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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-120K- 84.5% |
$10.5M - $11.4M
|
22K
$1.99M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
55New |
$4.83K - $5.21K
|
55
$4.98K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
470New |
$41.3K - $44.5K
|
470
$42.5K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-279- 11.25% |
$24.5K - $26.4K
|
2.2K
$199K
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
149KNew |
$13.1M - $14.2M
|
149K
$13.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.78K+ 6.8% |
$244K - $263K
|
43.7K
$3.96M
|
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
129KNew |
$11.3M - $12.2M
|
129K
$11.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
484+ 13.69% |
$42.5K - $45.8K
|
4.02K
$364K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
55+ 2.34% |
$4.83K - $5.21K
|
2.41K
$218K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$1.34M - $1.45M
|
15.3K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
3KNew |
$263K - $284K
|
3K
$271K
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 30.56% |
$1.93K - $2.08K
|
50
$4.52K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.77K+ 26.78% |
$156K - $168K
|
8.39K
$759K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-41- 56.94% |
$3.6K - $3.88K
|
31
$2.81K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-170- 1.44% |
$14.9K - $16.1K
|
11.7K
$1.06M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-354- 36.38% |
$31.1K - $33.5K
|
619
$56K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-447- 61.57% |
$39.2K - $42.3K
|
279
$25.2K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
171New |
$15K - $16.2K
|
171
$15.5K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-200- 14.58% |
$17.6K - $18.9K
|
1.17K
$106K
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.6KNew |
$1.29M - $1.39M
|
14.6K
$1.33M
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
130KNew |
$11.4M - $12.3M
|
130K
$11.8M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
16.8K+ 240.09% |
$1.48M - $1.59M
|
23.8K
$2.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$263K - $284K
|
3K
$271K
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-60.5K- 93.46% |
$5.31M - $5.73M
|
4.23K
$383K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 17.24% |
$87.8K - $94.7K
|
6.8K
$615K
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-4.97K- 47.78% |
$436K - $471K
|
5.43K
$492K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
68New |
$5.97K - $6.44K
|
68
$6.15K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-710- 27.18% |
$62.3K - $67.2K
|
1.9K
$172K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$96.6K - $104K
|
1.1K
$99.5K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 2.37% |
$8.78K - $9.47K
|
4.33K
$392K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
416+ 5.17% |
$36.5K - $39.4K
|
8.46K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
724+ 19.43% |
$63.6K - $68.5K
|
4.45K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.3KNew |
$1.6M - $1.73M
|
18.3K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6+ 0.19% |
$527 - $568
|
3.24K
$293K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.41K+ 24.78% |
$124K - $133K
|
7.09K
$642K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 0.05% |
$439 - $473
|
10.3K
$930K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-54- 2.29% |
$4.74K - $5.11K
|
2.3K
$208K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
255+ 8500.0% |
$22.4K - $24.1K
|
258
$23.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-1.82K- 53.56% |
$160K - $172K
|
1.58K
$143K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-43- 48.86% |
$3.77K - $4.07K
|
45
$4.07K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
260New |
$22.8K - $24.6K
|
260
$23.5K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 53.39% |
$27.7K - $29.8K
|
275
$24.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213+ 1014.29% |
$18.7K - $20.2K
|
234
$21.2K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
369New |
$32.4K - $34.9K
|
369
$33.4K
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
CALL |
42.6KNew |
$3.93M - $4.21M
|
42.6K
$3.85M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.31M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.31M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-573- 66.94% |
$52.8K - $56.6K
|
283
$25.6K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$830K - $888K
|
9K
$814K
|
|