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 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.32K- 72.14% |
$113K - $122K
|
511
$45.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.35K- 12.35% |
$115K - $125K
|
9.6K
$856K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 2.73% |
$117K - $127K
|
48.8K
$4.36M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.6K- 13.84% |
$136K - $148K
|
9.94K
$887K
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.61K- 7.93% |
$138K - $149K
|
18.7K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.62K- 1.79% |
$138K - $150K
|
89.1K
$7.95M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.63K- 93.0% |
$139K - $151K
|
123
$11K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.65K- 37.24% |
$141K - $153K
|
2.78K
$248K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.67K- 58.83% |
$143K - $155K
|
1.17K
$105K
|
|
|
Aug 14, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.7K- 85.15% |
$145K - $158K
|
297
$26.5K
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.75K- 44.18% |
$149K - $162K
|
2.21K
$197K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.76K- 31.72% |
$150K - $162K
|
3.78K
$337K
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 5.88% |
$158K - $171K
|
29.6K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.87K- 1.54% |
$160K - $173K
|
120K
$10.7M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 3.89% |
$161K - $174K
|
46.6K
$4.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9K- 3.59% |
$162K - $176K
|
51K
$4.55M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.92K- 14.18% |
$163K - $177K
|
11.6K
$1.03M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.92K- 35.32% |
$164K - $178K
|
3.52K
$314K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.94K- 31.31% |
$166K - $180K
|
4.26K
$380K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 4.74% |
$168K - $182K
|
39.5K
$3.52M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 48.41% |
$170K - $185K
|
2.13K
$190K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 1.57% |
$171K - $185K
|
126K
$11.2M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 41.67% |
$171K - $185K
|
2.8K
$250K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.02K- 22.35% |
$172K - $187K
|
7.01K
$625K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.02K- 82.08% |
$172K - $187K
|
441
$39.4K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 7.3% |
$173K - $188K
|
25.7K
$2.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.08K- 44.4% |
$177K - $192K
|
2.6K
$232K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 6.17% |
$178K - $194K
|
31.8K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.1K- 7.28% |
$179K - $194K
|
26.7K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.13K- 5.05% |
$182K - $197K
|
40.1K
$3.58M
|
|
|
Aug 25, 2025
Q1 2025
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 95.11% |
$187K - $203K
|
113
$10.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.2K- 45.93% |
$188K - $204K
|
2.59K
$231K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.43% |
$195K - $211K
|
91.8K
$8.19M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 9.42% |
$200K - $217K
|
22.5K
$2.01M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.41K- 12.96% |
$206K - $223K
|
16.2K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.43K- 10.31% |
$207K - $224K
|
21.1K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.44K- 19.11% |
$208K - $226K
|
10.3K
$922K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.47K- 72.85% |
$211K - $229K
|
921
$82.2K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-2.49K- 98.5% |
$213K - $231K
|
38
$3.39K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.53K- 2.21% |
$216K - $234K
|
112K
$10M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.58K- 14.03% |
$220K - $238K
|
15.8K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.71K- 8.59% |
$231K - $251K
|
28.8K
$2.57M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.78K- 25.91% |
$237K - $257K
|
7.94K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.88K- 31.81% |
$246K - $267K
|
6.18K
$552K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.05K- 3.3% |
$260K - $283K
|
89.4K
$7.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.11K- 16.94% |
$266K - $288K
|
15.3K
$1.36M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.12K- 78.6% |
$266K - $289K
|
849
$75.8K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.14K- 45.89% |
$268K - $290K
|
3.7K
$330K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.16K- 55.67% |
$270K - $293K
|
2.52K
$225K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 13.36% |
$274K - $298K
|
20.9K
$1.86M
|