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 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
4.04K+ 214.9% |
$344K - $374K
|
5.92K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.02K+ 3.44% |
$343K - $372K
|
121K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
4K+ 63.71% |
$342K - $371K
|
10.3K
$907K
|
|
|
May 15, 2025
Q1 2025
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
4KNew |
$341K - $370K
|
4K
$353K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
CALL |
4KNew |
$341K - $370K
|
4K
$353K
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.92K+ 4.02% |
$334K - $363K
|
101K
$8.94M
|
|
|
May 13, 2025
Q1 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
3.85K+ 137.35% |
$328K - $356K
|
6.65K
$586K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.8KNew |
$324K - $351K
|
3.8K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
3.78K+ 18.05% |
$322K - $350K
|
24.7K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.66KNew |
$313K - $339K
|
3.66K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
3.65K+ 19.53% |
$311K - $338K
|
22.3K
$1.97M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
3.6K+ 4.93% |
$307K - $333K
|
76.6K
$6.75M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.57KNew |
$305K - $331K
|
3.57K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.55K+ 14.96% |
$303K - $329K
|
27.3K
$2.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.5K+ 34.14% |
$298K - $324K
|
13.7K
$1.21M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.47K+ 123.96% |
$296K - $321K
|
6.27K
$553K
|
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.44KNew |
$294K - $319K
|
3.44K
$303K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
3.43KNew |
$292K - $317K
|
3.43K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.41K+ 4.59% |
$290K - $315K
|
77.7K
$6.85M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
3.3K+ 31.7% |
$281K - $305K
|
13.7K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
3.24KNew |
$276K - $300K
|
3.24K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.2K+ 400.0% |
$273K - $296K
|
4K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
3.19K+ 111.23% |
$272K - $295K
|
6.06K
$534K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
3.17KNew |
$271K - $294K
|
3.17K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
3.13K+ 6.25% |
$267K - $289K
|
53.2K
$4.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3.12KNew |
$266K - $289K
|
3.12K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 11.96% |
$264K - $287K
|
29K
$2.55M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
3.08K+ 7.78% |
$263K - $285K
|
42.7K
$3.76M
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.07KNew |
$262K - $284K
|
3.07K
$271K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.06K+ 6.44% |
$261K - $283K
|
50.6K
$4.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
3.02K+ 8.45% |
$258K - $280K
|
38.8K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
3KNew |
$256K - $278K
|
3K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$256K - $278K
|
3K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.95KNew |
$252K - $273K
|
2.95K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.95KNew |
$252K - $273K
|
2.95K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.95K+ 2.23% |
$251K - $273K
|
135K
$11.9M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2.93KNew |
$250K - $271K
|
2.93K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.92KNew |
$249K - $270K
|
2.92K
$257K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
2.91KNew |
$248K - $269K
|
2.91K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
2.9K+ 0.69% |
$247K - $268K
|
422K
$37.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
2.87K+ 5.52% |
$244K - $265K
|
54.8K
$4.83M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
2.84KNew |
$242K - $263K
|
2.84K
$250K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
2.82KNew |
$241K - $261K
|
2.82K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.74KNew |
$233K - $253K
|
2.74K
$241K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.67KNew |
$228K - $247K
|
2.67K
$235K
|
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
2.64K+ 15.06% |
$225K - $244K
|
20.2K
$1.78M
|
|
|
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
|