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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-22- 0.9% |
$1.85K - $2.04K
|
2.43K
$216K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
40KNew |
$3.36M - $3.71M
|
40K
$3.55M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.45K+ 18.92% |
$206K - $227K
|
15.4K
$1.37M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
28.8KNew |
$2.42M - $2.68M
|
28.8K
$2.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-545- 3.38% |
$45.8K - $50.6K
|
15.6K
$1.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-97- 3.55% |
$8.15K - $9.01K
|
2.64K
$235K
|
|
|
Jul 30, 2025
Q2 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.21K- 3.3% |
$101K - $112K
|
35.3K
$3.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
133+ 5.12% |
$11.2K - $12.3K
|
2.73K
$243K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-155- 14.31% |
$13K - $14.4K
|
928
$82.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
89New |
$7.47K - $8.26K
|
89
$7.91K
|
|
|
Jul 30, 2025
Q2 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.58K+ 96.63% |
$217K - $240K
|
5.25K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.3K+ 23.73% |
$1.45M - $1.61M
|
90.3K
$8.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-225K- 17.45% |
$18.9M - $20.9M
|
1.06M
$94.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.32% |
$27.7K - $30.6K
|
24.8K
$2.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.86KNew |
$240K - $266K
|
2.86K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.2KNew |
$269K - $297K
|
3.2K
$284K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-36- 20.45% |
$3.02K - $3.34K
|
140
$12.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
25.1KNew |
$2.11M - $2.33M
|
25.1K
$2.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16+ 5.33% |
$1.34K - $1.49K
|
316
$28.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-93- 76.23% |
$7.81K - $8.64K
|
29
$2.58K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-20- 2.78% |
$1.68K - $1.86K
|
700
$62.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-7.13K- 69.81% |
$599K - $662K
|
3.08K
$274K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
455+ 54.82% |
$38.2K - $42.2K
|
1.29K
$114K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
CALL |
-10.5K- 68.63% |
$882K - $975K
|
4.8K
$427K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2+ 0.06% |
$168 - $186
|
3.12K
$277K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-474- 33.98% |
$39.8K - $44K
|
921
$81.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-629K- 87.04% |
$52.8M - $58.4M
|
93.6K
$8.32M
|
|
|
Jul 24, 2025
Q2 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-6.11K- 42.65% |
$513K - $567K
|
8.22K
$730K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
74+ 0.23% |
$6.21K - $6.87K
|
31.7K
$2.82M
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.61% |
$2.85K - $3.16K
|
5.59K
$497K
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-1K- 16.37% |
$84K - $92.9K
|
5.11K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-12- 0.51% |
$1.01K - $1.11K
|
2.34K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
600+ 9.56% |
$50.4K - $55.7K
|
6.88K
$611K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.58KNew |
$217K - $239K
|
2.58K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.07K+ 17.09% |
$90K - $99.5K
|
7.34K
$653K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
5.56KNew |
$467K - $517K
|
5.56K
$494K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
40+ 15.09% |
$3.36K - $3.71K
|
305
$27.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.23K- 52.72% |
$187K - $207K
|
2K
$178K
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20KNew |
$1.68M - $1.86M
|
20K
$1.78M
|
|
|
Jul 18, 2025
Q2 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-13.3K- 85.12% |
$1.12M - $1.23M
|
2.32K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
81New |
$6.8K - $7.52K
|
81
$7.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-2.62K- 48.88% |
$220K - $243K
|
2.74K
$243K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$420K - $464K
|
5K
$444K
|
|
|
Jul 18, 2025
Q2 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-232- 8.22% |
$19.5K - $21.5K
|
2.59K
$230K
|
|
|
Jul 18, 2025
Q2 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
SELL
|
- |
-55.5K- 92.5% |
$4.66M - $5.15M
|
4.5K
$400K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.32K- 52.5% |
$110K - $122K
|
1.19K
$106K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
103New |
$8.65K - $9.56K
|
103
$9.15K
|
|
|
Jul 17, 2025
Q2 2025
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
3.7KNew |
$311K - $344K
|
3.7K
$329K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
3.8KNew |
$319K - $353K
|
3.8K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
24KNew |
$2.02M - $2.23M
|
24K
$2.13M
|
|