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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-352- 6.49% |
$30K - $32.6K
|
5.07K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$85.3K - $92.6K
|
1K
$88.9K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$1.71M - $1.85M
|
20K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-10.9K- 50.0% |
$928K - $1.01M
|
10.9K
$966K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
20KNew |
$1.71M - $1.85M
|
20K
$1.78M
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.82KNew |
$241K - $261K
|
2.82K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
3New |
$256 - $278
|
3
$267
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
397+ 6.2% |
$33.9K - $36.8K
|
6.8K
$604K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 99.77% |
$110K - $119K
|
3
$267
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
102KNew |
$8.73M - $9.47M
|
102K
$9.09M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
645+ 416.13% |
$55K - $59.7K
|
800
$71.1K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.3K+ 87.99% |
$1.3M - $1.41M
|
32.6K
$2.9M
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
53.5K+ 1783.33% |
$4.56M - $4.95M
|
56.5K
$5.02M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-24.7K- 99.95% |
$2.11M - $2.29M
|
13
$1.16K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
265New |
$22.6K - $24.5K
|
265
$23.6K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
162+ 6.62% |
$13.8K - $15K
|
2.61K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27K- 39.71% |
$2.3M - $2.5M
|
41K
$3.64M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 4.21% |
$12.8K - $13.9K
|
3.42K
$304K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 7800.0% |
$6.65K - $7.22K
|
79
$7.02K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 73.77% |
$673K - $731K
|
2.81K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-12K- 78.69% |
$1.03M - $1.11M
|
3.25K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.57K+ 89.58% |
$475K - $516K
|
11.8K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-39K- 88.56% |
$3.33M - $3.61M
|
5.04K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
225KNew |
$19.2M - $20.8M
|
225K
$20M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-52- 72.22% |
$4.44K - $4.81K
|
20
$1.78K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.94K- 31.31% |
$166K - $180K
|
4.26K
$378K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
17.6KNew |
$1.5M - $1.63M
|
17.6K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.41K- 12.96% |
$206K - $223K
|
16.2K
$1.44M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-37- 1.22% |
$3.16K - $3.43K
|
3K
$267K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-470Closed |
$40.1K - $43.5K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
785New |
$67K - $72.7K
|
785
$69.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.9KNew |
$1.78M - $1.94M
|
20.9K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7.63K+ 6.03% |
$651K - $707K
|
134K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
18.1KNew |
$1.54M - $1.67M
|
18.1K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-6K- 85.71% |
$512K - $555K
|
1K
$88.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1K- 9.09% |
$85.3K - $92.6K
|
10K
$889K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-53.2K- 99.6% |
$4.54M - $4.93M
|
215
$19.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
16.1KNew |
$1.38M - $1.49M
|
16.1K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
689New |
$58.8K - $63.8K
|
689
$61.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 22.26% |
$106K - $115K
|
6.82K
$606K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.39KNew |
$715K - $776K
|
8.39K
$745K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15.9K+ 19.67% |
$1.36M - $1.47M
|
96.7K
$8.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.92K- 41.29% |
$334K - $362K
|
5.57K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$213K
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
49.2KNew |
$4.19M - $4.55M
|
49.2K
$4.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.08K- 44.4% |
$177K - $192K
|
2.6K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-346- 13.06% |
$29.5K - $32K
|
2.3K
$205K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
960+ 17.9% |
$81.9K - $88.9K
|
6.32K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.8K+ 8.92% |
$1.09M - $1.18M
|
156K
$13.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$220K
|
|