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 |
|---|---|---|---|---|---|---|---|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.24KNew |
$440K - $487K
|
5.24K
$462K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-3.24K- 6.94% |
$272K - $300K
|
43.4K
$3.83M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
18.4K+ 66.61% |
$1.55M - $1.71M
|
46.1K
$4.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
591+ 1477.5% |
$49.6K - $54.9K
|
631
$55.6K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-130K- 96.47% |
$11.1M - $12M
|
4.76K
$420K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
129+ 1.06% |
$11K - $11.9K
|
12.2K
$1.08M
|
|
|
Jun 17, 2025
Q1 2025
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
66.8KNew |
$5.7M - $6.18M
|
66.8K
$5.89M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 2.62% |
$8.53K - $9.26K
|
3.91K
$345K
|
|
|
Jun 13, 2025
Q1 2025
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
30K+ 100.0% |
$2.56M - $2.78M
|
60K
$5.29M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.39KNew |
$545K - $592K
|
6.39K
$564K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
3.6K+ 4.93% |
$307K - $333K
|
76.6K
$6.75M
|
|
|
Jun 06, 2025
Q1 2025
|
Blue Oak Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.2KClosed |
$529K - $574K
|
0
$0
|
|
|
Jun 05, 2025
Q1 2025
|
Militia Capital Partners, LP
Las Vegas, NV |
BUY
|
- |
68.1KNew |
$5.81M - $6.3M
|
68.1K
$6M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$3.84K - $4.17K
|
45
$3.97K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-60.9K- 61.6% |
$5.2M - $5.64M
|
38K
$3.35M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
608+ 1.18% |
$51.9K - $56.3K
|
52K
$4.58M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-8.04K- 42.14% |
$685K - $744K
|
11K
$972K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
165KNew |
$14M - $15.2M
|
165K
$14.5M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36K+ 62.73% |
$543K - $589K
|
16.5K
$1.46M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
CALL |
16.5KNew |
$1.41M - $1.53M
|
16.5K
$1.45M
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
8.18K+ 6.35% |
$697K - $757K
|
137K
$12.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-265K- 68.08% |
$22.6M - $24.6M
|
124K
$11M
|
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.66K- 2.1% |
$398K - $432K
|
218K
$19.2M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
7.08K+ 31.33% |
$604K - $655K
|
29.7K
$2.62M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-753- 2.22% |
$64.2K - $69.7K
|
33.2K
$2.93M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-146K- 89.54% |
$12.5M - $13.5M
|
17.1K
$1.5M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
46.6K+ 20.35% |
$3.98M - $4.32M
|
276K
$24.3M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-35K- 91.1% |
$2.98M - $3.24M
|
3.42K
$301K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 41.67% |
$171K - $185K
|
2.8K
$247K
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
CALL |
-10K- 50.0% |
$853K - $926K
|
10K
$881K
|
|
|
May 19, 2025
Q1 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
125KNew |
$10.7M - $11.6M
|
125K
$11.1M
|
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-885- 5.37% |
$75.5K - $81.9K
|
15.6K
$1.38M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.42K+ 95.95% |
$206K - $224K
|
4.93K
$435K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
8.21K+ 13.84% |
$700K - $760K
|
67.6K
$5.95M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.88K- 96.98% |
$331K - $359K
|
121
$10.7K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-77- 1.92% |
$6.57K - $7.13K
|
3.94K
$348K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-523- 70.49% |
$44.6K - $48.4K
|
219
$19.3K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-30.5M- 84.65% |
$2.6B - $2.83B
|
5.53M
$488M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
23.7MNew |
$2.02B - $2.2B
|
23.7M
$2.09B
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
690+ 184.0% |
$58.9K - $63.9K
|
1.07K
$93.9K
|
|
|
May 15, 2025
Q1 2025
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
4KNew |
$341K - $370K
|
4K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
31.5K+ 100.0% |
$2.69M - $2.92M
|
63K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.71K- 8.59% |
$231K - $251K
|
28.8K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-23.6K- 12.28% |
$2.01M - $2.18M
|
169K
$14.9M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1K+ 100.0% |
$85.3K - $92.6K
|
2K
$176K
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.37KNew |
$202K - $220K
|
2.37K
$209K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-663K- 51.33% |
$56.5M - $61.4M
|
628K
$55.4M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
1.56M+ 3118.19% |
$133M - $145M
|
1.62M
$142M
|
|
|
May 15, 2025
Q1 2025
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12K- 63.24% |
$1.03M - $1.11M
|
6.99K
$616K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-202K- 31.6% |
$17.2M - $18.7M
|
437K
$38.5M
|
|