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 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.92K- 41.29% |
$334K - $362K
|
5.57K
$487K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-3.95K- 10.77% |
$337K - $365K
|
32.7K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.03K- 62.72% |
$344K - $373K
|
2.4K
$209K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.03K- 3.51% |
$344K - $373K
|
111K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.04K- 87.17% |
$344K - $374K
|
594
$51.9K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.17K- 20.02% |
$355K - $386K
|
16.7K
$1.46M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.18K- 32.7% |
$357K - $387K
|
8.6K
$752K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.19K- 40.62% |
$357K - $388K
|
6.12K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.2K- 16.08% |
$358K - $389K
|
21.9K
$1.92M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.33K- 11.36% |
$369K - $401K
|
33.8K
$2.95M
|
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-4.35K- 39.65% |
$371K - $403K
|
6.62K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.44K- 76.4% |
$379K - $411K
|
1.37K
$120K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.5K- 42.48% |
$384K - $416K
|
6.09K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-4.53K- 23.39% |
$386K - $419K
|
14.8K
$1.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.56K- 47.7% |
$389K - $422K
|
5K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.56K- 17.96% |
$389K - $422K
|
20.8K
$1.82M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.66K- 2.1% |
$398K - $432K
|
218K
$19M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.67K- 65.08% |
$398K - $432K
|
2.51K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.71K- 44.04% |
$402K - $436K
|
5.98K
$523K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.78K- 65.37% |
$408K - $442K
|
2.53K
$221K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.78K- 6.89% |
$408K - $443K
|
64.6K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.82K- 26.08% |
$411K - $446K
|
13.7K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.95K- 13.06% |
$422K - $458K
|
32.9K
$2.88M
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.02K- 24.77% |
$428K - $465K
|
15.2K
$1.33M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.06K- 27.4% |
$431K - $468K
|
13.4K
$1.17M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.07K- 3.88% |
$433K - $469K
|
126K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.14K- 3.13% |
$438K - $476K
|
159K
$13.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.27K- 3.2% |
$449K - $488K
|
160K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5.33K- 64.34% |
$455K - $493K
|
2.95K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 4.11% |
$457K - $496K
|
125K
$10.9M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.36K- 70.23% |
$457K - $496K
|
2.27K
$199K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.4K- 28.26% |
$461K - $500K
|
13.7K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-5.43K- 24.12% |
$463K - $503K
|
17.1K
$1.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.47K- 68.17% |
$466K - $506K
|
2.55K
$223K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.5K- 61.83% |
$469K - $509K
|
3.39K
$297K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.61K- 33.97% |
$478K - $519K
|
10.9K
$952K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.71K- 67.71% |
$487K - $529K
|
2.72K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.76K- 35.22% |
$491K - $533K
|
10.6K
$925K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.87K- 15.8% |
$501K - $543K
|
31.3K
$2.73M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.9K- 28.66% |
$503K - $546K
|
14.7K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.02K- 53.74% |
$513K - $557K
|
5.18K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.04K- 59.22% |
$515K - $559K
|
4.16K
$363K
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.2KClosed |
$529K - $574K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.29K- 64.34% |
$536K - $582K
|
3.48K
$304K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.35K- 49.95% |
$541K - $588K
|
6.36K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.4K- 13.77% |
$546K - $593K
|
40.1K
$3.5M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-6.44K- 8.04% |
$549K - $596K
|
73.7K
$6.44M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-7.05K- 3.93% |
$601K - $652K
|
172K
$15.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
SELL
|
- |
-7.09K- 28.74% |
$604K - $656K
|
17.6K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
5 T Wealth, LLC
Napa, CA |
SELL
|
- |
-7.83K- 38.63% |
$668K - $725K
|
12.4K
$1.09M
|