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 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
269KNew |
$23.4M - $26.5M
|
269K
$24M
|
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.79K+ 21.65% |
$591K - $669K
|
38.2K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8.18K+ 57.09% |
$713K - $806K
|
22.5K
$2.01M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.46KNew |
$214K - $242K
|
2.46K
$220K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.16KNew |
$275K - $311K
|
3.16K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.4KNew |
$2.38M - $2.7M
|
27.4K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-895- 8.35% |
$78K - $88.1K
|
9.83K
$877K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.93K+ 18.6% |
$516K - $584K
|
37.8K
$3.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
411+ 1.1% |
$35.8K - $40.5K
|
37.9K
$3.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
15.8K+ 21.29% |
$1.38M - $1.56M
|
90K
$8.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 2.46% |
$1.88M - $2.13M
|
856K
$76.4M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-545- 2.26% |
$47.5K - $53.7K
|
23.5K
$2.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.51K- 48.84% |
$305K - $345K
|
3.67K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161- 3.26% |
$14K - $15.9K
|
4.77K
$426K
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
2.87KNew |
$250K - $282K
|
2.87K
$256K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
236New |
$20.6K - $23.2K
|
236
$21.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.27K+ 14.24% |
$110K - $125K
|
10.2K
$906K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
89.8KNew |
$7.82M - $8.84M
|
89.8K
$8.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.61K+ 5.94% |
$227K - $257K
|
46.5K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.73M - $3.09M
|
31.4K
$2.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
110KNew |
$9.58M - $10.8M
|
110K
$9.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.64KNew |
$230K - $260K
|
2.64K
$235K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.67K+ 3.52% |
$146K - $165K
|
49.2K
$4.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-934- 18.07% |
$81.4K - $92K
|
4.23K
$378K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
239+ 3.62% |
$20.8K - $23.5K
|
6.84K
$610K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 28.36% |
$221K - $250K
|
6.4K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.33K+ 2.54% |
$116K - $131K
|
53.7K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.8K+ 24.83% |
$1.29M - $1.45M
|
74.3K
$6.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 11.97% |
$109K - $123K
|
11.7K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16.8K+ 24.13% |
$1.47M - $1.66M
|
86.5K
$7.73M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48.3K+ 86.51% |
$4.21M - $4.76M
|
104K
$9.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.7K+ 10.94% |
$322K - $364K
|
37.5K
$3.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.58KNew |
$573K - $648K
|
6.58K
$587K
|
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
288K+ 33.01% |
$25.1M - $28.3M
|
1.16M
$103M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5.34K- 10.99% |
$465K - $526K
|
43.3K
$3.86M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
2.92KNew |
$254K - $287K
|
2.92K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.2K+ 8.4% |
$2.89M - $3.27M
|
428K
$38.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
6.65KNew |
$579K - $655K
|
6.65K
$594K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
800New |
$69.7K - $78.8K
|
800
$71.4K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.01K+ 2.32% |
$175K - $197K
|
88.4K
$7.89M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
531+ 1.59% |
$46.3K - $52.3K
|
33.9K
$3.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.3K- 23.4% |
$810K - $916K
|
30.5K
$2.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.58K- 11.31% |
$137K - $155K
|
12.4K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
22KNew |
$1.92M - $2.17M
|
22K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
784KNew |
$68.3M - $77.2M
|
784K
$70M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23.8KNew |
$2.07M - $2.34M
|
23.8K
$2.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 22.29% |
$108K - $122K
|
4.33K
$386K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.62KNew |
$576K - $652K
|
6.62K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-128K- 52.77% |
$11.2M - $12.6M
|
115K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 7.47% |
$926K - $1.05M
|
132K
$11.8M
|