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 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
29.9K+ 26.2% |
$2.55M - $2.77M
|
144K
$12.6M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.7KNew |
$2.53M - $2.75M
|
29.7K
$2.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.1K+ 235.98% |
$2.4M - $2.6M
|
40.1K
$3.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
27.7KNew |
$2.36M - $2.56M
|
27.7K
$2.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
27.6K+ 64.67% |
$2.35M - $2.55M
|
70.2K
$6.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27.6K+ 19.87% |
$2.35M - $2.55M
|
166K
$14.5M
|
|
|
May 15, 2025
Q1 2025
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.5KNew |
$2.35M - $2.55M
|
27.5K
$2.4M
|
|
|
May 15, 2025
Q1 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
27.5KNew |
$2.34M - $2.54M
|
27.5K
$2.4M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
27.3K+ 339.09% |
$2.32M - $2.52M
|
35.3K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
27K+ 72.06% |
$2.3M - $2.5M
|
64.5K
$5.64M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26.1KNew |
$2.23M - $2.42M
|
26.1K
$2.28M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25.5KNew |
$2.17M - $2.36M
|
25.5K
$2.23M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
25.4KNew |
$2.17M - $2.35M
|
25.4K
$2.22M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25.3K+ 11.2% |
$2.16M - $2.34M
|
251K
$22M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.7K+ 32.61% |
$2.11M - $2.29M
|
101K
$8.79M
|
|
|
May 06, 2025
Q1 2025
|
My Wealth Management Inc.
|
BUY
|
- |
24.7K+ 16.78% |
$2.1M - $2.28M
|
172K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
24.5KNew |
$2.09M - $2.26M
|
24.5K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
24.1K+ 54.45% |
$2.05M - $2.23M
|
68.3K
$5.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
23.9KNew |
$2.04M - $2.21M
|
23.9K
$2.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
22.4K+ 40.85% |
$1.91M - $2.07M
|
77.3K
$6.75M
|
|
|
May 07, 2025
Q1 2025
|
Nkcfo LLC
|
BUY
|
- |
21KNew |
$1.79M - $1.94M
|
21K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.9KNew |
$1.78M - $1.94M
|
20.9K
$1.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
20.8K+ 18.51% |
$1.77M - $1.92M
|
133K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
20.4KNew |
$1.74M - $1.89M
|
20.4K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
20KNew |
$1.71M - $1.85M
|
20K
$1.75M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$1.71M - $1.85M
|
20K
$1.75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.9K+ 7.27% |
$1.7M - $1.84M
|
294K
$25.7M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
19.9K+ 40.88% |
$1.7M - $1.84M
|
68.5K
$5.99M
|
|
|
May 14, 2025
Q1 2025
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
19.8K+ 13.41% |
$1.69M - $1.83M
|
167K
$14.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
19.6K+ 265.99% |
$1.68M - $1.82M
|
27K
$2.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
19.5KNew |
$1.67M - $1.81M
|
19.5K
$1.71M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
19.1K+ 185.52% |
$1.63M - $1.77M
|
29.5K
$2.57M
|
|
|
May 14, 2025
Q1 2025
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
18.8K+ 298.89% |
$1.61M - $1.74M
|
25.1K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.3KNew |
$1.56M - $1.69M
|
18.3K
$1.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.1KNew |
$1.54M - $1.67M
|
18.1K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
18.1K+ 29.27% |
$1.54M - $1.67M
|
79.9K
$6.98M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
17.7K+ 21.48% |
$1.51M - $1.64M
|
100K
$8.74M
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
17.6KNew |
$1.5M - $1.63M
|
17.6K
$1.54M
|
|
|
May 15, 2025
Q1 2025
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
17.4KNew |
$1.49M - $1.61M
|
17.4K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
17.4K+ 9.27% |
$1.48M - $1.61M
|
204K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
17.4K+ 88.65% |
$1.48M - $1.61M
|
36.9K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
17K+ 720.95% |
$1.45M - $1.57M
|
19.3K
$1.69M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.3K+ 83.56% |
$1.39M - $1.51M
|
35.9K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16.1KNew |
$1.38M - $1.49M
|
16.1K
$1.41M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
16.1K+ 39.09% |
$1.37M - $1.49M
|
57.2K
$5M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 19.67% |
$1.36M - $1.47M
|
96.7K
$8.45M
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
BUY
|
- |
15.8K+ 17.86% |
$1.35M - $1.46M
|
104K
$9.1M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.7K+ 545.16% |
$1.34M - $1.45M
|
18.6K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15.7K+ 21.8% |
$1.34M - $1.45M
|
87.5K
$7.65M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.5K+ 68.84% |
$1.32M - $1.43M
|
38K
$3.32M
|