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 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.87K- 1.54% |
$160K - $173K
|
120K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 3.89% |
$161K - $174K
|
46.6K
$4.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9K- 3.59% |
$162K - $176K
|
51K
$4.46M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.92K- 14.18% |
$163K - $177K
|
11.6K
$1.01M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.92K- 35.32% |
$164K - $178K
|
3.52K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.94K- 31.31% |
$166K - $180K
|
4.26K
$372K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 4.74% |
$168K - $182K
|
39.5K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 48.41% |
$170K - $185K
|
2.13K
$186K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 1.57% |
$171K - $185K
|
126K
$11M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 41.67% |
$171K - $185K
|
2.8K
$245K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.02K- 22.35% |
$172K - $187K
|
7.01K
$612K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.02K- 82.08% |
$172K - $187K
|
441
$38.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 7.3% |
$173K - $188K
|
25.7K
$2.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.08K- 44.4% |
$177K - $192K
|
2.6K
$227K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 6.17% |
$178K - $194K
|
31.8K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.1K- 7.28% |
$179K - $194K
|
26.7K
$2.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.13K- 5.05% |
$182K - $197K
|
40.1K
$3.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.2K- 45.93% |
$188K - $204K
|
2.59K
$226K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.28K- 2.43% |
$195K - $211K
|
91.8K
$8.02M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 9.42% |
$200K - $217K
|
22.5K
$1.97M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.41K- 12.96% |
$206K - $223K
|
16.2K
$1.41M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.43K- 10.31% |
$207K - $224K
|
21.1K
$1.84M
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.44K- 19.11% |
$208K - $226K
|
10.3K
$903K
|
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.47K- 72.85% |
$211K - $229K
|
921
$80.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-2.49K- 98.5% |
$213K - $231K
|
38
$3.32K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.53K- 2.21% |
$216K - $234K
|
112K
$9.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.58K- 14.03% |
$220K - $238K
|
15.8K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.71K- 8.59% |
$231K - $251K
|
28.8K
$2.52M
|
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-2.78K- 25.91% |
$237K - $257K
|
7.94K
$694K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.88K- 31.81% |
$246K - $267K
|
6.18K
$540K
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.05K- 3.3% |
$260K - $283K
|
89.4K
$7.81M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.11K- 16.94% |
$266K - $288K
|
15.3K
$1.33M
|
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.12K- 78.6% |
$266K - $289K
|
849
$74.2K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.14K- 45.89% |
$268K - $290K
|
3.7K
$323K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.16K- 55.67% |
$270K - $293K
|
2.52K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 13.36% |
$274K - $298K
|
20.9K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.28K- 11.02% |
$280K - $303K
|
26.5K
$2.31M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.47K- 24.89% |
$296K - $321K
|
10.5K
$914K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 10.21% |
$302K - $327K
|
31.1K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.6K- 2.14% |
$307K - $333K
|
165K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 58.37% |
$316K - $343K
|
2.65K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.76K- 4.34% |
$320K - $348K
|
82.7K
$7.23M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.77K- 46.81% |
$321K - $349K
|
4.28K
$374K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-3.77K- 99.89% |
$322K - $349K
|
4
$350
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.79K- 1.06% |
$323K - $351K
|
353K
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-3.83K- 24.38% |
$326K - $354K
|
11.9K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.83K- 37.56% |
$327K - $355K
|
6.37K
$557K
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.83K- 15.16% |
$327K - $355K
|
21.4K
$1.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 12.61% |
$328K - $355K
|
26.6K
$2.33M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.88K- 96.98% |
$331K - $359K
|
121
$10.6K
|