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 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
128K+ 152.41% |
$10.9M - $11.9M
|
213K
$18.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
128K+ 4.68% |
$10.9M - $11.9M
|
2.87M
$250M
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
125KNew |
$10.7M - $11.6M
|
125K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
123KNew |
$10.5M - $11.4M
|
123K
$10.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
117KNew |
$9.99M - $10.8M
|
117K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
116K+ 93.99% |
$9.9M - $10.7M
|
240K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
- |
115KNew |
$9.81M - $10.6M
|
115K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
110K+ 1191.15% |
$9.34M - $10.1M
|
119K
$10.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
107K+ 448.04% |
$9.14M - $9.92M
|
131K
$11.5M
|
|
|
May 14, 2025
Q1 2025
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
105K+ 142.29% |
$8.99M - $9.75M
|
179K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
102KNew |
$8.73M - $9.47M
|
102K
$8.94M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
102KNew |
$8.66M - $9.4M
|
102K
$8.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
100KNew |
$8.55M - $9.28M
|
100K
$8.76M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
100KNew |
$8.53M - $9.26M
|
100K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Scoggin Management LP
New York, NY |
BUY
|
- |
100KNew |
$8.53M - $9.26M
|
100K
$8.74M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
97.7K+ 56.75% |
$8.33M - $9.04M
|
270K
$23.6M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
97.3KNew |
$8.3M - $9.01M
|
97.3K
$8.51M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
94.5K+ 93.12% |
$8.06M - $8.74M
|
196K
$17.1M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
92.3K+ 2591.89% |
$7.88M - $8.55M
|
95.9K
$8.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
91.5K+ 275.38% |
$7.81M - $8.47M
|
125K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
90.4K+ 2233.09% |
$7.71M - $8.36M
|
94.4K
$8.25M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88.2K+ 98.96% |
$7.52M - $8.17M
|
177K
$15.5M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
87.7K+ 305.04% |
$7.48M - $8.12M
|
117K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
85.7K+ 89.81% |
$7.31M - $7.93M
|
181K
$15.8M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
84KNew |
$7.16M - $7.78M
|
84K
$7.34M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.5K+ 2.98% |
$7.12M - $7.73M
|
2.88M
$252M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
81.5K+ 73.11% |
$6.95M - $7.54M
|
193K
$16.9M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
80.3K+ 2585.32% |
$6.85M - $7.44M
|
83.4K
$7.29M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
77.5KNew |
$6.61M - $7.17M
|
77.5K
$6.77M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
77.2K+ 13.02% |
$6.58M - $7.15M
|
670K
$58.6M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
76.8KNew |
$6.55M - $7.11M
|
76.8K
$6.72M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
74.5K+ 604.1% |
$6.35M - $6.9M
|
86.8K
$7.59M
|
|
|
May 15, 2025
Q1 2025
|
Concentric Capital Strategies, LP
Stamford, CT |
BUY
|
- |
74.4KNew |
$6.34M - $6.89M
|
74.4K
$6.5M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
74.2K+ 34.47% |
$6.33M - $6.87M
|
289K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
73.5K+ 34.29% |
$6.27M - $6.8M
|
288K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
73.5K+ 1335.07% |
$6.27M - $6.8M
|
79K
$6.9M
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
73KNew |
$6.23M - $6.76M
|
73K
$6.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 96.63% |
$6.12M - $6.64M
|
146K
$12.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71K+ 24.31% |
$6.05M - $6.57M
|
363K
$31.7M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
70.6K+ 128.8% |
$6.02M - $6.54M
|
125K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
69.5K+ 291.97% |
$5.93M - $6.43M
|
93.3K
$8.16M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
69.4K+ 108.33% |
$5.92M - $6.43M
|
133K
$11.7M
|
|
|
Jun 05, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
68.1KNew |
$5.81M - $6.3M
|
68.1K
$5.95M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
67.4K+ 21.2% |
$5.75M - $6.24M
|
385K
$33.7M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
66.8KNew |
$5.7M - $6.18M
|
66.8K
$5.84M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
66.7K+ 69.79% |
$5.69M - $6.18M
|
162K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Amplify Investments, LLC
Lisle, IL |
BUY
|
- |
66.3KNew |
$5.65M - $6.14M
|
66.3K
$5.79M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65.5K+ 58.64% |
$5.59M - $6.06M
|
177K
$15.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65.4K+ 75.54% |
$5.58M - $6.05M
|
152K
$13.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.2K+ 9.6% |
$5.39M - $5.85M
|
722K
$63.1M
|