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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12.7K+ 50.12% |
$1.11M - $1.25M
|
38.1K
$3.4M
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-25- 17.24% |
$2.18K - $2.46K
|
120
$10.7K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 28.06% |
$16.4K - $18.5K
|
482
$43K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.8K+ 5.25% |
$8M - $9.05M
|
1.84M
$164M
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-915- 3.49% |
$79.7K - $90.1K
|
25.3K
$2.26M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.12KNew |
$794K - $898K
|
9.12K
$814K
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 11.87% |
$114K - $129K
|
9.73K
$869K
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
102+ 3.36% |
$8.88K - $10K
|
3.14K
$280K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
182New |
$15.9K - $17.9K
|
182
$16.2K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 37.7% |
$10.4M - $11.8M
|
436K
$39M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
58.4K+ 465.06% |
$5.09M - $5.76M
|
71K
$6.34M
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
195+ 7.3% |
$17K - $19.2K
|
2.87K
$256K
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
186K+ 30.41% |
$16.2M - $18.3M
|
796K
$71.1M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.66K+ 31912.5% |
$667K - $754K
|
7.68K
$686K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
896+ 6.59% |
$78K - $88.2K
|
14.5K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.6KNew |
$2.06M - $2.32M
|
23.6K
$2.11M
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
827+ 20.47% |
$72K - $81.5K
|
4.87K
$434K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.22% |
$127K - $144K
|
67.3K
$6.01M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.9K- 19.0% |
$1.21M - $1.37M
|
59.3K
$5.29M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.24K- 24.71% |
$369K - $417K
|
12.9K
$1.15M
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 14.8% |
$1.39M - $1.57M
|
124K
$11M
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-394- 12.95% |
$34.3K - $38.8K
|
2.65K
$236K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
593K+ 36.2% |
$51.6M - $58.4M
|
2.23M
$199M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-65.7K- 61.34% |
$5.73M - $6.48M
|
41.4K
$3.7M
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-14.7K- 8.76% |
$1.28M - $1.45M
|
153K
$13.7M
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.47K- 4.45% |
$302K - $341K
|
74.4K
$6.64M
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
269+ 0.99% |
$23.4K - $26.5K
|
27.5K
$2.45M
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.6K- 5.33% |
$1.45M - $1.64M
|
295K
$26.3M
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.27K+ 42.97% |
$198K - $223K
|
7.55K
$674K
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79.3K+ 92.19% |
$6.9M - $7.81M
|
165K
$14.8M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-289K- 42.91% |
$25.2M - $28.5M
|
385K
$34.4M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-175K- 75.34% |
$15.2M - $17.2M
|
57.3K
$5.11M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.52K+ 8.8% |
$568K - $642K
|
80.6K
$7.2M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 42.08% |
$180K - $203K
|
2.84K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27.2K- 26.7% |
$2.37M - $2.68M
|
74.6K
$6.66M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$871 - $985
|
10
$893
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 5.9% |
$4.62K - $5.22K
|
846
$75.5K
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
24.4K+ 6.19% |
$2.13M - $2.41M
|
419K
$37.4M
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-132- 1.4% |
$11.5K - $13K
|
9.29K
$829K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.15K- 69.76% |
$797K - $901K
|
3.97K
$354K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.7K+ 306.17% |
$3.19M - $3.61M
|
48.6K
$4.34M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 13.56% |
$3.59M - $4.05M
|
345K
$30.8M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
219+ 11.45% |
$19.1K - $21.6K
|
2.13K
$190K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.46KNew |
$301K - $341K
|
3.46K
$309K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60New |
$5.23K - $5.91K
|
60
$5.36K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.51K+ 30.9% |
$393K - $444K
|
19.1K
$1.71M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.35KNew |
$379K - $428K
|
4.35K
$388K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.1K+ 150.0% |
$1.14M - $1.29M
|
21.8K
$1.94M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.3M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415K- 15.14% |
$36.2M - $40.9M
|
2.33M
$208M
|