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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.65K+ 3.87% |
$144K - $163K
|
44.3K
$4.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.64K+ 21.98% |
$143K - $162K
|
9.12K
$827K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 1.86% |
$141K - $159K
|
88.6K
$8.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 18.55% |
$140K - $159K
|
10.3K
$935K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
1.6K+ 10.25% |
$139K - $157K
|
17.2K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.59K+ 73.67% |
$138K - $157K
|
3.75K
$340K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
BUY
|
- |
1.55K+ 20.9% |
$135K - $152K
|
8.95K
$812K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.55K+ 1.99% |
$135K - $152K
|
79.4K
$7.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.54KNew |
$134K - $151K
|
1.54K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.54K+ 20.91% |
$134K - $151K
|
8.89K
$806K
|
|
|
Feb 14, 2025
Q4 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.5KNew |
$131K - $148K
|
1.5K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
1.5KNew |
$131K - $148K
|
1.5K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.46K+ 5.74% |
$127K - $144K
|
26.9K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.46K+ 2.22% |
$127K - $144K
|
67.3K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.43K+ 3.01% |
$124K - $141K
|
48.8K
$4.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.39K+ 8.84% |
$121K - $137K
|
17.2K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.37K+ 4.49% |
$120K - $135K
|
31.9K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.36K+ 9.62% |
$118K - $134K
|
15.5K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
1.35K+ 21.22% |
$118K - $133K
|
7.73K
$701K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
1.35K+ 22.34% |
$117K - $133K
|
7.39K
$670K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.34K+ 13.62% |
$117K - $132K
|
11.2K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.33K+ 2.54% |
$116K - $131K
|
53.7K
$4.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.42% |
$115K - $130K
|
31.1K
$2.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.27K+ 2.43% |
$111K - $125K
|
53.6K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.27K+ 14.24% |
$110K - $125K
|
10.2K
$921K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 11.97% |
$109K - $123K
|
11.7K
$1.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 30850.0% |
$107K - $122K
|
1.24K
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 18.08% |
$107K - $121K
|
8.02K
$727K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.22K+ 15.92% |
$106K - $120K
|
8.89K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.18KNew |
$102K - $116K
|
1.18K
$107K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.17K+ 3.37% |
$102K - $115K
|
35.8K
$3.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.13K+ 2.51% |
$98.4K - $111K
|
46.2K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.12K+ 4.04% |
$97.5K - $110K
|
28.8K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 12.11% |
$96.8K - $109K
|
10.3K
$933K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.11KNew |
$96.3K - $109K
|
1.11K
$100K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.08K+ 3.91% |
$94.2K - $107K
|
28.8K
$2.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.08K+ 3.66% |
$94.1K - $106K
|
30.6K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.05K+ 10.53% |
$91.4K - $103K
|
11K
$999K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$94.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 18.91% |
$88.1K - $99.6K
|
6.36K
$576K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1KNew |
$87.1K - $98.5K
|
1K
$90.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1K+ 100.0% |
$87.1K - $98.5K
|
2K
$181K
|
|
|
Feb 12, 2025
Q4 2024
|
Elwood Capital Partners LP
New York, NY |
BUY
|
PUT |
1KNew |
$87.1K - $98.5K
|
1K
$90.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
970+ 8.45% |
$84.5K - $95.5K
|
12.4K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
951+ 13.4% |
$82.8K - $93.7K
|
8.05K
$730K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
947+ 30.25% |
$82.5K - $93.3K
|
4.08K
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
941+ 2.93% |
$82K - $92.7K
|
33.1K
$3M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
930+ 16.96% |
$81K - $91.6K
|
6.41K
$582K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
930+ 5.85% |
$81K - $91.6K
|
16.8K
$1.53M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
908+ 3.87% |
$79.1K - $89.4K
|
24.4K
$2.21M
|