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 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
141KNew |
$12.7M - $14.3M
|
141K
$12.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-744- 1.43% |
$66.9K - $75.4K
|
51.3K
$4.64M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57New |
$5.12K - $5.78K
|
57
$5.15K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-87.2K- 7.38% |
$7.84M - $8.83M
|
1.09M
$99M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-729- 7.58% |
$65.5K - $73.9K
|
8.89K
$804K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 24.78% |
$2.52K - $2.84K
|
85
$7.69K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.99% |
$1.89K - $2.13K
|
1.04K
$93.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.1K- 22.66% |
$1.54M - $1.73M
|
58.3K
$5.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-509- 4.11% |
$45.8K - $51.6K
|
11.9K
$1.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
29.1K+ 98.06% |
$2.62M - $2.95M
|
58.9K
$5.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.5K+ 43.68% |
$1.21M - $1.37M
|
44.4K
$4.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 48.4% |
$159K - $179K
|
5.43K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.1K+ 14.77% |
$1.18M - $1.33M
|
102K
$9.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.51K- 22.39% |
$135K - $153K
|
5.22K
$472K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.17K - $1.32K
|
7.58K
$686K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.31K+ 3.2% |
$118K - $133K
|
42.1K
$3.81M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 0.49% |
$1.71K - $1.93K
|
3.89K
$352K
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 14.16% |
$1.04M - $1.17M
|
93K
$8.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.78K- 7.96% |
$250K - $281K
|
32.1K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.13K- 8.76% |
$101K - $114K
|
11.7K
$1.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 1300.0% |
$1.17K - $1.32K
|
14
$1.27K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
27.5KNew |
$2.48M - $2.79M
|
27.5K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.02K- 13.41% |
$91.9K - $104K
|
6.6K
$597K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 9.09% |
$180 - $203
|
20
$1.81K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
3.17K+ 12.5% |
$285K - $322K
|
28.6K
$2.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.7K+ 449.05% |
$1.59M - $1.8M
|
21.7K
$1.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$557K - $628K
|
6.19K
$560K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 50.0% |
$8.99K - $10.1K
|
300
$27.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2.71K+ 7.11% |
$244K - $275K
|
40.8K
$3.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.64K - $8.61K
|
85
$7.69K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-36.6K- 58.17% |
$3.29M - $3.71M
|
26.3K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.84K- 3.72% |
$165K - $186K
|
47.5K
$4.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.1K+ 11090.26% |
$3.79M - $4.27M
|
42.5K
$3.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.44K- 12.31% |
$309K - $348K
|
24.5K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 24.42% |
$91.5K - $103K
|
3.15K
$285K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
27.5KNew |
$2.48M - $2.79M
|
27.5K
$2.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-45- 1.21% |
$4.05K - $4.56K
|
3.68K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.31K+ 15.6% |
$478K - $538K
|
39.4K
$3.56M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-29.1K- 84.19% |
$2.62M - $2.95M
|
5.47K
$495K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-520- 19.53% |
$46.8K - $52.7K
|
2.14K
$194K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.68K- 9.37% |
$511K - $576K
|
55K
$4.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.52K+ 7.32% |
$136K - $154K
|
22.2K
$2.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.13K- 10.42% |
$461K - $520K
|
44.1K
$3.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.35K- 25.95% |
$211K - $238K
|
6.71K
$607K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$3.42K - $3.85K
|
38
$3.44K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 4.68% |
$141K - $159K
|
31.9K
$2.89M
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.27K+ 7.2% |
$204K - $230K
|
33.7K
$3.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.76K+ 18.61% |
$338K - $381K
|
24K
$2.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
9.32K+ 28.79% |
$838K - $944K
|
41.7K
$3.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
564KNew |
$50.7M - $57.2M
|
564K
$51M
|