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
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.3K+ 4.44% |
$1.31M - $1.42M
|
360K
$31.5M
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.3K+ 87.99% |
$1.3M - $1.41M
|
32.6K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.2K+ 18.45% |
$1.3M - $1.41M
|
97.7K
$8.54M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15.1K+ 16.34% |
$1.29M - $1.4M
|
108K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
15K+ 25.8% |
$1.28M - $1.39M
|
73K
$6.38M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
14.8KNew |
$1.26M - $1.37M
|
14.8K
$1.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.8K+ 29.26% |
$1.26M - $1.37M
|
65.3K
$5.7M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
14.6K+ 25.64% |
$1.24M - $1.35M
|
71.4K
$6.24M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
14.5K+ 253.77% |
$1.24M - $1.34M
|
20.2K
$1.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
14.4KNew |
$1.23M - $1.33M
|
14.4K
$1.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
14.3K+ 16.2% |
$1.22M - $1.33M
|
103K
$8.98M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.2K+ 145.98% |
$1.21M - $1.31M
|
23.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
14.2K+ 174.22% |
$1.21M - $1.31M
|
22.3K
$1.95M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
14KNew |
$1.19M - $1.3M
|
14K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13.6KNew |
$1.16M - $1.25M
|
13.6K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.13M - $1.22M
|
13.2K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
13.2K+ 13.16% |
$1.13M - $1.22M
|
114K
$9.93M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
12.9KNew |
$1.1M - $1.2M
|
12.9K
$1.13M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.9K+ 22.68% |
$1.1M - $1.19M
|
69.6K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.8K+ 8.92% |
$1.09M - $1.18M
|
156K
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.7KNew |
$1.09M - $1.18M
|
12.7K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
12.7KNew |
$1.08M - $1.17M
|
12.7K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.7K+ 13.69% |
$1.08M - $1.17M
|
105K
$9.19M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
12.6K+ 333.38% |
$1.08M - $1.17M
|
16.4K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 16.59% |
$1.07M - $1.16M
|
88.2K
$7.71M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12K+ 33.7% |
$1.03M - $1.11M
|
47.7K
$4.17M
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
11.7K+ 18.51% |
$1M - $1.09M
|
75.1K
$6.56M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
11.7K+ 24.4% |
$998K - $1.08M
|
59.6K
$5.21M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.6K+ 52.68% |
$988K - $1.07M
|
33.6K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
11.3K+ 67.84% |
$960K - $1.04M
|
27.9K
$2.43M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
11.2K+ 16.79% |
$957K - $1.04M
|
78.1K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 12.43% |
$953K - $1.03M
|
101K
$8.83M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11KNew |
$938K - $1.02M
|
11K
$961K
|
|
|
May 15, 2025
Q1 2025
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
10.8KNew |
$921K - $1M
|
10.8K
$944K
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10.8K+ 3.04% |
$921K - $1M
|
366K
$32M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 121.66% |
$899K - $975K
|
19.2K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.5KNew |
$894K - $971K
|
10.5K
$916K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
10.3K+ 257.13% |
$881K - $957K
|
14.4K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 27.33% |
$881K - $956K
|
48.1K
$4.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
10.2K+ 24.55% |
$872K - $946K
|
51.9K
$4.53M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.1KNew |
$862K - $935K
|
10.1K
$883K
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
10KNew |
$853K - $926K
|
10K
$874K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
9.81K+ 23.05% |
$837K - $908K
|
52.4K
$4.58M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.71K+ 143.59% |
$828K - $899K
|
16.5K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
9.66K+ 266.69% |
$824K - $894K
|
13.3K
$1.16M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
9.53K+ 2.27% |
$813K - $882K
|
429K
$37.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
9.53K+ 6.01% |
$812K - $882K
|
168K
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
9.5KNew |
$810K - $879K
|
9.5K
$830K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.32K+ 4.77% |
$795K - $863K
|
205K
$17.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.29K+ 2.63% |
$792K - $860K
|
363K
$31.7M
|