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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
213New |
$18.6K - $21K
|
213
$18.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16New |
$1.39K - $1.58K
|
16
$1.42K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8New |
$697 - $788
|
8
$711
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
941+ 2.93% |
$82K - $92.7K
|
33.1K
$2.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 1.86% |
$141K - $159K
|
88.6K
$7.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.28K- 60.5% |
$460K - $520K
|
3.45K
$306K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.5KNew |
$653K - $739K
|
7.5K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-729- 94.19% |
$63.5K - $71.8K
|
45
$4K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.34KNew |
$378K - $427K
|
4.34K
$386K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1.5KNew |
$131K - $148K
|
1.5K
$133K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-955- 10.51% |
$83.2K - $94.1K
|
8.13K
$723K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
342New |
$29.8K - $33.7K
|
342
$30.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
244+ 4.67% |
$21.3K - $24K
|
5.47K
$486K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.35KNew |
$205K - $231K
|
2.35K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
137New |
$11.9K - $13.5K
|
137
$12.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 11.49% |
$23.4K - $26.5K
|
2.61K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.55KNew |
$222K - $251K
|
2.55K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-22.6K- 82.18% |
$1.97M - $2.23M
|
4.91K
$436K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.1K+ 25.38% |
$970K - $1.1M
|
55K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.71% |
$8.71K - $9.85K
|
2.6K
$231K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35KNew |
$205K - $232K
|
2.35K
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
CALL |
-73.1K- 83.16% |
$6.37M - $7.2M
|
14.8K
$1.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.28K- 35.69% |
$112K - $126K
|
2.31K
$205K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
364New |
$31.7K - $35.9K
|
364
$32.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 47.88% |
$215K - $243K
|
7.61K
$676K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
97New |
$8.45K - $9.55K
|
97
$8.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$213K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119K- 41.69% |
$10.4M - $11.7M
|
167K
$14.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.93K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
96+ 1.59% |
$8.36K - $9.46K
|
6.14K
$546K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$354K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
220+ 6.46% |
$19.2K - $21.7K
|
3.62K
$322K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
26+ 0.39% |
$2.26K - $2.56K
|
6.73K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.8K+ 103.98% |
$418K - $473K
|
9.42K
$838K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-164- 86.77% |
$14.3K - $16.2K
|
25
$2.22K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
82KNew |
$7.14M - $8.08M
|
82K
$7.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$1.48K - $1.67K
|
17
$1.51K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$442K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
578+ 20.59% |
$50.3K - $56.9K
|
3.39K
$301K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.98M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.93K+ 19.88% |
$429K - $485K
|
29.7K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.45K- 6.15% |
$562K - $636K
|
98.4K
$8.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
204+ 5.22% |
$17.8K - $20.1K
|
4.11K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-12.4K- 80.78% |
$1.08M - $1.23M
|
2.96K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.69K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$92.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-64.2K- 49.95% |
$5.59M - $6.32M
|
64.3K
$5.71M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-208- 17.75% |
$18.1K - $20.5K
|
964
$85.7K
|
|