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 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.5K- 64.63% |
$1.7M - $1.92M
|
10.7K
$973K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
51+ 728.57% |
$4.44K - $5.02K
|
58
$5.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16K+ 17.63% |
$1.4M - $1.58M
|
107K
$9.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
602+ 8.99% |
$52.4K - $59.3K
|
7.3K
$666K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.02K- 76.49% |
$785K - $888K
|
2.77K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.82KNew |
$332K - $376K
|
3.82K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.42K+ 6.42% |
$298K - $336K
|
56.6K
$5.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
150+ 4.27% |
$13.1K - $14.8K
|
3.66K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
612+ 0.49% |
$53.3K - $60.3K
|
127K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.84K- 9.84% |
$683K - $772K
|
71.8K
$6.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.35K+ 21.22% |
$118K - $133K
|
7.73K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.7K+ 5.96% |
$1.63M - $1.84M
|
333K
$30.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.26% |
$8.36K - $9.46K
|
7.7K
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
12.9KNew |
$1.13M - $1.27M
|
12.9K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.9K- 51.29% |
$2M - $2.26M
|
21.8K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-9.37K- 66.99% |
$816K - $923K
|
4.62K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104K- 93.54% |
$9.05M - $10.2M
|
7.17K
$654K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-187- 0.61% |
$16.3K - $18.4K
|
30.5K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-18.3K- 29.42% |
$1.59M - $1.8M
|
43.9K
$4M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 17.46% |
$153K - $173K
|
8.28K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-61- 0.09% |
$5.31K - $6.01K
|
71.3K
$6.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
515+ 13.61% |
$44.9K - $50.7K
|
4.3K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$7.01M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 11.11% |
$30.5K - $34.5K
|
2.8K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-648- 62.55% |
$56.4K - $63.8K
|
388
$35.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
184+ 0.49% |
$16K - $18.1K
|
37.7K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-145- 19.52% |
$12.6K - $14.3K
|
598
$54.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200+ 33.33% |
$17.4K - $19.7K
|
800
$72.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.5K- 57.72% |
$392K - $443K
|
3.3K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-23.5K- 19.75% |
$2.05M - $2.32M
|
95.6K
$8.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.24K- 74.85% |
$108K - $123K
|
418
$38.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 32.14% |
$1.07M - $1.21M
|
26K
$2.37M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.25M - $1.42M
|
14.4K
$1.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.51K+ 18.22% |
$480K - $543K
|
35.8K
$3.26M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.03K+ 9.69% |
$177K - $200K
|
22.9K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.06KNew |
$528K - $597K
|
6.06K
$552K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.43K- 4.58% |
$124K - $141K
|
29.7K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140+ 12.18% |
$12.2K - $13.8K
|
1.29K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
115KNew |
$10M - $11.3M
|
115K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34K+ 13.62% |
$117K - $132K
|
11.2K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 3.04% |
$338K - $382K
|
124K
$11.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.71K+ 12.52% |
$323K - $365K
|
33.3K
$3.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-543- 18.83% |
$47.3K - $53.5K
|
2.34K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-318K- 80.72% |
$27.7M - $31.3M
|
75.9K
$6.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
6.53K+ 52.79% |
$569K - $644K
|
18.9K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 82.41% |
$15.5K - $17.5K
|
394
$35.9K
|