Purchases and Sales Made in Q3 2025 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
21K+ 16.09% |
$1.78M - $1.9M
|
151K
$13.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
14.3KNew |
$1.21M - $1.29M
|
14.3K
$1.27M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.3KNew |
$960K - $1.02M
|
11.3K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
10.4K+ 3.44% |
$888K - $944K
|
314K
$28M
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7KNew |
$595K - $632K
|
7K
$625K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.78KNew |
$577K - $613K
|
6.78K
$605K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$405K - $431K
|
4.77K
$426K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.72KNew |
$401K - $426K
|
4.72K
$421K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.26KNew |
$277K - $295K
|
3.26K
$291K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.03K+ 4.47% |
$257K - $274K
|
70.7K
$6.31M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.03KNew |
$257K - $273K
|
3.03K
$270K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$251K - $267K
|
2.95K
$263K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.65KNew |
$225K - $239K
|
2.65K
$236K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.88K+ 1.81% |
$160K - $170K
|
105K
$9.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.71K+ 10.95% |
$145K - $154K
|
17.3K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.7K+ 2.34% |
$145K - $154K
|
74.5K
$6.65M
|
|
|
Oct 07, 2025
Q3 2025
|
Sicart Associates LLC
|
BUY
|
- |
1.55K+ 0.98% |
$131K - $140K
|
159K
$14.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 10.68% |
$131K - $139K
|
15.9K
$1.42M
|
|
|
Oct 02, 2025
Q3 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
BUY
|
- |
1.48K+ 9.28% |
$126K - $134K
|
17.4K
$1.55M
|
|
|
Oct 02, 2025
Q3 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
1.47K+ 5.45% |
$125K - $133K
|
28.5K
$2.54M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.37K+ 2.74% |
$116K - $124K
|
51.3K
$4.58M
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
994+ 5.37% |
$84.5K - $89.8K
|
19.5K
$1.74M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
689+ 14.5% |
$58.6K - $62.3K
|
5.44K
$486K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
635New |
$54K - $57.4K
|
635
$56.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
620+ 3.65% |
$52.7K - $56K
|
17.6K
$1.57M
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
578+ 11.05% |
$49.1K - $52.2K
|
5.81K
$518K
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
374+ 13.61% |
$31.8K - $33.8K
|
3.12K
$279K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 22.89% |
$5.53K - $5.87K
|
349
$31.1K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 22.22% |
$4.25K - $4.52K
|
275
$24.5K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.82% |
$85 - $90.4
|
123
$11K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 2.15% |
$9.1K - $9.67K
|
4.88K
$435K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-118- 23.74% |
$10K - $10.7K
|
379
$33.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-184- 7.53% |
$15.6K - $16.6K
|
2.26K
$202K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 4.16% |
$17K - $18.1K
|
4.6K
$411K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-210- 15.6% |
$17.9K - $19K
|
1.14K
$101K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-398- 11.34% |
$33.8K - $36K
|
3.11K
$278K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-423- 14.28% |
$36K - $38.2K
|
2.54K
$227K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-600- 57.97% |
$51K - $54.2K
|
435
$38.8K
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-662- 0.83% |
$56.3K - $59.8K
|
79.3K
$7.08M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.45K- 31.52% |
$123K - $131K
|
3.15K
$281K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.61K- 5.54% |
$137K - $145K
|
27.4K
$2.44M
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.7K- 20.49% |
$145K - $154K
|
6.61K
$590K
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 47.12% |
$177K - $188K
|
2.33K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.78K- 7.14% |
$491K - $522K
|
75.2K
$6.71M
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.1K- 47.89% |
$688K - $731K
|
8.81K
$786K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-25.7K- 29.38% |
$2.19M - $2.33M
|
61.9K
$5.52M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-151K- 31.17% |
$12.9M - $13.7M
|
334K
$29.8M
|