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 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
186+ 1.53% |
$16.7K - $18.8K
|
12.4K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.04K+ 1.15% |
$93.4K - $105K
|
91.1K
$8.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
709K+ 51.92% |
$63.8M - $71.9M
|
2.08M
$188M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-431- 0.24% |
$38.8K - $43.7K
|
182K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189New |
$17K - $19.2K
|
189
$17.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 12.79% |
$2.52K - $2.84K
|
247
$22.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-430- 4.07% |
$38.7K - $43.6K
|
10.1K
$918K
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
16.4K+ 1.26% |
$1.47M - $1.66M
|
1.32M
$119M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 60.35% |
$336K - $379K
|
2.46K
$222K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-69- 2.4% |
$6.2K - $6.99K
|
2.81K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 24.83% |
$220K - $247K
|
7.39K
$669K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 29.75% |
$236K - $266K
|
6.2K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-95- 0.54% |
$8.54K - $9.63K
|
17.5K
$1.58M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
24.5KNew |
$2.2M - $2.48M
|
24.5K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
991+ 4.94% |
$89.1K - $100K
|
21K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
19+ 0.3% |
$1.71K - $1.93K
|
6.35K
$574K
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
244+ 1.55% |
$21.9K - $24.7K
|
16K
$1.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-297- 4.88% |
$26.7K - $30.1K
|
5.79K
$524K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.77KNew |
$339K - $382K
|
3.77K
$341K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.6K+ 41.83% |
$5.63M - $6.35M
|
212K
$19.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1K+ 100.0% |
$89.9K - $101K
|
2K
$181K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 19.54% |
$161K - $182K
|
11K
$993K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-756- 8.04% |
$68K - $76.6K
|
8.65K
$782K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 8.4% |
$1.73M - $1.95M
|
249K
$22.5M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
111KNew |
$9.95M - $11.2M
|
111K
$10M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 28.61% |
$269K - $303K
|
7.47K
$676K
|
|
|
Oct 22, 2024
Q3 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-1.41K- 17.37% |
$127K - $143K
|
6.71K
$607K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-690- 24.7% |
$62K - $69.9K
|
2.1K
$190K
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-34.3K- 86.46% |
$3.08M - $3.47M
|
5.36K
$485K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-139K- 96.02% |
$12.5M - $14.1M
|
5.76K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.34K+ 12.79% |
$210K - $237K
|
20.6K
$1.86M
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.74K+ 24.97% |
$157K - $177K
|
8.72K
$789K
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
79KNew |
$7.1M - $8.01M
|
79K
$7.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
241+ 58.35% |
$21.7K - $24.4K
|
654
$59.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.88K+ 342.53% |
$798K - $899K
|
11.5K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-557- 11.01% |
$50.1K - $56.4K
|
4.5K
$407K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-66- 2.72% |
$5.93K - $6.69K
|
2.36K
$214K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
275K+ 29.98% |
$24.7M - $27.9M
|
1.19M
$108M
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-725- 4.81% |
$65.2K - $73.5K
|
14.3K
$1.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15KNew |
$193K - $217K
|
2.15K
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.5K+ 9319.6% |
$7.87M - $8.87M
|
88.5K
$8M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1K- 5.2% |
$90.2K - $102K
|
18.3K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.02K+ 137.05% |
$271K - $306K
|
5.22K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.06KNew |
$275K - $310K
|
3.06K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-92- 3.94% |
$8.27K - $9.32K
|
2.24K
$203K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.84% |
$2.34K - $2.63K
|
3.13K
$283K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.7K- 14.03% |
$1.32M - $1.49M
|
90K
$8.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$54.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 195.54% |
$107K - $120K
|
1.79K
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
64.5KNew |
$5.8M - $6.54M
|
64.5K
$5.84M
|