Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77KNew |
$6.46M - $7.15M
|
77K
$6.78M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-41.9K- 7.95% |
$3.52M - $3.89M
|
485K
$42.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
253+ 2.64% |
$21.2K - $23.5K
|
9.85K
$868K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
10+ 0.67% |
$840 - $929
|
1.5K
$132K
|
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
3.26KNew |
$274K - $303K
|
3.26K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-19.1K- 94.87% |
$1.61M - $1.78M
|
1.04K
$91.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-10.2K- 97.29% |
$857K - $947K
|
284
$25K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
989+ 13.64% |
$83K - $91.8K
|
8.24K
$726K
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-1.31K- 16.47% |
$110K - $121K
|
6.63K
$585K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-13.4K- 20.93% |
$1.13M - $1.25M
|
50.7K
$4.47M
|
|
|
Jul 14, 2025
Q2 2025
|
My Wealth Management Inc.
|
SELL
|
- |
-165K- 95.99% |
$13.8M - $15.3M
|
6.88K
$607K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$886K - $980K
|
10.6K
$930K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-329K- 99.59% |
$27.6M - $30.6M
|
1.35K
$119K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.92K- 29.95% |
$161K - $178K
|
4.49K
$396K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-9.53K- 49.3% |
$800K - $885K
|
9.8K
$863K
|
|
|
Jul 14, 2025
Q2 2025
|
Crew Capital Management, Ltd.
|
BUY
|
- |
872+ 36.56% |
$73.2K - $81K
|
3.26K
$287K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.11K+ 8.1% |
$93.2K - $103K
|
14.8K
$1.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
148K+ 5008.94% |
$12.4M - $13.7M
|
151K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.35K+ 32.65% |
$449K - $497K
|
21.7K
$1.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.82K+ 44.43% |
$237K - $262K
|
9.17K
$808K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-265- 2.73% |
$22.3K - $24.6K
|
9.44K
$832K
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.67% |
$959K - $1.06M
|
49.9K
$4.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-515- 11.94% |
$43.2K - $47.8K
|
3.8K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-521K- 98.63% |
$43.8M - $48.4M
|
7.26K
$640K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-115- 0.17% |
$9.66K - $10.7K
|
68.2K
$6.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-228K- 78.93% |
$19.2M - $21.2M
|
61K
$5.37M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 21.86% |
$257K - $284K
|
17.1K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.4K+ 107.19% |
$8.26M - $9.14M
|
190K
$16.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
540+ 12.99% |
$45.3K - $50.1K
|
4.7K
$414K
|
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-7.71K- 47.66% |
$648K - $716K
|
8.47K
$746K
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.95KNew |
$248K - $274K
|
2.95K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
39+ 0.6% |
$3.27K - $3.62K
|
6.53K
$576K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.4K+ 45.94% |
$1.97M - $2.18M
|
74.4K
$6.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35.6K+ 25.63% |
$2.99M - $3.3M
|
174K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.2K- 6.71% |
$1.02M - $1.13M
|
170K
$14.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
175KNew |
$14.7M - $16.2M
|
175K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.8K+ 89.87% |
$4.27M - $4.72M
|
107K
$9.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-144- 5.56% |
$12.1K - $13.4K
|
2.45K
$216K
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.63K+ 2.62% |
$221K - $244K
|
103K
$9.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
942+ 5.36% |
$79.1K - $87.5K
|
18.5K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-426- 15.57% |
$35.8K - $39.6K
|
2.31K
$204K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.28K+ 2.04% |
$107K - $119K
|
64K
$5.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
170K+ 5997.68% |
$14.3M - $15.8M
|
173K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$137K - $151K
|
1.63K
$144K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
7KNew |
$588K - $650K
|
7K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.19KNew |
$99.5K - $110K
|
1.19K
$104K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
273KNew |
$22.9M - $25.3M
|
273K
$24M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.9K+ 70.5% |
$160K - $177K
|
4.6K
$405K
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-531- 0.66% |
$44.6K - $49.3K
|
79.9K
$7.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.61K+ 30.25% |
$303K - $335K
|
15.5K
$1.37M
|