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
$24.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
273KNew |
$22.9M - $25.3M
|
273K
$24M
|
|
|
Jul 16, 2025
Q2 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
CALL |
200KNew |
$16.8M - $18.6M
|
200K
$17.6M
|
|
|
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 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
148K+ 5008.94% |
$12.4M - $13.7M
|
151K
$13.3M
|
|
|
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 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
77KNew |
$6.46M - $7.15M
|
77K
$6.78M
|
|
|
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 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
48.6K+ 48.45% |
$4.08M - $4.51M
|
149K
$13.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
35.9K+ 36.87% |
$3.01M - $3.33M
|
133K
$11.7M
|
|
|
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 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
28.5K+ 5.36% |
$2.39M - $2.64M
|
560K
$49.3M
|
|
|
Jul 09, 2025
Q2 2025
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
27KNew |
$2.27M - $2.51M
|
27K
$2.38M
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
CALL |
24KNew |
$2.02M - $2.23M
|
24K
$2.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
23.4K+ 45.94% |
$1.97M - $2.18M
|
74.4K
$6.56M
|
|
|
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 15, 2025
Q2 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
20.8K+ 121.65% |
$1.74M - $1.93M
|
37.9K
$3.34M
|
|
|
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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.4K+ 18.66% |
$1.21M - $1.34M
|
91.7K
$8.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
13.7K+ 48.84% |
$1.15M - $1.27M
|
41.7K
$3.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
12.4K+ 22.64% |
$1.04M - $1.15M
|
67.2K
$5.92M
|
|
|
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 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
10.6KNew |
$886K - $980K
|
10.6K
$930K
|
|
|
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 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
5.82KNew |
$489K - $540K
|
5.82K
$513K
|
|
|
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 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.96KNew |
$333K - $368K
|
3.96K
$349K
|
|
|
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 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
3.26KNew |
$274K - $303K
|
3.26K
$288K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.12KNew |
$262K - $290K
|
3.12K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
3.09K+ 8.61% |
$259K - $287K
|
39K
$3.43M
|
|
|
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
|