Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114K- 39.82% |
$9.95M - $11.3M
|
173K
$15.5M
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
6.02KNew |
$524K - $593K
|
6.02K
$541K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$940K - $1.06M
|
10.8K
$969K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.4KNew |
$1.86M - $2.11M
|
21.4K
$1.92M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22New |
$1.92K - $2.17K
|
22
$1.98K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.9KNew |
$949K - $1.07M
|
10.9K
$979K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
27New |
$2.35K - $2.66K
|
27
$2.43K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 28.01% |
$52.3K - $59.2K
|
2.75K
$247K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
368+ 16.18% |
$32.1K - $36.2K
|
2.64K
$237K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.11KNew |
$96.3K - $109K
|
1.11K
$99.4K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.37KNew |
$207K - $234K
|
2.37K
$213K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-9- 2.75% |
$784 - $886
|
318
$28.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
908+ 3.87% |
$79.1K - $89.4K
|
24.4K
$2.19M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
41.6KNew |
$3.63M - $4.1M
|
41.6K
$3.74M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.05K - $1.18K
|
12
$1.08K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-695- 62.22% |
$60.5K - $68.5K
|
422
$37.9K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.3K- 37.0% |
$1.42M - $1.61M
|
27.8K
$2.49M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.65KNew |
$579K - $654K
|
6.65K
$597K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-54.4K- 69.37% |
$4.74M - $5.36M
|
24K
$2.16M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
61.8KNew |
$5.38M - $6.09M
|
61.8K
$5.55M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.78K+ 22.51% |
$329K - $372K
|
20.6K
$1.85M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.54KNew |
$395K - $447K
|
4.54K
$408K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.06K- 9.47% |
$354K - $400K
|
38.8K
$3.49M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30.8K- 27.09% |
$2.68M - $3.03M
|
82.9K
$7.45M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-17.4K- 28.46% |
$1.52M - $1.72M
|
43.8K
$3.94M
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-130- 1.97% |
$11.3K - $12.8K
|
6.48K
$582K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.48K+ 7.01% |
$564K - $638K
|
98.9K
$8.89M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.91K- 16.48% |
$428K - $484K
|
24.9K
$2.24M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-345K- 78.33% |
$30M - $34M
|
95.4K
$8.57M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
10KNew |
$871K - $985K
|
10K
$899K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-396- 9.85% |
$34.5K - $39K
|
3.62K
$326K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
330+ 3.21% |
$28.7K - $32.5K
|
10.6K
$953K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.32KNew |
$202K - $229K
|
2.32K
$209K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.55KNew |
$309K - $349K
|
3.55K
$319K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 5.69% |
$207K - $234K
|
44.1K
$3.96M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.7K- 78.87% |
$4.07M - $4.6M
|
12.5K
$1.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.2K+ 7.96% |
$2.28M - $2.58M
|
355K
$31.9M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.86% |
$104K - $117K
|
23.3K
$2.09M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
16.5KNew |
$1.44M - $1.63M
|
16.5K
$1.49M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.39KNew |
$731K - $826K
|
8.39K
$754K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.08K+ 3.91% |
$94.2K - $107K
|
28.8K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1KNew |
$87.1K - $98.5K
|
1K
$89.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
314+ 0.89% |
$27.3K - $30.9K
|
35.7K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.8K+ 52.15% |
$5.74M - $6.49M
|
192K
$17.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-244K- 26.34% |
$21.2M - $24M
|
681K
$61.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.75K- 82.35% |
$152K - $172K
|
375
$33.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
73.2K+ 2879.09% |
$6.38M - $7.21M
|
75.8K
$6.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.54M- 82.28% |
$134M - $151M
|
331K
$29.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
1.01M+ 139.85% |
$87.9M - $99.4M
|
1.73M
$155M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-92.3K- 47.2% |
$8.04M - $9.09M
|
103K
$9.28M
|