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 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.78K- 65.37% |
$408K - $442K
|
2.53K
$223K
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
17.7K+ 21.48% |
$1.51M - $1.64M
|
100K
$8.81M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 2.95% |
$1.36K - $1.48K
|
526
$46.4K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-281K- 82.84% |
$24M - $26.1M
|
58.3K
$5.14M
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-11.2K- 11.22% |
$957K - $1.04M
|
88.8K
$7.83M
|
|
May 12, 2025
Q1 2025
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-37.6K- 88.67% |
$3.2M - $3.48M
|
4.8K
$423K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 72.89% |
$583K - $633K
|
16.2K
$1.43M
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-876- 13.49% |
$74.7K - $81.1K
|
5.62K
$495K
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.84K+ 7.65% |
$413K - $448K
|
68.1K
$6M
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-112K- 80.88% |
$9.58M - $10.4M
|
26.6K
$2.34M
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.67KNew |
$228K - $247K
|
2.67K
$235K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.2K+ 400.0% |
$273K - $296K
|
4K
$353K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.76K- 35.22% |
$491K - $533K
|
10.6K
$933K
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.13K+ 6.25% |
$267K - $289K
|
53.2K
$4.69M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-368K- 7.91% |
$31.3M - $34M
|
4.28M
$377M
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
625K+ 31.94% |
$53.3M - $57.9M
|
2.58M
$228M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
14.2K+ 145.98% |
$1.21M - $1.31M
|
23.9K
$2.11M
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
20.4KNew |
$1.74M - $1.89M
|
20.4K
$1.8M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-430- 15.48% |
$36.7K - $39.8K
|
2.35K
$207K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-20.6K- 63.89% |
$1.76M - $1.91M
|
11.6K
$1.03M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 99.57% |
$99.8K - $108K
|
5
$441
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
17New |
$1.45K - $1.57K
|
17
$1.5K
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
148+ 0.67% |
$12.6K - $13.7K
|
22.4K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
25.4KNew |
$2.17M - $2.35M
|
25.4K
$2.24M
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.19K+ 111.23% |
$272K - $295K
|
6.06K
$534K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-124K- 94.0% |
$10.6M - $11.5M
|
7.89K
$696K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
87.7K+ 305.04% |
$7.48M - $8.12M
|
117K
$10.3M
|
|
May 12, 2025
Q1 2025
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.55% |
$341 - $370
|
725
$63.9K
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.57K+ 14.95% |
$390K - $423K
|
35.1K
$3.1M
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.6K+ 1285.43% |
$2.69M - $2.92M
|
34K
$3M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-77.3K- 82.41% |
$6.59M - $7.16M
|
16.5K
$1.45M
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
174New |
$14.8K - $16.1K
|
174
$15.3K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.06K+ 1.82% |
$175K - $190K
|
115K
$10.1M
|
|
May 12, 2025
Q1 2025
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-12.1K- 4.71% |
$1.03M - $1.12M
|
244K
$21.5M
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 295.31% |
$16.1K - $17.5K
|
253
$22.3K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.06MNew |
$261M - $283M
|
3.06M
$270M
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-112K- 77.42% |
$9.52M - $10.3M
|
32.6K
$2.87M
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.35K+ 5.5% |
$201K - $218K
|
45.2K
$3.98M
|
|
May 12, 2025
Q1 2025
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-667K- 33.94% |
$56.9M - $61.8M
|
1.3M
$114M
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-340- 7.76% |
$29K - $31.5K
|
4.04K
$356K
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.21K- 6.52% |
$103K - $112K
|
17.4K
$1.53M
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
302+ 3.45% |
$25.8K - $28K
|
9.06K
$799K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-9.41K- 56.51% |
$802K - $871K
|
7.24K
$638K
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-9.9K- 36.03% |
$844K - $916K
|
17.6K
$1.55M
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
SELL
|
- |
-43.8K- 87.13% |
$3.74M - $4.06M
|
6.47K
$571K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.39K+ 3147.78% |
$545K - $592K
|
6.59K
$581K
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-12K- 55.22% |
$1.02M - $1.11M
|
9.75K
$859K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-283K- 29.0% |
$24.1M - $26.2M
|
692K
$61M
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.85K+ 8.14% |
$499K - $541K
|
77.7K
$6.85M
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
32K+ 48.6% |
$2.73M - $2.96M
|
97.8K
$8.62M
|