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 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.4K- 31.09% |
$1.87M - $2.11M
|
47.5K
$4.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-59- 23.89% |
$5.14K - $5.81K
|
188
$16.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
13.6K+ 3.52% |
$1.18M - $1.34M
|
399K
$35.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
58+ 41.43% |
$5.05K - $5.71K
|
198
$17.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
947+ 30.25% |
$82.5K - $93.3K
|
4.08K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.35K- 7.92% |
$379K - $429K
|
50.6K
$4.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$245K - $277K
|
2.81K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-184K- 98.74% |
$16.1M - $18.2M
|
2.36K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.77K+ 14.81% |
$154K - $175K
|
13.7K
$1.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11.7K- 11.26% |
$1.02M - $1.16M
|
92.4K
$8.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 19.11% |
$287K - $324K
|
13.9K
$1.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.9K- 82.94% |
$1.04M - $1.18M
|
2.46K
$219K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
165KNew |
$14.4M - $16.2M
|
165K
$14.7M
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10K- 40.0% |
$871K - $985K
|
15K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-18K- 4.1% |
$1.57M - $1.78M
|
422K
$37.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
132KNew |
$11.5M - $13M
|
132K
$11.8M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
20.3KNew |
$1.77M - $2M
|
20.3K
$1.81M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-231K- 13.83% |
$20.1M - $22.7M
|
1.44M
$128M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
CALL |
17.5K+ 33.33% |
$1.52M - $1.72M
|
70K
$6.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-99.9K- 96.98% |
$8.7M - $9.84M
|
3.11K
$277K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.2K+ 511.76% |
$8.12M - $9.18M
|
111K
$9.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84.2K+ 14.65% |
$7.33M - $8.29M
|
659K
$58.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-636- 0.68% |
$55.4K - $62.6K
|
92.5K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 8.74% |
$1.33M - $1.5M
|
190K
$16.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1- 7.14% |
$87.1 - $98.5
|
13
$1.16K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.6K+ 77.32% |
$2.14M - $2.42M
|
56.4K
$5.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
402+ 14.81% |
$35K - $39.6K
|
3.12K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.2KNew |
$1.15M - $1.3M
|
13.2K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-183- 0.44% |
$15.9K - $18K
|
41.3K
$3.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.85K- 8.95% |
$248K - $280K
|
29K
$2.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-61.8K- 24.86% |
$5.38M - $6.09M
|
187K
$16.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.5K- 64.63% |
$1.7M - $1.92M
|
10.7K
$953K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
51+ 728.57% |
$4.44K - $5.02K
|
58
$5.18K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16K+ 17.63% |
$1.4M - $1.58M
|
107K
$9.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
602+ 8.99% |
$52.4K - $59.3K
|
7.3K
$652K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.02K- 76.49% |
$785K - $888K
|
2.77K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.82KNew |
$332K - $376K
|
3.82K
$341K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.42K+ 6.42% |
$298K - $336K
|
56.6K
$5.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
150+ 4.27% |
$13.1K - $14.8K
|
3.66K
$327K
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
612+ 0.49% |
$53.3K - $60.3K
|
127K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.84K- 9.84% |
$683K - $772K
|
71.8K
$6.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.35K+ 21.22% |
$118K - $133K
|
7.73K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.7K+ 5.96% |
$1.63M - $1.84M
|
333K
$29.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.26% |
$8.36K - $9.46K
|
7.7K
$688K
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
12.9KNew |
$1.13M - $1.27M
|
12.9K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.9K- 51.29% |
$2M - $2.26M
|
21.8K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-9.37K- 66.99% |
$816K - $923K
|
4.62K
$412K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104K- 93.54% |
$9.05M - $10.2M
|
7.17K
$640K
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-187- 0.61% |
$16.3K - $18.4K
|
30.5K
$2.72M
|