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 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-176- 0.58% |
$15K - $16.3K
|
30.3K
$2.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Wedgewood Investors Inc
|
SELL
|
- |
-178- 3.72% |
$15.2K - $16.5K
|
4.61K
$412K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-184- 3.61% |
$15.7K - $17K
|
4.92K
$439K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-196- 2.48% |
$16.7K - $18.1K
|
7.69K
$687K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 21.74% |
$17.1K - $18.5K
|
720
$64.3K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-201- 42.23% |
$17.1K - $18.6K
|
275
$24.5K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-201- 0.96% |
$17.1K - $18.6K
|
20.6K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
SELL
|
- |
-216- 51.8% |
$18.4K - $20K
|
201
$17.9K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-230- 1.96% |
$19.6K - $21.3K
|
11.5K
$1.03M
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
SELL
|
- |
-236- 69.41% |
$20.1K - $21.8K
|
104
$9.28K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 79.21% |
$20.5K - $22.2K
|
63
$5.62K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-253- 79.56% |
$21.6K - $23.4K
|
65
$5.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-257- 7.63% |
$21.9K - $23.8K
|
3.11K
$278K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-262- 4.49% |
$22.3K - $24.3K
|
5.58K
$498K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-270- 5.99% |
$23K - $25K
|
4.24K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-273- 5.18% |
$23.3K - $25.3K
|
5K
$446K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-279- 2.99% |
$23.8K - $25.8K
|
9.05K
$807K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-283- 8.04% |
$24.1K - $26.2K
|
3.24K
$289K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-286- 0.96% |
$24.4K - $26.5K
|
29.6K
$2.65M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-290- 8.8% |
$24.7K - $26.8K
|
3.01K
$268K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-300- 10.6% |
$25.6K - $27.8K
|
2.53K
$226K
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-310- 2.87% |
$26.4K - $28.7K
|
10.5K
$935K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-314- 9.0% |
$26.8K - $29.1K
|
3.17K
$283K
|
|
|
May 07, 2025
Q1 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-314- 4.85% |
$26.8K - $29.1K
|
6.16K
$549K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-326- 2.96% |
$27.8K - $30.2K
|
10.7K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-338- 5.96% |
$28.8K - $31.3K
|
5.33K
$476K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-340- 7.76% |
$29K - $31.5K
|
4.04K
$361K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-344- 5.2% |
$29.3K - $31.8K
|
6.27K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-346- 13.06% |
$29.5K - $32K
|
2.3K
$206K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-347- 44.95% |
$29.6K - $32.1K
|
425
$37.9K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-352- 6.49% |
$30K - $32.6K
|
5.07K
$453K
|
|
|
Apr 29, 2025
Q1 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-360- 13.11% |
$30.7K - $33.3K
|
2.39K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-371- 4.92% |
$31.6K - $34.3K
|
7.17K
$639K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-372- 1.81% |
$31.7K - $34.4K
|
20.2K
$1.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-393- 83.44% |
$33.5K - $36.4K
|
78
$6.96K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-413- 4.94% |
$35.2K - $38.2K
|
7.94K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-414- 3.33% |
$35.3K - $38.3K
|
12K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-430- 15.48% |
$36.7K - $39.8K
|
2.35K
$210K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-431- 0.8% |
$36.8K - $39.9K
|
53.2K
$4.75M
|
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-446- 2.7% |
$38K - $41.3K
|
16.1K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-449- 0.75% |
$38.3K - $41.6K
|
59.7K
$5.33M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-462- 3.2% |
$39.4K - $42.8K
|
14K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-470Closed |
$40.1K - $43.5K
|
0
$0
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-477- 12.23% |
$40.7K - $44.2K
|
3.42K
$306K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-523- 70.49% |
$44.6K - $48.4K
|
219
$19.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-559- 0.87% |
$47.7K - $51.7K
|
63.6K
$5.67M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-585- 10.83% |
$49.9K - $54.2K
|
4.82K
$430K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-590- 1.04% |
$50.3K - $54.6K
|
55.9K
$4.99M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-595- 3.85% |
$50.7K - $55.1K
|
14.9K
$1.33M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-615- 18.59% |
$52.5K - $56.9K
|
2.69K
$240K
|