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 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.37K+ 28.32% |
$206K - $233K
|
10.7K
$941K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35KNew |
$205K - $232K
|
2.35K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.35KNew |
$205K - $231K
|
2.35K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 20.08% |
$204K - $231K
|
14K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.32KNew |
$202K - $229K
|
2.32K
$204K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.27K+ 42.97% |
$198K - $223K
|
7.55K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.16K+ 15.06% |
$188K - $213K
|
16.5K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 9.1% |
$188K - $213K
|
25.9K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.14K+ 17.44% |
$186K - $211K
|
14.4K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.11K+ 53.53% |
$184K - $208K
|
6.05K
$531K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.1K+ 36.2% |
$183K - $207K
|
7.89K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.08K+ 55.21% |
$181K - $205K
|
5.84K
$513K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.04K+ 5.5% |
$177K - $201K
|
39.1K
$3.43M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.03K+ 9.69% |
$177K - $200K
|
22.9K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.01K+ 2.32% |
$175K - $197K
|
88.4K
$7.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2K+ 1.37% |
$174K - $197K
|
148K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.95K+ 7.29% |
$170K - $192K
|
28.8K
$2.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.94K+ 1.09% |
$169K - $191K
|
180K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.94KNew |
$169K - $191K
|
1.94K
$170K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.89K+ 3.93% |
$165K - $186K
|
50.1K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$164K - $185K
|
1.88K
$165K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.87K+ 1.32% |
$163K - $184K
|
143K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 13.62% |
$161K - $182K
|
15.4K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.84K+ 1.66% |
$160K - $181K
|
113K
$9.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.84K+ 46.58% |
$160K - $181K
|
5.79K
$508K
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.84K+ 0.5% |
$160K - $181K
|
372K
$32.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.82K+ 18.52% |
$159K - $179K
|
11.7K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
1.8KNew |
$157K - $177K
|
1.8K
$158K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.79K+ 21.03% |
$156K - $176K
|
10.3K
$903K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.78K+ 3.68% |
$155K - $176K
|
50.2K
$4.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.77K+ 14.81% |
$154K - $175K
|
13.7K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 5.27% |
$151K - $171K
|
34.6K
$3.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.72K+ 40.79% |
$150K - $170K
|
5.94K
$522K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.7K+ 25.32% |
$148K - $167K
|
8.41K
$738K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
1.69K+ 26.66% |
$147K - $167K
|
8.04K
$706K
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.67K+ 3.52% |
$146K - $165K
|
49.2K
$4.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.66K+ 89.55% |
$145K - $164K
|
3.52K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.64K+ 21.98% |
$143K - $162K
|
9.12K
$801K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 1.86% |
$141K - $159K
|
88.6K
$7.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 18.55% |
$140K - $159K
|
10.3K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 73.67% |
$138K - $157K
|
3.75K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.54KNew |
$134K - $151K
|
1.54K
$135K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.54K+ 20.91% |
$134K - $151K
|
8.89K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.5KNew |
$131K - $148K
|
1.5K
$132K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1.5KNew |
$131K - $148K
|
1.5K
$132K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 5.74% |
$127K - $144K
|
26.9K
$2.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.22% |
$127K - $144K
|
67.3K
$5.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.43K+ 3.01% |
$124K - $141K
|
48.8K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.39K+ 8.84% |
$121K - $137K
|
17.2K
$1.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.37K+ 4.49% |
$120K - $135K
|
31.9K
$2.8M
|