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 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-82- 1.34% |
$7.37K - $8.31K
|
6.04K
$546K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
10.8K+ 8.17% |
$975K - $1.1M
|
144K
$13M
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
263K+ 156.87% |
$23.6M - $26.6M
|
430K
$38.9M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-795- 1.74% |
$71.5K - $80.6K
|
45K
$4.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
174+ 2.71% |
$15.6K - $17.6K
|
6.61K
$598K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-30- 0.56% |
$2.7K - $3.04K
|
5.3K
$480K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.79K- 7.91% |
$161K - $181K
|
20.8K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
515+ 51.09% |
$46.3K - $52.2K
|
1.52K
$138K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.06K- 11.6% |
$275K - $310K
|
23.3K
$2.11M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
16.9KNew |
$1.52M - $1.71M
|
16.9K
$1.53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-92- 2.71% |
$8.27K - $9.32K
|
3.31K
$299K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.49K+ 57.35% |
$493K - $556K
|
15.1K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.74KNew |
$336K - $379K
|
3.74K
$338K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.7K- 26.76% |
$2.22M - $2.5M
|
67.5K
$6.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.09KNew |
$277K - $313K
|
3.09K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
926+ 3.21% |
$83.3K - $93.8K
|
29.8K
$2.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 5.79% |
$135K - $153K
|
27.5K
$2.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
37.8K+ 17.68% |
$3.4M - $3.83M
|
252K
$22.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
388+ 5.29% |
$34.9K - $39.3K
|
7.73K
$699K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 2.27% |
$24.4K - $27.5K
|
11.7K
$1.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.5K+ 14.98% |
$225K - $254K
|
19.2K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.28KNew |
$205K - $231K
|
2.28K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 14.74% |
$1.55M - $1.75M
|
134K
$12.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
49+ 0.24% |
$4.41K - $4.97K
|
20.9K
$1.89M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
880+ 1.0% |
$79.1K - $89.2K
|
88.5K
$8M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.5K- 16.55% |
$2.29M - $2.58M
|
128K
$11.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.95% |
$3.96K - $4.46K
|
4.67K
$423K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
24+ 0.16% |
$2.16K - $2.43K
|
14.6K
$1.32M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.19% |
$450 - $507
|
2.57K
$233K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
982+ 7.14% |
$88.3K - $99.5K
|
14.7K
$1.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-200- 0.95% |
$18K - $20.3K
|
20.8K
$1.88M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.48KNew |
$492K - $555K
|
5.48K
$495K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-202- 44.59% |
$18.2K - $20.5K
|
251
$22.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.13K+ 155.83% |
$461K - $520K
|
8.42K
$762K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.1K- 16.45% |
$2.34M - $2.64M
|
132K
$12M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 4.27% |
$629 - $709
|
157
$14.2K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
143+ 0.95% |
$12.9K - $14.5K
|
15.2K
$1.37M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-129K- 95.6% |
$11.6M - $13M
|
5.92K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.24KNew |
$201K - $227K
|
2.24K
$202K
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$518K - $583K
|
5.76K
$521K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.8K+ 59.06% |
$1.42M - $1.6M
|
42.6K
$3.86M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 12.44% |
$1.17M - $1.32M
|
118K
$10.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-213K- 24.17% |
$19.2M - $21.6M
|
669K
$60.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
115KNew |
$10.3M - $11.6M
|
115K
$10.4M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
1.22K+ 19.76% |
$110K - $124K
|
7.41K
$670K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-4- 0.03% |
$360 - $405
|
15.6K
$1.41M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 54.66% |
$36.4K - $41K
|
336
$30.4K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.5K+ 4.91% |
$225K - $253K
|
53.4K
$4.84M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$1.44K - $1.62K
|
16
$1.45K
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-34- 0.84% |
$2.98K - $3.22K
|
4K
$362K
|
|