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
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.41KNew |
$461K - $501K
|
5.41K
$473K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.35K+ 83.41% |
$456K - $495K
|
11.8K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.35KNew |
$456K - $495K
|
5.35K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1K+ 199.96% |
$435K - $472K
|
7.65K
$668K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.84K+ 7.65% |
$413K - $448K
|
68.1K
$5.95M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.82K+ 0.58% |
$411K - $446K
|
842K
$73.5M
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.62K+ 14.48% |
$394K - $428K
|
36.5K
$3.19M
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.57K+ 14.95% |
$390K - $423K
|
35.1K
$3.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.57K+ 164.85% |
$390K - $423K
|
7.34K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.54K+ 5.37% |
$387K - $421K
|
89.2K
$7.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.52K+ 51.35% |
$385K - $418K
|
13.3K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.41K+ 9.55% |
$376K - $409K
|
50.6K
$4.42M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.4K+ 7.94% |
$375K - $407K
|
59.8K
$5.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38K+ 75.09% |
$374K - $405K
|
10.2K
$893K
|
|
|
Apr 17, 2025
Q1 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.38K+ 3.55% |
$373K - $405K
|
128K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 3.53% |
$372K - $404K
|
128K
$11.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.31K+ 7.64% |
$367K - $399K
|
60.7K
$5.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 126.64% |
$363K - $394K
|
7.62K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
4.24K+ 3.18% |
$361K - $392K
|
137K
$12M
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.22K+ 1.59% |
$360K - $391K
|
269K
$23.5M
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.18K+ 36.16% |
$356K - $387K
|
15.7K
$1.37M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 28.13% |
$356K - $386K
|
19K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.14KNew |
$353K - $383K
|
4.14K
$362K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 27.09% |
$351K - $381K
|
19.3K
$1.69M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.1K+ 27.94% |
$349K - $379K
|
18.8K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 214.9% |
$344K - $374K
|
5.92K
$517K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.02K+ 3.44% |
$343K - $372K
|
121K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4K+ 63.71% |
$342K - $371K
|
10.3K
$899K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.92K+ 4.02% |
$334K - $363K
|
101K
$8.86M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.85K+ 137.35% |
$328K - $356K
|
6.65K
$581K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$324K - $351K
|
3.8K
$332K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.78K+ 18.05% |
$322K - $350K
|
24.7K
$2.16M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.66KNew |
$313K - $339K
|
3.66K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.65K+ 19.53% |
$311K - $338K
|
22.3K
$1.95M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
3.6K+ 4.93% |
$307K - $333K
|
76.6K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$305K - $331K
|
3.57K
$312K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.55K+ 14.96% |
$303K - $329K
|
27.3K
$2.38M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5K+ 34.14% |
$298K - $324K
|
13.7K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 123.96% |
$296K - $321K
|
6.27K
$548K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.44KNew |
$294K - $319K
|
3.44K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$292K - $317K
|
3.43K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.41K+ 4.59% |
$290K - $315K
|
77.7K
$6.79M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.3K+ 31.7% |
$281K - $305K
|
13.7K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.24KNew |
$276K - $300K
|
3.24K
$283K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.2K+ 400.0% |
$273K - $296K
|
4K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.19K+ 111.23% |
$272K - $295K
|
6.06K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$271K - $294K
|
3.17K
$277K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.13K+ 6.25% |
$267K - $289K
|
53.2K
$4.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.12KNew |
$266K - $289K
|
3.12K
$272K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 11.96% |
$264K - $287K
|
29K
$2.53M
|