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 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.39K+ 8.84% |
$121K - $137K
|
17.2K
$1.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
122K+ 122.24% |
$10.7M - $12.1M
|
223K
$19.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
28.7KNew |
$2.5M - $2.82M
|
28.7K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.37K+ 7.42% |
$381K - $430K
|
63.2K
$5.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
418+ 4.83% |
$36.4K - $41.2K
|
9.06K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
181K+ 17.36% |
$15.8M - $17.9M
|
1.23M
$109M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.14KNew |
$273K - $309K
|
3.14K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
303New |
$26.4K - $29.8K
|
303
$27K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-955- 10.51% |
$83.2K - $94.1K
|
8.13K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.33K- 3.95% |
$116K - $131K
|
32.4K
$2.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-655- 5.73% |
$57.1K - $64.5K
|
10.8K
$962K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.8K- 17.48% |
$1.55M - $1.75M
|
83.9K
$7.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
155New |
$13.5K - $15.3K
|
155
$13.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
342New |
$29.8K - $33.7K
|
342
$30.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.8K- 27.87% |
$1.12M - $1.26M
|
33.2K
$2.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.12K+ 2.82% |
$446K - $505K
|
187K
$16.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 6.77% |
$1.56M - $1.77M
|
283K
$25.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69K+ 26.66% |
$147K - $167K
|
8.04K
$718K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
244+ 4.67% |
$21.3K - $24K
|
5.47K
$488K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.1K+ 21016.67% |
$1.32M - $1.49M
|
15.2K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.35KNew |
$205K - $231K
|
2.35K
$210K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.34K- 0.53% |
$552K - $624K
|
1.19M
$106M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
137New |
$11.9K - $13.5K
|
137
$12.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.25K- 28.33% |
$283K - $320K
|
8.22K
$734K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.3K+ 23.48% |
$374K - $423K
|
22.6K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.04KNew |
$265K - $299K
|
3.04K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.65K- 1.4% |
$231K - $261K
|
187K
$16.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.52K- 28.21% |
$220K - $249K
|
6.42K
$573K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.1K+ 36.2% |
$183K - $207K
|
7.89K
$704K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.52K- 25.49% |
$655K - $740K
|
22K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 11.49% |
$23.4K - $26.5K
|
2.61K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-466- 18.76% |
$40.6K - $45.9K
|
2.02K
$180K
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.38K- 17.71% |
$294K - $333K
|
15.7K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 25.41% |
$1.32M - $1.5M
|
75K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.55KNew |
$222K - $251K
|
2.55K
$228K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.26K- 10.8% |
$110K - $124K
|
10.4K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.8K+ 344.68% |
$2.59M - $2.93M
|
38.4K
$3.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-14.5K- 32.7% |
$1.27M - $1.43M
|
29.9K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
882+ 11.81% |
$76.8K - $86.9K
|
8.35K
$746K
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
66.8KNew |
$5.82M - $6.58M
|
66.8K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.37K+ 4.49% |
$120K - $135K
|
31.9K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
748+ 4.11% |
$65.2K - $73.7K
|
18.9K
$1.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.9KNew |
$340K - $384K
|
3.9K
$348K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 10.4% |
$1.13K - $1.28K
|
112
$10K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.8K+ 48.52% |
$244K - $275K
|
8.56K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
176K+ 9.85% |
$15.3M - $17.3M
|
1.96M
$175M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.36KNew |
$293K - $331K
|
3.36K
$300K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.72% |
$49.6K - $56.1K
|
78.4K
$7M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-22.6K- 82.18% |
$1.97M - $2.23M
|
4.91K
$438K
|