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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.27K- 3.2% |
$449K - $488K
|
160K
$14.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
40.9K+ 409.28% |
$3.49M - $3.78M
|
50.8K
$4.48M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-19.2K- 15.77% |
$1.63M - $1.77M
|
102K
$9.02M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
132New |
$11.3K - $12.2K
|
132
$11.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.61M- 98.8% |
$223M - $242M
|
31.7K
$2.79M
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.65K+ 19.53% |
$311K - $338K
|
22.3K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.42K- 2.62% |
$804K - $872K
|
350K
$30.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
65.4K+ 75.54% |
$5.58M - $6.05M
|
152K
$13.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-35- 0.58% |
$2.99K - $3.24K
|
6.02K
$531K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.02K- 53.74% |
$513K - $557K
|
5.18K
$457K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.2K- 16.08% |
$358K - $389K
|
21.9K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
49.2KNew |
$4.19M - $4.55M
|
49.2K
$4.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.39K+ 27.36% |
$119K - $129K
|
6.48K
$571K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-22- 11.11% |
$1.88K - $2.04K
|
176
$15.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
113+ 0.14% |
$9.64K - $10.5K
|
80.7K
$7.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.08K- 44.4% |
$177K - $192K
|
2.6K
$229K
|
|
|
Apr 25, 2025
Q1 2025
|
Townsend & Associates, Inc
|
BUY
|
- |
52K+ 13.05% |
$4.44M - $4.82M
|
451K
$39.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36K+ 21.87% |
$201K - $218K
|
13.1K
$1.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
SELL
|
- |
-5- 0.1% |
$426 - $463
|
5.1K
$450K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
27.6K+ 64.67% |
$2.35M - $2.55M
|
70.2K
$6.19M
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
9.81K+ 23.05% |
$837K - $908K
|
52.4K
$4.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.9K- 28.66% |
$503K - $546K
|
14.7K
$1.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-477- 12.23% |
$40.7K - $44.2K
|
3.42K
$302K
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.12KNew |
$266K - $289K
|
3.12K
$275K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
60.9KNew |
$5.2M - $5.64M
|
60.9K
$5.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-9.42K- 26.04% |
$804K - $872K
|
26.8K
$2.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.8K+ 29.26% |
$1.26M - $1.37M
|
65.3K
$5.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
866+ 21.24% |
$73.9K - $80.2K
|
4.94K
$436K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
24.7K+ 32.61% |
$2.11M - $2.29M
|
101K
$8.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-6.35K- 49.95% |
$541K - $588K
|
6.36K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 29.71% |
$92.1K - $100K
|
2.56K
$225K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
116+ 13.14% |
$9.89K - $10.7K
|
999
$88.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.01K+ 11.69% |
$171K - $186K
|
19.2K
$1.69M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
674+ 1.56% |
$57.5K - $62.4K
|
44K
$3.87M
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
340+ 0.69% |
$29K - $31.5K
|
49.5K
$4.37M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 12.61% |
$328K - $355K
|
26.6K
$2.35M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 3.12% |
$8.7K - $9.44K
|
3.37K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
223+ 2.05% |
$19K - $20.6K
|
11.1K
$977K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
255K+ 10.48% |
$21.7M - $23.6M
|
2.68M
$237M
|
|
|
Apr 24, 2025
Q1 2025
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-346- 13.06% |
$29.5K - $32K
|
2.3K
$203K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
960+ 17.9% |
$81.9K - $88.9K
|
6.32K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
255+ 41.53% |
$21.7K - $23.6K
|
869
$76.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.7K+ 45.49% |
$486K - $527K
|
18.2K
$1.61M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-172- 5.35% |
$14.7K - $15.9K
|
3.05K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
100+ 0.26% |
$8.53K - $9.26K
|
38.5K
$3.4M
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
25.5KNew |
$2.17M - $2.36M
|
25.5K
$2.24M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
49.2K+ 6.0% |
$4.2M - $4.56M
|
870K
$76.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.99K+ 37.6% |
$169K - $184K
|
7.27K
$641K
|
|
|
Apr 24, 2025
Q1 2025
|
Sicart Associates LLC
|
BUY
|
- |
9.53K+ 6.01% |
$812K - $882K
|
168K
$14.8M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-32.4K- 69.34% |
$2.76M - $3M
|
14.3K
$1.26M
|