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 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-13.2K- 81.51% |
$1.12M - $1.22M
|
2.99K
$263K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$2.13K - $2.31K
|
25
$2.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-176- 0.58% |
$15K - $16.3K
|
30.3K
$2.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$324K - $351K
|
3.8K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-34.8K- 85.05% |
$2.96M - $3.22M
|
6.11K
$538K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.47K- 68.17% |
$466K - $506K
|
2.55K
$225K
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
13.2KNew |
$1.13M - $1.22M
|
13.2K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-80- 53.69% |
$6.82K - $7.41K
|
69
$6.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Meridian Financial Partners LLC
|
SELL
|
- |
-11.5K- 61.77% |
$977K - $1.06M
|
7.09K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
823+ 30.24% |
$70.2K - $76.2K
|
3.55K
$312K
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
7.05K+ 2.97% |
$601K - $652K
|
244K
$21.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.38KNew |
$544K - $591K
|
6.38K
$563K
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-415K- 33.85% |
$35.4M - $38.4M
|
811K
$71.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-588K- 96.02% |
$50.1M - $54.4M
|
24.4K
$2.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.7KNew |
$1.09M - $1.18M
|
12.7K
$1.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.03K+ 113.39% |
$685K - $743K
|
15.1K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-14.2K- 81.14% |
$1.21M - $1.31M
|
3.3K
$290K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
6New |
$512 - $555
|
6
$529
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 20.97% |
$556K - $603K
|
37.6K
$3.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
9.29K+ 2.63% |
$792K - $860K
|
363K
$32M
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
40.5KNew |
$3.45M - $3.75M
|
40.5K
$3.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.81% |
$2.39K - $2.59K
|
3.49K
$307K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 28.13% |
$356K - $386K
|
19K
$1.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
63+ 2.08% |
$5.37K - $5.83K
|
3.1K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.92K- 35.32% |
$164K - $178K
|
3.52K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Ridgeline Wealth, LLC
Mesa, AZ |
SELL
|
- |
-300- 10.6% |
$25.6K - $27.8K
|
2.53K
$223K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-240- 79.21% |
$20.5K - $22.2K
|
63
$5.55K
|
|
|
Apr 11, 2025
Q1 2025
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
986+ 1.29% |
$84.1K - $91.3K
|
77.3K
$6.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
43+ 0.12% |
$3.67K - $3.98K
|
35.9K
$3.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 21.74% |
$17.1K - $18.5K
|
720
$63.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
610+ 1.96% |
$52K - $56.5K
|
31.7K
$2.79M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
118+ 4.7% |
$10.1K - $10.9K
|
2.63K
$232K
|
|
|
Apr 10, 2025
Q1 2025
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
58KNew |
$4.95M - $5.37M
|
58K
$5.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-18.6K- 78.19% |
$1.59M - $1.72M
|
5.2K
$458K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 126.64% |
$363K - $394K
|
7.62K
$672K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-6.29K- 64.34% |
$536K - $582K
|
3.48K
$307K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
32+ 64.0% |
$2.73K - $2.96K
|
82
$7.23K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
647KNew |
$55.1M - $59.9M
|
647K
$57M
|
|
|
Apr 10, 2025
Q1 2025
|
Matrix Trust CO
|
BUY
|
- |
14.4KNew |
$1.23M - $1.33M
|
14.4K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11KNew |
$938K - $1.02M
|
11K
$970K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-71- 39.66% |
$6.06K - $6.57K
|
108
$9.52K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 15.06% |
$225K - $244K
|
20.2K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-17.9K- 78.45% |
$1.52M - $1.65M
|
4.9K
$432K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
49New |
$4.18K - $4.54K
|
49
$4.32K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$271K - $294K
|
3.17K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-24.3K- 55.44% |
$2.07M - $2.25M
|
19.5K
$1.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
516+ 1.15% |
$44K - $47.8K
|
45.5K
$4.01M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-662- 13.87% |
$56.5K - $61.3K
|
4.11K
$362K
|
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.73KNew |
$488K - $530K
|
5.73K
$505K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
6.98KNew |
$595K - $646K
|
6.98K
$615K
|