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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3New |
$256 - $278
|
3
$268
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.38% |
$256 - $278
|
803
$71.7K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$171 - $185
|
848
$75.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.55% |
$85.3 - $92.6
|
23
$2.05K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$85.3 - $92.6
|
235
$21K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.22% |
$85.3 - $92.6
|
83
$7.41K
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-1- 0.01% |
$85.3 - $92.6
|
11.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 0.05% |
$85.3 - $92.6
|
2.01K
$179K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 1.12% |
$256 - $278
|
265
$23.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.1% |
$426 - $463
|
5.1K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 18.97% |
$938 - $1.02K
|
47
$4.19K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 2.95% |
$1.36K - $1.48K
|
526
$46.9K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-16- 0.65% |
$1.36K - $1.48K
|
2.45K
$219K
|
|
|
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
$717K
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-21- 0.23% |
$1.79K - $1.94K
|
9.26K
$827K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 2.64% |
$1.79K - $1.94K
|
775
$69.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-22- 0.93% |
$1.88K - $2.04K
|
2.35K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 11.11% |
$1.88K - $2.04K
|
176
$15.7K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-23- 1.62% |
$1.96K - $2.13K
|
1.4K
$125K
|
|
|
Apr 16, 2025
Q1 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-33- 0.17% |
$2.81K - $3.05K
|
18.9K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-33- 0.82% |
$2.81K - $3.05K
|
4K
$357K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 0.58% |
$2.99K - $3.24K
|
6.02K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-35- 30.7% |
$2.99K - $3.24K
|
79
$7.05K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
SELL
|
- |
-35- 0.95% |
$2.99K - $3.24K
|
3.65K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-36- 0.19% |
$3.07K - $3.33K
|
19K
$1.69M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-37- 1.22% |
$3.16K - $3.43K
|
3K
$268K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-50- 0.68% |
$4.26K - $4.63K
|
7.25K
$647K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-52- 72.22% |
$4.44K - $4.81K
|
20
$1.79K
|
|
|
Apr 22, 2025
Q1 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.22% |
$4.69K - $5.09K
|
25.1K
$2.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-62- 0.96% |
$5.29K - $5.74K
|
6.38K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-69- 2.4% |
$5.89K - $6.39K
|
2.81K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-71- 39.66% |
$6.06K - $6.57K
|
108
$9.64K
|
|
|
Sep 23, 2025
Q1 2025
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-71- 17.53% |
$6.06K - $6.57K
|
334
$29.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-76- 67.86% |
$6.48K - $7.04K
|
36
$3.21K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-77- 1.92% |
$6.57K - $7.13K
|
3.94K
$352K
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-80- 53.69% |
$6.82K - $7.41K
|
69
$6.16K
|
|
|
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
$402K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-85- 1.75% |
$7.25K - $7.87K
|
4.78K
$427K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-90- 1.5% |
$7.68K - $8.33K
|
5.93K
$529K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.93% |
$7.85K - $8.52K
|
3.05K
$272K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-116- 3.74% |
$9.89K - $10.7K
|
2.98K
$266K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-117- 74.52% |
$9.98K - $10.8K
|
40
$3.57K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-118- 0.52% |
$10.1K - $10.9K
|
22.7K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-139- 88.54% |
$11.9K - $12.9K
|
18
$1.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-140- 5.23% |
$11.9K - $13K
|
2.54K
$227K
|
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-140- 4.46% |
$11.9K - $13K
|
3K
$268K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 4.21% |
$12.8K - $13.9K
|
3.42K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-169- 1.96% |
$14.4K - $15.6K
|
8.45K
$754K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-172- 5.35% |
$14.7K - $15.9K
|
3.05K
$272K
|