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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
658New |
$56.1K - $60.9K
|
658
$58.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.45KNew |
$464K - $504K
|
5.45K
$484K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
422New |
$36K - $39.1K
|
422
$37.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1K- 8.35% |
$85.3K - $92.6K
|
11K
$975K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 56.59% |
$119K - $129K
|
3.85K
$342K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 214.9% |
$344K - $374K
|
5.92K
$526K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-139- 88.54% |
$11.9K - $12.9K
|
18
$1.6K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 41.46% |
$88.2K - $95.7K
|
3.53K
$314K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2K+ 6.67% |
$171K - $185K
|
32K
$2.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
46.7KNew |
$3.99M - $4.33M
|
46.7K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$42.6K - $46.3K
|
500
$44.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
309New |
$26.4K - $28.6K
|
309
$27.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.91K+ 153.31% |
$504K - $547K
|
9.77K
$868K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
843+ 26.6% |
$71.9K - $78K
|
4.01K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
469New |
$40K - $43.4K
|
469
$41.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-80.7K- 75.49% |
$6.88M - $7.47M
|
26.2K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450New |
$38.4K - $41.7K
|
450
$40K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$4.26K - $4.63K
|
50
$4.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-76- 67.86% |
$6.48K - $7.04K
|
36
$3.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.57K+ 164.85% |
$390K - $423K
|
7.34K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.23K+ 15.91% |
$105K - $114K
|
8.96K
$796K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.55% |
$85.3 - $92.6
|
23
$2.04K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.64% |
$4.61K - $5K
|
8.51K
$756K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
288New |
$24.6K - $26.7K
|
288
$25.6K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.5K- 61.83% |
$469K - $509K
|
3.39K
$302K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
222New |
$18.9K - $20.6K
|
222
$19.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-776- 21.13% |
$66.2K - $71.8K
|
2.9K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.32KNew |
$198K - $215K
|
2.32K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
4KNew |
$341K - $370K
|
4K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-13.2K- 81.51% |
$1.12M - $1.22M
|
2.99K
$265K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$324K - $351K
|
3.8K
$337K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.13M - $1.22M
|
13.2K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-80- 53.69% |
$6.82K - $7.41K
|
69
$6.13K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.05K+ 2.97% |
$601K - $652K
|
244K
$21.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14.2K- 81.14% |
$1.21M - $1.31M
|
3.3K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$512 - $555
|
6
$533
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
40.5KNew |
$3.45M - $3.75M
|
40.5K
$3.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
63+ 2.08% |
$5.37K - $5.83K
|
3.1K
$275K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-300- 10.6% |
$25.6K - $27.8K
|
2.53K
$225K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 79.21% |
$20.5K - $22.2K
|
63
$5.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
986+ 1.29% |
$84.1K - $91.3K
|
77.3K
$6.87M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
118+ 4.7% |
$10.1K - $10.9K
|
2.63K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 126.64% |
$363K - $394K
|
7.62K
$677K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
32+ 64.0% |
$2.73K - $2.96K
|
82
$7.29K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
647KNew |
$55.1M - $59.9M
|
647K
$57.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
14.4KNew |
$1.23M - $1.33M
|
14.4K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11KNew |
$938K - $1.02M
|
11K
$978K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-71- 39.66% |
$6.06K - $6.57K
|
108
$9.6K
|
|