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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-640- 9.68% |
$54.6K - $59.2K
|
5.97K
$527K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47.1K- 94.63% |
$4.02M - $4.36M
|
2.67K
$236K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
179+ 0.77% |
$15.3K - $16.6K
|
23.3K
$2.06M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-9.83K- 25.83% |
$838K - $910K
|
28.2K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-308K- 26.3% |
$26.3M - $28.5M
|
863K
$76.1M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
161KNew |
$13.7M - $14.9M
|
161K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
654+ 0.4% |
$55.8K - $60.5K
|
166K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-72.6K- 93.11% |
$6.2M - $6.72M
|
5.38K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.05K- 0.02% |
$89.6K - $97.2K
|
4.48M
$395M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
CALL |
1.73M+ 123.42% |
$148M - $160M
|
3.14M
$276M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
828+ 13.59% |
$70.6K - $76.6K
|
6.92K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.04K- 87.17% |
$344K - $374K
|
594
$52.4K
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
39.4KNew |
$3.36M - $3.65M
|
39.4K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-169- 1.96% |
$14.4K - $15.6K
|
8.45K
$745K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
474K+ 7775.23% |
$40.5M - $43.9M
|
480K
$42.3M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
891+ 4.25% |
$76K - $82.5K
|
21.9K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.02K+ 3.44% |
$343K - $372K
|
121K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-12K- 0.54% |
$1.02M - $1.11M
|
2.22M
$196M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.44K- 76.4% |
$379K - $411K
|
1.37K
$121K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
123KNew |
$10.5M - $11.4M
|
123K
$10.8M
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
15.7K+ 545.16% |
$1.34M - $1.45M
|
18.6K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Timelo Investment Management Inc.
|
SELL
|
- |
-15K- 14.29% |
$1.28M - $1.39M
|
90K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-45.6K- 15.46% |
$3.89M - $4.22M
|
249K
$22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.1K- 20.73% |
$2.48M - $2.69M
|
111K
$9.81M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.85K+ 137.35% |
$328K - $356K
|
6.65K
$586K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-286K- 92.21% |
$24.4M - $26.5M
|
24.2K
$2.13M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 11.12% |
$143K - $155K
|
16.7K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.39K- 26.11% |
$716K - $777K
|
23.8K
$2.09M
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35.1KNew |
$3M - $3.25M
|
35.1K
$3.1M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
83.5K+ 2.98% |
$7.12M - $7.73M
|
2.88M
$254M
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 58.39% |
$1.92M - $2.08M
|
16K
$1.41M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
360K+ 3.2% |
$30.7M - $33.4M
|
11.6M
$1.02B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
870K+ 176.54% |
$74.2M - $80.6M
|
1.36M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-20.4K- 8.95% |
$1.74M - $1.89M
|
208K
$18.3M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
710+ 298.32% |
$60.6K - $65.7K
|
948
$83.6K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-290- 8.8% |
$24.7K - $26.8K
|
3.01K
$265K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 2.19% |
$101K - $109K
|
52.7K
$4.65M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-33- 0.82% |
$2.81K - $3.05K
|
4K
$352K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
84KNew |
$7.16M - $7.78M
|
84K
$7.4M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 11.44% |
$95.8K - $104K
|
8.69K
$766K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-361K- 18.21% |
$30.7M - $33.4M
|
1.62M
$143M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3+ 0.38% |
$256 - $278
|
803
$70.8K
|
|
|
May 13, 2025
Q1 2025
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
43.1KNew |
$3.68M - $3.99M
|
43.1K
$3.8M
|
|
|
May 13, 2025
Q1 2025
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
77.2K+ 13.02% |
$6.58M - $7.15M
|
670K
$59.1M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.75K- 44.18% |
$149K - $162K
|
2.21K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-590- 1.04% |
$50.3K - $54.6K
|
55.9K
$4.93M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.91KNew |
$248K - $269K
|
2.91K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
24.7M+ 848.61% |
$2.1B - $2.28B
|
27.6M
$2.43B
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
PUT |
435K+ 25.12% |
$37.1M - $40.3M
|
2.17M
$191M
|