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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.07K- 14.91% |
$268K - $303K
|
17.5K
$1.56M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.09K+ 9.21% |
$356K - $402K
|
48.5K
$4.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.45K+ 74.19% |
$474K - $536K
|
12.8K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-50K- 88.76% |
$4.36M - $4.92M
|
6.33K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.76K- 25.1% |
$763K - $863K
|
26.1K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 10.09% |
$2.2M - $2.48M
|
225K
$20.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$386K - $436K
|
4.43K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-201- 1.11% |
$17.5K - $19.8K
|
17.9K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-541- 1.71% |
$47.1K - $53.3K
|
31.1K
$2.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
11.4K+ 77.73% |
$993K - $1.12M
|
26.1K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
486+ 1.15% |
$42.3K - $47.9K
|
42.6K
$3.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
74.5KNew |
$6.49M - $7.33M
|
74.5K
$6.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-193- 3.56% |
$16.8K - $19K
|
5.23K
$467K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.71K+ 37.38% |
$149K - $168K
|
6.27K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-46.6K- 82.36% |
$4.06M - $4.59M
|
9.98K
$891K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 17.7% |
$102K - $115K
|
5.44K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.28KNew |
$459K - $520K
|
5.28K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-76- 1.79% |
$6.62K - $7.49K
|
4.16K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31.4K- 62.83% |
$2.73M - $3.09M
|
18.5K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
98.9K+ 14.79% |
$8.62M - $9.74M
|
768K
$68.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-190- 51.49% |
$16.5K - $18.7K
|
179
$16K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
329+ 15.36% |
$28.7K - $32.4K
|
2.47K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
93New |
$8.1K - $9.16K
|
93
$8.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423+ 13.74% |
$36.8K - $41.7K
|
3.5K
$313K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
329K+ 24359.66% |
$28.7M - $32.4M
|
330K
$29.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.2K- 13.15% |
$540K - $611K
|
41K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.94K- 6.59% |
$169K - $191K
|
27.5K
$2.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
160+ 6.81% |
$13.9K - $15.8K
|
2.51K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$20.4K - $23K
|
234
$20.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.92K- 26.89% |
$341K - $386K
|
10.7K
$951K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
527+ 2.74% |
$45.9K - $51.9K
|
19.7K
$1.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.23K- 35.6% |
$281K - $318K
|
5.83K
$521K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 2.34% |
$47.6K - $53.8K
|
22.8K
$2.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.61K- 33.02% |
$227K - $257K
|
5.28K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-11.6K- 6.81% |
$1.01M - $1.14M
|
158K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.59K- 10.05% |
$661K - $747K
|
67.9K
$6.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63.5K+ 9705.66% |
$5.53M - $6.25M
|
64.1K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.34KNew |
$291K - $329K
|
3.34K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37K- 14.4% |
$3.23M - $3.65M
|
220K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.85K+ 6.01% |
$248K - $281K
|
50.3K
$4.49M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-41.3K- 35.78% |
$3.6M - $4.07M
|
74.2K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
67+ 1.43% |
$5.84K - $6.6K
|
4.74K
$423K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
473+ 23.79% |
$41.2K - $46.6K
|
2.46K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.42% |
$115K - $130K
|
31.1K
$2.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 0.92% |
$13K - $14.7K
|
16.3K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
92.5KNew |
$8.06M - $9.11M
|
92.5K
$8.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$39.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.36KNew |
$467K - $528K
|
5.36K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 44.63% |
$43.1K - $48.8K
|
614
$54.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.87K+ 93.53% |
$773K - $874K
|
18.4K
$1.64M
|