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 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.87K+ 93.53% |
$773K - $874K
|
18.4K
$1.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
428+ 0.67% |
$37.3K - $42.2K
|
64.6K
$5.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11K+ 40.03% |
$960K - $1.09M
|
38.5K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.56KNew |
$833K - $942K
|
9.56K
$853K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.08K+ 157.7% |
$791K - $894K
|
14.8K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.48K- 79.33% |
$826K - $934K
|
2.47K
$221K
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
112KNew |
$9.78M - $11.1M
|
112K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
874+ 4.82% |
$76.1K - $86.1K
|
19K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 20.08% |
$204K - $231K
|
14K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-258- 72.27% |
$22.5K - $25.4K
|
99
$8.84K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-368- 1.76% |
$32.1K - $36.2K
|
20.5K
$1.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45.7K- 83.87% |
$3.98M - $4.5M
|
8.79K
$785K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
316+ 1.84% |
$27.5K - $31.1K
|
17.5K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14.6K- 37.85% |
$1.27M - $1.43M
|
23.9K
$2.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
760+ 5.16% |
$66.2K - $74.9K
|
15.5K
$1.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.1K+ 325.58% |
$1.06M - $1.19M
|
15.9K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 0.2% |
$37.4K - $42.3K
|
212K
$18.9M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
201+ 73.09% |
$17.5K - $19.8K
|
476
$42.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-151- 3.45% |
$13.2K - $14.9K
|
4.23K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22+ 12.94% |
$1.92K - $2.17K
|
192
$17.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-67- 0.08% |
$5.84K - $6.6K
|
88.4K
$7.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9.18K- 89.33% |
$799K - $904K
|
1.1K
$97.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
30.7K+ 343.59% |
$2.67M - $3.02M
|
39.6K
$3.54M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-82.5K- 78.64% |
$7.18M - $8.12M
|
22.4K
$2M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.65K+ 3.87% |
$144K - $163K
|
44.3K
$3.95M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.23% |
$8.27K - $9.36K
|
7.63K
$681K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.02K- 6.94% |
$350K - $396K
|
53.9K
$4.81M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
149New |
$13K - $14.7K
|
149
$13.3K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-251- 35.1% |
$21.9K - $24.7K
|
464
$41.4K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.96KNew |
$867K - $981K
|
9.96K
$889K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.94KNew |
$256K - $290K
|
2.94K
$263K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
SELL
|
- |
-99.5K- 95.67% |
$8.67M - $9.8M
|
4.51K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.09% |
$8.1K - $9.16K
|
4.36K
$389K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.6K+ 10.25% |
$139K - $157K
|
17.2K
$1.53M
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-146- 7.37% |
$12.7K - $14.4K
|
1.83K
$164K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.2K+ 4.44% |
$973K - $1.1M
|
263K
$23.5M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-28.2K- 24.58% |
$2.45M - $2.78M
|
86.5K
$7.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.83KNew |
$247K - $279K
|
2.83K
$253K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
13.7K+ 3.35% |
$1.19M - $1.35M
|
421K
$37.6M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.55K+ 20.9% |
$135K - $152K
|
8.95K
$799K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.69K+ 10.66% |
$496K - $561K
|
59.1K
$5.28M
|
|
| Q3 2024 | |||||||
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.66K- 16.11% |
$239K - $269K
|
13.8K
$1.23M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
192+ 16.3% |
$17.3K - $19.5K
|
1.37K
$122K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-169- 2.84% |
$15.2K - $17.1K
|
5.79K
$516K
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.35KNew |
$481K - $542K
|
5.35K
$477K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-266K- 4.01% |
$23.9M - $27M
|
6.38M
$569M
|
|
|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
274+ 0.63% |
$24.6K - $27.8K
|
44K
$3.93M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 32.86% |
$1.74M - $1.97M
|
78.4K
$7M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-14.7K- 15.79% |
$1.32M - $1.49M
|
78.4K
$7M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.02K- 14.76% |
$91.4K - $103K
|
5.87K
$524K
|
|