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 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 8.35% |
$31.3K - $35.4K
|
3.94K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
295K+ 17.5% |
$25.7M - $29M
|
1.98M
$180M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
33.7KNew |
$2.93M - $3.32M
|
33.7K
$3.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
50.9K+ 152.69% |
$4.43M - $5.01M
|
84.2K
$7.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
PUT |
-66.1K- 51.97% |
$5.76M - $6.51M
|
61.1K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.3K+ 1045.01% |
$2.56M - $2.89M
|
32.2K
$2.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 14.5% |
$119K - $134K
|
8.05K
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.19K- 11.84% |
$278K - $314K
|
23.7K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.87K- 37.46% |
$424K - $480K
|
8.13K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
CALL |
1.8KNew |
$157K - $177K
|
1.8K
$163K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-59.9K- 21.24% |
$5.22M - $5.9M
|
222K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.37K- 30.3% |
$555K - $628K
|
14.7K
$1.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-123K- 98.15% |
$10.7M - $12.1M
|
2.32K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-379- 8.75% |
$33K - $37.3K
|
3.95K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
514New |
$44.8K - $50.6K
|
514
$46.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.78KNew |
$242K - $274K
|
2.78K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-176- 4.37% |
$15.3K - $17.3K
|
3.86K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14.6KNew |
$1.27M - $1.44M
|
14.6K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.83KNew |
$246K - $278K
|
2.83K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.71KNew |
$845K - $956K
|
9.71K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
370KNew |
$32.2M - $36.4M
|
370K
$33.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peak6 LLC
Chicago, IL |
BUY
|
PUT |
1.08MNew |
$94.4M - $107M
|
1.08M
$98.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.6KNew |
$1.45M - $1.63M
|
16.6K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-20K- 12.66% |
$1.74M - $1.97M
|
138K
$12.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.04K+ 5.5% |
$177K - $201K
|
39.1K
$3.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
16.4K+ 24.05% |
$1.43M - $1.62M
|
84.6K
$7.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.53K- 15.06% |
$133K - $150K
|
8.62K
$782K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 4.38% |
$42.7K - $48.3K
|
10.7K
$970K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.1K- 69.06% |
$1.49M - $1.68M
|
7.66K
$694K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 10.71% |
$12.4M - $14M
|
1.19M
$108M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1K+ 100.0% |
$87.1K - $98.5K
|
2K
$181K
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
45.7KNew |
$3.98M - $4.5M
|
45.7K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Parkwood LLC
Cleveland, OH |
SELL
|
CALL |
-297K- 99.0% |
$25.9M - $29.3M
|
3K
$272K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.9KNew |
$952K - $1.08M
|
10.9K
$992K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.06K+ 81.83% |
$528K - $597K
|
13.5K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
29.9K+ 119.24% |
$2.61M - $2.95M
|
55K
$4.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-31.9K- 9.57% |
$2.78M - $3.14M
|
302K
$27.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.54K+ 20.91% |
$134K - $151K
|
8.89K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
56New |
$4.88K - $5.52K
|
56
$5.08K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-37K- 28.59% |
$3.22M - $3.65M
|
92.5K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 5.78% |
$609K - $689K
|
114K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.73M- 27.16% |
$151M - $171M
|
4.64M
$421M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.85K+ 13.62% |
$161K - $182K
|
15.4K
$1.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
26K+ 2485.67% |
$2.27M - $2.56M
|
27.1K
$2.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.75K+ 5761.54% |
$326K - $369K
|
3.81K
$346K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-802- 9.49% |
$69.9K - $79K
|
7.65K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$812K - $918K
|
9.32K
$846K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.37% |
$325K - $367K
|
161K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.7% |
$14.1K - $16K
|
23.1K
$2.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.7K+ 471.2% |
$2.15M - $2.43M
|
29.9K
$2.71M
|