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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
62.9K+ 13.51% |
$5.37M - $5.82M
|
528K
$46.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
60.9KNew |
$5.2M - $5.64M
|
60.9K
$5.32M
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
58KNew |
$4.95M - $5.37M
|
58K
$5.07M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
55.4K+ 4.45% |
$4.73M - $5.13M
|
1.3M
$114M
|
|
|
May 14, 2025
Q1 2025
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
55.1K+ 7.89% |
$4.7M - $5.1M
|
754K
$65.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
55.1KNew |
$4.7M - $5.1M
|
55.1K
$4.81M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
53.6K+ 161.36% |
$4.57M - $4.96M
|
86.8K
$7.58M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
53.5K+ 1783.33% |
$4.56M - $4.95M
|
56.5K
$4.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
52K+ 13.05% |
$4.44M - $4.82M
|
451K
$39.4M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
50.4KNew |
$4.3M - $4.66M
|
50.4K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
50K+ 50.0% |
$4.26M - $4.63M
|
150K
$13.1M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
49.2K+ 6.0% |
$4.2M - $4.56M
|
870K
$76M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
49.2KNew |
$4.19M - $4.55M
|
49.2K
$4.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
48.3K+ 336.07% |
$4.12M - $4.47M
|
62.7K
$5.48M
|
|
|
May 14, 2025
Q1 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
47.7K+ 0.11% |
$4.07M - $4.42M
|
41.9M
$3.66B
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
46.7KNew |
$3.99M - $4.33M
|
46.7K
$4.09M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
46.6K+ 20.35% |
$3.98M - $4.32M
|
276K
$24.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
45.9K+ 160.02% |
$3.91M - $4.25M
|
74.5K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
45KNew |
$3.84M - $4.16M
|
45K
$3.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
44.8K+ 19.93% |
$3.82M - $4.14M
|
269K
$23.5M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44.5K+ 29.11% |
$3.8M - $4.12M
|
198K
$17.3M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
44.1KNew |
$3.76M - $4.08M
|
44.1K
$3.85M
|
|
|
May 14, 2025
Q1 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
43.4K+ 32.77% |
$3.7M - $4.02M
|
176K
$15.4M
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
43.1KNew |
$3.68M - $3.99M
|
43.1K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
42.4K+ 19.69% |
$3.62M - $3.93M
|
258K
$22.5M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
41.8K+ 4490.32% |
$3.56M - $3.87M
|
42.7K
$3.73M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41.7K+ 10.85% |
$3.56M - $3.86M
|
427K
$37.3M
|
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
41.5K+ 4145800.0% |
$3.54M - $3.84M
|
41.5K
$3.62M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.9K+ 7.08% |
$3.49M - $3.79M
|
618K
$54M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
40.9K+ 409.28% |
$3.49M - $3.78M
|
50.8K
$4.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
40.5KNew |
$3.45M - $3.75M
|
40.5K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
39.4KNew |
$3.36M - $3.65M
|
39.4K
$3.44M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.6K+ 20.69% |
$3.3M - $3.58M
|
225K
$19.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.6K+ 47.85% |
$3.29M - $3.57M
|
119K
$10.4M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
37.8K+ 14.37% |
$3.22M - $3.5M
|
301K
$26.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37.8K+ 1023.19% |
$3.22M - $3.5M
|
41.5K
$3.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
37.7K+ 7.64% |
$3.21M - $3.49M
|
531K
$46.4M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
36.3K+ 13.44% |
$3.1M - $3.36M
|
306K
$26.8M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35.9K+ 39.6% |
$3.06M - $3.32M
|
126K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35.1KNew |
$3M - $3.25M
|
35.1K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
34.3K+ 29.57% |
$2.93M - $3.18M
|
150K
$13.1M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34K+ 354.66% |
$2.9M - $3.15M
|
43.6K
$3.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
32.2K+ 508.05% |
$2.74M - $2.98M
|
38.5K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
32K+ 48.6% |
$2.73M - $2.96M
|
97.8K
$8.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
31.8K+ 29.74% |
$2.71M - $2.95M
|
139K
$12.1M
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.6K+ 1285.43% |
$2.69M - $2.92M
|
34K
$2.97M
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
31.5K+ 100.0% |
$2.69M - $2.92M
|
63K
$5.51M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
31K+ 1.14% |
$2.64M - $2.87M
|
2.75M
$240M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
30KNew |
$2.56M - $2.78M
|
30K
$2.62M
|
|
|
Jun 13, 2025
Q1 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
30K+ 100.0% |
$2.56M - $2.78M
|
60K
$5.24M
|