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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.75K- 43.98% |
$346K - $370K
|
4.78K
$432K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
729+ 39.53% |
$67.2K - $72K
|
2.57K
$233K
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-58.5K- 64.8% |
$5.39M - $5.77M
|
31.8K
$2.87M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
1.12K+ 49.21% |
$103K - $111K
|
3.4K
$308K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17.3KNew |
$1.59M - $1.7M
|
17.3K
$1.56M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.76K+ 2.46% |
$254K - $272K
|
115K
$10.4M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
870K+ 219.98% |
$80.2M - $85.8M
|
1.26M
$114M
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-350- 23.68% |
$32.3K - $34.6K
|
1.13K
$102K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.2K- 11.66% |
$3.61M - $3.87M
|
297K
$26.9M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.55K+ 28.21% |
$143K - $153K
|
7.06K
$638K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.22KNew |
$666K - $713K
|
7.22K
$653K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-13.1K- 99.93% |
$1.21M - $1.3M
|
9
$814
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 16.67% |
$277 - $296
|
21
$1.9K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.87K+ 13.03% |
$541K - $580K
|
50.9K
$4.61M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
17.7KNew |
$1.63M - $1.75M
|
17.7K
$1.6M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-140K- 96.43% |
$12.9M - $13.8M
|
5.18K
$468K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.89K+ 6.3% |
$174K - $186K
|
31.8K
$2.88M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
698+ 705.05% |
$64.3K - $68.9K
|
797
$72.1K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 76.75% |
$975K - $1.04M
|
3.2K
$290K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 14.27% |
$238K - $255K
|
15.5K
$1.4M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.94K- 24.8% |
$179K - $192K
|
5.89K
$533K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64.2K- 48.66% |
$5.92M - $6.34M
|
67.7K
$6.12M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.89KNew |
$266K - $285K
|
2.89K
$261K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.76K- 36.77% |
$623K - $667K
|
11.6K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$198K - $212K
|
2.15K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.08K+ 8.57% |
$560K - $600K
|
77K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.4K- 1.3% |
$313K - $335K
|
258K
$23.4M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.45M+ 5989.77% |
$318M - $340M
|
3.5M
$317M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-31- 1.11% |
$2.86K - $3.06K
|
2.75K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
250KNew |
$23M - $24.7M
|
250K
$22.6M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.15K- 35.43% |
$844K - $903K
|
16.7K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.7M - $1.82M
|
18.4K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
79.3K+ 81.17% |
$7.31M - $7.83M
|
177K
$16M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
71.1K+ 3063.38% |
$6.55M - $7.02M
|
73.4K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 76.5% |
$11.5M - $12.3M
|
287K
$25.9M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70.6K- 27.01% |
$6.51M - $6.97M
|
191K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
100KNew |
$9.22M - $9.87M
|
100K
$9.05M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 4.88% |
$107K - $115K
|
25K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
24.9KNew |
$2.3M - $2.46M
|
24.9K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
16K+ 30.45% |
$1.47M - $1.58M
|
68.6K
$6.2M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-970- 55.11% |
$89.4K - $95.8K
|
790
$71.5K
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
7.36M+ 6965.33% |
$679M - $727M
|
7.47M
$675M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-323K- 40.18% |
$29.8M - $31.9M
|
481K
$43.5M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
13.5K+ 9.25% |
$1.24M - $1.33M
|
159K
$14.4M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-28.8K- 7.82% |
$2.66M - $2.85M
|
340K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
344K+ 44.26% |
$31.7M - $33.9M
|
1.12M
$101M
|
|
|
May 15, 2024
Q1 2024
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
150KNew |
$13.8M - $14.8M
|
150K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
38KNew |
$3.51M - $3.75M
|
38K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
145KNew |
$13.4M - $14.3M
|
145K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
121K+ 328.85% |
$11.2M - $12M
|
158K
$14.3M
|
|