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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-16.9K- 33.21% |
$1.44M - $1.56M
|
34K
$2.97M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-17K- 68.82% |
$1.45M - $1.57M
|
7.7K
$673K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-17K- 17.94% |
$1.45M - $1.58M
|
78K
$6.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-17.2K- 66.05% |
$1.46M - $1.59M
|
8.82K
$771K
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-17.3K- 21.35% |
$1.48M - $1.6M
|
63.8K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.9K- 78.45% |
$1.52M - $1.65M
|
4.9K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-17.9K- 55.79% |
$1.52M - $1.65M
|
14.2K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.4K- 23.71% |
$1.57M - $1.7M
|
59.1K
$5.17M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.5K- 47.69% |
$1.58M - $1.71M
|
20.3K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-18.6K- 78.19% |
$1.59M - $1.72M
|
5.2K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-19KClosed |
$1.62M - $1.76M
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.2K- 15.77% |
$1.63M - $1.77M
|
102K
$8.95M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-19.3K- 74.43% |
$1.64M - $1.78M
|
6.62K
$579K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-20.1K- 47.22% |
$1.71M - $1.86M
|
22.4K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.4K- 8.95% |
$1.74M - $1.89M
|
208K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20.6K- 63.89% |
$1.76M - $1.91M
|
11.6K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 58.39% |
$1.92M - $2.08M
|
16K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-22.5K- 82.26% |
$1.92M - $2.08M
|
4.86K
$424K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.9K- 9.96% |
$1.95M - $2.12M
|
207K
$18M
|
|
|
May 15, 2025
Q1 2025
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-22.9K- 80.17% |
$1.96M - $2.12M
|
5.67K
$496K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22.9K- 45.34% |
$1.96M - $2.12M
|
27.7K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-23K- 67.79% |
$1.96M - $2.13M
|
10.9K
$955K
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-23.2K- 70.77% |
$1.98M - $2.15M
|
9.59K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-23.6K- 12.28% |
$2.01M - $2.18M
|
169K
$14.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-24.3K- 55.44% |
$2.07M - $2.25M
|
19.5K
$1.71M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-24.5K- 63.68% |
$2.09M - $2.27M
|
14K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-24.7K- 99.95% |
$2.11M - $2.29M
|
13
$1.14K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-25.1K- 45.67% |
$2.14M - $2.33M
|
29.9K
$2.61M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-25.6K- 33.29% |
$2.19M - $2.37M
|
51.4K
$4.49M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-25.8K- 7.76% |
$2.2M - $2.39M
|
307K
$26.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-26K- 33.15% |
$2.22M - $2.4M
|
52.4K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26.3K- 36.36% |
$2.24M - $2.43M
|
46K
$4.02M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.6K- 70.9% |
$2.27M - $2.46M
|
10.9K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-27K- 99.57% |
$2.3M - $2.5M
|
116
$10.1K
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27K- 39.71% |
$2.3M - $2.5M
|
41K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-27.1K- 97.25% |
$2.31M - $2.5M
|
766
$66.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-27.3K- 32.54% |
$2.33M - $2.53M
|
56.5K
$4.94M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-27.8K- 81.51% |
$2.37M - $2.57M
|
6.3K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
SELL
|
- |
-28.6K- 76.02% |
$2.44M - $2.65M
|
9.03K
$789K
|
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-28.9K- 33.68% |
$2.47M - $2.68M
|
56.9K
$4.98M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.1K- 20.73% |
$2.48M - $2.69M
|
111K
$9.72M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.2K- 13.39% |
$2.58M - $2.8M
|
195K
$17.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-30.6K- 91.9% |
$2.61M - $2.83M
|
2.7K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-30.7K- 92.99% |
$2.61M - $2.84M
|
2.31K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-31K- 82.86% |
$2.64M - $2.87M
|
6.41K
$560K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-32.4K- 69.34% |
$2.76M - $3M
|
14.3K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-32.4K- 69.34% |
$2.76M - $3M
|
14.3K
$1.25M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-32.8K- 85.96% |
$2.8M - $3.04M
|
5.36K
$468K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-33.5K- 86.21% |
$2.86M - $3.1M
|
5.35K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33.7K- 20.94% |
$2.87M - $3.12M
|
127K
$11.1M
|