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
May 15, 2025 Q1 2025
Ascent Group, LLC

BUY
 -
469
+ 1.07%
$40K - $43.4K
44.3K $3.95M
May 09, 2025 Q1 2025
Kickstand Ventures, Llc.

Pittsford, NY
BUY
 -
452
+ 3.03%
$38.6K - $41.8K
15.4K $1.37M
Apr 17, 2025 Q1 2025
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
450
New
$38.4K - $41.7K
450 $40.2K
May 14, 2025 Q1 2025
Napa Wealth Management

Napa, CA
BUY
 -
443
+ 16.13%
$37.8K - $41K
3.19K $285K
Aug 14, 2025 Q1 2025
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
443
New
$37.8K - $41K
443 $39.5K
May 08, 2025 Q1 2025
Helium Advisors LLC

Everett, WA
BUY
 -
441
+ 5.26%
$37.6K - $40.8K
8.83K $788K
Apr 23, 2025 Q1 2025
First Pacific Financial

BUY
 -
422
New
$36K - $39.1K
422 $37.7K
May 07, 2025 Q1 2025
Norden Group LLC

Provo, UT
BUY
 -
397
+ 6.2%
$33.9K - $36.8K
6.8K $607K
Apr 22, 2025 Q1 2025
Valmark Advisers, Inc.

BUY
 -
393
+ 9.14%
$33.5K - $36.4K
4.69K $419K
Apr 10, 2025 Q1 2025
Gilman Hill Asset Management, LLC

BUY
 -
375
+ 4.41%
$32K - $34.7K
8.88K $792K
Apr 28, 2025 Q1 2025
Coastline Trust CO

BUY
 -
350
New
$29.9K - $32.4K
350 $31.2K
Apr 24, 2025 Q1 2025
Cavalier Investments, LLC

BUY
 -
340
+ 0.69%
$29K - $31.5K
49.5K $4.42M
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
329
+ 1.8%
$28.1K - $30.5K
18.6K $1.66M
Apr 21, 2025 Q1 2025
Proathlete Wealth Management LLC

Boca Raton, FL
BUY
 -
309
New
$26.4K - $28.6K
309 $27.6K
May 12, 2025 Q1 2025
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
302
+ 3.45%
$25.8K - $28K
9.06K $809K
Apr 18, 2025 Q1 2025
Boomfish Wealth Group, LLC

Alpharetta, GA
BUY
 -
297
+ 0.63%
$25.3K - $27.5K
47.3K $4.22M
Apr 25, 2025 Q1 2025
Life Line Wealth Management LLC

Beverly Hills, CA
BUY
 -
290
+ 5.04%
$24.7K - $26.8K
6.04K $539K
Apr 16, 2025 Q1 2025
Byrne Asset Management LLC

BUY
 -
288
New
$24.6K - $26.7K
288 $25.7K
Apr 09, 2025 Q1 2025
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
281
New
$24K - $26K
281 $25.1K
Apr 09, 2025 Q1 2025
Cox Capital Mgt LLC

BUY
 -
266
+ 10.76%
$22.7K - $24.6K
2.74K $244K
May 05, 2025 Q1 2025
Mowery & Schoenfeld Wealth Management, LLC

Lincolnshire, IL
BUY
 -
265
New
$22.6K - $24.5K
265 $23.7K
Apr 21, 2025 Q1 2025
Friedenthal Financial

BUY
 -
261
New
$22.3K - $24.2K
261 $23.3K
Apr 24, 2025 Q1 2025
Tsfg, LLC

BUY
 -
255
+ 41.53%
$21.7K - $23.6K
869 $77.6K
May 15, 2025 Q1 2025
Pinnacle Wealth Planning Services, Inc.

BUY
 -
251
+ 3.48%
$21.4K - $23.2K
7.46K $666K
Apr 24, 2025 Q1 2025
Paragon Capital Management Inc

Provo, UT
BUY
 -
223
+ 2.05%
$19K - $20.6K
11.1K $990K
Apr 16, 2025 Q1 2025
Opal Wealth Advisors, LLC

Jericho, NY
BUY
 -
222
New
$18.9K - $20.6K
222 $19.8K
May 14, 2025 Q1 2025
Cibc Private Wealth Group, LLC

BUY
 -
220
+ 1.07%
$18.8K - $20.4K
20.8K $1.86M
Apr 16, 2025 Q1 2025
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
219
+ 2.31%
$18.7K - $20.3K
9.71K $866K
May 14, 2025 Q1 2025
Brown Brothers Harriman & CO

New York, NY
BUY
 -
219
+ 208.57%
$18.7K - $20.3K
324 $28.9K
Apr 22, 2025 Q1 2025
Erts Wealth Advisors, LLC

BUY
 -
214
+ 0.7%
$18.3K - $19.8K
30.6K $2.73M
May 15, 2025 Q1 2025
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main

Frankfurt Am Main, 2M
BUY
 -
195
+ 11.0%
$16.6K - $18.1K
1.97K $176K
May 12, 2025 Q1 2025
Sandy Spring Bank

BUY
 -
189
+ 295.31%
$16.1K - $17.5K
253 $22.6K
May 15, 2025 Q1 2025
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
186
+ 11.14%
$15.9K - $17.2K
1.86K $166K
May 09, 2025 Q1 2025
Ranch Capital Advisors Inc.

Sarasota, FL
BUY
 -
179
+ 5.08%
$15.3K - $16.6K
3.7K $330K
May 13, 2025 Q1 2025
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
179
+ 0.77%
$15.3K - $16.6K
23.3K $2.08M
May 12, 2025 Q1 2025
Spurstone Advisory Services, LLC

Higganum, CT
BUY
 -
174
New
$14.8K - $16.1K
174 $15.5K
Apr 29, 2025 Q1 2025
Aurelius Family Office LLC

Bedford, NH
BUY
 -
166
+ 2.27%
$14.2K - $15.4K
7.47K $667K
May 05, 2025 Q1 2025
Hazlett, Burt & Watson, Inc.

BUY
 -
162
+ 6.62%
$13.8K - $15K
2.61K $233K
May 08, 2025 Q1 2025
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
159
+ 3.07%
$13.6K - $14.7K
5.34K $477K
May 14, 2025 Q1 2025
D.B. Root & Company, LLC

BUY
 -
150
+ 2.45%
$12.8K - $13.9K
6.28K $560K
May 12, 2025 Q1 2025
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
148
+ 0.67%
$12.6K - $13.7K
22.4K $2M
Apr 30, 2025 Q1 2025
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
133
+ 1.74%
$11.3K - $12.3K
7.78K $694K
Apr 28, 2025 Q1 2025
North Capital, Inc.

Salt Lake City, UT
BUY
 -
132
New
$11.3K - $12.2K
132 $11.8K
Jun 20, 2025 Q1 2025
Real Talk Capital, LLC

Franklin, TN
BUY
 -
129
+ 1.06%
$11K - $11.9K
12.2K $1.09M
May 15, 2025 Q1 2025
Running Point Capital Advisors, LLC

BUY
 -
125
+ 3.26%
$10.7K - $11.6K
3.96K $353K
May 01, 2025 Q1 2025
Bogart Wealth, LLC

BUY
 -
122
New
$10.4K - $11.3K
122 $10.9K
Apr 10, 2025 Q1 2025
Heritage Family Offices, LLP

Scottsdale, AZ
BUY
 -
118
+ 4.7%
$10.1K - $10.9K
2.63K $235K
May 01, 2025 Q1 2025
Fort Sheridan Advisors LLC

Highland Park, IL
BUY
 -
117
+ 2.25%
$9.98K - $10.8K
5.32K $475K
Apr 24, 2025 Q1 2025
Park Place Capital Corp

Birmingham, AL
BUY
 -
116
+ 13.14%
$9.89K - $10.7K
999 $89.2K

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