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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
159+ 3.07% |
$13.6K - $14.7K
|
5.34K
$471K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
150+ 2.45% |
$12.8K - $13.9K
|
6.28K
$553K
|
|
|
May 12, 2025
Q1 2025
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
148+ 0.67% |
$12.6K - $13.7K
|
22.4K
$1.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
133+ 1.74% |
$11.3K - $12.3K
|
7.78K
$686K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
132New |
$11.3K - $12.2K
|
132
$11.6K
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
129+ 1.06% |
$11K - $11.9K
|
12.2K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
125+ 3.26% |
$10.7K - $11.6K
|
3.96K
$349K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
122New |
$10.4K - $11.3K
|
122
$10.8K
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
118+ 4.7% |
$10.1K - $10.9K
|
2.63K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
117+ 2.25% |
$9.98K - $10.8K
|
5.32K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
116+ 13.14% |
$9.89K - $10.7K
|
999
$88.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
113+ 0.14% |
$9.64K - $10.5K
|
80.7K
$7.12M
|
|
|
May 01, 2025
Q1 2025
|
Omega Financial Group, LLC
|
BUY
|
- |
103+ 0.52% |
$8.78K - $9.53K
|
19.8K
$1.75M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
102+ 3.12% |
$8.7K - $9.44K
|
3.37K
$297K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100+ 2.62% |
$8.53K - $9.26K
|
3.91K
$345K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
100+ 0.26% |
$8.53K - $9.26K
|
38.5K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
91+ 1.38% |
$7.76K - $8.42K
|
6.67K
$588K
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
85+ 2.48% |
$7.25K - $7.87K
|
3.52K
$310K
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
85New |
$7.25K - $7.87K
|
85
$7.49K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
78+ 7800.0% |
$6.65K - $7.22K
|
79
$6.96K
|
|
|
May 14, 2025
Q1 2025
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
74+ 0.67% |
$6.31K - $6.85K
|
11.2K
$984K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
72+ 0.89% |
$6.14K - $6.67K
|
8.18K
$721K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
69+ 0.61% |
$5.89K - $6.39K
|
11.4K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
63+ 0.43% |
$5.37K - $5.83K
|
14.6K
$1.28M
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
63+ 2.08% |
$5.37K - $5.83K
|
3.1K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
61+ 164.86% |
$5.2K - $5.65K
|
98
$8.64K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 6.52% |
$4.95K - $5.37K
|
947
$83.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
54+ 0.64% |
$4.61K - $5K
|
8.51K
$750K
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
50+ 0.47% |
$4.26K - $4.63K
|
10.7K
$939K
|
|
|
Apr 22, 2025
Q1 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
50+ 0.15% |
$4.26K - $4.63K
|
32.4K
$2.86M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
50New |
$4.26K - $4.63K
|
50
$4.41K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
49New |
$4.18K - $4.54K
|
49
$4.32K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
48New |
$4.09K - $4.44K
|
48
$4.23K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
46+ 0.27% |
$3.92K - $4.26K
|
16.8K
$1.48M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
45New |
$3.84K - $4.17K
|
45
$3.97K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
44+ 10.53% |
$3.75K - $4.07K
|
462
$40.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
43+ 0.12% |
$3.67K - $3.98K
|
35.9K
$3.16M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
36+ 0.65% |
$3.07K - $3.33K
|
5.56K
$490K
|
|
|
May 09, 2025
Q1 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
35+ 2.61% |
$2.99K - $3.24K
|
1.38K
$121K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
34+ 0.2% |
$2.9K - $3.15K
|
17.1K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
33New |
$2.81K - $3.05K
|
33
$2.91K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
32+ 0.75% |
$2.73K - $2.96K
|
4.32K
$381K
|
|
|
Apr 10, 2025
Q1 2025
|
Ifs Advisors, LLC
|
BUY
|
- |
32+ 64.0% |
$2.73K - $2.96K
|
82
$7.23K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
28+ 0.81% |
$2.39K - $2.59K
|
3.49K
$307K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$2.13K - $2.31K
|
25
$2.2K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
24+ 1.03% |
$2.05K - $2.22K
|
2.36K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
22New |
$1.88K - $2.04K
|
22
$1.94K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
20+ 0.27% |
$1.71K - $1.85K
|
7.54K
$664K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
20+ 500.0% |
$1.71K - $1.85K
|
24
$2.12K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18+ 0.23% |
$1.54K - $1.67K
|
7.7K
$679K
|