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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Umb Bank, N.A.
|
BUY
|
- |
329+ 8.66% |
$28K - $29.7K
|
4.13K
$367K
|
|
|
Oct 27, 2025
Q3 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
312+ 1.96% |
$26.5K - $28.2K
|
16.2K
$1.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
307+ 1.8% |
$26.1K - $27.7K
|
17.4K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
303New |
$25.8K - $27.4K
|
303
$26.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
301New |
$25.6K - $27.2K
|
301
$26.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
CALL |
300New |
$25.5K - $27.1K
|
300
$26.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
296+ 6.18% |
$25.2K - $26.7K
|
5.09K
$452K
|
|
|
Nov 04, 2025
Q3 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
295+ 1.21% |
$25.1K - $26.7K
|
24.7K
$2.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
286+ 0.68% |
$24.3K - $25.8K
|
42.5K
$3.78M
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
283+ 6.62% |
$24.1K - $25.6K
|
4.56K
$405K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
282New |
$24K - $25.5K
|
282
$25.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
280New |
$23.8K - $25.3K
|
280
$24.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
279+ 170.12% |
$23.7K - $25.2K
|
443
$39.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
273New |
$23.2K - $24.7K
|
273
$24.3K
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
256+ 1.13% |
$21.8K - $23.1K
|
22.9K
$2.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
234+ 0.35% |
$19.9K - $21.1K
|
66.7K
$5.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
234+ 50.32% |
$19.9K - $21.1K
|
699
$62.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
225+ 38.01% |
$19.1K - $20.3K
|
817
$72.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
217+ 0.47% |
$18.4K - $19.6K
|
46.4K
$4.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Cadinha & CO LLC
|
BUY
|
- |
211+ 0.74% |
$17.9K - $19.1K
|
28.6K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
209New |
$17.8K - $18.9K
|
209
$18.6K
|
|
|
Nov 10, 2025
Q3 2025
|
Rice Partnership, LLC
|
BUY
|
- |
208+ 8.62% |
$17.7K - $18.8K
|
2.62K
$233K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
202+ 3.78% |
$17.2K - $18.3K
|
5.55K
$493K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
197New |
$16.7K - $17.8K
|
197
$17.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
187+ 1.75% |
$15.9K - $16.9K
|
10.9K
$967K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
185+ 3.87% |
$15.7K - $16.7K
|
4.96K
$441K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
178+ 4.04% |
$15.1K - $16.1K
|
4.59K
$408K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
177+ 43.7% |
$15K - $16K
|
582
$51.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
173+ 6.48% |
$14.7K - $15.6K
|
2.84K
$253K
|
|
|
Nov 10, 2025
Q3 2025
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
162+ 3.24% |
$13.8K - $14.6K
|
5.17K
$459K
|
|
|
Nov 13, 2025
Q3 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
161+ 1.76% |
$13.7K - $14.5K
|
9.33K
$829K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
155+ 9.85% |
$13.2K - $14K
|
1.73K
$154K
|
|
|
Nov 05, 2025
Q3 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
155+ 0.49% |
$13.2K - $14K
|
31.6K
$2.81M
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
154+ 2.31% |
$13.1K - $13.9K
|
6.83K
$607K
|
|
|
Nov 07, 2025
Q3 2025
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
150+ 750.0% |
$12.8K - $13.6K
|
170
$15.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
149+ 1.05% |
$12.7K - $13.5K
|
14.4K
$1.28M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
144+ 1.38% |
$12.2K - $13K
|
10.6K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
138New |
$11.7K - $12.5K
|
138
$12.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
135New |
$11.5K - $12.2K
|
135
$12K
|
|
|
Nov 14, 2025
Q3 2025
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
128New |
$10.9K - $11.6K
|
128
$11.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
126+ 15.83% |
$10.7K - $11.4K
|
922
$81.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
125+ 3.09% |
$10.6K - $11.3K
|
4.17K
$370K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
124+ 8.31% |
$10.5K - $11.2K
|
1.62K
$144K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
122+ 2.09% |
$10.4K - $11K
|
5.95K
$529K
|
|
|
Nov 14, 2025
Q3 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
118+ 0.51% |
$10K - $10.7K
|
23.4K
$2.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
118+ 3.29% |
$10K - $10.7K
|
3.71K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
115+ 3.36% |
$9.78K - $10.4K
|
3.54K
$314K
|
|
|
Nov 12, 2025
Q3 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
112+ 1.81% |
$9.52K - $10.1K
|
6.31K
$561K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
109+ 0.37% |
$9.27K - $9.85K
|
29.9K
$2.65M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
107New |
$9.1K - $9.67K
|
107
$9.51K
|
|