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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$222K - $241K
|
2.6K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.6K+ 3.15% |
$222K - $241K
|
85.2K
$7.51M
|
|
|
May 15, 2025
Q1 2025
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
2.53K+ 1.65% |
$215K - $234K
|
156K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2.5KNew |
$213K - $231K
|
2.5K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.48KNew |
$212K - $230K
|
2.48K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
2.44KNew |
$208K - $226K
|
2.44K
$215K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
2.42K+ 95.95% |
$206K - $224K
|
4.93K
$435K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$212K
|
|
|
May 01, 2025
Q1 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
2.4KNew |
$205K - $222K
|
2.4K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
2.39K+ 6.18% |
$204K - $221K
|
41.1K
$3.62M
|
|
|
May 15, 2025
Q1 2025
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
2.37KNew |
$202K - $220K
|
2.37K
$209K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.36K+ 21.87% |
$201K - $218K
|
13.1K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.35K+ 5.5% |
$201K - $218K
|
45.2K
$3.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2.32KNew |
$198K - $215K
|
2.32K
$204K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
BUY
|
- |
2.29KNew |
$196K - $212K
|
2.29K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.29K+ 47.51% |
$195K - $212K
|
7.11K
$627K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$199K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.26KNew |
$192K - $209K
|
2.26K
$199K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$198K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
2.25KNew |
$192K - $208K
|
2.25K
$198K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
2.23KNew |
$190K - $206K
|
2.23K
$196K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.22K+ 217.94% |
$190K - $206K
|
3.24K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.21KNew |
$189K - $205K
|
2.21K
$195K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
2.21K+ 26.18% |
$188K - $204K
|
10.6K
$939K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.18K+ 5.28% |
$186K - $202K
|
43.5K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.1K+ 88.55% |
$179K - $195K
|
4.48K
$395K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.06K+ 1.82% |
$175K - $190K
|
115K
$10.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.01K+ 11.69% |
$171K - $186K
|
19.2K
$1.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
2K+ 6.67% |
$171K - $185K
|
32K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.99K+ 37.6% |
$169K - $184K
|
7.27K
$641K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.97K+ 26.97% |
$168K - $183K
|
9.28K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 67.03% |
$168K - $182K
|
4.89K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Values First Advisors, Inc.
|
BUY
|
- |
1.86K+ 9.85% |
$159K - $172K
|
20.8K
$1.83M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.82K+ 39.61% |
$155K - $168K
|
6.4K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
1.73K+ 37.54% |
$148K - $160K
|
6.35K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.71K+ 2.27% |
$146K - $158K
|
77K
$6.79M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.67K+ 11.12% |
$143K - $155K
|
16.7K
$1.47M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.63K+ 11.14% |
$139K - $151K
|
16.3K
$1.44M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.6K+ 32.01% |
$137K - $148K
|
6.61K
$582K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 67.39% |
$132K - $144K
|
3.86K
$340K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.44K+ 10.52% |
$123K - $133K
|
15.1K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.44K+ 24.65% |
$123K - $133K
|
7.28K
$642K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.39K+ 27.36% |
$119K - $129K
|
6.48K
$571K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.39K+ 56.59% |
$119K - $129K
|
3.85K
$340K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.36K+ 48.21% |
$116K - $126K
|
4.19K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.36K+ 43.54% |
$116K - $126K
|
4.47K
$394K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.31K+ 15.66% |
$112K - $122K
|
9.7K
$855K
|
|
|
May 15, 2025
Q1 2025
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.3K+ 86.67% |
$111K - $120K
|
2.8K
$247K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.28K+ 5.82% |
$109K - $118K
|
23.2K
$2.05M
|