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 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.43K+ 17.95% |
$560K - $633K
|
42.2K
$3.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.15K+ 5.33% |
$535K - $605K
|
122K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.13KNew |
$534K - $603K
|
6.13K
$536K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.69K+ 10.66% |
$496K - $561K
|
59.1K
$5.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.45K+ 74.19% |
$474K - $536K
|
12.8K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.36KNew |
$467K - $528K
|
5.36K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.28KNew |
$459K - $520K
|
5.28K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.22K+ 46.29% |
$454K - $514K
|
16.5K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.21K+ 16.29% |
$453K - $513K
|
37.1K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
5.01KNew |
$436K - $494K
|
5.01K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.93K+ 19.88% |
$429K - $485K
|
29.7K
$2.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.8K+ 103.98% |
$418K - $473K
|
9.42K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.46K+ 4.99% |
$388K - $439K
|
93.8K
$8.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 6.18% |
$387K - $437K
|
76.3K
$6.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$386K - $436K
|
4.43K
$388K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.23KNew |
$368K - $417K
|
4.23K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.09K+ 9.21% |
$356K - $402K
|
48.5K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.78KNew |
$329K - $372K
|
3.78K
$330K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.44K+ 16.87% |
$300K - $339K
|
23.8K
$2.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.41KNew |
$297K - $336K
|
3.41K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.36KNew |
$293K - $331K
|
3.36K
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.34KNew |
$291K - $329K
|
3.34K
$292K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.22K+ 7.71% |
$280K - $317K
|
45K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.11K+ 2.59% |
$271K - $306K
|
123K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.09K+ 3.4% |
$269K - $305K
|
94.2K
$8.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.94KNew |
$256K - $290K
|
2.94K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.87KNew |
$250K - $282K
|
2.87K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
2.85K+ 6.01% |
$248K - $281K
|
50.3K
$4.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.83KNew |
$247K - $279K
|
2.83K
$248K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.79K+ 183.26% |
$243K - $275K
|
4.31K
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$210K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.37K+ 28.32% |
$206K - $233K
|
10.7K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35KNew |
$205K - $232K
|
2.35K
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 20.08% |
$204K - $231K
|
14K
$1.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.9K+ 24.97% |
$165K - $187K
|
9.49K
$830K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.88KNew |
$164K - $185K
|
1.88K
$164K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
1.87K+ 1.32% |
$163K - $184K
|
143K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 5.27% |
$151K - $171K
|
34.6K
$3.03M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.72K+ 11.9% |
$150K - $169K
|
16.2K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.71K+ 37.38% |
$149K - $168K
|
6.27K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.7K+ 25.32% |
$148K - $167K
|
8.41K
$736K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.65K+ 3.87% |
$144K - $163K
|
44.3K
$3.87M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.6K+ 10.25% |
$139K - $157K
|
17.2K
$1.5M
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.55K+ 20.9% |
$135K - $152K
|
8.95K
$783K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.55K+ 1.99% |
$135K - $152K
|
79.4K
$6.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.35K+ 22.34% |
$117K - $133K
|
7.39K
$646K
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.42% |
$115K - $130K
|
31.1K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 18.08% |
$107K - $121K
|
8.02K
$702K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.22K+ 15.92% |
$106K - $120K
|
8.89K
$778K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$91K
|