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 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-130K- 96.47% |
$11.1M - $12M
|
4.76K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-134K- 76.47% |
$11.4M - $12.4M
|
41.1K
$3.6M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-135K- 89.22% |
$11.5M - $12.5M
|
16.3K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-140K- 71.37% |
$11.9M - $13M
|
56.2K
$4.91M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146K- 89.54% |
$12.5M - $13.5M
|
17.1K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-155K- 17.18% |
$13.2M - $14.4M
|
748K
$65.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-157K- 91.5% |
$13.4M - $14.6M
|
14.6K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-160K- 82.61% |
$13.6M - $14.8M
|
33.6K
$2.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-175K- 89.0% |
$14.9M - $16.2M
|
21.6K
$1.89M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-180K- 4.59% |
$15.3M - $16.6M
|
3.73M
$326M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-181K- 43.1% |
$15.4M - $16.7M
|
239K
$20.9M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186K- 97.86% |
$15.8M - $17.2M
|
4.05K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-191K- 82.94% |
$16.3M - $17.7M
|
39.3K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-199K- 89.62% |
$17M - $18.5M
|
23.1K
$2.02M
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-201K- 54.43% |
$17.2M - $18.6M
|
169K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-202K- 31.6% |
$17.2M - $18.7M
|
437K
$38.2M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-209K- 50.25% |
$17.8M - $19.3M
|
207K
$18.1M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-210K- 54.48% |
$17.9M - $19.4M
|
175K
$15.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-215K- 96.59% |
$18.3M - $19.9M
|
7.58K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-235K- 89.65% |
$20.1M - $21.8M
|
27.2K
$2.37M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-265K- 68.08% |
$22.6M - $24.6M
|
124K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-268K- 51.63% |
$22.9M - $24.8M
|
251K
$22M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-274K- 38.2% |
$23.3M - $25.3M
|
443K
$38.7M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-281K- 82.84% |
$24M - $26.1M
|
58.3K
$5.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-283K- 29.0% |
$24.1M - $26.2M
|
692K
$60.5M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-286K- 92.21% |
$24.4M - $26.5M
|
24.2K
$2.11M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-308K- 26.3% |
$26.3M - $28.5M
|
863K
$75.4M
|
|
|
May 14, 2025
Q1 2025
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-321K- 44.38% |
$27.4M - $29.7M
|
402K
$35.1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-324K- 40.18% |
$27.6M - $30M
|
482K
$42.2M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-361K- 18.21% |
$30.7M - $33.4M
|
1.62M
$141M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368K- 7.91% |
$31.3M - $34M
|
4.28M
$374M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-379K- 48.39% |
$32.4M - $35.1M
|
405K
$35.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-415K- 33.85% |
$35.4M - $38.4M
|
811K
$70.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-472K- 27.04% |
$40.2M - $43.6M
|
1.27M
$111M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-501K- 42.22% |
$42.7M - $46.4M
|
686K
$59.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-588K- 96.02% |
$50.1M - $54.4M
|
24.4K
$2.13M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-660K- 55.59% |
$56.3M - $61.1M
|
527K
$46M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-663K- 51.33% |
$56.5M - $61.4M
|
628K
$54.9M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-667K- 33.94% |
$56.9M - $61.8M
|
1.3M
$114M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
SELL
|
- |
-676K- 48.07% |
$57.6M - $62.6M
|
730K
$63.8M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-684K- 79.82% |
$58.3M - $63.3M
|
173K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-697K- 92.59% |
$59.4M - $64.5M
|
55.7K
$4.87M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-782K- 19.53% |
$66.7M - $72.4M
|
3.22M
$281M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.11M- 92.23% |
$94.4M - $102M
|
93.3K
$8.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32M- 59.33% |
$113M - $122M
|
907K
$79.3M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39M- 59.75% |
$119M - $129M
|
937K
$81.9M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.66M- 27.46% |
$141M - $153M
|
4.38M
$383M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 8.7% |
$153M - $166M
|
18.9M
$1.65B
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.07M- 28.58% |
$176M - $191M
|
5.16M
$451M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.61M- 98.8% |
$223M - $242M
|
31.7K
$2.77M
|