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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 39.32% |
$1.14M - $1.29M
|
19.6K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.03KNew |
$273K - $307K
|
3.03K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-166- 1.82% |
$14.9K - $16.8K
|
8.95K
$809K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
730+ 45.6% |
$65.6K - $74K
|
2.33K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.17K+ 5.23% |
$465K - $524K
|
104K
$9.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
94.3K+ 968.73% |
$8.48M - $9.56M
|
104K
$9.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
163+ 19.13% |
$14.7K - $16.5K
|
1.02K
$91.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
66.7K+ 1206.45% |
$6M - $6.76M
|
72.3K
$6.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 53.11% |
$360K - $406K
|
11.6K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
117+ 1.09% |
$10.5K - $11.9K
|
10.9K
$983K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
50.1K+ 971.65% |
$4.51M - $5.08M
|
55.3K
$5M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.56K+ 23.17% |
$590K - $665K
|
34.9K
$3.16M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.12K+ 36.34% |
$101K - $113K
|
4.2K
$380K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
28.5K+ 20.97% |
$2.56M - $2.89M
|
164K
$14.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
CALL |
-14.7K- 14.33% |
$1.32M - $1.49M
|
87.9K
$7.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-140- 4.43% |
$12.6K - $14.2K
|
3.02K
$273K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 306.34% |
$1.14M - $1.28M
|
16.8K
$1.52M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
126K+ 46.65% |
$11.3M - $12.7M
|
395K
$35.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1.3K- 10.57% |
$117K - $132K
|
11K
$995K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.12K- 23.76% |
$101K - $113K
|
3.59K
$324K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
684K+ 33.04% |
$61.5M - $69.3M
|
2.75M
$249M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.08K- 9.85% |
$187K - $211K
|
19K
$1.72M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
535+ 0.72% |
$48.1K - $54.2K
|
74.9K
$6.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-276- 3.61% |
$24.8K - $28K
|
7.37K
$666K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$1.74M - $1.96M
|
19.4K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.37K+ 36.6% |
$124K - $139K
|
5.13K
$464K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.65K- 14.36% |
$149K - $167K
|
9.86K
$892K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 35.32% |
$115K - $130K
|
2.34K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
42.1K+ 47.26% |
$3.78M - $4.26M
|
131K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 7.17% |
$15.3K - $17.2K
|
2.2K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
41.9KNew |
$3.77M - $4.25M
|
41.9K
$3.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-1.31K- 12.16% |
$118K - $133K
|
9.49K
$858K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 10.11% |
$45.5K - $51.3K
|
4.5K
$407K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-24.8K- 99.71% |
$2.23M - $2.52M
|
72
$6.51K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.08K- 7.94% |
$187K - $210K
|
24.1K
$2.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.11K- 13.08% |
$99.4K - $112K
|
7.35K
$665K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-6.4K- 21.49% |
$576K - $649K
|
23.4K
$2.12M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
576+ 0.94% |
$51.8K - $58.4K
|
62.2K
$5.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$43.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-28.5K- 12.7% |
$2.56M - $2.88M
|
196K
$17.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
696+ 0.75% |
$62.6K - $70.5K
|
93.1K
$8.42M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23K+ 119.2% |
$2.07M - $2.33M
|
42.2K
$3.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
16+ 0.51% |
$1.44K - $1.62K
|
3.13K
$283K
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 25.36% |
$113K - $128K
|
6.23K
$564K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$83.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
65.4KNew |
$5.88M - $6.62M
|
65.4K
$5.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
470+ 0.7% |
$42.3K - $47.6K
|
67.3K
$6.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
216New |
$19.4K - $21.9K
|
216
$19.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.51KNew |
$315K - $356K
|
3.51K
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.21K+ 4.77% |
$108K - $122K
|
26.5K
$2.39M
|