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 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.94K+ 1.09% |
$169K - $191K
|
180K
$16M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-61.8K- 95.75% |
$5.38M - $6.09M
|
2.75K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-97.7K- 10.45% |
$8.51M - $9.62M
|
837K
$74.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.7K+ 168.7% |
$1.8M - $2.04M
|
33K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.66K- 20.15% |
$406K - $459K
|
18.5K
$1.65M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
51.5K+ 14.93% |
$4.48M - $5.07M
|
396K
$35.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-4.14M- 92.7% |
$360M - $407M
|
326K
$29.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
188+ 6.46% |
$16.4K - $18.5K
|
3.1K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.6K- 31.66% |
$7.8M - $8.82M
|
193K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.4K+ 375.74% |
$1.34M - $1.52M
|
19.5K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46.8K- 93.0% |
$4.07M - $4.6M
|
3.52K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348K- 32.72% |
$30.3M - $34.3M
|
716K
$64M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.8MNew |
$244M - $276M
|
2.8M
$250M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
100New |
$8.71K - $9.85K
|
100
$8.93K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
113New |
$9.84K - $11.1K
|
113
$10.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 22.03% |
$2.07M - $2.35M
|
132K
$11.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$7.06K - $7.98K
|
81
$7.23K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-138- 99.28% |
$12K - $13.6K
|
1
$89.3
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.21KNew |
$628K - $710K
|
7.21K
$643K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-82.2K- 89.33% |
$7.16M - $8.09M
|
9.81K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.86K- 5.18% |
$162K - $183K
|
34.1K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18K- 82.96% |
$1.57M - $1.77M
|
3.7K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21.9K+ 22.66% |
$1.9M - $2.15M
|
118K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.5KNew |
$479K - $542K
|
5.5K
$491K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.42K- 42.33% |
$734K - $830K
|
11.5K
$1.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-163- 15.49% |
$14.2K - $16.1K
|
889
$79.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.04KNew |
$264K - $299K
|
3.04K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.99K- 9.5% |
$348K - $393K
|
38K
$3.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-62- 0.36% |
$5.4K - $6.11K
|
17.4K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.2KNew |
$453K - $512K
|
5.2K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
304K+ 50.67% |
$26.5M - $30M
|
905K
$80.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 31.09% |
$197K - $222K
|
5.01K
$447K
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
20.9KNew |
$1.82M - $2.06M
|
20.9K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-14K- 52.33% |
$1.22M - $1.38M
|
12.8K
$1.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.84K+ 1.66% |
$160K - $181K
|
113K
$10.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$150K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
744K+ 78.04% |
$64.8M - $73.3M
|
1.7M
$151M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.5K- 12.03% |
$1.96M - $2.21M
|
164K
$14.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.15K- 6.84% |
$536K - $606K
|
83.8K
$7.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 44.44% |
$2.79K - $3.15K
|
104
$9.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.94K- 15.02% |
$256K - $289K
|
16.6K
$1.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-28.2K- 81.49% |
$2.45M - $2.78M
|
6.4K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 30850.0% |
$107K - $122K
|
1.24K
$111K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 2.88% |
$1.92K - $2.17K
|
742
$66.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 12.59% |
$209K - $236K
|
16.7K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.89K+ 3.93% |
$165K - $186K
|
50.1K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
22.5KNew |
$1.96M - $2.22M
|
22.5K
$2.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
850+ 11.21% |
$74K - $83.7K
|
8.43K
$753K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.3K+ 9.28% |
$986K - $1.11M
|
133K
$11.9M
|