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 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.14KNew |
$462K - $521K
|
5.14K
$465K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-180- 4.48% |
$16.2K - $18.2K
|
3.84K
$347K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-259- 26.59% |
$23.3K - $26.2K
|
715
$64.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
288+ 27.09% |
$25.9K - $29.2K
|
1.35K
$122K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-362- 17.71% |
$32.5K - $36.7K
|
1.68K
$152K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.4K+ 94.73% |
$2.47M - $2.78M
|
56.4K
$5.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.6K- 17.82% |
$414K - $466K
|
21.2K
$1.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
781+ 0.84% |
$70.2K - $79.1K
|
93.5K
$8.46M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
20.1K+ 6.94% |
$1.81M - $2.03M
|
309K
$28M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
152+ 2.5% |
$13.7K - $15.4K
|
6.22K
$562K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-874- 19.0% |
$78.6K - $88.6K
|
3.73K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-173K- 97.79% |
$15.6M - $17.6M
|
3.91K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$32.1K - $36.2K
|
357
$32.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.66K+ 75.23% |
$599K - $675K
|
15.5K
$1.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.28K+ 179.89% |
$744K - $839K
|
12.9K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 26.08% |
$287K - $324K
|
9.06K
$819K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$558K - $628K
|
6.2K
$561K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 46.54% |
$163K - $183K
|
2.08K
$188K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.83K+ 54.29% |
$524K - $591K
|
16.6K
$1.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.3K+ 494.69% |
$1.28M - $1.45M
|
17.2K
$1.55M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$604K - $681K
|
6.72K
$608K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
358+ 2.5% |
$32.2K - $36.3K
|
14.7K
$1.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54.5KNew |
$4.9M - $5.52M
|
54.5K
$4.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.77K- 9.8% |
$608K - $686K
|
62.3K
$5.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
608+ 1.31% |
$54.7K - $61.6K
|
47.2K
$4.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14.8K- 13.3% |
$1.33M - $1.5M
|
96.7K
$8.74M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.51M- 98.7% |
$225M - $254M
|
32.9K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
63+ 3.29% |
$5.66K - $6.38K
|
1.98K
$179K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-193- 0.52% |
$17.4K - $19.6K
|
36.7K
$3.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 2.3% |
$1.14M - $1.28M
|
561K
$50.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.53K- 16.97% |
$137K - $155K
|
7.47K
$676K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
328+ 11.92% |
$29.5K - $33.2K
|
3.08K
$278K
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.86K+ 36.48% |
$707K - $796K
|
29.4K
$2.66M
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
62+ 1.05% |
$5.57K - $6.28K
|
5.95K
$538K
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
105KNew |
$9.43M - $10.6M
|
105K
$9.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.5KNew |
$2.38M - $2.69M
|
26.5K
$2.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.2K+ 32.36% |
$1.27M - $1.44M
|
57.9K
$5.24M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.23K+ 1.48% |
$201K - $226K
|
153K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 7.41% |
$468K - $528K
|
75.5K
$6.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 32.05% |
$944K - $1.06M
|
22.2K
$2.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 22.73% |
$4.5K - $5.07K
|
170
$15.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
44.2K+ 405.71% |
$3.98M - $4.48M
|
55.1K
$4.99M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-381- 9.49% |
$34.3K - $38.6K
|
3.64K
$329K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-195- 4.4% |
$17.5K - $19.8K
|
4.24K
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.8K+ 343.6% |
$974K - $1.1M
|
14K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
46.4K+ 21.99% |
$4.17M - $4.7M
|
257K
$23.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-46- 31.94% |
$4.14K - $4.66K
|
98
$8.86K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-282K- 24.28% |
$25.3M - $28.5M
|
878K
$79.4M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-33.4K- 21.91% |
$3.01M - $3.39M
|
119K
$10.8M
|