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 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
273KNew |
$22.9M - $25.3M
|
273K
$24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
CALL |
175KNew |
$14.7M - $16.2M
|
175K
$15.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
170K+ 5997.68% |
$14.3M - $15.8M
|
173K
$15.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
98.4K+ 107.19% |
$8.26M - $9.14M
|
190K
$16.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
90.1KNew |
$7.57M - $8.37M
|
90.1K
$7.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
58.1KNew |
$4.88M - $5.4M
|
58.1K
$5.12M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
50.8K+ 89.87% |
$4.27M - $4.72M
|
107K
$9.46M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
35.6K+ 25.63% |
$2.99M - $3.3M
|
174K
$15.4M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27KNew |
$2.27M - $2.51M
|
27K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
22.5K+ 16.93% |
$1.89M - $2.09M
|
156K
$13.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
22.1K+ 26.82% |
$1.85M - $2.05M
|
104K
$9.21M
|
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
BUY
|
- |
18.4K+ 66.61% |
$1.55M - $1.71M
|
46.1K
$4.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
15.4K+ 5.7% |
$1.29M - $1.43M
|
285K
$25.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
14.7K+ 50.01% |
$1.24M - $1.37M
|
44.2K
$3.89M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 48.84% |
$1.15M - $1.27M
|
41.7K
$3.68M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
11.4K+ 29.67% |
$959K - $1.06M
|
49.9K
$4.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
10.8K+ 10.31% |
$910K - $1.01M
|
116K
$10.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
9.52K+ 12.2% |
$799K - $884K
|
87.6K
$7.72M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
CALL |
7KNew |
$588K - $650K
|
7K
$617K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
5.35K+ 32.65% |
$449K - $497K
|
21.7K
$1.92M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.24KNew |
$440K - $487K
|
5.24K
$462K
|
|
|
Jul 07, 2025
Q2 2025
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
4.48K+ 3.51% |
$376K - $416K
|
132K
$11.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.68K+ 5.32% |
$309K - $342K
|
72.8K
$6.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.66K+ 5.55% |
$307K - $340K
|
69.7K
$6.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
3.61K+ 30.25% |
$303K - $335K
|
15.5K
$1.37M
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.12KNew |
$262K - $290K
|
3.12K
$275K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.06K+ 21.86% |
$257K - $284K
|
17.1K
$1.5M
|
|
|
Jul 11, 2025
Q2 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.95KNew |
$248K - $274K
|
2.95K
$260K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.82K+ 44.43% |
$237K - $262K
|
9.17K
$808K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.82K+ 0.94% |
$236K - $261K
|
304K
$26.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.63K+ 2.62% |
$221K - $244K
|
103K
$9.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
1.9K+ 70.5% |
$160K - $177K
|
4.6K
$405K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.76K+ 2.67% |
$148K - $163K
|
67.7K
$5.97M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
1.63KNew |
$137K - $151K
|
1.63K
$144K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.63K+ 58.58% |
$137K - $151K
|
4.41K
$389K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.28K+ 2.04% |
$107K - $119K
|
64K
$5.64M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 445.91% |
$105K - $116K
|
1.53K
$135K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.19KNew |
$99.5K - $110K
|
1.19K
$104K
|
|
|
Jul 09, 2025
Q2 2025
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
1.12K+ 7.1% |
$94.1K - $104K
|
16.9K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.07K+ 12.09% |
$89.6K - $99.1K
|
9.89K
$872K
|
|
|
Jul 10, 2025
Q2 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
942+ 5.36% |
$79.1K - $87.5K
|
18.5K
$1.63M
|
|
|
Jul 08, 2025
Q2 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
736+ 0.72% |
$61.8K - $68.3K
|
103K
$9.12M
|
|
|
Jul 07, 2025
Q2 2025
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
718+ 140.51% |
$60.3K - $66.7K
|
1.23K
$108K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
591+ 1477.5% |
$49.6K - $54.9K
|
631
$55.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
540+ 12.99% |
$45.3K - $50.1K
|
4.7K
$414K
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
332+ 2.62% |
$27.9K - $30.8K
|
13K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
214+ 4.49% |
$18K - $19.9K
|
4.98K
$439K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
172New |
$14.4K - $16K
|
172
$15.2K
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
171+ 1.1% |
$14.4K - $15.9K
|
15.7K
$1.38M
|
|
|
Jul 07, 2025
Q2 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
157+ 2.6% |
$13.2K - $14.6K
|
6.2K
$546K
|