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 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-135K- 89.22% |
$11.5M - $12.5M
|
16.3K
$1.44M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-785- 5.06% |
$67K - $72.7K
|
14.7K
$1.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.36K- 70.23% |
$457K - $496K
|
2.27K
$200K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$7.25K - $7.87K
|
85
$7.49K
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-615- 18.59% |
$52.5K - $56.9K
|
2.69K
$237K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
383New |
$33.4K - $37.7K
|
383
$33.8K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2.5K- 97.16% |
$218K - $246K
|
73
$6.43K
|
|
|
Jun 10, 2025
Q4 2024
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
PUT |
20KNew |
$1.74M - $1.97M
|
20K
$1.76M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.33M+ 141.66% |
$116M - $131M
|
2.26M
$200M
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.25KNew |
$283K - $320K
|
3.25K
$287K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
29KNew |
$2.53M - $2.86M
|
29K
$2.56M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.03KNew |
$700K - $791K
|
8.03K
$708K
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-43.6KClosed |
$3.8M - $4.3M
|
0
$0
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-6K- 20.4% |
$522K - $590K
|
23.4K
$2.06M
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10KNew |
$871K - $985K
|
10K
$881K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$211K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.81KNew |
$854K - $966K
|
9.81K
$864K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-72- 1.91% |
$6.27K - $7.09K
|
3.7K
$326K
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.4KNew |
$1.86M - $2.11M
|
21.4K
$1.89M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22New |
$1.92K - $2.17K
|
22
$1.94K
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.9KNew |
$949K - $1.07M
|
10.9K
$960K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 28.01% |
$52.3K - $59.2K
|
2.75K
$242K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
368+ 16.18% |
$32.1K - $36.2K
|
2.64K
$233K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.05K - $1.18K
|
12
$1.06K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-695- 62.22% |
$60.5K - $68.5K
|
422
$37.2K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-54.4K- 69.37% |
$4.74M - $5.36M
|
24K
$2.12M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.32KNew |
$202K - $229K
|
2.32K
$205K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.55KNew |
$309K - $349K
|
3.55K
$312K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.08K+ 3.91% |
$94.2K - $107K
|
28.8K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
50KNew |
$4.36M - $4.92M
|
50K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$220K - $249K
|
2.53K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 10.61% |
$1.65K - $1.87K
|
160
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
92.1K+ 444.71% |
$8.02M - $9.07M
|
113K
$9.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 31.74% |
$93.1K - $105K
|
2.3K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
427+ 9.49% |
$37.2K - $42.1K
|
4.93K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 73.67% |
$138K - $157K
|
3.75K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
435+ 13.21% |
$37.9K - $42.8K
|
3.73K
$328K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
CALL |
300New |
$26.1K - $29.5K
|
300
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
PUT |
7KNew |
$610K - $689K
|
7K
$617K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.39KNew |
$208K - $236K
|
2.39K
$211K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-145K- 92.29% |
$12.6M - $14.3M
|
12.1K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
158New |
$13.8K - $15.6K
|
158
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.29K- 20.05% |
$635K - $718K
|
29.1K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-88K- 37.46% |
$7.67M - $8.67M
|
147K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 81.21% |
$221K - $250K
|
5.66K
$499K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
71.4K+ 317.51% |
$6.22M - $7.03M
|
93.9K
$8.28M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
CALL |
1.5MNew |
$131M - $148M
|
1.5M
$132M
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
SELL
|
PUT |
-1.28M- 32.01% |
$112M - $126M
|
2.72M
$240M
|
|
|
Feb 14, 2025
Q4 2024
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
CALL |
3KNew |
$261K - $295K
|
3K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-920- 9.56% |
$80.1K - $90.6K
|
8.7K
$767K
|
|