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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-108K- 4.32% |
$9.72M - $11M
|
2.4M
$217M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-12.7K- 69.46% |
$1.14M - $1.28M
|
5.57K
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.52K- 3.25% |
$316K - $356K
|
105K
$9.48M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.14K+ 39.5% |
$282K - $318K
|
11.1K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.39K+ 119.87% |
$215K - $242K
|
4.38K
$396K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.27K- 3.93% |
$115K - $129K
|
31.2K
$2.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.42K+ 8.7% |
$218K - $245K
|
30.2K
$2.74M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
41.8K+ 386.97% |
$3.76M - $4.24M
|
52.6K
$4.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.37K+ 1.87% |
$213K - $240K
|
129K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
496K+ 115.43% |
$44.6M - $50.2M
|
925K
$83.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-870- 7.07% |
$78.2K - $88.2K
|
11.4K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
22.9K+ 2.46% |
$2.06M - $2.32M
|
953K
$86.2M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-80- 1.22% |
$7.19K - $8.11K
|
6.48K
$586K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-161- 7.0% |
$14.5K - $16.3K
|
2.14K
$193K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$6.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$6.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.71K+ 1.31% |
$333K - $376K
|
286K
$25.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
375+ 5.97% |
$33.7K - $38K
|
6.65K
$602K
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.09K- 15.29% |
$98.1K - $111K
|
6.04K
$547K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.5K+ 28.78% |
$2.56M - $2.89M
|
128K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
22.2KNew |
$2M - $2.25M
|
22.2K
$2.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.5K- 46.19% |
$225K - $253K
|
2.91K
$263K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.36K- 23.22% |
$392K - $441K
|
14.4K
$1.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
PUT |
2KNew |
$180K - $203K
|
2K
$181K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.07% |
$6.74K - $7.6K
|
107K
$9.69M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-11.8K- 7.83% |
$1.06M - $1.2M
|
139K
$12.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.1K+ 1295.89% |
$6.21M - $7M
|
74.4K
$6.73M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
117New |
$10.5K - $11.9K
|
117
$10.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
47+ 0.74% |
$4.23K - $4.76K
|
6.37K
$576K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.6K+ 61.54% |
$1.31M - $1.48M
|
38.3K
$3.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 18.45% |
$4.5K - $5.07K
|
221
$20K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 26.38% |
$1.92M - $2.17M
|
102K
$9.26M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.48K+ 15.24% |
$763K - $860K
|
64.2K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-536- 18.57% |
$48.2K - $54.3K
|
2.35K
$213K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.34K- 37.46% |
$210K - $237K
|
3.91K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 77.19% |
$11.9K - $13.4K
|
39
$3.53K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.1K- 12.28% |
$994K - $1.12M
|
78.9K
$7.14M
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
148+ 1.99% |
$13.3K - $15K
|
7.59K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 1550.0% |
$2.79K - $3.14K
|
33
$2.98K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36.9K- 65.28% |
$3.32M - $3.74M
|
19.6K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.51K- 5.34% |
$586K - $660K
|
115K
$10.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.59K+ 1.86% |
$143K - $161K
|
87K
$7.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.31K+ 8.87% |
$297K - $335K
|
40.6K
$3.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-778- 0.99% |
$69.9K - $78.8K
|
77.8K
$7.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-279- 6.87% |
$25.1K - $28.3K
|
3.78K
$342K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
170KNew |
$15.3M - $17.2M
|
170K
$15.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$302K - $340K
|
3.35K
$303K
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
852K+ 440.69% |
$76.6M - $86.3M
|
1.05M
$94.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
141KNew |
$12.7M - $14.3M
|
141K
$12.8M
|