Latest Institutional Purchases of Ishares Barclays 20+ Year Trea (TLT)
This list provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
282KNew |
$23.7M - $26.2M
|
282K
$24.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
273KNew |
$22.9M - $25.3M
|
273K
$23.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
214KNew |
$18M - $19.9M
|
214K
$18.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
CALL |
200KNew |
$16.8M - $18.6M
|
200K
$17.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
175KNew |
$14.7M - $16.2M
|
175K
$15.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
170K+ 5997.68% |
$14.3M - $15.8M
|
173K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
149K+ 1169.1% |
$12.5M - $13.8M
|
162K
$13.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
148K+ 5008.94% |
$12.4M - $13.7M
|
151K
$13M
|
|
|
Jul 21, 2025
Q2 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
104K+ 129.28% |
$8.76M - $9.69M
|
185K
$15.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.4K+ 107.19% |
$8.26M - $9.14M
|
190K
$16.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
90.1KNew |
$7.57M - $8.37M
|
90.1K
$7.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77KNew |
$6.46M - $7.15M
|
77K
$6.62M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
58.1KNew |
$4.88M - $5.4M
|
58.1K
$5M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.8K+ 89.87% |
$4.27M - $4.72M
|
107K
$9.23M
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
48.6K+ 48.45% |
$4.08M - $4.51M
|
149K
$12.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
38.9K+ 131.04% |
$3.27M - $3.62M
|
68.7K
$5.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
35.9K+ 36.87% |
$3.01M - $3.33M
|
133K
$11.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35.6K+ 25.63% |
$2.99M - $3.3M
|
174K
$15M
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
BUY
|
- |
35.4KNew |
$2.97M - $3.29M
|
35.4K
$3.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28.5K+ 5.36% |
$2.39M - $2.64M
|
560K
$48.1M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27KNew |
$2.27M - $2.51M
|
27K
$2.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
24KNew |
$2.02M - $2.23M
|
24K
$2.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
23.7K+ 74.88% |
$1.99M - $2.2M
|
55.4K
$4.76M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.4K+ 45.94% |
$1.97M - $2.18M
|
74.4K
$6.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.5K+ 16.93% |
$1.89M - $2.09M
|
156K
$13.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.1K+ 26.82% |
$1.85M - $2.05M
|
104K
$8.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
20.8K+ 121.65% |
$1.74M - $1.93M
|
37.9K
$3.26M
|
|
|
Jul 18, 2025
Q2 2025
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
BUY
|
- |
20KNew |
$1.68M - $1.86M
|
20K
$1.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
18.7K+ 335.67% |
$1.57M - $1.73M
|
24.2K
$2.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
18.4K+ 66.61% |
$1.55M - $1.71M
|
46.1K
$3.96M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 5.7% |
$1.29M - $1.43M
|
285K
$24.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.7K+ 50.01% |
$1.24M - $1.37M
|
44.2K
$3.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.4K+ 18.66% |
$1.21M - $1.34M
|
91.7K
$7.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 48.84% |
$1.15M - $1.27M
|
41.7K
$3.59M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.4K+ 22.64% |
$1.04M - $1.15M
|
67.2K
$5.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.67% |
$959K - $1.06M
|
49.9K
$4.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 10.31% |
$910K - $1.01M
|
116K
$9.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$886K - $980K
|
10.6K
$908K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.52K+ 12.2% |
$799K - $884K
|
87.6K
$7.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.81KNew |
$740K - $818K
|
8.81K
$757K
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
7KNew |
$588K - $650K
|
7K
$602K
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
6.5K+ 8.37% |
$546K - $604K
|
84.2K
$7.24M
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
6.14K+ 4.47% |
$515K - $570K
|
144K
$12.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
5.99K+ 75.48% |
$503K - $556K
|
13.9K
$1.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.82KNew |
$489K - $540K
|
5.82K
$500K
|
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.66KNew |
$476K - $526K
|
5.66K
$487K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
5.56KNew |
$467K - $517K
|
5.56K
$479K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.35K+ 32.65% |
$449K - $497K
|
21.7K
$1.87M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.24KNew |
$440K - $487K
|
5.24K
$451K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
5KNew |
$420K - $464K
|
5K
$430K
|