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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
375+ 4.41% |
$32K - $34.7K
|
8.88K
$776K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
358+ 17.74% |
$30.5K - $33.1K
|
2.38K
$208K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
350New |
$29.9K - $32.4K
|
350
$30.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
340+ 0.69% |
$29K - $31.5K
|
49.5K
$4.33M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
329+ 1.8% |
$28.1K - $30.5K
|
18.6K
$1.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
309New |
$26.4K - $28.6K
|
309
$27K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
302+ 3.45% |
$25.8K - $28K
|
9.06K
$792K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
297+ 0.63% |
$25.3K - $27.5K
|
47.3K
$4.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
290+ 5.04% |
$24.7K - $26.8K
|
6.04K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
288New |
$24.6K - $26.7K
|
288
$25.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
281New |
$24K - $26K
|
281
$24.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
266+ 10.76% |
$22.7K - $24.6K
|
2.74K
$239K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
265New |
$22.6K - $24.5K
|
265
$23.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
261New |
$22.3K - $24.2K
|
261
$22.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
255+ 41.53% |
$21.7K - $23.6K
|
869
$75.9K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
251+ 3.48% |
$21.4K - $23.2K
|
7.46K
$652K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
223+ 2.05% |
$19K - $20.6K
|
11.1K
$969K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
222New |
$18.9K - $20.6K
|
222
$19.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
220+ 1.07% |
$18.8K - $20.4K
|
20.8K
$1.82M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
219+ 2.31% |
$18.7K - $20.3K
|
9.71K
$848K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219+ 208.57% |
$18.7K - $20.3K
|
324
$28.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
214+ 0.7% |
$18.3K - $19.8K
|
30.6K
$2.67M
|
|
|
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
$172K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 295.31% |
$16.1K - $17.5K
|
253
$22.1K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
186+ 11.14% |
$15.9K - $17.2K
|
1.86K
$162K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
179+ 5.08% |
$15.3K - $16.6K
|
3.7K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
179+ 0.77% |
$15.3K - $16.6K
|
23.3K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
174New |
$14.8K - $16.1K
|
174
$15.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
166+ 2.27% |
$14.2K - $15.4K
|
7.47K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
162+ 6.62% |
$13.8K - $15K
|
2.61K
$228K
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
159+ 3.07% |
$13.6K - $14.7K
|
5.34K
$467K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
150+ 2.45% |
$12.8K - $13.9K
|
6.28K
$549K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
148+ 0.67% |
$12.6K - $13.7K
|
22.4K
$1.95M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
133+ 1.74% |
$11.3K - $12.3K
|
7.78K
$680K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
132New |
$11.3K - $12.2K
|
132
$11.5K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
129+ 1.06% |
$11K - $11.9K
|
12.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
125+ 3.26% |
$10.7K - $11.6K
|
3.96K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
122New |
$10.4K - $11.3K
|
122
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
118+ 4.7% |
$10.1K - $10.9K
|
2.63K
$230K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
117+ 2.25% |
$9.98K - $10.8K
|
5.32K
$465K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
116+ 13.14% |
$9.89K - $10.7K
|
999
$87.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
113+ 0.14% |
$9.64K - $10.5K
|
80.7K
$7.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
103+ 0.67% |
$8.78K - $9.53K
|
15.5K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
103+ 0.52% |
$8.78K - $9.53K
|
19.8K
$1.73M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 3.12% |
$8.7K - $9.44K
|
3.37K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
100+ 0.26% |
$8.53K - $9.26K
|
38.5K
$3.37M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 2.62% |
$8.53K - $9.26K
|
3.91K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 0.81% |
$8.19K - $8.89K
|
11.9K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
91+ 1.38% |
$7.76K - $8.42K
|
6.67K
$583K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$7.25K - $7.87K
|
85
$7.43K
|