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 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
115K+ 717.67% |
$10.2M - $10.6M
|
131K
$11.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
- |
97.2KNew |
$8.62M - $8.95M
|
97.2K
$8.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
89.1K+ 149.12% |
$7.9M - $8.2M
|
149K
$13.2M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
86.6K+ 225.12% |
$7.68M - $7.97M
|
125K
$11.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
82.9K+ 2880.99% |
$7.35M - $7.63M
|
85.8K
$7.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
76.3KNew |
$6.77M - $7.02M
|
76.3K
$6.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
63.4K+ 43.68% |
$5.63M - $5.84M
|
209K
$18.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
61.1K+ 2020.79% |
$5.42M - $5.63M
|
64.2K
$5.7M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
54.3K+ 30.08% |
$4.81M - $5M
|
235K
$20.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Benin Management Corp
|
BUY
|
- |
53.4KNew |
$4.74M - $4.92M
|
53.4K
$4.75M
|
|
|
Jan 14, 2026
Q4 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
47.7K+ 164.4% |
$4.23M - $4.4M
|
76.8K
$6.82M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
45.8K+ 119.85% |
$4.06M - $4.22M
|
84K
$7.47M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.82M - $3.97M
|
43.1K
$3.83M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
35.9K+ 178.95% |
$3.18M - $3.3M
|
55.9K
$4.97M
|
|
|
Jan 16, 2026
Q4 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
34.9KNew |
$3.09M - $3.21M
|
34.9K
$3.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
25.5KNew |
$2.26M - $2.35M
|
25.5K
$2.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
PUT |
24.5K+ 4.83% |
$2.17M - $2.26M
|
531K
$47.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
16.4K+ 33.69% |
$1.45M - $1.51M
|
65.1K
$5.79M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
16.3K+ 441.21% |
$1.45M - $1.5M
|
20.1K
$1.78M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
15K+ 7.5% |
$1.33M - $1.38M
|
215K
$19.1M
|
|
|
Jan 15, 2026
Q4 2025
|
Savior LLC
|
BUY
|
- |
14.7K+ 198.87% |
$1.3M - $1.35M
|
22K
$1.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 14.56% |
$1.26M - $1.31M
|
112K
$9.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
13.9K+ 425.65% |
$1.23M - $1.28M
|
17.1K
$1.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
13.2K+ 13.54% |
$1.17M - $1.22M
|
111K
$9.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
12KNew |
$1.06M - $1.1M
|
12K
$1.06M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.5K+ 15.44% |
$1.02M - $1.06M
|
86K
$7.65M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.1KNew |
$988K - $1.03M
|
11.1K
$990K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
10.4K+ 8.07% |
$923K - $958K
|
139K
$12.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
9.14KNew |
$810K - $841K
|
9.14K
$812K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.77K+ 11.85% |
$777K - $807K
|
82.7K
$7.35M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
8.54K+ 274.57% |
$757K - $786K
|
11.7K
$1.04M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.82K+ 49.06% |
$693K - $720K
|
23.7K
$2.11M
|
|
|
Jan 21, 2026
Q4 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.35K+ 5.83% |
$651K - $676K
|
133K
$11.8M
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7.33K+ 2.59% |
$650K - $674K
|
290K
$25.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
7.14K+ 72.83% |
$633K - $657K
|
16.9K
$1.51M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.11K+ 4.32% |
$631K - $655K
|
172K
$15.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
7.06KNew |
$626K - $650K
|
7.06K
$628K
|
|
|
Jan 16, 2026
Q4 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
6.92K+ 20.79% |
$614K - $637K
|
40.2K
$3.57M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
6.79K+ 2.16% |
$602K - $625K
|
321K
$28.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.61K+ 153.7% |
$497K - $516K
|
9.26K
$823K
|
|
|
Jan 14, 2026
Q4 2025
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
BUY
|
PUT |
5.6KNew |
$497K - $516K
|
5.6K
$498K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.32K+ 7.44% |
$471K - $489K
|
76.8K
$6.82M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.25K+ 7.41% |
$465K - $483K
|
76K
$6.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
5.14KNew |
$456K - $473K
|
5.14K
$457K
|
|
|
Jan 21, 2026
Q4 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
5.07KNew |
$449K - $466K
|
5.07K
$450K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.71K+ 17.21% |
$418K - $434K
|
32.1K
$2.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
BUY
|
- |
4.7K+ 7.21% |
$417K - $432K
|
69.9K
$6.21M
|
|
|
Jan 09, 2026
Q4 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.66K+ 3.29% |
$413K - $429K
|
146K
$13M
|
|
|
Jan 12, 2026
Q4 2025
|
One Advisory Partners, LLC
|
BUY
|
- |
4K+ 48.01% |
$355K - $368K
|
12.3K
$1.1M
|
|
|
Jan 12, 2026
Q4 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.86K+ 23.14% |
$342K - $355K
|
20.5K
$1.82M
|
|