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 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 18.97% |
$938 - $1.02K
|
47
$4.11K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 2.95% |
$1.36K - $1.48K
|
526
$46K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-16- 0.65% |
$1.36K - $1.48K
|
2.45K
$214K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.45K - $1.57K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.21% |
$1.45K - $1.57K
|
8.03K
$702K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-21- 0.23% |
$1.79K - $1.94K
|
9.26K
$810K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 2.64% |
$1.79K - $1.94K
|
775
$67.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-22- 0.93% |
$1.88K - $2.04K
|
2.35K
$205K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 11.11% |
$1.88K - $2.04K
|
176
$15.4K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-23- 1.62% |
$1.96K - $2.13K
|
1.4K
$122K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-33- 0.17% |
$2.81K - $3.05K
|
18.9K
$1.65M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-33- 0.82% |
$2.81K - $3.05K
|
4K
$349K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 0.58% |
$2.99K - $3.24K
|
6.02K
$526K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-35- 30.7% |
$2.99K - $3.24K
|
79
$6.9K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-35- 0.95% |
$2.99K - $3.24K
|
3.65K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-36- 0.19% |
$3.07K - $3.33K
|
19K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-37- 1.22% |
$3.16K - $3.43K
|
3K
$262K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50- 0.68% |
$4.26K - $4.63K
|
7.25K
$634K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-52- 72.22% |
$4.44K - $4.81K
|
20
$1.75K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$4.69K - $5.09K
|
25.1K
$2.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-62- 0.96% |
$5.29K - $5.74K
|
6.38K
$558K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-69- 2.4% |
$5.89K - $6.39K
|
2.81K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-71- 39.66% |
$6.06K - $6.57K
|
108
$9.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-76- 67.86% |
$6.48K - $7.04K
|
36
$3.15K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-77- 1.92% |
$6.57K - $7.13K
|
3.94K
$345K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-80- 53.69% |
$6.82K - $7.41K
|
69
$6.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-83- 1.81% |
$7.08K - $7.68K
|
4.51K
$394K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-85- 1.75% |
$7.25K - $7.87K
|
4.78K
$418K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-90- 1.5% |
$7.68K - $8.33K
|
5.93K
$518K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.93% |
$7.85K - $8.52K
|
3.05K
$266K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-116- 3.74% |
$9.89K - $10.7K
|
2.98K
$261K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-117- 74.52% |
$9.98K - $10.8K
|
40
$3.5K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-118- 0.52% |
$10.1K - $10.9K
|
22.7K
$1.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-139- 88.54% |
$11.9K - $12.9K
|
18
$1.57K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-140- 5.23% |
$11.9K - $13K
|
2.54K
$222K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-140- 4.46% |
$11.9K - $13K
|
3K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 4.21% |
$12.8K - $13.9K
|
3.42K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-169- 1.96% |
$14.4K - $15.6K
|
8.45K
$738K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-172- 5.35% |
$14.7K - $15.9K
|
3.05K
$266K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-176- 0.58% |
$15K - $16.3K
|
30.3K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-178- 3.72% |
$15.2K - $16.5K
|
4.61K
$403K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-184- 3.61% |
$15.7K - $17K
|
4.92K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-196- 2.48% |
$16.7K - $18.1K
|
7.69K
$672K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 21.74% |
$17.1K - $18.5K
|
720
$62.9K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-201- 42.23% |
$17.1K - $18.6K
|
275
$24K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-201- 0.96% |
$17.1K - $18.6K
|
20.6K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-216- 51.8% |
$18.4K - $20K
|
201
$17.6K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-230- 1.96% |
$19.6K - $21.3K
|
11.5K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-236- 69.41% |
$20.1K - $21.8K
|
104
$9.09K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 79.21% |
$20.5K - $22.2K
|
63
$5.51K
|