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 |
---|---|---|---|---|---|---|---|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.09K+ 22.82% |
$184K - $198K
|
11.3K
$1.02M
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-40.2K- 98.15% |
$3.53M - $3.8M
|
757
$68.5K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-485- 13.18% |
$42.6K - $45.9K
|
3.2K
$289K
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
95K+ 271.43% |
$8.34M - $8.99M
|
130K
$11.8M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
250KNew |
$21.9M - $23.7M
|
250K
$22.6M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$966 - $1.04K
|
11
$995
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.55% |
$1.23K - $1.33K
|
2.57K
$233K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.11K- 37.49% |
$273K - $294K
|
5.18K
$469K
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
330KNew |
$29M - $31.2M
|
330K
$29.9M
|
|
Aug 07, 2024
Q2 2024
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
34.6KNew |
$3.04M - $3.28M
|
34.6K
$3.13M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
249+ 1.6% |
$21.9K - $23.6K
|
15.8K
$1.43M
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
540+ 2.79% |
$47.4K - $51.1K
|
19.9K
$1.8M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
251New |
$22K - $23.8K
|
251
$22.7K
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
561New |
$49.2K - $53.1K
|
561
$50.8K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-610- 56.43% |
$53.5K - $57.7K
|
471
$42.6K
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.01K+ 2.91% |
$88.7K - $95.7K
|
35.8K
$3.24M
|
|
Aug 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
24.9K+ 34.87% |
$2.19M - $2.36M
|
96.4K
$8.72M
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.83K- 39.35% |
$161K - $173K
|
2.82K
$255K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
567New |
$49.8K - $53.7K
|
567
$51.3K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 10.71% |
$1.05K - $1.14K
|
100
$9.05K
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
90KNew |
$7.9M - $8.52M
|
90K
$8.14M
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
191+ 6.84% |
$16.8K - $18.1K
|
2.98K
$270K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$26.3K - $28.4K
|
300
$27.1K
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.18M
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
873+ 33.58% |
$76.6K - $82.6K
|
3.47K
$314K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52K- 99.05% |
$4.56M - $4.92M
|
497
$45K
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
35KNew |
$3.07M - $3.31M
|
35K
$3.17M
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.69K+ 214.43% |
$149K - $160K
|
2.48K
$225K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.95K+ 18.09% |
$522K - $563K
|
38.8K
$3.51M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-194- 27.21% |
$17K - $18.4K
|
519
$47K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
395New |
$34.7K - $37.4K
|
395
$35.7K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-89- 29.08% |
$7.81K - $8.43K
|
217
$19.6K
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.42K+ 2278.0% |
$300K - $323K
|
3.57K
$323K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 50.0% |
$614 - $663
|
7
$633
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
111KNew |
$9.72M - $10.5M
|
111K
$10M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
145New |
$12.7K - $13.7K
|
145
$13.1K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-88.3K- 25.65% |
$7.75M - $8.36M
|
256K
$23.2M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-539- 8.14% |
$47.3K - $51K
|
6.09K
$551K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$905K - $976K
|
10.3K
$933K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4New |
$351 - $379
|
4
$362
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-32.3K- 89.86% |
$2.83M - $3.05M
|
3.64K
$329K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$7.37K - $7.95K
|
84
$7.6K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.16% |
$439 - $473
|
3.17K
$287K
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.01% |
$87.8 - $94.7
|
7.45K
$674K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5.3KNew |
$465K - $502K
|
5.3K
$480K
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-374- 20.1% |
$32.8K - $35.4K
|
1.49K
$135K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.11K - $2.27K
|
24
$2.17K
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.61K- 52.77% |
$404K - $436K
|
4.12K
$373K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.5K- 46.88% |
$132K - $142K
|
1.7K
$154K
|