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 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.89KNew |
$330K - $351K
|
3.89K
$345K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.86KNew |
$328K - $349K
|
3.86K
$343K
|
|
|
Nov 10, 2025
Q3 2025
|
Great Hill Capital LLC
New York, NY |
BUY
|
- |
3.85KNew |
$327K - $348K
|
3.85K
$342K
|
|
|
Oct 14, 2025
Q3 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
3.65K+ 14.36% |
$310K - $330K
|
29K
$2.58M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.62K+ 14.47% |
$308K - $327K
|
28.7K
$2.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
3.61KNew |
$307K - $326K
|
3.61K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
3.6KNew |
$306K - $325K
|
3.6K
$320K
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.59K+ 149.71% |
$305K - $324K
|
5.98K
$532K
|
|
|
Nov 05, 2025
Q3 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
3.56KNew |
$303K - $322K
|
3.56K
$317K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.55KNew |
$302K - $321K
|
3.55K
$315K
|
|
|
Nov 14, 2025
Q3 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.46KNew |
$294K - $313K
|
3.46K
$308K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.46K+ 93.24% |
$294K - $313K
|
7.18K
$638K
|
|
|
Nov 07, 2025
Q3 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
3.37K+ 5.3% |
$287K - $305K
|
67K
$5.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
3.33KNew |
$283K - $301K
|
3.33K
$296K
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.26KNew |
$277K - $295K
|
3.26K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
3.23KNew |
$275K - $292K
|
3.23K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.1K+ 15.37% |
$263K - $280K
|
23.2K
$2.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.1K+ 8.39% |
$263K - $280K
|
40K
$3.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.09K+ 221.16% |
$263K - $280K
|
4.49K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
3.07KNew |
$261K - $277K
|
3.07K
$272K
|
|
|
Nov 12, 2025
Q3 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.03K+ 4.66% |
$258K - $274K
|
68.1K
$6.05M
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
3.03K+ 4.47% |
$257K - $274K
|
70.7K
$6.29M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.03KNew |
$257K - $273K
|
3.03K
$269K
|
|
|
Nov 04, 2025
Q3 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
3KNew |
$255K - $271K
|
3K
$267K
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$251K - $267K
|
2.95K
$262K
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.94KNew |
$250K - $266K
|
2.94K
$261K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.93KNew |
$249K - $265K
|
2.93K
$260K
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
2.92KNew |
$249K - $264K
|
2.92K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
2.92KNew |
$248K - $264K
|
2.92K
$259K
|
|
|
Nov 04, 2025
Q3 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.9KNew |
$246K - $262K
|
2.9K
$257K
|
|
|
Nov 06, 2025
Q3 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
2.89K+ 105.44% |
$245K - $261K
|
5.62K
$500K
|
|
|
Nov 05, 2025
Q3 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
2.84K+ 51.67% |
$241K - $257K
|
8.34K
$741K
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
BUY
|
- |
2.82KNew |
$240K - $255K
|
2.82K
$251K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.74K+ 12.53% |
$233K - $248K
|
24.6K
$2.19M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.74K+ 2.25% |
$233K - $247K
|
124K
$11M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
2.72KNew |
$231K - $246K
|
2.72K
$242K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.65KNew |
$225K - $239K
|
2.65K
$235K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.64K+ 139.46% |
$224K - $239K
|
4.53K
$403K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
2.59K+ 2.77% |
$220K - $234K
|
96.2K
$8.55M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.56K+ 127900.0% |
$217K - $231K
|
2.56K
$228K
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.55K+ 5.88% |
$217K - $231K
|
46K
$4.08M
|
|
|
Nov 13, 2025
Q3 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.5KNew |
$213K - $226K
|
2.5K
$222K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.5K+ 587.29% |
$212K - $226K
|
2.92K
$260K
|
|
|
Oct 23, 2025
Q3 2025
|
Invested Advisors
State College, PA |
BUY
|
- |
2.48KNew |
$211K - $224K
|
2.48K
$220K
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.47K+ 25.25% |
$210K - $223K
|
12.3K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.47KNew |
$210K - $223K
|
2.47K
$219K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.41K+ 4.05% |
$205K - $218K
|
62K
$5.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.39K+ 14.0% |
$203K - $216K
|
19.4K
$1.73M
|
|
|
Nov 04, 2025
Q3 2025
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
2.38KNew |
$202K - $215K
|
2.38K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.38K+ 2.52% |
$202K - $215K
|
96.5K
$8.58M
|
|