Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
274+ 0.63% |
$24.6K - $27.8K
|
44K
$3.88M
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
19.4K+ 32.86% |
$1.74M - $1.97M
|
78.4K
$6.92M
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-14.7K- 15.79% |
$1.32M - $1.49M
|
78.4K
$6.92M
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.02K- 14.76% |
$91.4K - $103K
|
5.87K
$519K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 169.23% |
$3.96K - $4.46K
|
70
$6.18K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-271K- 93.11% |
$24.3M - $27.4M
|
20K
$1.77M
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
CALL |
600New |
$53.9K - $60.8K
|
600
$53K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
440KNew |
$39.5M - $44.5M
|
440K
$38.8M
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.7KNew |
$2.85M - $3.21M
|
31.7K
$2.8M
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$89.9 - $101
|
35.7K
$3.16M
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-73- 1.11% |
$6.56K - $7.4K
|
6.53K
$576K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 0.2% |
$2.97K - $3.34K
|
17K
$1.5M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.7K- 26.71% |
$3.03M - $3.41M
|
92.4K
$8.16M
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1K+ 4.75% |
$89.9K - $101K
|
22K
$1.95M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.41K+ 18.88% |
$846K - $954K
|
59.3K
$5.23M
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.02K- 11.42% |
$272K - $306K
|
23.4K
$2.07M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202+ 1.82% |
$18.2K - $20.5K
|
11.3K
$998K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
425K+ 2205.0% |
$38.2M - $43.1M
|
444K
$39.2M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99.4K+ 13.71% |
$8.94M - $10.1M
|
825K
$72.8M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1K+ 267.91% |
$90.1K - $102K
|
1.38K
$122K
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.57KNew |
$411K - $463K
|
4.57K
$403K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
2.18M+ 53.41% |
$196M - $221M
|
6.28M
$554M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.8MNew |
$161M - $182M
|
1.8M
$159M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.6K+ 12.45% |
$1.76M - $1.98M
|
177K
$15.6M
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-19.5K- 21.9% |
$1.75M - $1.98M
|
69.6K
$6.14M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1K+ 15.49% |
$1.9M - $2.14M
|
157K
$13.9M
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.76K+ 12.54% |
$248K - $280K
|
24.8K
$2.19M
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
15.6KNew |
$1.4M - $1.58M
|
15.6K
$1.38M
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.55K+ 32.95% |
$229K - $258K
|
10.3K
$908K
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-161K- 69.62% |
$14.5M - $16.3M
|
70.3K
$6.21M
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.63K- 26.92% |
$146K - $165K
|
4.41K
$390K
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.95K- 41.52% |
$805K - $907K
|
12.6K
$1.11M
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$225K - $253K
|
2.5K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-311- 5.49% |
$28K - $31.5K
|
5.35K
$473K
|
|
Nov 14, 2024
Q3 2024
|
Q3 Asset Management
|
SELL
|
- |
-150K- 77.8% |
$13.5M - $15.2M
|
42.9K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
536+ 33.73% |
$48.2K - $54.3K
|
2.13K
$188K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11.5K+ 7.42% |
$1.03M - $1.16M
|
166K
$14.7M
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
60.9K+ 1.55% |
$5.47M - $6.17M
|
4M
$353M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-653K- 25.91% |
$58.7M - $66.2M
|
1.87M
$165M
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
381K+ 112.18% |
$34.3M - $38.6M
|
721K
$63.7M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
112K+ 762.04% |
$10M - $11.3M
|
126K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.69K- 7.57% |
$242K - $273K
|
32.9K
$2.9M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.35KNew |
$840K - $947K
|
9.35K
$825K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 17.38% |
$482K - $543K
|
25.5K
$2.25M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 21.15% |
$579K - $652K
|
36.9K
$3.26M
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
30K+ 42.86% |
$2.7M - $3.04M
|
100K
$8.83M
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.3K+ 60.4% |
$2.72M - $3.07M
|
80.4K
$7.1M
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
20.7KNew |
$1.86M - $2.1M
|
20.7K
$1.83M
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.32KNew |
$119K - $134K
|
1.32K
$117K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
664K+ 1630.71% |
$59.7M - $67.3M
|
704K
$62.2M
|