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 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 13.36% |
$274K - $298K
|
20.9K
$1.84M
|
|
May 09, 2025
Q1 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-9.9K- 44.91% |
$844K - $916K
|
12.1K
$1.07M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-585- 10.83% |
$49.9K - $54.2K
|
4.82K
$424K
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 20.61% |
$104K - $113K
|
7.17K
$632K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
85+ 2.48% |
$7.25K - $7.87K
|
3.52K
$310K
|
|
May 08, 2025
Q1 2025
|
Rd Finance LTD
Limassol, G4 |
BUY
|
- |
216KNew |
$18.5M - $20M
|
216K
$19.1M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.02K- 82.08% |
$172K - $187K
|
441
$38.9K
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.2K+ 7.19% |
$102K - $111K
|
17.8K
$1.57M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 6.52% |
$4.95K - $5.37K
|
947
$83.5K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 3.89% |
$161K - $174K
|
46.6K
$4.11M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-18.5K- 47.69% |
$1.58M - $1.71M
|
20.3K
$1.79M
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
12.6K+ 16.59% |
$1.07M - $1.16M
|
88.2K
$7.78M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1K+ 199.96% |
$435K - $472K
|
7.65K
$674K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-23- 1.62% |
$1.96K - $2.13K
|
1.4K
$123K
|
|
May 08, 2025
Q1 2025
|
Bck Capital Management LP
Stamford, CT |
SELL
|
CALL |
-74.2K- 49.97% |
$6.33M - $6.87M
|
74.3K
$6.55M
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-37.4K- 35.92% |
$3.19M - $3.47M
|
66.8K
$5.89M
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
8.43K+ 51.04% |
$719K - $780K
|
24.9K
$2.2M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-706- 1.73% |
$60.2K - $65.4K
|
40.2K
$3.54M
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
839+ 9.45% |
$71.6K - $77.7K
|
9.72K
$857K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.71K- 67.71% |
$487K - $529K
|
2.72K
$240K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
44.5K+ 29.11% |
$3.8M - $4.12M
|
198K
$17.4M
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-32.8K- 85.96% |
$2.8M - $3.04M
|
5.36K
$472K
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.71K+ 2.27% |
$146K - $158K
|
77K
$6.79M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 17.2% |
$97.5K - $106K
|
5.5K
$485K
|
|
May 08, 2025
Q1 2025
|
Tandem Financial, LLC
Greenwood Village, CO |
SELL
|
- |
-140- 4.46% |
$11.9K - $13K
|
3K
$264K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
718+ 8.66% |
$61.2K - $66.5K
|
9.01K
$794K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
CALL |
15.3KNew |
$1.3M - $1.42M
|
15.3K
$1.35M
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-352- 6.49% |
$30K - $32.6K
|
5.07K
$447K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.17K- 20.02% |
$355K - $386K
|
16.7K
$1.47M
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
159+ 3.07% |
$13.6K - $14.7K
|
5.34K
$471K
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-92- 2.93% |
$7.85K - $8.52K
|
3.05K
$268K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
943+ 1.59% |
$80.4K - $87.3K
|
60.2K
$5.31M
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
1KNew |
$85.3K - $92.6K
|
1K
$88.1K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
20KNew |
$1.71M - $1.85M
|
20K
$1.76M
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
200KNew |
$17.1M - $18.5M
|
200K
$17.6M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.83K- 37.56% |
$327K - $355K
|
6.37K
$561K
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-22.9K- 45.34% |
$1.96M - $2.12M
|
27.7K
$2.44M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
791+ 7.69% |
$67.5K - $73.2K
|
11.1K
$976K
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
441+ 5.26% |
$37.6K - $40.8K
|
8.83K
$778K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-95.8K- 5.65% |
$8.17M - $8.87M
|
1.6M
$141M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
PUT |
100KNew |
$8.53M - $9.26M
|
100K
$8.81M
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-116- 3.74% |
$9.89K - $10.7K
|
2.98K
$263K
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 9.92% |
$98.7K - $107K
|
12.8K
$1.13M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
41.7K+ 10.85% |
$3.56M - $3.86M
|
427K
$37.6M
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.93KNew |
$250K - $271K
|
2.93K
$258K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12.9K+ 22.68% |
$1.1M - $1.19M
|
69.6K
$6.13M
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
36+ 0.65% |
$3.07K - $3.33K
|
5.56K
$490K
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$196K - $212K
|
2.29K
$202K
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-8.36K- 11.23% |
$713K - $774K
|
66.1K
$5.82M
|
|
May 07, 2025
Q1 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
41.5K+ 4145800.0% |
$3.54M - $3.84M
|
41.5K
$3.65M
|