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 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
70.6K+ 128.8% |
$6.02M - $6.54M
|
125K
$11.1M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
645+ 416.13% |
$55K - $59.7K
|
800
$70.5K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-186K- 97.86% |
$15.8M - $17.2M
|
4.05K
$357K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.62K+ 14.48% |
$394K - $428K
|
36.5K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-109K- 43.98% |
$9.28M - $10.1M
|
139K
$12.2M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 2.73% |
$117K - $127K
|
48.8K
$4.3M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-625- 6.36% |
$53.3K - $57.9K
|
9.2K
$811K
|
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.3K+ 87.99% |
$1.3M - $1.41M
|
32.6K
$2.88M
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
6.89KNew |
$588K - $638K
|
6.89K
$608K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.23KNew |
$190K - $206K
|
2.23K
$196K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.14K- 45.89% |
$268K - $290K
|
3.7K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
53.5K+ 1783.33% |
$4.56M - $4.95M
|
56.5K
$4.98M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-68.1K- 23.72% |
$5.81M - $6.3M
|
219K
$19.3M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-413- 4.94% |
$35.2K - $38.2K
|
7.94K
$700K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-501K- 42.22% |
$42.7M - $46.4M
|
686K
$60.4M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-40K- 14.12% |
$3.41M - $3.7M
|
243K
$21.4M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-270- 5.99% |
$23K - $25K
|
4.24K
$374K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.4K- 28.26% |
$461K - $500K
|
13.7K
$1.21M
|
|
|
May 06, 2025
Q1 2025
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
9.53K+ 2.27% |
$813K - $882K
|
429K
$37.8M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-56.9K- 75.9% |
$4.85M - $5.27M
|
18.1K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
SELL
|
- |
-310- 2.87% |
$26.4K - $28.7K
|
10.5K
$923K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
7+ 0.69% |
$597 - $648
|
1.02K
$90.3K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-51K- 26.37% |
$4.35M - $4.72M
|
142K
$12.6M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
65.5K+ 58.64% |
$5.59M - $6.06M
|
177K
$15.6M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
77.5KNew |
$6.61M - $7.17M
|
77.5K
$6.83M
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.6K+ 3.15% |
$222K - $241K
|
85.2K
$7.51M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.35M+ 415.4% |
$115M - $125M
|
1.68M
$148M
|
|
|
May 06, 2025
Q1 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
76.8KNew |
$6.55M - $7.11M
|
76.8K
$6.77M
|
|
|
May 06, 2025
Q1 2025
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
15.1K+ 16.34% |
$1.29M - $1.4M
|
108K
$9.48M
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.28K+ 5.82% |
$109K - $118K
|
23.2K
$2.05M
|
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
369KNew |
$31.5M - $34.2M
|
369K
$32.5M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-35- 30.7% |
$2.99K - $3.24K
|
79
$6.96K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
44.1KNew |
$3.76M - $4.08M
|
44.1K
$3.89M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.87K- 15.8% |
$501K - $543K
|
31.3K
$2.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38.6K+ 20.69% |
$3.3M - $3.58M
|
225K
$19.9M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-11.9K- 16.66% |
$1.01M - $1.1M
|
59.4K
$5.24M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-17.3K- 21.35% |
$1.48M - $1.6M
|
63.8K
$5.62M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 9.42% |
$200K - $217K
|
22.5K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-24.7K- 99.95% |
$2.11M - $2.29M
|
13
$1.15K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-21- 2.64% |
$1.79K - $1.94K
|
775
$68.3K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.2K- 13.39% |
$2.58M - $2.8M
|
195K
$17.2M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.4K+ 7.94% |
$375K - $407K
|
59.8K
$5.27M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-379K- 48.39% |
$32.4M - $35.1M
|
405K
$35.7M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
265New |
$22.6K - $24.5K
|
265
$23.4K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
162+ 6.62% |
$13.8K - $15K
|
2.61K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-12.3K- 47.25% |
$1.05M - $1.14M
|
13.8K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
925+ 1.89% |
$78.9K - $85.6K
|
49.8K
$4.39M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 123.96% |
$296K - $321K
|
6.27K
$553K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
10.3K+ 27.33% |
$881K - $956K
|
48.1K
$4.24M
|
|
|
May 05, 2025
Q1 2025
|
Mariner Investment Group LLC
Harrison, NY |
SELL
|
- |
-27K- 39.71% |
$2.3M - $2.5M
|
41K
$3.61M
|