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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-34.1K- 67.74% |
$3.06M - $3.45M
|
16.2K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.66K- 13.42% |
$779K - $878K
|
55.9K
$5.05M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.84K- 3.31% |
$255K - $288K
|
83.1K
$7.51M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.61KNew |
$594K - $669K
|
6.61K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.3K+ 15.6% |
$2.91M - $3.28M
|
240K
$21.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.13K+ 36.17% |
$102K - $115K
|
4.27K
$386K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
486+ 4.75% |
$43.7K - $49.2K
|
10.7K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-120K- 96.58% |
$10.8M - $12.2M
|
4.25K
$384K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 2.75% |
$198K - $223K
|
77.9K
$7.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
241K+ 95.31% |
$21.7M - $24.5M
|
495K
$44.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.27K- 21.76% |
$114K - $129K
|
4.57K
$414K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-203K- 72.77% |
$18.3M - $20.6M
|
76.2K
$6.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.7KNew |
$782K - $882K
|
8.7K
$787K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.89K+ 18.88% |
$260K - $293K
|
18.2K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.55K- 1.81% |
$139K - $157K
|
84K
$7.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5.03K+ 1.48% |
$453K - $510K
|
345K
$31.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53.4K+ 5.28% |
$4.8M - $5.41M
|
1.06M
$96.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
243+ 9.92% |
$21.8K - $24.6K
|
2.69K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
CALL |
52.5KNew |
$4.72M - $5.32M
|
52.5K
$4.75M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-161- 5.04% |
$14.5K - $16.3K
|
3.04K
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 7.97% |
$1.61M - $1.82M
|
243K
$22M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
46.4K+ 13.33% |
$4.18M - $4.71M
|
395K
$35.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.6K+ 108.42% |
$683K - $770K
|
14.6K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
31New |
$2.79K - $3.14K
|
31
$2.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
116KNew |
$10.4M - $11.7M
|
116K
$10.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-164- 0.34% |
$14.7K - $16.6K
|
47.5K
$4.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-367- 2.12% |
$33K - $37.2K
|
17K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
139K+ 255.93% |
$12.5M - $14M
|
193K
$17.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.92K+ 43.18% |
$173K - $194K
|
6.36K
$575K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.49K+ 1.16% |
$134K - $151K
|
130K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.64K- 12.41% |
$148K - $166K
|
11.6K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-42- 0.13% |
$3.78K - $4.26K
|
31.4K
$2.84M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$335K - $377K
|
3.73K
$337K
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.25K+ 43.44% |
$832K - $937K
|
30.5K
$2.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-51.4K- 95.71% |
$4.62M - $5.21M
|
2.3K
$208K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-108K- 93.26% |
$9.69M - $10.9M
|
7.79K
$705K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
40.9K+ 49.01% |
$3.68M - $4.15M
|
124K
$11.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-22.7K- 29.43% |
$2.04M - $2.3M
|
54.4K
$4.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.79K- 36.5% |
$161K - $181K
|
3.11K
$282K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-759K- 4.62% |
$68.2M - $76.9M
|
15.7M
$1.42B
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 86.45% |
$990K - $1.12M
|
23.7K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11K+ 76.22% |
$988K - $1.11M
|
25.4K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11K- 71.22% |
$987K - $1.11M
|
4.44K
$401K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.21K- 48.67% |
$649K - $731K
|
7.61K
$688K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
16.1K+ 120.45% |
$1.45M - $1.63M
|
29.5K
$2.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-173- 0.61% |
$15.6K - $17.5K
|
28.2K
$2.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
190New |
$17.1K - $19.3K
|
190
$17.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $236K
|
2.33K
$211K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.61K+ 6.57% |
$145K - $164K
|
26.2K
$2.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 35.3% |
$903K - $1.02M
|
38.5K
$3.48M
|