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 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 73.77% |
$673K - $731K
|
2.81K
$245K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-8.04K- 42.14% |
$685K - $744K
|
11K
$964K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-8.1K- 56.33% |
$691K - $750K
|
6.28K
$549K
|
|
|
Apr 08, 2025
Q1 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-8.12K- 11.24% |
$692K - $752K
|
64.1K
$5.6M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.36K- 11.23% |
$713K - $774K
|
66.1K
$5.77M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.39K- 26.11% |
$716K - $777K
|
23.8K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-8.4K- 7.11% |
$717K - $778K
|
110K
$9.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.52K- 8.75% |
$727K - $789K
|
88.9K
$7.77M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-8.61K- 78.19% |
$734K - $797K
|
2.4K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.41K- 56.51% |
$802K - $871K
|
7.24K
$633K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.42K- 2.62% |
$804K - $872K
|
350K
$30.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.42K- 26.04% |
$804K - $872K
|
26.8K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.83K- 25.83% |
$838K - $910K
|
28.2K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-9.9K- 36.03% |
$844K - $916K
|
17.6K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.9K- 44.91% |
$844K - $916K
|
12.1K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-10.5K- 5.48% |
$899K - $976K
|
182K
$15.9M
|
|
|
May 14, 2025
Q1 2025
|
Gds Wealth Management
|
SELL
|
- |
-10.8K- 36.21% |
$924K - $1M
|
19.1K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-10.9K- 50.0% |
$928K - $1.01M
|
10.9K
$950K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-11K- 77.34% |
$941K - $1.02M
|
3.23K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.1K- 18.0% |
$945K - $1.03M
|
50.5K
$4.41M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 11.22% |
$957K - $1.04M
|
88.8K
$7.76M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.4K- 5.32% |
$973K - $1.06M
|
203K
$17.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11.5K- 61.77% |
$977K - $1.06M
|
7.09K
$620K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.8K- 14.28% |
$1.01M - $1.1M
|
71.1K
$6.21M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-11.9K- 16.66% |
$1.01M - $1.1M
|
59.4K
$5.19M
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-12K- 58.16% |
$1.02M - $1.11M
|
8.61K
$752K
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-12K- 0.54% |
$1.02M - $1.11M
|
2.22M
$194M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12K- 55.22% |
$1.02M - $1.11M
|
9.75K
$852K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-12K- 78.69% |
$1.03M - $1.11M
|
3.25K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12K- 63.24% |
$1.03M - $1.11M
|
6.99K
$611K
|
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-12.1K- 4.71% |
$1.03M - $1.12M
|
244K
$21.3M
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12.3K- 47.25% |
$1.05M - $1.14M
|
13.8K
$1.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 9.96% |
$1.08M - $1.17M
|
114K
$9.96M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-12.9K- 97.44% |
$1.1M - $1.19M
|
338
$29.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-13.1K- 3.05% |
$1.11M - $1.21M
|
415K
$36.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-13.1K- 44.83% |
$1.12M - $1.22M
|
16.2K
$1.41M
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-13.2K- 81.51% |
$1.12M - $1.22M
|
2.99K
$261K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-13.2K- 39.19% |
$1.12M - $1.22M
|
20.5K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-13.2K- 43.19% |
$1.12M - $1.22M
|
17.3K
$1.52M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13.5K- 14.09% |
$1.15M - $1.25M
|
82.4K
$7.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14.2K- 81.14% |
$1.21M - $1.31M
|
3.3K
$288K
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-14.5K- 20.4% |
$1.24M - $1.34M
|
56.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-14.5K- 50.0% |
$1.24M - $1.34M
|
14.5K
$1.27M
|
|
|
May 13, 2025
Q1 2025
|
Timelo Investment Management Inc.
|
SELL
|
- |
-15K- 14.29% |
$1.28M - $1.39M
|
90K
$7.87M
|
|
|
May 14, 2025
Q1 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-15.7K- 63.58% |
$1.34M - $1.46M
|
9.02K
$788K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-15.8K- 14.25% |
$1.35M - $1.46M
|
95K
$8.3M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-16.2K- 21.11% |
$1.38M - $1.5M
|
60.6K
$5.3M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.4K- 12.42% |
$1.4M - $1.51M
|
115K
$10.1M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-16.7K- 57.17% |
$1.42M - $1.55M
|
12.5K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 57.19% |
$1.44M - $1.56M
|
12.6K
$1.1M
|