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 11, 2025
Q1 2025
|
Joule Financial, LLC
|
BUY
|
- |
610+ 1.96% |
$52K - $56.5K
|
31.7K
$2.79M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
608+ 1.18% |
$51.9K - $56.3K
|
52K
$4.58M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
591+ 2.43% |
$50.4K - $54.7K
|
24.9K
$2.2M
|
|
|
May 05, 2025
Q1 2025
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
575+ 1.08% |
$49K - $53.2K
|
53.7K
$4.74M
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
571+ 65.48% |
$48.7K - $52.9K
|
1.44K
$127K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
571New |
$48.7K - $52.9K
|
571
$50.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
555+ 143.04% |
$47.3K - $51.4K
|
943
$83.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
530+ 13.89% |
$45.2K - $49.1K
|
4.35K
$383K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
528+ 4.9% |
$45K - $48.9K
|
11.3K
$997K
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
518+ 1.26% |
$44.2K - $48K
|
41.8K
$3.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
516+ 1.15% |
$44K - $47.8K
|
45.5K
$4.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
500New |
$42.6K - $46.3K
|
500
$44.1K
|
|
|
May 14, 2025
Q1 2025
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
483+ 2.87% |
$41.2K - $44.7K
|
17.3K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
469+ 1.07% |
$40K - $43.4K
|
44.3K
$3.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
469New |
$40K - $43.4K
|
469
$41.3K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
452+ 3.03% |
$38.6K - $41.8K
|
15.4K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
450New |
$38.4K - $41.7K
|
450
$39.7K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
443+ 16.13% |
$37.8K - $41K
|
3.19K
$281K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
441+ 5.26% |
$37.6K - $40.8K
|
8.83K
$778K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
422New |
$36K - $39.1K
|
422
$37.2K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
400New |
$34.1K - $37K
|
400
$35.3K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
397+ 6.2% |
$33.9K - $36.8K
|
6.8K
$599K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
393+ 9.14% |
$33.5K - $36.4K
|
4.69K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
358+ 17.74% |
$30.5K - $33.1K
|
2.38K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
350New |
$29.9K - $32.4K
|
350
$30.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Cavalier Investments, LLC
|
BUY
|
- |
340+ 0.69% |
$29K - $31.5K
|
49.5K
$4.37M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
329+ 1.8% |
$28.1K - $30.5K
|
18.6K
$1.64M
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
309New |
$26.4K - $28.6K
|
309
$27.2K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
302+ 3.45% |
$25.8K - $28K
|
9.06K
$799K
|
|
|
Apr 18, 2025
Q1 2025
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
297+ 0.63% |
$25.3K - $27.5K
|
47.3K
$4.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
288New |
$24.6K - $26.7K
|
288
$25.4K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
275New |
$23.5K - $25.5K
|
275
$24.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Cox Capital Mgt LLC
|
BUY
|
- |
266+ 10.76% |
$22.7K - $24.6K
|
2.74K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
265New |
$22.6K - $24.5K
|
265
$23.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
261New |
$22.3K - $24.2K
|
261
$23K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
255+ 41.53% |
$21.7K - $23.6K
|
869
$76.6K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
251+ 3.48% |
$21.4K - $23.2K
|
7.46K
$657K
|
|
|
Apr 24, 2025
Q1 2025
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
223+ 2.05% |
$19K - $20.6K
|
11.1K
$977K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
222New |
$18.9K - $20.6K
|
222
$19.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
220+ 1.07% |
$18.8K - $20.4K
|
20.8K
$1.83M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219+ 208.57% |
$18.7K - $20.3K
|
324
$28.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
214+ 0.7% |
$18.3K - $19.8K
|
30.6K
$2.7M
|
|
|
May 15, 2025
Q1 2025
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
195+ 11.0% |
$16.6K - $18.1K
|
1.97K
$173K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
189+ 295.31% |
$16.1K - $17.5K
|
253
$22.3K
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
186+ 11.14% |
$15.9K - $17.2K
|
1.86K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
179+ 0.77% |
$15.3K - $16.6K
|
23.3K
$2.06M
|
|
|
May 09, 2025
Q1 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
179+ 5.08% |
$15.3K - $16.6K
|
3.7K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
174+ 1.86% |
$14.8K - $16.1K
|
9.55K
$842K
|
|
|
May 12, 2025
Q1 2025
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
174New |
$14.8K - $16.1K
|
174
$15.3K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
162+ 6.62% |
$13.8K - $15K
|
2.61K
$230K
|