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 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.03K+ 3.36% |
$770K - $836K
|
278K
$24.3M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.71K+ 10.72% |
$743K - $806K
|
89.9K
$7.86M
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8.43K+ 51.04% |
$719K - $780K
|
24.9K
$2.18M
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.39KNew |
$715K - $776K
|
8.39K
$733K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.21K+ 13.84% |
$700K - $760K
|
67.6K
$5.9M
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
8.18K+ 6.35% |
$697K - $757K
|
137K
$12M
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
8.17K+ 10.79% |
$697K - $757K
|
84K
$7.34M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.03K+ 113.39% |
$685K - $743K
|
15.1K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.95K+ 55.13% |
$678K - $736K
|
22.4K
$1.95M
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.86K+ 30.94% |
$670K - $728K
|
33.3K
$2.91M
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7.63K+ 6.03% |
$651K - $707K
|
134K
$11.7M
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.57K+ 10.15% |
$646K - $701K
|
82.2K
$7.18M
|
|
Apr 16, 2025
Q1 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.54K+ 53.72% |
$643K - $698K
|
21.6K
$1.89M
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
7.5KNew |
$640K - $694K
|
7.5K
$655K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.38K+ 7.39% |
$629K - $683K
|
107K
$9.36M
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.15K+ 449.37% |
$609K - $661K
|
8.74K
$763K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
7.08K+ 31.33% |
$604K - $655K
|
29.7K
$2.59M
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.05K+ 2.97% |
$601K - $652K
|
244K
$21.3M
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.98KNew |
$595K - $646K
|
6.98K
$610K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.94K+ 9.66% |
$592K - $642K
|
78.8K
$6.88M
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
6.89KNew |
$588K - $638K
|
6.89K
$602K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 72.89% |
$583K - $633K
|
16.2K
$1.42M
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
6.84K+ 11.56% |
$583K - $633K
|
66K
$5.76M
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.65K+ 109.95% |
$568K - $616K
|
12.7K
$1.11M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.64KNew |
$566K - $615K
|
6.64K
$580K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.64K+ 10.17% |
$566K - $615K
|
71.9K
$6.29M
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
6.6KNew |
$563K - $611K
|
6.6K
$577K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.54KNew |
$558K - $605K
|
6.54K
$571K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 20.97% |
$556K - $603K
|
37.6K
$3.28M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.51K+ 3.77% |
$555K - $602K
|
179K
$15.7M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.49K+ 45.64% |
$553K - $600K
|
20.7K
$1.81M
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
6.45KNew |
$550K - $597K
|
6.45K
$564K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.39KNew |
$545K - $592K
|
6.39K
$559K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.39K+ 3147.78% |
$545K - $592K
|
6.59K
$576K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.38KNew |
$544K - $591K
|
6.38K
$558K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36K+ 62.73% |
$543K - $589K
|
16.5K
$1.44M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.29K+ 6.3% |
$536K - $582K
|
106K
$9.27M
|
|
Apr 24, 2025
Q1 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
6.13K+ 6.51% |
$523K - $567K
|
100K
$8.76M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11KNew |
$521K - $566K
|
6.11K
$534K
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
6.02KNew |
$513K - $557K
|
6.02K
$526K
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.92KNew |
$505K - $548K
|
5.92K
$517K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.91K+ 153.31% |
$504K - $547K
|
9.77K
$853K
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.85K+ 8.14% |
$499K - $541K
|
77.7K
$6.79M
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
5.84KNew |
$498K - $540K
|
5.84K
$510K
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.73KNew |
$488K - $530K
|
5.73K
$500K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.7K+ 45.49% |
$486K - $527K
|
18.2K
$1.59M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.69K+ 78.28% |
$485K - $526K
|
13K
$1.13M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.57K+ 89.58% |
$475K - $516K
|
11.8K
$1.03M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.45KNew |
$464K - $504K
|
5.45K
$476K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.43K+ 7.61% |
$463K - $503K
|
76.9K
$6.72M
|