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 |
---|---|---|---|---|---|---|---|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
76KNew |
$6.62M - $7.49M
|
76K
$6.7M
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1New |
$87.1 - $98.5
|
1
$88.1
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-25- 17.24% |
$2.18K - $2.46K
|
120
$10.6K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 28.06% |
$16.4K - $18.5K
|
482
$42.5K
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
182New |
$15.9K - $17.9K
|
182
$16K
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
195+ 7.3% |
$17K - $19.2K
|
2.87K
$253K
|
|
Feb 10, 2025
Q4 2024
|
Maxi Investments Cy LTD
Limassol, G4 |
BUY
|
- |
186K+ 30.41% |
$16.2M - $18.3M
|
796K
$70.2M
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.6KNew |
$2.06M - $2.32M
|
23.6K
$2.08M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.24K- 24.71% |
$369K - $417K
|
12.9K
$1.14M
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-175K- 75.34% |
$15.2M - $17.2M
|
57.3K
$5.05M
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$871 - $985
|
10
$881
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
7.87KNew |
$686K - $775K
|
7.87K
$694K
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60New |
$5.23K - $5.91K
|
60
$5.29K
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.35KNew |
$379K - $428K
|
4.35K
$383K
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.24M
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-193- 7.17% |
$16.8K - $19K
|
2.5K
$220K
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
5KNew |
$436K - $492K
|
5K
$441K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
550New |
$47.9K - $54.2K
|
550
$48.5K
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
78.2K+ 482.02% |
$6.81M - $7.7M
|
94.4K
$8.32M
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$223K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
70+ 0.94% |
$6.1K - $6.89K
|
7.52K
$663K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
719New |
$62.6K - $70.8K
|
719
$63.4K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-421- 12.8% |
$36.7K - $41.5K
|
2.87K
$253K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
PUT |
100New |
$8.71K - $9.85K
|
100
$8.81K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
113New |
$9.84K - $11.1K
|
113
$9.96K
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$7.06K - $7.98K
|
81
$7.14K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.5KNew |
$479K - $542K
|
5.5K
$485K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$149K
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 44.44% |
$2.79K - $3.15K
|
104
$9.17K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
22.5KNew |
$1.96M - $2.22M
|
22.5K
$1.98M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.16KNew |
$275K - $311K
|
3.16K
$279K
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
15.8K+ 21.29% |
$1.38M - $1.56M
|
90K
$7.93M
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
236New |
$20.6K - $23.2K
|
236
$20.8K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.27K+ 14.24% |
$110K - $125K
|
10.2K
$895K
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
89.8KNew |
$7.82M - $8.84M
|
89.8K
$7.91M
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.73M - $3.09M
|
31.4K
$2.77M
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
110KNew |
$9.58M - $10.8M
|
110K
$9.7M
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.64KNew |
$230K - $260K
|
2.64K
$233K
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-934- 18.07% |
$81.4K - $92K
|
4.23K
$373K
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 11.97% |
$109K - $123K
|
11.7K
$1.03M
|
|
Feb 03, 2025
Q4 2024
|
Jordan Park Group LLC
|
BUY
|
- |
288K+ 33.01% |
$25.1M - $28.3M
|
1.16M
$102M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.58K- 11.31% |
$137K - $155K
|
12.4K
$1.09M
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
22KNew |
$1.92M - $2.17M
|
22K
$1.94M
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 22.29% |
$108K - $122K
|
4.33K
$381K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-59- 23.89% |
$5.14K - $5.81K
|
188
$16.6K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$245K - $277K
|
2.81K
$248K
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-184K- 98.74% |
$16.1M - $18.2M
|
2.36K
$208K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.77K+ 14.81% |
$154K - $175K
|
13.7K
$1.21M
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10K- 40.0% |
$871K - $985K
|
15K
$1.32M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-18K- 4.1% |
$1.57M - $1.78M
|
422K
$37.2M
|