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 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.8K- 14.28% |
$1.01M - $1.1M
|
71.1K
$6.26M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 4.21% |
$12.8K - $13.9K
|
3.42K
$301K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.64KNew |
$566K - $615K
|
6.64K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 7800.0% |
$6.65K - $7.22K
|
79
$6.96K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
69.5K+ 291.97% |
$5.93M - $6.43M
|
93.3K
$8.23M
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-13.2K- 39.19% |
$1.12M - $1.22M
|
20.5K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.49K+ 45.64% |
$553K - $600K
|
20.7K
$1.82M
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$189K - $205K
|
2.21K
$195K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-7.9K- 73.77% |
$673K - $731K
|
2.81K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-26.6K- 70.9% |
$2.27M - $2.46M
|
10.9K
$962K
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-22.5K- 82.26% |
$1.92M - $2.08M
|
4.86K
$428K
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
575+ 1.08% |
$49K - $53.2K
|
53.7K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
620+ 12.56% |
$52.9K - $57.4K
|
5.56K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-20.1K- 47.22% |
$1.71M - $1.86M
|
22.4K
$1.98M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.43% |
$85.3 - $92.6
|
235
$20.7K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.08KNew |
$92.4K - $100K
|
1.08K
$95.5K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-8.4K- 7.11% |
$717K - $778K
|
110K
$9.68M
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.69K+ 78.28% |
$485K - $526K
|
13K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-12K- 78.69% |
$1.03M - $1.11M
|
3.25K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
29.7KNew |
$2.53M - $2.75M
|
29.7K
$2.62M
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.57K+ 89.58% |
$475K - $516K
|
11.8K
$1.04M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-44.8K- 32.7% |
$3.82M - $4.15M
|
92.2K
$8.12M
|
|
|
May 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-6.4K- 13.77% |
$546K - $593K
|
40.1K
$3.53M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.63K+ 11.14% |
$139K - $151K
|
16.3K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-893- 41.89% |
$76.2K - $82.7K
|
1.24K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-274K- 38.2% |
$23.3M - $25.3M
|
443K
$39M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.2% |
$2.9K - $3.15K
|
17.1K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.82K+ 0.58% |
$411K - $446K
|
842K
$74.2M
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-16.7K- 57.17% |
$1.42M - $1.55M
|
12.5K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.47K- 24.89% |
$296K - $321K
|
10.5K
$922K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-39K- 88.56% |
$3.33M - $3.61M
|
5.04K
$444K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 2.31% |
$86.3K - $93.7K
|
42.9K
$3.78M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.05K+ 16.4% |
$89.6K - $97.2K
|
7.45K
$657K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-26.3K- 36.36% |
$2.24M - $2.43M
|
46K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-16.9K- 57.19% |
$1.44M - $1.56M
|
12.6K
$1.11M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.54KNew |
$558K - $605K
|
6.54K
$576K
|
|
|
May 02, 2025
Q1 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
225KNew |
$19.2M - $20.8M
|
225K
$19.8M
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
131K+ 14.48% |
$11.2M - $12.1M
|
1.04M
$91.3M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-52- 72.22% |
$4.44K - $4.81K
|
20
$1.76K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.38K+ 7.39% |
$629K - $683K
|
107K
$9.45M
|
|
|
May 02, 2025
Q1 2025
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
15.5K+ 68.84% |
$1.32M - $1.43M
|
38K
$3.35M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
80.3K+ 2585.32% |
$6.85M - $7.44M
|
83.4K
$7.35M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
16.3K+ 83.56% |
$1.39M - $1.51M
|
35.9K
$3.16M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
9.71K+ 143.59% |
$828K - $899K
|
16.5K
$1.45M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-462- 3.2% |
$39.4K - $42.8K
|
14K
$1.23M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-940- 6.44% |
$80.2K - $87K
|
13.7K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.97K+ 26.97% |
$168K - $183K
|
9.28K
$818K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
518+ 1.26% |
$44.2K - $48K
|
41.8K
$3.68M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
27.3K+ 339.09% |
$2.32M - $2.52M
|
35.3K
$3.11M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.11K- 39.15% |
$94.3K - $102K
|
1.72K
$152K
|