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 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
113+ 0.14% |
$9.64K - $10.5K
|
80.7K
$7.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
103+ 0.67% |
$8.78K - $9.53K
|
15.5K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
103+ 0.52% |
$8.78K - $9.53K
|
19.8K
$1.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 3.12% |
$8.7K - $9.44K
|
3.37K
$301K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
100+ 0.26% |
$8.53K - $9.26K
|
38.5K
$3.44M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 2.62% |
$8.53K - $9.26K
|
3.91K
$349K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
96+ 0.81% |
$8.19K - $8.89K
|
11.9K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
91+ 1.38% |
$7.76K - $8.42K
|
6.67K
$595K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$7.25K - $7.87K
|
85
$7.59K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
85+ 2.48% |
$7.25K - $7.87K
|
3.52K
$314K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 7800.0% |
$6.65K - $7.22K
|
79
$7.05K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
75+ 1.2% |
$6.4K - $6.94K
|
6.35K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
74+ 0.67% |
$6.31K - $6.85K
|
11.2K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
72+ 0.89% |
$6.14K - $6.67K
|
8.18K
$730K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
69+ 0.61% |
$5.89K - $6.39K
|
11.4K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
63+ 2.08% |
$5.37K - $5.83K
|
3.1K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
63+ 0.43% |
$5.37K - $5.83K
|
14.6K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
61+ 164.86% |
$5.2K - $5.65K
|
98
$8.75K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 6.52% |
$4.95K - $5.37K
|
947
$84.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.64% |
$4.61K - $5K
|
8.51K
$760K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50+ 0.15% |
$4.26K - $4.63K
|
32.4K
$2.9M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
50+ 0.47% |
$4.26K - $4.63K
|
10.7K
$951K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
49New |
$4.18K - $4.54K
|
49
$4.37K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$4.09K - $4.44K
|
48
$4.28K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
46+ 0.27% |
$3.92K - $4.26K
|
16.8K
$1.5M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$3.84K - $4.17K
|
45
$4.02K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44+ 10.53% |
$3.75K - $4.07K
|
462
$41.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
43+ 0.12% |
$3.67K - $3.98K
|
35.9K
$3.2M
|
|
|
Aug 15, 2025
Q1 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
40+ 2000.0% |
$3.41K - $3.7K
|
42
$3.75K
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
36+ 0.65% |
$3.07K - $3.33K
|
5.56K
$496K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
35+ 2.61% |
$2.99K - $3.24K
|
1.38K
$123K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.2% |
$2.9K - $3.15K
|
17.1K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$2.81K - $3.05K
|
33
$2.95K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
32+ 64.0% |
$2.73K - $2.96K
|
82
$7.32K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32+ 0.75% |
$2.73K - $2.96K
|
4.32K
$386K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
31+ 0.65% |
$2.64K - $2.87K
|
4.77K
$426K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.81% |
$2.39K - $2.59K
|
3.49K
$311K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$2.13K - $2.31K
|
25
$2.23K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
24+ 1.03% |
$2.05K - $2.22K
|
2.36K
$211K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.88K - $2.04K
|
22
$1.96K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 500.0% |
$1.71K - $1.85K
|
24
$2.14K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
20+ 0.27% |
$1.71K - $1.85K
|
7.54K
$673K
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
19+ 0.29% |
$1.62K - $1.76K
|
6.5K
$580K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 0.23% |
$1.54K - $1.67K
|
7.7K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
13+ 2.8% |
$1.11K - $1.2K
|
477
$42.6K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
13+ 0.67% |
$1.11K - $1.2K
|
1.95K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
9New |
$768 - $833
|
9
$803
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7+ 0.69% |
$597 - $648
|
1.02K
$91.4K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$512 - $555
|
6
$536
|
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.55% |
$341 - $370
|
725
$64.7K
|