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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.28K+ 16.45% |
$109K - $116K
|
9.07K
$806K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.24K+ 105.29% |
$360K - $383K
|
8.26K
$734K
|
|
|
Oct 30, 2025
Q3 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
4.08K+ 1.9% |
$346K - $368K
|
218K
$19.4M
|
|
|
Oct 30, 2025
Q3 2025
|
Cva Family Office, LLC
|
BUY
|
- |
24New |
$2.04K - $2.17K
|
24
$2.13K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
61.4K+ 37.96% |
$5.22M - $5.55M
|
223K
$19.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-749- 8.81% |
$63.7K - $67.7K
|
7.76K
$689K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.19K+ 49.57% |
$186K - $198K
|
6.61K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-650- 99.24% |
$55.3K - $58.7K
|
5
$444
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
7New |
$595 - $632
|
7
$622
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
8.33K+ 7.1% |
$708K - $753K
|
126K
$11.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
SELL
|
- |
-125KClosed |
$10.6M - $11.3M
|
0
$0
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-594- 37.43% |
$50.5K - $53.7K
|
993
$88.2K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.05K+ 78.08% |
$89.3K - $95K
|
2.4K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Glenorchy Capital LTD
Boorolite, C3 |
SELL
|
PUT |
-103K- 3.98% |
$8.78M - $9.33M
|
2.49M
$221M
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
56+ 224.0% |
$4.76K - $5.06K
|
81
$7.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
3.89KNew |
$330K - $351K
|
3.89K
$345K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
100+ 1.53% |
$8.5K - $9.04K
|
6.63K
$590K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
135New |
$11.5K - $12.2K
|
135
$12K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.7K- 5.0% |
$2.1M - $2.23M
|
469K
$41.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
SELL
|
- |
-473- 1.16% |
$40.2K - $42.7K
|
40.4K
$3.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
744+ 0.67% |
$63.2K - $67.2K
|
111K
$9.86M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-48- 1.32% |
$4.08K - $4.34K
|
3.6K
$319K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.28KNew |
$194K - $206K
|
2.28K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
800KNew |
$68M - $72.3M
|
800K
$71.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
43+ 1.36% |
$3.66K - $3.89K
|
3.2K
$285K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-609- 43.84% |
$51.8K - $55K
|
780
$69.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-44- 6.68% |
$3.74K - $3.98K
|
615
$54.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-52- 0.06% |
$4.42K - $4.7K
|
80.1K
$7.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
387+ 1.72% |
$32.9K - $35K
|
22.9K
$2.04M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-19.3K- 89.2% |
$1.64M - $1.75M
|
2.34K
$208K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.64K+ 43.25% |
$819K - $871K
|
31.9K
$2.84M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.3K- 0.77% |
$111K - $118K
|
168K
$15M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
25K+ 14.29% |
$2.13M - $2.26M
|
200K
$17.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
123K+ 55.48% |
$10.5M - $11.1M
|
346K
$30.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Signature Wealth Management Group
|
SELL
|
- |
-47- 0.16% |
$4K - $4.25K
|
29K
$2.57M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.27KNew |
$193K - $205K
|
2.27K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
1.41K+ 10.98% |
$119K - $127K
|
14.2K
$1.26M
|
|
|
Oct 29, 2025
Q3 2025
|
Element Wealth, LLC
|
BUY
|
- |
5+ 0.2% |
$425 - $452
|
2.5K
$222K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19K+ 33.36% |
$1.62M - $1.72M
|
76K
$6.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-500- 16.91% |
$42.5K - $45.2K
|
2.46K
$218K
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
286+ 0.68% |
$24.3K - $25.8K
|
42.5K
$3.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-362K- 90.98% |
$30.7M - $32.7M
|
35.9K
$3.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.38K+ 14.57% |
$117K - $124K
|
10.8K
$961K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.39K- 10.82% |
$203K - $216K
|
19.7K
$1.75M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107New |
$9.1K - $9.67K
|
107
$9.51K
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
28.5K+ 54.47% |
$2.42M - $2.58M
|
80.9K
$7.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-197K- 18.72% |
$16.8M - $17.8M
|
856K
$76.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
648+ 13.7% |
$55.1K - $58.5K
|
5.38K
$478K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
1.12K+ 5.29% |
$95.5K - $101K
|
22.3K
$1.99M
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.01K- 13.24% |
$85.9K - $91.3K
|
6.62K
$589K
|
|