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 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
103+ 0.52% |
$8.78K - $9.53K
|
19.8K
$1.75M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.94K- 31.31% |
$166K - $180K
|
4.26K
$375K
|
|
|
May 01, 2025
Q1 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
17.6KNew |
$1.5M - $1.63M
|
17.6K
$1.55M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
63+ 0.43% |
$5.37K - $5.83K
|
14.6K
$1.28M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
117+ 2.25% |
$9.98K - $10.8K
|
5.32K
$469K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.41K- 12.96% |
$206K - $223K
|
16.2K
$1.43M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-37- 1.22% |
$3.16K - $3.43K
|
3K
$264K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
72+ 0.89% |
$6.14K - $6.67K
|
8.18K
$721K
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 6.17% |
$178K - $194K
|
31.8K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
11.2K+ 12.43% |
$953K - $1.03M
|
101K
$8.9M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-6.44K- 8.04% |
$549K - $596K
|
73.7K
$6.49M
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.28K- 11.02% |
$280K - $303K
|
26.5K
$2.33M
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
88.2K+ 98.96% |
$7.52M - $8.17M
|
177K
$15.6M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-684K- 79.82% |
$58.3M - $63.3M
|
173K
$15.2M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-470Closed |
$40.1K - $43.5K
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
785New |
$67K - $72.7K
|
785
$69.2K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
25.3K+ 11.2% |
$2.16M - $2.34M
|
251K
$22.2M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 58.37% |
$316K - $343K
|
2.65K
$233K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
122New |
$10.4K - $11.3K
|
122
$10.8K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
97.3KNew |
$8.3M - $9.01M
|
97.3K
$8.58M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.24% |
$171 - $185
|
848
$74.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.06K+ 6.44% |
$261K - $283K
|
50.6K
$4.46M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-35.7K- 64.2% |
$3.05M - $3.31M
|
19.9K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$211K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
9.03K+ 3.36% |
$770K - $836K
|
278K
$24.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
661+ 59.76% |
$56.4K - $61.2K
|
1.77K
$156K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$159K - $172K
|
20.8K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-175K- 89.0% |
$14.9M - $16.2M
|
21.6K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.29K+ 6.3% |
$536K - $582K
|
106K
$9.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20.9KNew |
$1.78M - $1.94M
|
20.9K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-63.2K- 52.51% |
$5.39M - $5.85M
|
57.2K
$5.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-257- 7.63% |
$21.9K - $23.8K
|
3.11K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11KNew |
$521K - $566K
|
6.11K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
BUY
|
- |
7.63K+ 6.03% |
$651K - $707K
|
134K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.57K+ 10.15% |
$646K - $701K
|
82.2K
$7.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
622+ 104.01% |
$53.1K - $57.6K
|
1.22K
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
133+ 1.74% |
$11.3K - $12.3K
|
7.78K
$686K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.43K- 10.31% |
$207K - $224K
|
21.1K
$1.86M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
40.9K+ 7.08% |
$3.49M - $3.79M
|
618K
$54.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 5.88% |
$158K - $171K
|
29.6K
$2.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44+ 10.53% |
$3.75K - $4.07K
|
462
$40.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.6K+ 47.85% |
$3.29M - $3.57M
|
119K
$10.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.1K- 18.0% |
$945K - $1.03M
|
50.5K
$4.45M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-393- 83.44% |
$33.5K - $36.4K
|
78
$6.87K
|
|
|
Apr 30, 2025
Q1 2025
|
Argi Investment Services, LLC
|
SELL
|
- |
-22.9K- 9.96% |
$1.95M - $2.12M
|
207K
$18.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-449- 0.75% |
$38.3K - $41.6K
|
59.7K
$5.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-84.4K- 59.43% |
$7.2M - $7.81M
|
57.6K
$5.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
19.6K+ 265.99% |
$1.68M - $1.82M
|
27K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-196- 2.48% |
$16.7K - $18.1K
|
7.69K
$678K
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
55.1KNew |
$4.7M - $5.1M
|
55.1K
$4.85M
|