Purchases and Sales Made in Q1 2025 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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
Sep 17, 2025 Q1 2025
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
960
New
$81.9K - $88.9K
960 $85.7K
Apr 21, 2025 Q1 2025
Decision Map Wealth Management, LLC

Great Falls, VA
BUY
 -
957
+ 10.5%
$81.6K - $88.6K
10.1K $899K
May 08, 2025 Q1 2025
Harbour Investments, Inc.

Madison, WI
BUY
 -
943
+ 1.59%
$80.4K - $87.3K
60.2K $5.37M
May 05, 2025 Q1 2025
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
925
+ 1.89%
$78.9K - $85.6K
49.8K $4.44M
May 13, 2025 Q1 2025
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
891
+ 4.25%
$76K - $82.5K
21.9K $1.95M
Apr 25, 2025 Q1 2025
Lansing Street Advisors

BUY
 -
866
+ 21.24%
$73.9K - $80.2K
4.94K $441K
Apr 14, 2025 Q1 2025
Dentgroup LLC

BUY
 -
864
+ 9.65%
$73.7K - $80K
9.82K $876K
May 15, 2025 Q1 2025
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
851
+ 11.27%
$72.6K - $78.8K
8.4K $750K
Apr 17, 2025 Q1 2025
Fairvoy Private Wealth, LLC

Birmingham, AL
BUY
 -
843
+ 26.6%
$71.9K - $78K
4.01K $358K
May 08, 2025 Q1 2025
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
839
+ 9.45%
$71.6K - $77.7K
9.72K $868K
Apr 14, 2025 Q1 2025
First Citizens Bank & Trust CO

BUY
 -
823
+ 30.24%
$70.2K - $76.2K
3.55K $316K
Apr 23, 2025 Q1 2025
Pinnacle Bancorp, Inc.

BUY
 -
820
+ 23.42%
$69.9K - $75.9K
4.32K $386K
Apr 17, 2025 Q1 2025
Copia Wealth Management

Bend, OR
BUY
 -
803
+ 2974.07%
$68.5K - $74.3K
830 $74.1K
May 08, 2025 Q1 2025
Moors & Cabot, Inc.

Boston, MA
BUY
 -
791
+ 7.69%
$67.5K - $73.2K
11.1K $989K
May 01, 2025 Q1 2025
Reyes Financial Architecture, Inc.

San Diego, CA
BUY
 -
785
New
$67K - $72.7K
785 $70.1K
Apr 28, 2025 Q1 2025
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
775
+ 26.58%
$66.1K - $71.7K
3.69K $329K
May 09, 2025 Q1 2025
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
755
+ 0.42%
$64.4K - $69.9K
180K $16.1M
May 08, 2025 Q1 2025
Mgo One Seven LLC

Beachwood, OH
BUY
 -
718
+ 8.66%
$61.2K - $66.5K
9.01K $804K
May 13, 2025 Q1 2025
Elequin Capital LP

New York, NY
BUY
 -
710
+ 298.32%
$60.6K - $65.7K
948 $84.6K
Apr 22, 2025 Q1 2025
Fsc Wealth Advisors, LLC

BUY
 -
707
+ 42.08%
$60.3K - $65.4K
2.39K $213K
May 15, 2025 Q1 2025
Fwl Investment Management, LLC

BUY
 -
690
+ 184.0%
$58.9K - $63.9K
1.07K $95.1K
Apr 29, 2025 Q1 2025
Centennial Bank/Ar/

Conway, AR
BUY
 -
689
New
$58.8K - $63.8K
689 $61.5K
May 15, 2025 Q1 2025
Creative Planning

Overland Park, KS
BUY
 -
688
+ 0.68%
$58.7K - $63.7K
101K $9.03M
Apr 10, 2025 Q1 2025
Boltwood Capital Management

BUY
 -
684
+ 3.99%
$58.3K - $63.3K
17.8K $1.59M
Apr 28, 2025 Q1 2025
Capital Investment Counsel, Inc

BUY
 -
680
+ 10.23%
$58K - $62.9K
7.33K $654K
Apr 24, 2025 Q1 2025
Aspect Partners, LLC

Fairfax, VA
BUY
 -
674
+ 1.56%
$57.5K - $62.4K
44K $3.92M
Apr 30, 2025 Q1 2025
Park Square Financial Group, LLC

Roswell, GA
BUY
 -
661
+ 59.76%
$56.4K - $61.2K
1.77K $158K
Apr 23, 2025 Q1 2025
S.A. Mason LLC

BUY
 -
658
New
$56.1K - $60.9K
658 $58.7K
May 13, 2025 Q1 2025
Horizon Investments, LLC

Charlotte, NC
BUY
 -
654
+ 0.4%
$55.8K - $60.5K
166K $14.8M
Apr 17, 2025 Q1 2025
Signature Wealth Management Group

BUY
 -
645
+ 2.35%
$55K - $59.7K
28.1K $2.51M
May 06, 2025 Q1 2025
Sym Financial Corp

BUY
 -
645
+ 416.13%
$55K - $59.7K
800 $71.4K
Aug 13, 2025 Q1 2025
Stone X Group Inc.

BUY
 -
628
+ 19.87%
$53.6K - $58.1K
3.79K $338K
Apr 30, 2025 Q1 2025
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
622
+ 104.01%
$53.1K - $57.6K
1.22K $109K
May 05, 2025 Q1 2025
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
621
+ 17.56%
$53K - $57.5K
4.16K $371K
May 05, 2025 Q1 2025
Bingham Private Wealth, LLC

San Francisco, CA
BUY
 -
620
+ 12.56%
$52.9K - $57.4K
5.56K $496K
Apr 11, 2025 Q1 2025
Joule Financial, LLC

BUY
 -
610
+ 1.96%
$52K - $56.5K
31.7K $2.83M
May 30, 2025 Q1 2025
Modern Wealth Management, LLC

Lenexa, KS
BUY
 -
608
+ 1.18%
$51.9K - $56.3K
52K $4.64M
May 15, 2025 Q1 2025
Virtue Capital Management, LLC

Brentwood, TN
BUY
 -
591
+ 2.43%
$50.4K - $54.7K
24.9K $2.23M
May 05, 2025 Q1 2025
Northeast Planning Associates, Inc. / Nh /

Bedford, NH
BUY
 -
575
+ 1.08%
$49K - $53.2K
53.7K $4.8M
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
571
New
$48.7K - $52.9K
571 $51K
May 14, 2025 Q1 2025
Main Street Group, LTD

Glen Allen, VA
BUY
 -
571
+ 65.48%
$48.7K - $52.9K
1.44K $129K
Apr 22, 2025 Q1 2025
Jfs Wealth Advisors, LLC

BUY
 -
555
+ 143.04%
$47.3K - $51.4K
943 $84.2K
Apr 18, 2025 Q1 2025
Roman Butler Fullerton & CO

BUY
 -
530
+ 13.89%
$45.2K - $49.1K
4.35K $388K
Apr 16, 2025 Q1 2025
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
528
+ 4.9%
$45K - $48.9K
11.3K $1.01M
May 01, 2025 Q1 2025
Beirne Wealth Consulting Services, LLC

BUY
 -
518
+ 1.26%
$44.2K - $48K
41.8K $3.73M
Apr 09, 2025 Q1 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
516
+ 1.15%
$44K - $47.8K
45.5K $4.06M
Apr 21, 2025 Q1 2025
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
500
New
$42.6K - $46.3K
500 $44.6K
May 14, 2025 Q1 2025
Spectrum Strategic Capital Management, LLC

Corvallis, OR
BUY
 -
483
+ 2.87%
$41.2K - $44.7K
17.3K $1.54M
Apr 17, 2025 Q1 2025
Abound Wealth Management

Franklin, TN
BUY
 -
469
New
$40K - $43.4K
469 $41.9K

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