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 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 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
|
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
|
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
|
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
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.56K- 47.7% |
$389K - $422K
|
5K
$441K
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$4.26K - $4.63K
|
50
$4.41K
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1K- 24.71% |
$85.6K - $92.9K
|
3.06K
$270K
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
645+ 2.35% |
$55K - $59.7K
|
28.1K
$2.48M
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-76- 67.86% |
$6.48K - $7.04K
|
36
$3.17K
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
803+ 2974.07% |
$68.5K - $74.3K
|
830
$73.2K
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.57K+ 164.85% |
$390K - $423K
|
7.34K
$647K
|
|
Apr 17, 2025
Q1 2025
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.23K+ 15.91% |
$105K - $114K
|
8.96K
$790K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.31K+ 7.64% |
$367K - $399K
|
60.7K
$5.35M
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 121.66% |
$899K - $975K
|
19.2K
$1.69M
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 4.55% |
$85.3 - $92.6
|
23
$2.03K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.55K+ 14.96% |
$303K - $329K
|
27.3K
$2.4M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.64% |
$4.61K - $5K
|
8.51K
$750K
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.05K- 3.3% |
$260K - $283K
|
89.4K
$7.88M
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
288New |
$24.6K - $26.7K
|
288
$25.4K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.5K- 61.83% |
$469K - $509K
|
3.39K
$299K
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-344- 5.2% |
$29.3K - $31.8K
|
6.27K
$553K
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
222New |
$18.9K - $20.6K
|
222
$19.6K
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-776- 21.13% |
$66.2K - $71.8K
|
2.9K
$255K
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38K+ 75.09% |
$374K - $405K
|
10.2K
$900K
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.32KNew |
$198K - $215K
|
2.32K
$204K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
8.71K+ 10.72% |
$743K - $806K
|
89.9K
$7.93M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 7.3% |
$173K - $188K
|
25.7K
$2.27M
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-140- 5.23% |
$11.9K - $13K
|
2.54K
$224K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$199K
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
69+ 0.61% |
$5.89K - $6.39K
|
11.4K
$1M
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.92KNew |
$505K - $548K
|
5.92K
$522K
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
4KNew |
$341K - $370K
|
4K
$353K
|