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 08, 2025 Q1 2025
Banque Cantonale Vaudoise

BUY
 -
85
+ 2.48%
$7.25K - $7.87K
3.52K $307K
May 05, 2025 Q1 2025
Lindbrook Capital, LLC

BUY
 -
78
+ 7800.0%
$6.65K - $7.22K
79 $6.9K
Apr 11, 2025 Q1 2025
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
75
+ 1.2%
$6.4K - $6.94K
6.35K $555K
May 14, 2025 Q1 2025
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
74
+ 0.67%
$6.31K - $6.85K
11.2K $976K
May 01, 2025 Q1 2025
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
72
+ 0.89%
$6.14K - $6.67K
8.18K $715K
Apr 15, 2025 Q1 2025
Ibex Wealth Advisors

Lebanon, NJ
BUY
 -
69
+ 0.61%
$5.89K - $6.39K
11.4K $996K
Apr 11, 2025 Q1 2025
Fortress Financial Group, LLC

Rochester, MN
BUY
 -
63
+ 2.08%
$5.37K - $5.83K
3.1K $271K
May 01, 2025 Q1 2025
Family Firm, Inc.

BUY
 -
63
+ 0.43%
$5.37K - $5.83K
14.6K $1.27M
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

BUY
 -
61
+ 164.86%
$5.2K - $5.65K
98 $8.56K
May 08, 2025 Q1 2025
Parkside Financial Bank & Trust

BUY
 -
58
+ 6.52%
$4.95K - $5.37K
947 $82.8K
Apr 22, 2025 Q1 2025
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
50
+ 0.15%
$4.26K - $4.63K
32.4K $2.84M
May 15, 2025 Q1 2025
Headinvest, LLC

Portland, ME
BUY
 -
50
+ 0.47%
$4.26K - $4.63K
10.7K $931K
Apr 09, 2025 Q1 2025
American National Bank

BUY
 -
49
New
$4.18K - $4.54K
49 $4.28K
May 14, 2025 Q1 2025
Truvestments Capital LLC

Sarasota, FL
BUY
 -
48
New
$4.09K - $4.44K
48 $4.19K
Apr 23, 2025 Q1 2025
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
46
+ 0.27%
$3.92K - $4.26K
16.8K $1.47M
Jun 03, 2025 Q1 2025
Cbiz Investment Advisory Services, LLC

BUY
 -
45
New
$3.84K - $4.17K
45 $3.93K
Apr 30, 2025 Q1 2025
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
44
+ 10.53%
$3.75K - $4.07K
462 $40.4K
Apr 11, 2025 Q1 2025
Intergy Private Wealth, LLC

BUY
 -
43
+ 0.12%
$3.67K - $3.98K
35.9K $3.14M
May 07, 2025 Q1 2025
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
36
+ 0.65%
$3.07K - $3.33K
5.56K $486K
May 09, 2025 Q1 2025
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
35
+ 2.61%
$2.99K - $3.24K
1.38K $120K
May 02, 2025 Q1 2025
Tectonic Advisors LLC

Plano, TX
BUY
 -
34
+ 0.2%
$2.9K - $3.15K
17.1K $1.49M
May 09, 2025 Q1 2025
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
33
New
$2.81K - $3.05K
33 $2.88K
Apr 10, 2025 Q1 2025
Ifs Advisors, LLC

BUY
 -
32
+ 64.0%
$2.73K - $2.96K
82 $7.17K
May 07, 2025 Q1 2025
Second Half Financial Partners, LLC

Sebring, FL
BUY
 -
32
+ 0.75%
$2.73K - $2.96K
4.32K $378K
Apr 09, 2025 Q1 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
31
+ 0.65%
$2.64K - $2.87K
4.77K $417K
Apr 11, 2025 Q1 2025
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
28
+ 0.81%
$2.39K - $2.59K
3.49K $305K
Apr 15, 2025 Q1 2025
Gps Wealth Strategies Group, LLC

BUY
 -
25
New
$2.13K - $2.31K
25 $2.18K
May 13, 2025 Q1 2025
Camden Capital, LLC

BUY
 -
24
+ 1.03%
$2.05K - $2.22K
2.36K $207K
Apr 22, 2025 Q1 2025
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
22
New
$1.88K - $2.04K
22 $1.92K
Apr 23, 2025 Q1 2025
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
20
+ 500.0%
$1.71K - $1.85K
24 $2.1K
May 09, 2025 Q1 2025
Wade Financial Advisory, Inc

BUY
 -
20
+ 0.27%
$1.71K - $1.85K
7.54K $659K
Apr 24, 2025 Q1 2025
Westfuller Advisors, LLC

New York, NY
BUY
 -
19
+ 0.29%
$1.62K - $1.76K
6.5K $568K
May 09, 2025 Q1 2025
Tidemark, LLC

San Diego, CA
BUY
 -
18
+ 0.23%
$1.54K - $1.67K
7.7K $673K
May 15, 2025 Q1 2025
Rise Advisors, LLC

BUY
 -
13
+ 2.8%
$1.11K - $1.2K
477 $41.7K
May 15, 2025 Q1 2025
Mpwm Advisory Solutions, LLC

Alpharetta, GA
BUY
 -
13
+ 0.67%
$1.11K - $1.2K
1.95K $171K
May 14, 2025 Q1 2025
Gkv Capital Management Co., Inc.

Walnut Creek, CA
BUY
 -
9
New
$768 - $833
9 $787
May 06, 2025 Q1 2025
Morling Financial Advisors, LLC

BUY
 -
7
+ 0.69%
$597 - $648
1.02K $89.5K
Apr 14, 2025 Q1 2025
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
6
New
$512 - $555
6 $524
May 12, 2025 Q1 2025
Nwk Group, Inc.

San Francisco, CA
BUY
 -
4
+ 0.55%
$341 - $370
725 $63.4K
May 07, 2025 Q1 2025
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
3
New
$256 - $278
3 $262
May 13, 2025 Q1 2025
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
3
+ 0.38%
$256 - $278
803 $70.2K
May 01, 2025 Q1 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
2
+ 0.24%
$171 - $185
848 $74.1K
Apr 17, 2025 Q1 2025
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
1
+ 4.55%
$85.3 - $92.6
23 $2.01K
May 05, 2025 Q1 2025
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1
+ 0.43%
$85.3 - $92.6
235 $20.5K
May 09, 2025 Q1 2025
Atlantic Private Wealth, LLC

BUY
 -
1
+ 1.22%
$85.3 - $92.6
83 $7.25K
May 06, 2025 Q1 2025
Sage Advisory Services, Ltd.Co.

SELL
 -
-1
- 0.01%
$85.3 - $92.6
11.5K $1M
May 15, 2025 Q1 2025
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-1
- 0.05%
$85.3 - $92.6
2.01K $175K
Apr 18, 2025 Q1 2025
Dhjj Financial Advisors, Ltd.

SELL
 -
-3
- 1.12%
$256 - $278
265 $23.2K
Apr 25, 2025 Q1 2025
Saxon Interests, Inc.

SELL
 -
-5
- 0.1%
$426 - $463
5.1K $446K

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