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, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
527+ 2.74% |
$45.9K - $51.9K
|
19.7K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
515+ 13.61% |
$44.9K - $50.7K
|
4.3K
$377K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
486+ 1.15% |
$42.3K - $47.9K
|
42.6K
$3.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
473+ 23.79% |
$41.2K - $46.6K
|
2.46K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
428+ 0.67% |
$37.3K - $42.2K
|
64.6K
$5.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423+ 13.74% |
$36.8K - $41.7K
|
3.5K
$307K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
418+ 4.83% |
$36.4K - $41.2K
|
9.06K
$795K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
402+ 14.81% |
$35K - $39.6K
|
3.12K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
374+ 0.5% |
$32.6K - $36.8K
|
75.3K
$6.61M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
364New |
$31.7K - $35.9K
|
364
$31.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
342New |
$29.8K - $33.7K
|
342
$30K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
329+ 15.36% |
$28.7K - $32.4K
|
2.47K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
318+ 7.11% |
$27.7K - $31.3K
|
4.79K
$420K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
316+ 1.84% |
$27.5K - $31.1K
|
17.5K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
303New |
$26.4K - $29.8K
|
303
$26.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
276+ 4.44% |
$24K - $27.2K
|
6.5K
$570K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 11.49% |
$23.4K - $26.5K
|
2.61K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
250+ 11.89% |
$21.8K - $24.6K
|
2.35K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
244+ 4.67% |
$21.3K - $24K
|
5.47K
$480K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$20.4K - $23K
|
234
$20.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
220+ 6.46% |
$19.2K - $21.7K
|
3.62K
$318K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 1.42% |
$18.7K - $21.2K
|
15.4K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
213New |
$18.6K - $21K
|
213
$18.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
204+ 5.22% |
$17.8K - $20.1K
|
4.11K
$361K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
203+ 94.86% |
$17.7K - $20K
|
417
$36.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
201+ 5.61% |
$17.5K - $19.8K
|
3.78K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
201+ 73.09% |
$17.5K - $19.8K
|
476
$41.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200+ 33.33% |
$17.4K - $19.7K
|
800
$70.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
199+ 4.53% |
$17.3K - $19.6K
|
4.59K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
184+ 0.49% |
$16K - $18.1K
|
37.7K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 82.41% |
$15.5K - $17.5K
|
394
$34.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
160+ 6.81% |
$13.9K - $15.8K
|
2.51K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
158+ 1.69% |
$13.8K - $15.6K
|
9.48K
$832K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
155New |
$13.5K - $15.3K
|
155
$13.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
150+ 4.27% |
$13.1K - $14.8K
|
3.66K
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 0.92% |
$13K - $14.7K
|
16.3K
$1.43M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
149New |
$13K - $14.7K
|
149
$13.1K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140+ 12.18% |
$12.2K - $13.8K
|
1.29K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
137New |
$11.9K - $13.5K
|
137
$12K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
122New |
$10.6K - $12K
|
122
$10.7K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
97New |
$8.45K - $9.55K
|
97
$8.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.26% |
$8.36K - $9.46K
|
7.7K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
96+ 1.59% |
$8.36K - $9.46K
|
6.14K
$539K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
93New |
$8.1K - $9.16K
|
93
$8.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
86+ 43.0% |
$7.49K - $8.47K
|
286
$25.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
85New |
$7.4K - $8.37K
|
85
$7.46K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
67+ 1.43% |
$5.84K - $6.6K
|
4.74K
$416K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
52+ 260.0% |
$4.53K - $5.12K
|
72
$6.32K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
51+ 728.57% |
$4.44K - $5.02K
|
58
$5.09K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
46+ 1.32% |
$4.01K - $4.53K
|
3.54K
$310K
|