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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
364New |
$31.7K - $35.9K
|
364
$32.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 47.88% |
$215K - $243K
|
7.61K
$670K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
97New |
$8.45K - $9.55K
|
97
$8.55K
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$212K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-682- 9.22% |
$59.4K - $67.2K
|
6.71K
$592K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119K- 41.69% |
$10.4M - $11.7M
|
167K
$14.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.91K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
96+ 1.59% |
$8.36K - $9.46K
|
6.14K
$541K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$351K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
809+ 12.26% |
$70.5K - $79.7K
|
7.41K
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
220+ 6.46% |
$19.2K - $21.7K
|
3.62K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
26+ 0.39% |
$2.26K - $2.56K
|
6.73K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.7K+ 25.32% |
$148K - $167K
|
8.41K
$741K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.79K+ 13.71% |
$592K - $669K
|
56.3K
$4.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.8K+ 103.98% |
$418K - $473K
|
9.42K
$831K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-164- 86.77% |
$14.3K - $16.2K
|
25
$2.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.16K- 12.25% |
$275K - $311K
|
22.6K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
PUT |
82KNew |
$7.14M - $8.08M
|
82K
$7.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$1.48K - $1.67K
|
17
$1.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$438K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
578+ 20.59% |
$50.3K - $56.9K
|
3.39K
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.93K+ 19.88% |
$429K - $485K
|
29.7K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Vantagepoint Investment Advisers LLC
|
SELL
|
- |
-372K- 15.04% |
$32.4M - $36.6M
|
2.1M
$185M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.45K- 6.15% |
$562K - $636K
|
98.4K
$8.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
204+ 5.22% |
$17.8K - $20.1K
|
4.11K
$363K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-12.4K- 80.78% |
$1.08M - $1.23M
|
2.96K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.69K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$91.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-64.2K- 49.95% |
$5.59M - $6.32M
|
64.3K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 3.74% |
$69.2K - $78.3K
|
20.4K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-208- 17.75% |
$18.1K - $20.5K
|
964
$85K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
585+ 68.34% |
$51K - $57.6K
|
1.44K
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
270KNew |
$23.5M - $26.6M
|
270K
$23.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.4KNew |
$904K - $1.02M
|
10.4K
$915K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
85New |
$7.4K - $8.37K
|
85
$7.49K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 5.61% |
$11.9K - $13.5K
|
2.31K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-193- 3.56% |
$16.8K - $19K
|
5.23K
$461K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.28KNew |
$459K - $520K
|
5.28K
$465K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-76- 1.79% |
$6.62K - $7.49K
|
4.16K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.92K- 26.89% |
$341K - $386K
|
10.7K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$38.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-258- 72.27% |
$22.5K - $25.4K
|
99
$8.73K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22+ 12.94% |
$1.92K - $2.17K
|
192
$16.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9.18K- 89.33% |
$799K - $904K
|
1.1K
$96.6K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-82.5K- 78.64% |
$7.18M - $8.12M
|
22.4K
$1.97M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.96KNew |
$867K - $981K
|
9.96K
$878K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.94KNew |
$256K - $290K
|
2.94K
$259K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.09% |
$8.1K - $9.16K
|
4.36K
$384K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
13.7K+ 3.35% |
$1.19M - $1.35M
|
421K
$37.1M
|