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 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
22.5KNew |
$1.96M - $2.22M
|
22.5K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
36.9KNew |
$3.21M - $3.63M
|
36.9K
$3.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-696K- 13.43% |
$60.6M - $68.5M
|
4.48M
$409M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
107K+ 6.61% |
$9.28M - $10.5M
|
1.72M
$157M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.78K+ 3.68% |
$155K - $176K
|
50.2K
$4.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
298K+ 1.9% |
$26M - $29.4M
|
16M
$1.45B
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 2.43% |
$11.9K - $13.5K
|
5.5K
$502K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 10.42% |
$4.36K - $4.92K
|
430
$39.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
126+ 3.86% |
$11K - $12.4K
|
3.39K
$309K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
515K+ 9709.43% |
$44.8M - $50.7M
|
520K
$47.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 12.48% |
$52.3K - $59.1K
|
4.21K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
161New |
$14K - $15.9K
|
161
$14.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.23% |
$87.1 - $98.5
|
82
$7.48K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-994- 1.17% |
$86.6K - $97.9K
|
83.8K
$7.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-520- 0.34% |
$45.3K - $51.2K
|
153K
$13.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.36K+ 9.62% |
$118K - $134K
|
15.5K
$1.41M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-46.5K- 97.19% |
$4.05M - $4.58M
|
1.34K
$122K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
14.1KNew |
$1.23M - $1.39M
|
14.1K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-5.37K- 46.34% |
$468K - $529K
|
6.22K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.82K+ 5.37% |
$246K - $278K
|
55.4K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-779- 21.71% |
$67.9K - $76.7K
|
2.81K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$784 - $886
|
3.85K
$351K
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.05K+ 10.53% |
$91.4K - $103K
|
11K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 5.74% |
$127K - $144K
|
26.9K
$2.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
34.5KNew |
$3M - $3.4M
|
34.5K
$3.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.4KNew |
$4.65M - $5.26M
|
53.4K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 11.04% |
$4.27M - $4.83M
|
493K
$45M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
47.9KNew |
$4.18M - $4.72M
|
47.9K
$4.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
122KNew |
$10.6M - $12M
|
122K
$11.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
20New |
$1.74K - $1.97K
|
20
$1.82K
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.02M - $1.15M
|
11.7K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
157New |
$13.7K - $15.5K
|
157
$14.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-48.3K- 84.44% |
$4.21M - $4.76M
|
8.9K
$812K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.19K+ 5.73% |
$713K - $807K
|
151K
$13.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-46.7K- 40.38% |
$4.07M - $4.6M
|
69K
$6.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-281- 6.83% |
$24.5K - $27.7K
|
3.83K
$349K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.93K- 45.67% |
$168K - $190K
|
2.3K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
705+ 6.84% |
$61.4K - $69.4K
|
11K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 18.55% |
$140K - $159K
|
10.3K
$940K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.64K+ 21.98% |
$143K - $162K
|
9.12K
$831K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.8M+ 388.41% |
$244M - $276M
|
3.53M
$321M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
20.9M+ 104.02% |
$1.82B - $2.06B
|
41.1M
$3.75B
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.7K- 26.75% |
$148K - $168K
|
4.66K
$425K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
186New |
$16.2K - $18.3K
|
186
$17K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.25M - $2.55M
|
25.9K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.68M+ 4.67% |
$146M - $165M
|
37.6M
$3.43B
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
259K+ 4.48% |
$22.5M - $25.5M
|
6.04M
$550M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
63.6K+ 33.01% |
$5.54M - $6.27M
|
256K
$23.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$1M - $1.13M
|
11.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-4.39K- 35.43% |
$382K - $432K
|
7.99K
$729K
|