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 |
---|---|---|---|---|---|---|---|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
90.1KNew |
$7.57M - $8.37M
|
90.1K
$7.94M
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
332+ 2.62% |
$27.9K - $30.8K
|
13K
$1.15M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.7K+ 50.01% |
$1.24M - $1.37M
|
44.2K
$3.89M
|
|
Jul 09, 2025
Q2 2025
|
Heritage Wealth Architects, Inc.
Mendota Heights, MN |
SELL
|
- |
-11.5K- 41.97% |
$968K - $1.07M
|
15.9K
$1.4M
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 4.49% |
$18K - $19.9K
|
4.98K
$439K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-263- 5.25% |
$22.1K - $24.4K
|
4.75K
$419K
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27KNew |
$2.27M - $2.51M
|
27K
$2.38M
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
171+ 1.1% |
$14.4K - $15.9K
|
15.7K
$1.38M
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-614- 19.71% |
$51.6K - $57K
|
2.5K
$220K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.9K- 36.79% |
$1.42M - $1.57M
|
29K
$2.56M
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.68K+ 5.32% |
$309K - $342K
|
72.8K
$6.42M
|
|
Jul 09, 2025
Q2 2025
|
Aurelius Family Office LLC
Bedford, NH |
SELL
|
- |
-173- 2.31% |
$14.5K - $16.1K
|
7.3K
$644K
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 5.7% |
$1.29M - $1.43M
|
285K
$25.1M
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.12K+ 7.1% |
$94.1K - $104K
|
16.9K
$1.49M
|
|
Jul 09, 2025
Q2 2025
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-7.18K- 33.29% |
$603K - $667K
|
14.4K
$1.27M
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.88K- 32.39% |
$241K - $267K
|
6K
$529K
|
|
Jul 09, 2025
Q2 2025
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.88K- 15.34% |
$241K - $267K
|
15.9K
$1.4M
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.66K+ 5.55% |
$307K - $340K
|
69.7K
$6.14M
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
58.1KNew |
$4.88M - $5.4M
|
58.1K
$5.12M
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.12KNew |
$262K - $290K
|
3.12K
$275K
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.52K+ 12.2% |
$799K - $884K
|
87.6K
$7.72M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.52K- 64.04% |
$716K - $791K
|
4.79K
$422K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-58.3K- 44.5% |
$4.9M - $5.42M
|
72.8K
$6.41M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 12.09% |
$89.6K - $99.1K
|
9.89K
$872K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.28K- 2.05% |
$191K - $211K
|
109K
$9.57M
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
SELL
|
- |
-870- 4.88% |
$73.1K - $80.8K
|
17K
$1.5M
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
736+ 0.72% |
$61.8K - $68.3K
|
103K
$9.12M
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.76K- 2.13% |
$148K - $164K
|
81K
$7.14M
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 445.91% |
$105K - $116K
|
1.53K
$135K
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 48.84% |
$1.15M - $1.27M
|
41.7K
$3.68M
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.5K+ 16.93% |
$1.89M - $2.09M
|
156K
$13.7M
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 10.31% |
$910K - $1.01M
|
116K
$10.2M
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
20+ 4.19% |
$1.68K - $1.86K
|
497
$43.8K
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.1K+ 26.82% |
$1.85M - $2.05M
|
104K
$9.21M
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
SELL
|
- |
-66.2K- 40.74% |
$5.56M - $6.14M
|
96.2K
$8.48M
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-2.22K- 15.86% |
$186K - $206K
|
11.8K
$1.04M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
129+ 38.39% |
$10.8K - $12K
|
465
$41K
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 58.58% |
$137K - $151K
|
4.41K
$389K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
172New |
$14.4K - $16K
|
172
$15.2K
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
157+ 2.6% |
$13.2K - $14.6K
|
6.2K
$546K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
20New |
$1.68K - $1.86K
|
20
$1.76K
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.76K+ 2.67% |
$148K - $163K
|
67.7K
$5.97M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.82K+ 0.94% |
$236K - $261K
|
304K
$26.8M
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-1- 25.0% |
$84 - $92.9
|
3
$264
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
718+ 140.51% |
$60.3K - $66.7K
|
1.23K
$108K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
35+ 2.99% |
$2.94K - $3.25K
|
1.21K
$106K
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.48K+ 3.51% |
$376K - $416K
|
132K
$11.6M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.84K- 50.91% |
$238K - $264K
|
2.74K
$241K
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-555- 0.65% |
$46.6K - $51.5K
|
85.2K
$7.51M
|
|
Jul 02, 2025
Q2 2025
|
Dentgroup LLC
|
SELL
|
- |
-1.51K- 15.34% |
$126K - $140K
|
8.31K
$733K
|