Purchases and Sales Made in Q2 2025 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
273KNew |
$22.9M - $25.3M
|
273K
$24M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
170K+ 5997.68% |
$14.3M - $15.8M
|
173K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.4K+ 107.19% |
$8.26M - $9.14M
|
190K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
90.1KNew |
$7.57M - $8.37M
|
90.1K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
58.1KNew |
$4.88M - $5.4M
|
58.1K
$5.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.8K+ 89.87% |
$4.27M - $4.72M
|
107K
$9.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35.6K+ 25.63% |
$2.99M - $3.3M
|
174K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27KNew |
$2.27M - $2.51M
|
27K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.5K+ 16.93% |
$1.89M - $2.09M
|
156K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.1K+ 26.82% |
$1.85M - $2.05M
|
104K
$9.21M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
18.4K+ 66.61% |
$1.55M - $1.71M
|
46.1K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 5.7% |
$1.29M - $1.43M
|
285K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.7K+ 50.01% |
$1.24M - $1.37M
|
44.2K
$3.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 48.84% |
$1.15M - $1.27M
|
41.7K
$3.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.67% |
$959K - $1.06M
|
49.9K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 10.31% |
$910K - $1.01M
|
116K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.52K+ 12.2% |
$799K - $884K
|
87.6K
$7.72M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.35K+ 32.65% |
$449K - $497K
|
21.7K
$1.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.24KNew |
$440K - $487K
|
5.24K
$462K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.48K+ 3.51% |
$376K - $416K
|
132K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.68K+ 5.32% |
$309K - $342K
|
72.8K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.66K+ 5.55% |
$307K - $340K
|
69.7K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.61K+ 30.25% |
$303K - $335K
|
15.5K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.12KNew |
$262K - $290K
|
3.12K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 21.86% |
$257K - $284K
|
17.1K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.95KNew |
$248K - $274K
|
2.95K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.82K+ 44.43% |
$237K - $262K
|
9.17K
$808K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.82K+ 0.94% |
$236K - $261K
|
304K
$26.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.63K+ 2.62% |
$221K - $244K
|
103K
$9.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.9K+ 70.5% |
$160K - $177K
|
4.6K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.76K+ 2.67% |
$148K - $163K
|
67.7K
$5.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$137K - $151K
|
1.63K
$144K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 58.58% |
$137K - $151K
|
4.41K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.28K+ 2.04% |
$107K - $119K
|
64K
$5.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 445.91% |
$105K - $116K
|
1.53K
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.19KNew |
$99.5K - $110K
|
1.19K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.12K+ 7.1% |
$94.1K - $104K
|
16.9K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 12.09% |
$89.6K - $99.1K
|
9.89K
$872K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
942+ 5.36% |
$79.1K - $87.5K
|
18.5K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
736+ 0.72% |
$61.8K - $68.3K
|
103K
$9.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
718+ 140.51% |
$60.3K - $66.7K
|
1.23K
$108K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
591+ 1477.5% |
$49.6K - $54.9K
|
631
$55.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
540+ 12.99% |
$45.3K - $50.1K
|
4.7K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
332+ 2.62% |
$27.9K - $30.8K
|
13K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 4.49% |
$18K - $19.9K
|
4.98K
$439K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
172New |
$14.4K - $16K
|
172
$15.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
171+ 1.1% |
$14.4K - $15.9K
|
15.7K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
157+ 2.6% |
$13.2K - $14.6K
|
6.2K
$546K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
129+ 38.39% |
$10.8K - $12K
|
465
$41K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39+ 0.6% |
$3.27K - $3.62K
|
6.53K
$576K
|