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 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 14, 2025
Q2 2025
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
568+ 2.99% |
$47.7K - $52.7K
|
19.6K
$1.72M
|
|
|
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 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 2.64% |
$21.2K - $23.5K
|
9.85K
$868K
|
|
|
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
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 2.99% |
$2.94K - $3.25K
|
1.21K
$106K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$1.76K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 4.19% |
$1.68K - $1.86K
|
497
$43.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.67% |
$840 - $929
|
1.5K
$132K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1- 25.0% |
$84 - $92.9
|
3
$264
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-115- 0.17% |
$9.66K - $10.7K
|
68.2K
$6.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-144- 5.56% |
$12.1K - $13.4K
|
2.45K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-173- 2.31% |
$14.5K - $16.1K
|
7.3K
$644K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-263- 5.25% |
$22.1K - $24.4K
|
4.75K
$419K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-265- 2.73% |
$22.3K - $24.6K
|
9.44K
$832K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-426- 15.57% |
$35.8K - $39.6K
|
2.31K
$204K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-515- 11.94% |
$43.2K - $47.8K
|
3.8K
$335K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-531- 0.66% |
$44.6K - $49.3K
|
79.9K
$7.05M
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-555- 0.65% |
$46.6K - $51.5K
|
85.2K
$7.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-614- 19.71% |
$51.6K - $57K
|
2.5K
$220K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-870- 4.88% |
$73.1K - $80.8K
|
17K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-1.05K- 16.34% |
$87.7K - $97K
|
5.35K
$471K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.31K- 16.47% |
$110K - $121K
|
6.63K
$585K
|
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.51K- 15.34% |
$126K - $140K
|
8.31K
$733K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.76K- 2.13% |
$148K - $164K
|
81K
$7.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.92K- 29.95% |
$161K - $178K
|
4.49K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.22K- 15.86% |
$186K - $206K
|
11.8K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.28K- 2.05% |
$191K - $211K
|
109K
$9.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.84K- 50.91% |
$238K - $264K
|
2.74K
$241K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.88K- 32.39% |
$241K - $267K
|
6K
$529K
|
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.88K- 15.34% |
$241K - $267K
|
15.9K
$1.4M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.24K- 6.94% |
$272K - $300K
|
43.4K
$3.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.18K- 33.29% |
$603K - $667K
|
14.4K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.71K- 47.66% |
$648K - $716K
|
8.47K
$746K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.52K- 64.04% |
$716K - $791K
|
4.79K
$422K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.53K- 49.3% |
$800K - $885K
|
9.8K
$863K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10.2K- 97.29% |
$857K - $947K
|
284
$25K
|
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-11.5K- 41.97% |
$968K - $1.07M
|
15.9K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 6.71% |
$1.02M - $1.13M
|
170K
$14.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.4K- 20.93% |
$1.13M - $1.25M
|
50.7K
$4.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.9K- 36.79% |
$1.42M - $1.57M
|
29K
$2.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-19.1K- 94.87% |
$1.61M - $1.78M
|
1.04K
$91.2K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-41.9K- 7.95% |
$3.52M - $3.89M
|
485K
$42.8M
|