Purchases and Sales Made in Q4 2025 in Ishares Tr 20+ Yr Treas Bd Buy (TLTW)
This table provides information about the institutional ownership of Ishares Tr 20+ Yr Treas Bd Buy (TLTW) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TR 20+ YR TREAS BD BUY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
129K+ 27.82% |
N/A
|
592K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109K+ 12.38% |
N/A
|
991K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
98.7K+ 474.32% |
N/A
|
120K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Comerica Bank
|
BUY
|
- |
97.4K+ 293.47% |
N/A
|
131K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
94.6KNew |
N/A
|
94.6K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
59K+ 25.03% |
N/A
|
295K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
35.6KNew |
N/A
|
35.6K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
21.6KNew |
N/A
|
21.6K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3K+ 25.1% |
N/A
|
71.3K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
12KNew |
N/A
|
12K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.04K+ 24.79% |
N/A
|
45.5K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.23K+ 15.67% |
N/A
|
38.6K
$0
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.85K+ 20.64% |
N/A
|
22.5K
$0
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.87K+ 1.66% |
N/A
|
176K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.65K+ 54.68% |
N/A
|
4.68K
$0
|
|
|
Jan 27, 2026
Q4 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
876+ 1.88% |
N/A
|
47.5K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
540+ 1.45% |
N/A
|
37.8K
$0
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
17+ 0.7% |
N/A
|
2.46K
$0
|
|
|
Jan 30, 2026
Q4 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
5+ 3.57% |
N/A
|
145
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-35- 16.83% |
N/A
|
173
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
SELL
|
- |
-921- 6.56% |
N/A
|
13.1K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.67K- 18.45% |
N/A
|
11.8K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.16K- 3.96% |
N/A
|
76.7K
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.02K- 24.65% |
N/A
|
12.3K
$0
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
SELL
|
- |
-10.3K- 1.65% |
N/A
|
614K
$0
|
|