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 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$256K - $278K
|
3K
$264K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.41K+ 4.59% |
$290K - $315K
|
77.7K
$6.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.88K- 31.81% |
$246K - $267K
|
6.18K
$545K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-279- 2.99% |
$23.8K - $25.8K
|
9.05K
$797K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-22- 0.93% |
$1.88K - $2.04K
|
2.35K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.24K- 27.4% |
$105K - $114K
|
3.27K
$288K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
100KNew |
$8.55M - $9.28M
|
100K
$8.83M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-736- 4.64% |
$62.8K - $68.1K
|
15.1K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
28.1K+ 235.98% |
$2.4M - $2.6M
|
40.1K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
10.2K+ 24.55% |
$872K - $946K
|
51.9K
$4.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.13K- 5.05% |
$182K - $197K
|
40.1K
$3.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
71.7K+ 96.63% |
$6.12M - $6.64M
|
146K
$12.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-559- 0.87% |
$47.7K - $51.7K
|
63.6K
$5.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.67K- 65.08% |
$398K - $432K
|
2.51K
$221K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
46.7KNew |
$3.99M - $4.33M
|
46.7K
$4.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
27.6K+ 19.87% |
$2.35M - $2.55M
|
166K
$14.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.32M- 59.33% |
$113M - $122M
|
907K
$80M
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
261New |
$22.3K - $24.2K
|
261
$23K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-12K- 58.16% |
$1.02M - $1.11M
|
8.61K
$759K
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-36.2K- 88.4% |
$3.09M - $3.35M
|
4.75K
$419K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
37.8K+ 1023.19% |
$3.22M - $3.5M
|
41.5K
$3.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-54.7K- 96.58% |
$4.66M - $5.06M
|
1.93K
$170K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-83- 1.81% |
$7.08K - $7.68K
|
4.51K
$397K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$42.6K - $46.3K
|
500
$44.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
957+ 10.5% |
$81.6K - $88.6K
|
10.1K
$888K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
17.4K+ 9.27% |
$1.48M - $1.61M
|
204K
$18M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
309New |
$26.4K - $28.6K
|
309
$27.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-17.9K- 55.79% |
$1.52M - $1.65M
|
14.2K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.15K+ 449.37% |
$609K - $661K
|
8.74K
$770K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5K+ 34.14% |
$298K - $324K
|
13.7K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.33K- 11.36% |
$369K - $401K
|
33.8K
$2.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
297+ 0.63% |
$25.3K - $27.5K
|
47.3K
$4.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 1.12% |
$256 - $278
|
265
$23.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.91K+ 153.31% |
$504K - $547K
|
9.77K
$861K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 23.98% |
$77.4K - $84K
|
2.88K
$253K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
530+ 13.89% |
$45.2K - $49.1K
|
4.35K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-833- 31.28% |
$71K - $77.1K
|
1.83K
$161K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
13.6KNew |
$1.16M - $1.25M
|
13.6K
$1.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-883- 8.27% |
$75.3K - $81.7K
|
9.79K
$863K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
27K+ 72.06% |
$2.3M - $2.5M
|
64.5K
$5.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-11- 18.97% |
$938 - $1.02K
|
47
$4.14K
|
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.02K- 22.35% |
$172K - $187K
|
7.01K
$618K
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-184- 3.61% |
$15.7K - $17K
|
4.92K
$433K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
843+ 26.6% |
$71.9K - $78K
|
4.01K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
469New |
$40K - $43.4K
|
469
$41.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 10.52% |
$123K - $133K
|
15.1K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-80.7K- 75.49% |
$6.88M - $7.47M
|
26.2K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-472K- 27.04% |
$40.2M - $43.6M
|
1.27M
$112M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450New |
$38.4K - $41.7K
|
450
$39.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71K+ 24.31% |
$6.05M - $6.57M
|
363K
$32M
|