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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
1.98K+ 2.36% |
$168K - $183K
|
85.8K
$7.5M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.97K+ 26.97% |
$168K - $183K
|
9.28K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 67.03% |
$168K - $182K
|
4.89K
$428K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
1.96K+ 7.53% |
$167K - $182K
|
28K
$2.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$159K - $172K
|
20.8K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.82K+ 39.61% |
$155K - $168K
|
6.4K
$560K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 37.54% |
$148K - $160K
|
6.35K
$555K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.71K+ 2.27% |
$146K - $158K
|
77K
$6.73M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 11.12% |
$143K - $155K
|
16.7K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.67K+ 50.03% |
$143K - $155K
|
5.01K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.63K+ 11.14% |
$139K - $151K
|
16.3K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 32.01% |
$137K - $148K
|
6.61K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 67.39% |
$132K - $144K
|
3.86K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 10.52% |
$123K - $133K
|
15.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.44K+ 24.65% |
$123K - $133K
|
7.28K
$636K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.42K+ 2.2% |
$121K - $132K
|
66K
$5.77M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 56.59% |
$119K - $129K
|
3.85K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.39K+ 27.36% |
$119K - $129K
|
6.48K
$566K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.36K+ 48.21% |
$116K - $126K
|
4.19K
$366K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.36K+ 43.54% |
$116K - $126K
|
4.47K
$391K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.31K+ 15.66% |
$112K - $122K
|
9.7K
$848K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.3K+ 86.67% |
$111K - $120K
|
2.8K
$245K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.28K+ 5.82% |
$109K - $118K
|
23.2K
$2.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 22.26% |
$106K - $115K
|
6.82K
$596K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.24K+ 37.73% |
$105K - $114K
|
4.51K
$394K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.23K+ 15.91% |
$105K - $114K
|
8.96K
$783K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 20.61% |
$104K - $113K
|
7.17K
$626K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.22K+ 4.52% |
$104K - $113K
|
28.2K
$2.47M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
1.22K+ 1.45% |
$104K - $113K
|
85.1K
$7.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.2K+ 1.76% |
$102K - $111K
|
69.1K
$6.04M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2K+ 7.19% |
$102K - $111K
|
17.8K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 9.92% |
$98.7K - $107K
|
12.8K
$1.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
1.12K+ 1.41% |
$95.2K - $103K
|
80.5K
$7.03M
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.08KNew |
$92.5K - $100K
|
1.08K
$94.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08KNew |
$92.4K - $100K
|
1.08K
$94.6K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.07KNew |
$90.8K - $98.6K
|
1.07K
$93.1K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 16.4% |
$89.6K - $97.2K
|
7.45K
$651K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 41.46% |
$88.2K - $95.7K
|
3.53K
$308K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$85.3K - $92.6K
|
1K
$87.4K
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1K+ 100.0% |
$85.3K - $92.6K
|
2K
$175K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
986+ 1.29% |
$84.1K - $91.3K
|
77.3K
$6.76M
|
|
|
May 07, 2025
Q1 2025
|
American Asset Management Inc.
|
BUY
|
- |
971+ 41.07% |
$82.8K - $89.9K
|
3.34K
$291K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
962New |
$82K - $89.1K
|
962
$84.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
960+ 17.9% |
$81.9K - $88.9K
|
6.32K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
957+ 10.5% |
$81.6K - $88.6K
|
10.1K
$880K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
943+ 1.59% |
$80.4K - $87.3K
|
60.2K
$5.26M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
925+ 1.89% |
$78.9K - $85.6K
|
49.8K
$4.35M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
891+ 4.25% |
$76K - $82.5K
|
21.9K
$1.91M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
866+ 21.24% |
$73.9K - $80.2K
|
4.94K
$432K
|
|
|
Apr 14, 2025
Q1 2025
|
Dentgroup LLC
|
BUY
|
- |
864+ 9.65% |
$73.7K - $80K
|
9.82K
$858K
|