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
|
Stone House Investment Management, LLC
|
SELL
|
- |
-39K- 81.51% |
$3.33M - $3.61M
|
8.84K
$779K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
225K+ 31.88% |
$19.2M - $20.9M
|
932K
$82.1M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
400New |
$34.1K - $37K
|
400
$35.3K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-32.4K- 69.34% |
$2.76M - $3M
|
14.3K
$1.26M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.25K- 21.61% |
$107K - $116K
|
4.54K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
12K+ 33.7% |
$1.03M - $1.11M
|
47.7K
$4.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
962New |
$82K - $89.1K
|
962
$84.8K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$292K - $317K
|
3.43K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$199K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
19.9K+ 40.88% |
$1.7M - $1.84M
|
68.5K
$6.04M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15.3K+ 4.44% |
$1.31M - $1.42M
|
360K
$31.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-76K- 4.13% |
$6.49M - $7.04M
|
1.76M
$156M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.1K- 3.23% |
$94K - $102K
|
33K
$2.91M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-595- 3.85% |
$50.7K - $55.1K
|
14.9K
$1.31M
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.87K- 1.54% |
$160K - $173K
|
120K
$10.6M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-38.4K- 71.58% |
$3.28M - $3.55M
|
15.3K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
452+ 3.03% |
$38.6K - $41.8K
|
15.4K
$1.36M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-18.4K- 23.71% |
$1.57M - $1.7M
|
59.1K
$5.21M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
35.9K+ 39.6% |
$3.06M - $3.32M
|
126K
$11.1M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.78K- 6.89% |
$408K - $443K
|
64.6K
$5.7M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
20+ 0.27% |
$1.71K - $1.85K
|
7.54K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-880- 25.0% |
$75.1K - $81.5K
|
2.64K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$262K - $284K
|
3.07K
$271K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.1K+ 27.94% |
$349K - $379K
|
18.8K
$1.65M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
34K+ 354.66% |
$2.9M - $3.15M
|
43.6K
$3.84M
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
35+ 2.61% |
$2.99K - $3.24K
|
1.38K
$121K
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
179+ 5.08% |
$15.3K - $16.6K
|
3.7K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63.2K+ 9.6% |
$5.39M - $5.85M
|
722K
$63.7M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.63K- 93.0% |
$139K - $151K
|
123
$10.8K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.22K+ 1.59% |
$360K - $391K
|
269K
$23.7M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
138K+ 4045.06% |
$11.8M - $12.8M
|
141K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
91+ 1.38% |
$7.76K - $8.42K
|
6.67K
$588K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.6K- 13.84% |
$136K - $148K
|
9.94K
$876K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.76K- 31.72% |
$150K - $162K
|
3.78K
$333K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
9.5KNew |
$810K - $879K
|
9.5K
$837K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-3.83K- 24.38% |
$326K - $354K
|
11.9K
$1.05M
|
|
|
May 09, 2025
Q1 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
26.1KNew |
$2.23M - $2.42M
|
26.1K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.22% |
$85.3 - $92.6
|
83
$7.32K
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-326- 2.96% |
$27.8K - $30.2K
|
10.7K
$942K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
755+ 0.42% |
$64.4K - $69.9K
|
180K
$15.9M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.95K- 13.06% |
$422K - $458K
|
32.9K
$2.9M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 0.23% |
$1.54K - $1.67K
|
7.7K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
73KNew |
$6.23M - $6.76M
|
73K
$6.44M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
102KNew |
$8.66M - $9.4M
|
102K
$8.95M
|
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.92K- 14.18% |
$163K - $177K
|
11.6K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
University Of Illinois Foundation
Champaign, IL |
SELL
|
- |
-676K- 48.07% |
$57.6M - $62.6M
|
730K
$64.3M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-17Closed |
$1.45K - $1.57K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.24KNew |
$276K - $300K
|
3.24K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-848- 2.49% |
$72.3K - $78.5K
|
33.3K
$2.93M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$2.81K - $3.05K
|
33
$2.91K
|