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 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-18.3K- 29.42% |
$1.59M - $1.8M
|
43.9K
$3.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 17.46% |
$153K - $173K
|
8.28K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-61- 0.09% |
$5.31K - $6.01K
|
71.3K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
515+ 13.61% |
$44.9K - $50.7K
|
4.3K
$384K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$6.86M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 11.11% |
$30.5K - $34.5K
|
2.8K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-648- 62.55% |
$56.4K - $63.8K
|
388
$34.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
184+ 0.49% |
$16K - $18.1K
|
37.7K
$3.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-145- 19.52% |
$12.6K - $14.3K
|
598
$53.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200+ 33.33% |
$17.4K - $19.7K
|
800
$71.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.5K- 57.72% |
$392K - $443K
|
3.3K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-23.5K- 19.75% |
$2.05M - $2.32M
|
95.6K
$8.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.24K- 74.85% |
$108K - $123K
|
418
$37.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 32.14% |
$1.07M - $1.21M
|
26K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.25M - $1.42M
|
14.4K
$1.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.51K+ 18.22% |
$480K - $543K
|
35.8K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.03K+ 9.69% |
$177K - $200K
|
22.9K
$2.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.06KNew |
$528K - $597K
|
6.06K
$541K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.43K- 4.58% |
$124K - $141K
|
29.7K
$2.66M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140+ 12.18% |
$12.2K - $13.8K
|
1.29K
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
115KNew |
$10M - $11.3M
|
115K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34K+ 13.62% |
$117K - $132K
|
11.2K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 3.04% |
$338K - $382K
|
124K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.71K+ 12.52% |
$323K - $365K
|
33.3K
$2.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-543- 18.83% |
$47.3K - $53.5K
|
2.34K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-318K- 80.72% |
$27.7M - $31.3M
|
75.9K
$6.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
6.53K+ 52.79% |
$569K - $644K
|
18.9K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 82.41% |
$15.5K - $17.5K
|
394
$35.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
11.8KNew |
$1.03M - $1.16M
|
11.8K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11KNew |
$955K - $1.08M
|
11K
$979K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
122New |
$10.6K - $12K
|
122
$10.9K
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
13.5KNew |
$1.18M - $1.33M
|
13.5K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-237- 5.8% |
$20.6K - $23.3K
|
3.85K
$344K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.57K- 33.5% |
$224K - $253K
|
5.1K
$455K
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-532- 3.44% |
$46.3K - $52.4K
|
14.9K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.25% |
$87.1 - $98.5
|
407
$36.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
138KNew |
$12M - $13.6M
|
138K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.8K- 30.11% |
$1.9M - $2.14M
|
50.5K
$4.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 11.17% |
$905K - $1.02M
|
82.6K
$7.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 3.88% |
$871 - $985
|
268
$23.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-33- 1.23% |
$2.87K - $3.25K
|
2.65K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
SELL
|
PUT |
-56.7K- 86.7% |
$4.94M - $5.58M
|
8.7K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.17KNew |
$276K - $312K
|
3.17K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 14.0% |
$1.22K - $1.38K
|
114
$10.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-20K- 49.31% |
$1.74M - $1.97M
|
20.6K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
51.9KNew |
$4.52M - $5.11M
|
51.9K
$4.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.61K+ 80.11% |
$314K - $355K
|
8.11K
$724K
|