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 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-34.8K- 85.05% |
$2.96M - $3.22M
|
6.11K
$534K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-35K- 91.1% |
$2.98M - $3.24M
|
3.42K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-35.1K- 89.68% |
$2.99M - $3.25M
|
4.04K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 64.2% |
$3.05M - $3.31M
|
19.9K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-36.2K- 88.4% |
$3.09M - $3.35M
|
4.75K
$415K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-37.4K- 35.92% |
$3.19M - $3.47M
|
66.8K
$5.84M
|
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-37.6K- 88.67% |
$3.2M - $3.48M
|
4.8K
$420K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-37.7K- 8.64% |
$3.22M - $3.49M
|
399K
$34.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-37.7K- 80.95% |
$3.22M - $3.49M
|
8.88K
$776K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-38.4K- 71.58% |
$3.28M - $3.55M
|
15.3K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-39K- 81.51% |
$3.33M - $3.61M
|
8.84K
$773K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-39K- 88.56% |
$3.33M - $3.61M
|
5.04K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-40K- 14.12% |
$3.41M - $3.7M
|
243K
$21.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-43.8K- 19.87% |
$3.73M - $4.05M
|
176K
$15.4M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-43.8K- 87.13% |
$3.74M - $4.06M
|
6.47K
$566K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-44.8K- 32.7% |
$3.82M - $4.15M
|
92.2K
$8.05M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-45.6K- 15.46% |
$3.89M - $4.22M
|
249K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 94.63% |
$4.02M - $4.36M
|
2.67K
$234K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49.7K- 52.0% |
$4.24M - $4.6M
|
45.9K
$4.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51K- 26.37% |
$4.35M - $4.72M
|
142K
$12.4M
|
|
|
May 14, 2025
Q1 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-52.3K- 77.74% |
$4.46M - $4.84M
|
15K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-53.2K- 99.6% |
$4.54M - $4.93M
|
215
$18.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-54.7K- 96.58% |
$4.66M - $5.06M
|
1.93K
$169K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.9K- 75.9% |
$4.85M - $5.27M
|
18.1K
$1.58M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-57.2K- 62.59% |
$4.88M - $5.29M
|
34.2K
$2.99M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-60.9K- 61.6% |
$5.2M - $5.64M
|
38K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-61.5K- 98.0% |
$5.24M - $5.69M
|
1.25K
$109K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-63.1KClosed |
$5.38M - $5.84M
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-63.2K- 52.51% |
$5.39M - $5.85M
|
57.2K
$5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65.2K- 62.05% |
$5.56M - $6.04M
|
39.9K
$3.49M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-68.1K- 23.72% |
$5.81M - $6.3M
|
219K
$19.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-68.9K- 94.66% |
$5.87M - $6.37M
|
3.89K
$340K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70.7K- 95.01% |
$6.03M - $6.55M
|
3.71K
$325K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-71.6K- 38.37% |
$6.1M - $6.62M
|
115K
$10M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-72.6K- 93.11% |
$6.2M - $6.72M
|
5.38K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-75.9K- 21.37% |
$6.47M - $7.03M
|
279K
$24.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76K- 4.13% |
$6.49M - $7.04M
|
1.76M
$154M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77.3K- 82.41% |
$6.59M - $7.16M
|
16.5K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-80.7K- 75.49% |
$6.88M - $7.47M
|
26.2K
$2.29M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-84.2K- 5.56% |
$7.18M - $7.79M
|
1.43M
$125M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-84.4K- 59.43% |
$7.2M - $7.81M
|
57.6K
$5.03M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-85.1K- 22.85% |
$7.26M - $7.88M
|
287K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-85.1K- 82.44% |
$7.26M - $7.88M
|
18.1K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-95.8K- 5.65% |
$8.17M - $8.87M
|
1.6M
$140M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-101K- 7.03% |
$8.62M - $9.35M
|
1.34M
$117M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-109K- 43.98% |
$9.28M - $10.1M
|
139K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-112K- 77.42% |
$9.52M - $10.3M
|
32.6K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-112K- 46.77% |
$9.57M - $10.4M
|
128K
$11.2M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-112K- 80.88% |
$9.58M - $10.4M
|
26.6K
$2.32M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-124K- 94.0% |
$10.6M - $11.5M
|
7.89K
$690K
|