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 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-68.9K- 94.66% |
$5.87M - $6.37M
|
3.89K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70.7K- 95.01% |
$6.03M - $6.55M
|
3.71K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-71.6K- 38.37% |
$6.1M - $6.62M
|
115K
$10.3M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-72.6K- 93.11% |
$6.2M - $6.72M
|
5.38K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-75.9K- 21.37% |
$6.47M - $7.03M
|
279K
$24.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76K- 4.13% |
$6.49M - $7.04M
|
1.76M
$157M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77.3K- 82.41% |
$6.59M - $7.16M
|
16.5K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-80.7K- 75.49% |
$6.88M - $7.47M
|
26.2K
$2.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Nationwide Fund Advisors
|
SELL
|
- |
-84.2K- 5.56% |
$7.18M - $7.79M
|
1.43M
$128M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-84.4K- 59.43% |
$7.2M - $7.81M
|
57.6K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-85.1K- 22.85% |
$7.26M - $7.88M
|
287K
$25.6M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-85.1K- 82.44% |
$7.26M - $7.88M
|
18.1K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-95.8K- 5.65% |
$8.17M - $8.87M
|
1.6M
$143M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-101K- 7.03% |
$8.62M - $9.35M
|
1.34M
$119M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-109K- 43.98% |
$9.28M - $10.1M
|
139K
$12.4M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-112K- 77.42% |
$9.52M - $10.3M
|
32.6K
$2.91M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-112K- 46.77% |
$9.57M - $10.4M
|
128K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-112K- 80.88% |
$9.58M - $10.4M
|
26.6K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-124K- 94.0% |
$10.6M - $11.5M
|
7.89K
$704K
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-130K- 96.47% |
$11.1M - $12M
|
4.76K
$425K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-130K- 96.47% |
$11.1M - $12M
|
4.76K
$425K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-134K- 76.47% |
$11.4M - $12.4M
|
41.1K
$3.67M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-135K- 89.22% |
$11.5M - $12.5M
|
16.3K
$1.45M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-140K- 71.37% |
$11.9M - $13M
|
56.2K
$5.01M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146K- 89.54% |
$12.5M - $13.5M
|
17.1K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-155K- 17.18% |
$13.2M - $14.4M
|
748K
$66.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157K- 91.5% |
$13.4M - $14.6M
|
14.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-160K- 82.61% |
$13.6M - $14.8M
|
33.6K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-175K- 89.0% |
$14.9M - $16.2M
|
21.6K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-180K- 4.59% |
$15.3M - $16.6M
|
3.73M
$333M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-181K- 43.1% |
$15.4M - $16.7M
|
239K
$21.3M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186K- 97.86% |
$15.8M - $17.2M
|
4.05K
$362K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-191K- 82.94% |
$16.3M - $17.7M
|
39.3K
$3.51M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-199K- 89.62% |
$17M - $18.5M
|
23.1K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-201K- 54.43% |
$17.2M - $18.6M
|
169K
$15M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-202K- 31.6% |
$17.2M - $18.7M
|
437K
$39M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-209K- 50.25% |
$17.8M - $19.3M
|
207K
$18.5M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-210K- 54.48% |
$17.9M - $19.4M
|
175K
$15.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-215K- 96.59% |
$18.3M - $19.9M
|
7.58K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-235K- 89.65% |
$20.1M - $21.8M
|
27.2K
$2.42M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-265K- 68.08% |
$22.6M - $24.6M
|
124K
$11.1M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-268K- 51.63% |
$22.9M - $24.8M
|
251K
$22.4M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-274K- 38.2% |
$23.3M - $25.3M
|
443K
$39.5M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-281K- 82.84% |
$24M - $26.1M
|
58.3K
$5.2M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-283K- 29.0% |
$24.1M - $26.2M
|
692K
$61.8M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-286K- 92.21% |
$24.4M - $26.5M
|
24.2K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-308K- 26.3% |
$26.3M - $28.5M
|
863K
$77M
|
|
|
May 14, 2025
Q1 2025
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-321K- 44.38% |
$27.4M - $29.7M
|
402K
$35.9M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-324K- 40.18% |
$27.6M - $30M
|
482K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-361K- 18.21% |
$30.7M - $33.4M
|
1.62M
$145M
|