Purchases and Sales Made in Q4 2025 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
115K+ 717.67% |
$10.2M - $10.6M
|
131K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
97.2KNew |
$8.62M - $8.95M
|
97.2K
$8.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
89.1K+ 149.12% |
$7.9M - $8.2M
|
149K
$13.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
86.6K+ 225.12% |
$7.68M - $7.97M
|
125K
$11.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
76.3KNew |
$6.77M - $7.02M
|
76.3K
$6.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
63.4K+ 43.68% |
$5.63M - $5.84M
|
209K
$18.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
61.1K+ 2020.79% |
$5.42M - $5.63M
|
64.2K
$5.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
54.3K+ 30.08% |
$4.81M - $5M
|
235K
$20.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
53.4KNew |
$4.74M - $4.92M
|
53.4K
$4.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
47.7K+ 164.4% |
$4.23M - $4.4M
|
76.8K
$6.82M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.82M - $3.97M
|
43.1K
$3.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
35.9K+ 178.95% |
$3.18M - $3.3M
|
55.9K
$4.97M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25.5KNew |
$2.26M - $2.35M
|
25.5K
$2.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
14.7K+ 198.87% |
$1.3M - $1.35M
|
22K
$1.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 14.56% |
$1.26M - $1.31M
|
112K
$9.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.9K+ 425.65% |
$1.23M - $1.28M
|
17.1K
$1.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.2K+ 13.54% |
$1.17M - $1.22M
|
111K
$9.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12KNew |
$1.06M - $1.1M
|
12K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.5K+ 15.44% |
$1.02M - $1.06M
|
86K
$7.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$988K - $1.03M
|
11.1K
$990K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
9.14KNew |
$810K - $841K
|
9.14K
$812K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.77K+ 11.85% |
$777K - $807K
|
82.7K
$7.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
8.54K+ 274.57% |
$757K - $786K
|
11.7K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.82K+ 49.06% |
$693K - $720K
|
23.7K
$2.11M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7.33K+ 2.59% |
$650K - $674K
|
290K
$25.8M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.11K+ 4.32% |
$631K - $655K
|
172K
$15.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
7.06KNew |
$626K - $650K
|
7.06K
$628K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
6.92K+ 20.79% |
$614K - $637K
|
40.2K
$3.57M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.79K+ 2.16% |
$602K - $625K
|
321K
$28.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.61K+ 153.7% |
$497K - $516K
|
9.26K
$823K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.25K+ 7.41% |
$465K - $483K
|
76K
$6.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.14KNew |
$456K - $473K
|
5.14K
$457K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.71K+ 17.21% |
$418K - $434K
|
32.1K
$2.85M
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.66K+ 3.29% |
$413K - $429K
|
146K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
4K+ 48.01% |
$355K - $368K
|
12.3K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.86K+ 23.14% |
$342K - $355K
|
20.5K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.57K+ 4.59% |
$316K - $328K
|
81.3K
$7.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
3.05K+ 15.61% |
$270K - $280K
|
22.5K
$2M
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.01KNew |
$267K - $277K
|
3.01K
$267K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.98K+ 15.39% |
$264K - $274K
|
22.3K
$1.98M
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.96KNew |
$262K - $272K
|
2.96K
$263K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
2.9KNew |
$257K - $267K
|
2.9K
$257K
|
|
|
Jan 07, 2026
Q4 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2.7K+ 79.53% |
$239K - $249K
|
6.1K
$542K
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.56KNew |
$227K - $235K
|
2.56K
$227K
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.55K+ 13.05% |
$226K - $235K
|
22.1K
$1.96M
|
|
|
Jan 15, 2026
Q4 2025
|
Polaris Investment Advisors, LLC
Framingham, MA |
BUY
|
- |
2.32KNew |
$206K - $213K
|
2.32K
$206K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.83KNew |
$162K - $168K
|
1.83K
$162K
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.76K+ 34.31% |
$156K - $162K
|
6.88K
$612K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.62K+ 7.06% |
$144K - $149K
|
24.6K
$2.18M
|
|
|
Jan 12, 2026
Q4 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.5K+ 37.5% |
$133K - $138K
|
5.5K
$489K
|
|