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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368K- 7.91% |
$31.3M - $34M
|
4.28M
$382M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-379K- 48.39% |
$32.4M - $35.1M
|
405K
$36.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-415K- 33.85% |
$35.4M - $38.4M
|
811K
$72.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-472K- 27.04% |
$40.2M - $43.6M
|
1.27M
$114M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-501K- 42.22% |
$42.7M - $46.4M
|
686K
$61.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-588K- 96.02% |
$50.1M - $54.4M
|
24.4K
$2.17M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-660K- 55.59% |
$56.3M - $61.1M
|
527K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-663K- 51.33% |
$56.5M - $61.4M
|
628K
$56.1M
|
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-667K- 33.94% |
$56.9M - $61.8M
|
1.3M
$116M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
SELL
|
- |
-676K- 48.07% |
$57.6M - $62.6M
|
730K
$65.1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-684K- 79.82% |
$58.3M - $63.3M
|
173K
$15.4M
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-697K- 92.59% |
$59.4M - $64.5M
|
55.7K
$4.97M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-782K- 19.53% |
$66.7M - $72.4M
|
3.22M
$287M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.11M- 92.23% |
$94.4M - $102M
|
93.3K
$8.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32M- 59.33% |
$113M - $122M
|
907K
$81M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.39M- 59.75% |
$119M - $129M
|
937K
$83.6M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.66M- 27.46% |
$141M - $153M
|
4.38M
$391M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.8M- 8.7% |
$153M - $166M
|
18.9M
$1.68B
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.07M- 28.58% |
$176M - $191M
|
5.16M
$461M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.61M- 98.8% |
$223M - $242M
|
31.7K
$2.82M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-5.05M- 96.75% |
$430M - $467M
|
169K
$15.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.89M- 55.71% |
$758M - $823M
|
7.07M
$631M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.5M- 84.65% |
$2.6B - $2.83B
|
5.53M
$494M
|