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 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.35KNew |
$379K - $428K
|
4.35K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.1K+ 150.0% |
$1.14M - $1.29M
|
21.8K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415K- 15.14% |
$36.2M - $40.9M
|
2.33M
$208M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-12.4K- 65.75% |
$1.08M - $1.22M
|
6.47K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79.5K- 60.03% |
$6.92M - $7.83M
|
52.9K
$4.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.34K+ 14.98% |
$640K - $723K
|
56.4K
$5.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.7K+ 7.81% |
$2.24M - $2.53M
|
355K
$31.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-193- 7.17% |
$16.8K - $19K
|
2.5K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
5KNew |
$436K - $492K
|
5K
$446K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
550New |
$47.9K - $54.2K
|
550
$49.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.79KNew |
$330K - $373K
|
3.79K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-36.7K- 13.97% |
$3.2M - $3.62M
|
226K
$20.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 4.23% |
$1.92K - $2.17K
|
542
$48.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$955K
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
47.9K+ 8.49% |
$4.17M - $4.72M
|
612K
$54.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
78.2K+ 482.02% |
$6.81M - $7.7M
|
94.4K
$8.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$225K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
113K+ 361.9% |
$9.84M - $11.1M
|
144K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.14K- 54.04% |
$361K - $408K
|
3.52K
$315K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 1.4% |
$1.22K - $1.38K
|
1.02K
$90.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
70+ 0.94% |
$6.1K - $6.89K
|
7.52K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
33.6KNew |
$2.93M - $3.31M
|
33.6K
$3M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.03KNew |
$351K - $397K
|
4.03K
$360K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
719New |
$62.6K - $70.8K
|
719
$64.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-174- 0.41% |
$15.2K - $17.1K
|
42.5K
$3.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51M+ 1900.96% |
$131M - $149M
|
1.59M
$142M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38.4K- 20.7% |
$3.34M - $3.78M
|
147K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.19K+ 26.02% |
$539K - $610K
|
30K
$2.68M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 12.97% |
$9.17M - $10.4M
|
707K
$63.1M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
70K+ 150.21% |
$6.1M - $6.89M
|
117K
$10.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$261K - $295K
|
3K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 12.11% |
$96.8K - $109K
|
10.3K
$918K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10.9K- 13.1% |
$948K - $1.07M
|
72.2K
$6.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
122+ 0.85% |
$10.6K - $12K
|
14.4K
$1.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47K+ 1645.71% |
$4.09M - $4.62M
|
49.8K
$4.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.9K+ 38.61% |
$6.96M - $7.87M
|
287K
$25.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.8K- 18.38% |
$1.11M - $1.26M
|
56.7K
$5.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.3K- 8.11% |
$723K - $818K
|
94.1K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 9.1% |
$188K - $213K
|
25.9K
$2.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.95K- 9.62% |
$606K - $685K
|
65.3K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.16K+ 15.06% |
$188K - $213K
|
16.5K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16K+ 59.74% |
$1.39M - $1.58M
|
42.8K
$3.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.52K+ 9.46% |
$220K - $248K
|
29.2K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1K+ 9.41% |
$1.05M - $1.19M
|
140K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-484- 14.18% |
$42.2K - $47.7K
|
2.93K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-421- 12.8% |
$36.7K - $41.5K
|
2.87K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-900- 1.89% |
$78.4K - $88.6K
|
46.6K
$4.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
80.8KNew |
$7.04M - $7.96M
|
80.8K
$7.21M
|