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
452+ 3.03% |
$38.6K - $41.8K
|
15.4K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450New |
$38.4K - $41.7K
|
450
$39.3K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
443+ 16.13% |
$37.8K - $41K
|
3.19K
$279K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
441+ 5.26% |
$37.6K - $40.8K
|
8.83K
$772K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
422New |
$36K - $39.1K
|
422
$36.9K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
397+ 6.2% |
$33.9K - $36.8K
|
6.8K
$594K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 9.14% |
$33.5K - $36.4K
|
4.69K
$410K
|