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 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3.08K+ 7.78% |
$263K - $285K
|
42.7K
$3.73M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$262K - $284K
|
3.07K
$268K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.06K+ 6.44% |
$261K - $283K
|
50.6K
$4.42M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.02K+ 8.45% |
$258K - $280K
|
38.8K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3KNew |
$256K - $278K
|
3K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95KNew |
$252K - $273K
|
2.95K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.95KNew |
$252K - $273K
|
2.95K
$258K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.95K+ 2.23% |
$251K - $273K
|
135K
$11.8M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.93KNew |
$250K - $271K
|
2.93K
$256K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.92KNew |
$249K - $270K
|
2.92K
$255K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.91KNew |
$248K - $269K
|
2.91K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.87K+ 5.52% |
$244K - $265K
|
54.8K
$4.79M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$242K - $263K
|
2.84K
$248K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.82KNew |
$241K - $261K
|
2.82K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.74KNew |
$233K - $253K
|
2.74K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.67KNew |
$228K - $247K
|
2.67K
$233K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 15.06% |
$225K - $244K
|
20.2K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$222K - $241K
|
2.6K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.6K+ 3.15% |
$222K - $241K
|
85.2K
$7.44M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.53K+ 1.65% |
$215K - $234K
|
156K
$13.6M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.5KNew |
$213K - $231K
|
2.5K
$218K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$217K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.44KNew |
$208K - $226K
|
2.44K
$213K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.42K+ 95.95% |
$206K - $224K
|
4.93K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$210K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.39K+ 6.18% |
$204K - $221K
|
41.1K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.37KNew |
$202K - $220K
|
2.37K
$207K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.37K+ 5.34% |
$202K - $219K
|
46.6K
$4.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36K+ 21.87% |
$201K - $218K
|
13.1K
$1.15M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.35K+ 5.5% |
$201K - $218K
|
45.2K
$3.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.32KNew |
$198K - $215K
|
2.32K
$203K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$196K - $212K
|
2.29K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.29K+ 47.51% |
$195K - $212K
|
7.11K
$621K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$197K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.23KNew |
$190K - $206K
|
2.23K
$195K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 217.94% |
$190K - $206K
|
3.24K
$283K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$189K - $205K
|
2.21K
$193K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.21K+ 26.18% |
$188K - $204K
|
10.6K
$931K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.18K+ 5.28% |
$186K - $202K
|
43.5K
$3.8M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.1K+ 88.55% |
$179K - $195K
|
4.48K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.06K+ 1.82% |
$175K - $190K
|
115K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.01K+ 11.69% |
$171K - $186K
|
19.2K
$1.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2K+ 6.67% |
$171K - $185K
|
32K
$2.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.99K+ 37.6% |
$169K - $184K
|
7.27K
$635K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.98K+ 13.72% |
$169K - $183K
|
16.4K
$1.43M
|