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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-289K- 42.91% |
$25.2M - $28.5M
|
385K
$34.9M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-175K- 75.34% |
$15.2M - $17.2M
|
57.3K
$5.2M
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.52K+ 8.8% |
$568K - $642K
|
80.6K
$7.31M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 42.08% |
$180K - $203K
|
2.84K
$258K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27.2K- 26.7% |
$2.37M - $2.68M
|
74.6K
$6.77M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$871 - $985
|
10
$907
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 5.9% |
$4.62K - $5.22K
|
846
$76.7K
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
24.4K+ 6.19% |
$2.13M - $2.41M
|
419K
$38M
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-132- 1.4% |
$11.5K - $13K
|
9.29K
$842K
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.57K- 35.95% |
$137K - $155K
|
2.8K
$254K
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.5KNew |
$1.44M - $1.63M
|
16.5K
$1.5M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.84K+ 0.5% |
$160K - $181K
|
372K
$33.8M
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
7.87KNew |
$686K - $775K
|
7.87K
$714K
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.15K- 69.76% |
$797K - $901K
|
3.97K
$360K
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.7K+ 306.17% |
$3.19M - $3.61M
|
48.6K
$4.41M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 13.56% |
$3.59M - $4.05M
|
345K
$31.3M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
219+ 11.45% |
$19.1K - $21.6K
|
2.13K
$193K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.46KNew |
$301K - $341K
|
3.46K
$314K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60New |
$5.23K - $5.91K
|
60
$5.44K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.51K+ 30.9% |
$393K - $444K
|
19.1K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.35KNew |
$379K - $428K
|
4.35K
$394K
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.1K+ 150.0% |
$1.14M - $1.29M
|
21.8K
$1.97M
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.39M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-415K- 15.14% |
$36.2M - $40.9M
|
2.33M
$211M
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-12.4K- 65.75% |
$1.08M - $1.22M
|
6.47K
$587K
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79.5K- 60.03% |
$6.92M - $7.83M
|
52.9K
$4.8M
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.34K+ 14.98% |
$640K - $723K
|
56.4K
$5.11M
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.7K+ 7.81% |
$2.24M - $2.53M
|
355K
$32.2M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-193- 7.17% |
$16.8K - $19K
|
2.5K
$227K
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
5KNew |
$436K - $492K
|
5K
$454K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
550New |
$47.9K - $54.2K
|
550
$49.9K
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.79KNew |
$330K - $373K
|
3.79K
$344K
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-36.7K- 13.97% |
$3.2M - $3.62M
|
226K
$20.5M
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 4.23% |
$1.92K - $2.17K
|
542
$49.2K
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$971K
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
47.9K+ 8.49% |
$4.17M - $4.72M
|
612K
$55.5M
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
78.2K+ 482.02% |
$6.81M - $7.7M
|
94.4K
$8.57M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$229K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.78M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
113K+ 361.9% |
$9.84M - $11.1M
|
144K
$13.1M
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.14K- 54.04% |
$361K - $408K
|
3.52K
$320K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 1.4% |
$1.22K - $1.38K
|
1.02K
$92.2K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
70+ 0.94% |
$6.1K - $6.89K
|
7.52K
$682K
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
33.6KNew |
$2.93M - $3.31M
|
33.6K
$3.05M
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.03KNew |
$351K - $397K
|
4.03K
$365K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
719New |
$62.6K - $70.8K
|
719
$65.2K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-174- 0.41% |
$15.2K - $17.1K
|
42.5K
$3.85M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.51M+ 1900.96% |
$131M - $149M
|
1.59M
$144M
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38.4K- 20.7% |
$3.34M - $3.78M
|
147K
$13.3M
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.19K+ 26.02% |
$539K - $610K
|
30K
$2.72M
|