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 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
491+ 0.77% |
$41.7K - $44.4K
|
64.5K
$5.73M
|
|
|
Oct 10, 2025
Q3 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-15.3K- 40.4% |
$1.3M - $1.38M
|
22.6K
$2.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
3.99K+ 7.26% |
$339K - $360K
|
58.9K
$5.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
3.26KNew |
$277K - $295K
|
3.26K
$290K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.82% |
$85 - $90.4
|
123
$10.9K
|
|
|
Oct 09, 2025
Q3 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
1.54K+ 10.68% |
$131K - $139K
|
15.9K
$1.42M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.61K- 5.54% |
$137K - $145K
|
27.4K
$2.43M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.7K+ 2.34% |
$145K - $154K
|
74.5K
$6.62M
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-25.7K- 29.38% |
$2.19M - $2.33M
|
61.9K
$5.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.71K+ 10.95% |
$145K - $154K
|
17.3K
$1.54M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-151K- 31.17% |
$12.9M - $13.7M
|
334K
$29.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.37K+ 2.74% |
$116K - $124K
|
51.3K
$4.56M
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
65+ 22.89% |
$5.53K - $5.87K
|
349
$31K
|
|
|
Oct 09, 2025
Q3 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
14.3KNew |
$1.21M - $1.29M
|
14.3K
$1.27M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-146- 9.73% |
$12.4K - $13.2K
|
1.35K
$120K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-66.4K- 91.31% |
$5.65M - $6M
|
6.32K
$562K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.91K- 19.34% |
$163K - $173K
|
7.98K
$709K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
14.8K+ 282.55% |
$1.26M - $1.34M
|
20.1K
$1.78M
|
|
|
Oct 08, 2025
Q3 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
3.03KNew |
$257K - $273K
|
3.03K
$269K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
2.65KNew |
$225K - $239K
|
2.65K
$235K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-423- 14.28% |
$36K - $38.2K
|
2.54K
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
374+ 13.61% |
$31.8K - $33.8K
|
3.12K
$277K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-210- 15.6% |
$17.9K - $19K
|
1.14K
$101K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
689+ 14.5% |
$58.6K - $62.3K
|
5.44K
$483K
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-118- 23.74% |
$10K - $10.7K
|
379
$33.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.78KNew |
$577K - $613K
|
6.78K
$603K
|
|
|
Oct 08, 2025
Q3 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-184- 7.53% |
$15.6K - $16.6K
|
2.26K
$201K
|
|
|
Oct 08, 2025
Q3 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-600- 57.97% |
$51K - $54.2K
|
435
$38.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Websterrogers Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$405K - $431K
|
4.77K
$424K
|
|
|
Oct 07, 2025
Q3 2025
|
Sicart Associates LLC
|
BUY
|
- |
1.55K+ 0.98% |
$131K - $140K
|
159K
$14.1M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.78K- 7.14% |
$491K - $522K
|
75.2K
$6.68M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
50+ 22.22% |
$4.25K - $4.52K
|
275
$24.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
635New |
$54K - $57.4K
|
635
$56.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.1K- 47.89% |
$688K - $731K
|
8.81K
$783K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-398- 11.34% |
$33.8K - $36K
|
3.11K
$276K
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
11.3KNew |
$960K - $1.02M
|
11.3K
$1M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-662- 0.83% |
$56.3K - $59.8K
|
79.3K
$7.05M
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-1.45K- 31.52% |
$123K - $131K
|
3.15K
$280K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
4.72KNew |
$401K - $426K
|
4.72K
$419K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7KNew |
$595K - $632K
|
7K
$622K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
21K+ 16.09% |
$1.78M - $1.9M
|
151K
$13.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
PUT |
600+ 150.0% |
$51K - $54.2K
|
1K
$88.9K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-107- 2.15% |
$9.1K - $9.67K
|
4.88K
$433K
|
|
|
Oct 06, 2025
Q3 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
994+ 5.37% |
$84.5K - $89.8K
|
19.5K
$1.73M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-2.08K- 47.12% |
$177K - $188K
|
2.33K
$207K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.88K+ 1.81% |
$160K - $170K
|
105K
$9.36M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$251K - $267K
|
2.95K
$262K
|
|
|
Oct 03, 2025
Q3 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.7K- 20.49% |
$145K - $154K
|
6.61K
$587K
|
|
|
Oct 03, 2025
Q3 2025
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
578+ 11.05% |
$49.1K - $52.2K
|
5.81K
$516K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 4.16% |
$17K - $18.1K
|
4.6K
$409K
|
|