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 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-785- 5.06% |
$67K - $72.7K
|
14.7K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-833- 31.28% |
$71K - $77.1K
|
1.83K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-848- 2.49% |
$72.3K - $78.5K
|
33.3K
$2.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-873- 28.12% |
$74.5K - $80.8K
|
2.23K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-876- 13.49% |
$74.7K - $81.1K
|
5.62K
$491K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-880- 25.0% |
$75.1K - $81.5K
|
2.64K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-883- 8.27% |
$75.3K - $81.7K
|
9.79K
$855K
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-885- 5.37% |
$75.5K - $81.9K
|
15.6K
$1.36M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-893- 41.89% |
$76.2K - $82.7K
|
1.24K
$108K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 23.98% |
$77.4K - $84K
|
2.88K
$251K
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-919- 2.28% |
$78.4K - $85.1K
|
39.4K
$3.45M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-940- 6.44% |
$80.2K - $87K
|
13.7K
$1.19M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-981- 39.7% |
$83.7K - $90.8K
|
1.49K
$130K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1K- 8.35% |
$85.3K - $92.6K
|
11K
$959K
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-1K- 5.23% |
$85.3K - $92.6K
|
18.1K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1K- 24.71% |
$85.6K - $92.9K
|
3.06K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.01K- 22.18% |
$85.8K - $93.1K
|
3.53K
$308K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 2.31% |
$86.3K - $93.7K
|
42.9K
$3.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.03K- 26.69% |
$87.7K - $95.2K
|
2.82K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.05K- 0.02% |
$89.6K - $97.2K
|
4.48M
$392M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 29.71% |
$92.1K - $100K
|
2.56K
$223K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.09K- 15.37% |
$93.1K - $101K
|
6.01K
$525K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.1K- 26.15% |
$93.8K - $102K
|
3.11K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.1K- 3.23% |
$94K - $102K
|
33K
$2.89M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.11K- 39.15% |
$94.3K - $102K
|
1.72K
$150K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1.12K- 26.38% |
$95.2K - $103K
|
3.12K
$272K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 11.44% |
$95.8K - $104K
|
8.69K
$759K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.14K- 0.91% |
$97.2K - $106K
|
124K
$10.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 17.2% |
$97.5K - $106K
|
5.5K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 99.57% |
$99.8K - $108K
|
5
$437
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.18K- 95.23% |
$101K - $109K
|
59
$5.16K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 2.19% |
$101K - $109K
|
52.7K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.21K- 6.52% |
$103K - $112K
|
17.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.22K- 0.41% |
$104K - $113K
|
300K
$26.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.24K- 27.4% |
$105K - $114K
|
3.27K
$286K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.25K- 21.61% |
$107K - $116K
|
4.54K
$397K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 99.77% |
$110K - $119K
|
3
$262
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 8.76% |
$111K - $120K
|
13.5K
$1.18M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.32K- 72.14% |
$113K - $122K
|
511
$44.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.35K- 12.35% |
$115K - $125K
|
9.6K
$839K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 2.73% |
$117K - $127K
|
48.8K
$4.27M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.6K- 13.84% |
$136K - $148K
|
9.94K
$869K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.61K- 7.93% |
$138K - $149K
|
18.7K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.62K- 1.79% |
$138K - $150K
|
89.1K
$7.78M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.63K- 93.0% |
$139K - $151K
|
123
$10.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 37.24% |
$141K - $153K
|
2.78K
$243K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.67K- 58.83% |
$143K - $155K
|
1.17K
$102K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.75K- 44.18% |
$149K - $162K
|
2.21K
$193K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.76K- 31.72% |
$150K - $162K
|
3.78K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 5.88% |
$158K - $171K
|
29.6K
$2.58M
|