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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.13M - $1.22M
|
13.2K
$1.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.8K+ 8.92% |
$1.09M - $1.18M
|
156K
$13.9M
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 16.59% |
$1.07M - $1.16M
|
88.2K
$7.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11KNew |
$938K - $1.02M
|
11K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Anatole Investment Management LTD
Central, K3 |
BUY
|
- |
10.8KNew |
$921K - $1M
|
10.8K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.1KNew |
$862K - $935K
|
10.1K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
8.39KNew |
$715K - $776K
|
8.39K
$745K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7.63K+ 6.03% |
$651K - $707K
|
134K
$11.9M
|
|
|
May 15, 2025
Q1 2025
|
Alamea Verwaltungs Gmb H
Edison, NJ |
BUY
|
- |
7.5KNew |
$640K - $694K
|
7.5K
$667K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.05K+ 2.97% |
$601K - $652K
|
244K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
6.6KNew |
$563K - $611K
|
6.6K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
6.45KNew |
$550K - $597K
|
6.45K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.39K+ 3147.78% |
$545K - $592K
|
6.59K
$586K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.91K+ 153.31% |
$504K - $547K
|
9.77K
$868K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.73KNew |
$488K - $530K
|
5.73K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.57K+ 89.58% |
$475K - $516K
|
11.8K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.45KNew |
$464K - $504K
|
5.45K
$484K
|
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.57K+ 14.95% |
$390K - $423K
|
35.1K
$3.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.57K+ 164.85% |
$390K - $423K
|
7.34K
$652K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 126.64% |
$363K - $394K
|
7.62K
$677K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
4KNew |
$341K - $370K
|
4K
$355K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$324K - $351K
|
3.8K
$337K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.24KNew |
$276K - $300K
|
3.24K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.19K+ 111.23% |
$272K - $295K
|
6.06K
$538K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$271K - $294K
|
3.17K
$282K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.82KNew |
$241K - $261K
|
2.82K
$251K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$220K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.44KNew |
$208K - $226K
|
2.44K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$213K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.32KNew |
$198K - $215K
|
2.32K
$206K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$200K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$200K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.1K+ 88.55% |
$179K - $195K
|
4.48K
$398K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2K+ 6.67% |
$171K - $185K
|
32K
$2.84M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 56.59% |
$119K - $129K
|
3.85K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.24K+ 22.26% |
$106K - $115K
|
6.82K
$606K
|
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.23K+ 15.91% |
$105K - $114K
|
8.96K
$796K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.07KNew |
$90.8K - $98.6K
|
1.07K
$94.6K
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
1.03K+ 41.46% |
$88.2K - $95.7K
|
3.53K
$314K
|
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$85.3K - $92.6K
|
1K
$88.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
986+ 1.29% |
$84.1K - $91.3K
|
77.3K
$6.87M
|
|
|
Sep 17, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
960New |
$81.9K - $88.9K
|
960
$85.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
960+ 17.9% |
$81.9K - $88.9K
|
6.32K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
843+ 26.6% |
$71.9K - $78K
|
4.01K
$357K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
785New |
$67K - $72.7K
|
785
$69.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
689New |
$58.8K - $63.8K
|
689
$61.2K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
658New |
$56.1K - $60.9K
|
658
$58.5K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
645+ 416.13% |
$55K - $59.7K
|
800
$71.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$42.6K - $46.3K
|
500
$44.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
469New |
$40K - $43.4K
|
469
$41.7K
|
|