Latest Institutional Purchases of Ishares Barclays 20+ Year Trea (TLT)
This list provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
353K+ 17.03% |
$30.8M - $34.8M
|
2.43M
$213M
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
349K+ 8929.31% |
$30.4M - $34.4M
|
353K
$31M
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
329K+ 24359.66% |
$28.7M - $32.4M
|
330K
$29M
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
302KNew |
$26.3M - $29.7M
|
302K
$26.5M
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
270KNew |
$23.5M - $26.6M
|
270K
$23.7M
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
237KNew |
$20.7M - $23.4M
|
237K
$20.8M
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
197K+ 14.94% |
$17.1M - $19.4M
|
1.51M
$133M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
181K+ 17.36% |
$15.8M - $17.9M
|
1.23M
$108M
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
176K+ 9.85% |
$15.3M - $17.3M
|
1.96M
$172M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
165KNew |
$14.4M - $16.2M
|
165K
$14.5M
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
156K+ 50.46% |
$13.6M - $15.4M
|
466K
$40.9M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
151K+ 330.1% |
$13.1M - $14.8M
|
196K
$17.2M
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
138KNew |
$12M - $13.6M
|
138K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
132KNew |
$11.5M - $13M
|
132K
$11.6M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
122K+ 122.24% |
$10.7M - $12.1M
|
223K
$19.5M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
115KNew |
$10M - $11.3M
|
115K
$10.1M
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
112KNew |
$9.78M - $11.1M
|
112K
$9.86M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
98.9K+ 14.79% |
$8.62M - $9.74M
|
768K
$67.4M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.2K+ 511.76% |
$8.12M - $9.18M
|
111K
$9.78M
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
92.5KNew |
$8.06M - $9.11M
|
92.5K
$8.12M
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
91.9K+ 614.72% |
$8.01M - $9.05M
|
107K
$9.38M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84.2K+ 14.65% |
$7.33M - $8.29M
|
659K
$57.8M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
82KNew |
$7.14M - $8.08M
|
82K
$7.2M
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81.1K+ 141.03% |
$7.07M - $7.99M
|
139K
$12.2M
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
74.5KNew |
$6.49M - $7.33M
|
74.5K
$6.53M
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.27M
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
68KNew |
$5.92M - $6.7M
|
68K
$5.97M
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
66.8KNew |
$5.82M - $6.58M
|
66.8K
$5.87M
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63.5K+ 9705.66% |
$5.53M - $6.25M
|
64.1K
$5.63M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.3KNew |
$5.17M - $5.84M
|
59.3K
$5.21M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.5M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.4M
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
51.9KNew |
$4.52M - $5.11M
|
51.9K
$4.55M
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$6.74M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.4K+ 10.93% |
$3.6M - $4.07M
|
420K
$36.8M
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
39.5K+ 65.42% |
$3.44M - $3.9M
|
100K
$8.78M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.9K+ 219.21% |
$3.04M - $3.44M
|
50.9K
$4.47M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
30.7K+ 343.59% |
$2.67M - $3.02M
|
39.6K
$3.48M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.8K+ 344.68% |
$2.59M - $2.93M
|
38.4K
$3.37M
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
28.7KNew |
$2.5M - $2.82M
|
28.7K
$2.52M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.4K+ 49.67% |
$2.38M - $2.7M
|
82.5K
$7.24M
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.5M
|
|
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
$4.95M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.4K+ 149.13% |
$1.96M - $2.21M
|
37.5K
$3.29M
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.96M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 101.3% |
$1.92M - $2.17M
|
43.8K
$3.85M
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.7K+ 110.33% |
$1.89M - $2.13M
|
41.3K
$3.62M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 19.21% |
$1.78M - $2.01M
|
127K
$11.1M
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
20.3KNew |
$1.77M - $2M
|
20.3K
$1.78M
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.11M
|