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 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
6.89KNew |
$588K - $638K
|
6.89K
$608K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.84K+ 72.89% |
$583K - $633K
|
16.2K
$1.43M
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
6.64KNew |
$566K - $615K
|
6.64K
$585K
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
6.64K+ 10.17% |
$566K - $615K
|
71.9K
$6.34M
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
6.6KNew |
$563K - $611K
|
6.6K
$582K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.54KNew |
$558K - $605K
|
6.54K
$576K
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
6.52K+ 20.97% |
$556K - $603K
|
37.6K
$3.31M
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.51K+ 3.77% |
$555K - $602K
|
179K
$15.8M
|
|
May 05, 2025
Q1 2025
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
6.49K+ 45.64% |
$553K - $600K
|
20.7K
$1.82M
|
|
May 14, 2025
Q1 2025
|
Vega Investment Solutions
Paris, I0 |
BUY
|
- |
6.45KNew |
$550K - $597K
|
6.45K
$568K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
6.39KNew |
$545K - $592K
|
6.39K
$564K
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.39K+ 3147.78% |
$545K - $592K
|
6.59K
$581K
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.38KNew |
$544K - $591K
|
6.38K
$563K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.36K+ 62.73% |
$543K - $589K
|
16.5K
$1.46M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.29K+ 6.3% |
$536K - $582K
|
106K
$9.35M
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11KNew |
$521K - $566K
|
6.11K
$539K
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
- |
6.02KNew |
$513K - $557K
|
6.02K
$530K
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
5.92KNew |
$505K - $548K
|
5.92K
$522K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
5.91K+ 153.31% |
$504K - $547K
|
9.77K
$861K
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.85K+ 8.14% |
$499K - $541K
|
77.7K
$6.85M
|
|
Apr 08, 2025
Q1 2025
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.73KNew |
$488K - $530K
|
5.73K
$505K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.7K+ 45.49% |
$486K - $527K
|
18.2K
$1.61M
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
5.69K+ 78.28% |
$485K - $526K
|
13K
$1.14M
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
5.57K+ 89.58% |
$475K - $516K
|
11.8K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
5.45KNew |
$464K - $504K
|
5.45K
$480K
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
5.43K+ 7.61% |
$463K - $503K
|
76.9K
$6.78M
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.41KNew |
$461K - $501K
|
5.41K
$477K
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
5.4KNew |
$461K - $500K
|
5.4K
$476K
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.35K+ 83.41% |
$456K - $495K
|
11.8K
$1.04M
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
5.35KNew |
$456K - $495K
|
5.35K
$471K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.1K+ 199.96% |
$435K - $472K
|
7.65K
$674K
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.84K+ 7.65% |
$413K - $448K
|
68.1K
$6M
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
4.82K+ 0.58% |
$411K - $446K
|
842K
$74.2M
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
4.62K+ 14.48% |
$394K - $428K
|
36.5K
$3.22M
|
|
May 12, 2025
Q1 2025
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
4.57K+ 14.95% |
$390K - $423K
|
35.1K
$3.1M
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
4.57K+ 164.85% |
$390K - $423K
|
7.34K
$647K
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
4.54K+ 5.37% |
$387K - $421K
|
89.2K
$7.86M
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.41K+ 9.55% |
$376K - $409K
|
50.6K
$4.46M
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
4.4K+ 7.94% |
$375K - $407K
|
59.8K
$5.27M
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
4.38K+ 75.09% |
$374K - $405K
|
10.2K
$900K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.36K+ 3.53% |
$372K - $404K
|
128K
$11.3M
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
4.31K+ 7.64% |
$367K - $399K
|
60.7K
$5.35M
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.26K+ 126.64% |
$363K - $394K
|
7.62K
$672K
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
4.24K+ 3.18% |
$361K - $392K
|
137K
$12.1M
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.22K+ 1.59% |
$360K - $391K
|
269K
$23.7M
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
4.18K+ 36.16% |
$356K - $387K
|
15.7K
$1.39M
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.17K+ 28.13% |
$356K - $386K
|
19K
$1.68M
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.14KNew |
$353K - $383K
|
4.14K
$365K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.12K+ 27.09% |
$351K - $381K
|
19.3K
$1.7M
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
4.1K+ 27.94% |
$349K - $379K
|
18.8K
$1.65M
|