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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
523KNew |
$48.2M - $51.6M
|
523K
$47.3M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.47KNew |
$228K - $244K
|
2.47K
$224K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-748- 0.14% |
$69K - $73.8K
|
533K
$48.3M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.1K+ 23.55% |
$5.91M - $6.33M
|
336K
$30.4M
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
101+ 3.21% |
$9.31K - $9.97K
|
3.25K
$294K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.76KNew |
$254K - $272K
|
2.76K
$249K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$4.42K - $4.74K
|
48
$4.34K
|
|
May 13, 2024
Q1 2024
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
PUT |
-1.72M- 82.78% |
$159M - $170M
|
359K
$32.4M
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.71K+ 10.77% |
$526K - $564K
|
58.7K
$5.31M
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
SELL
|
PUT |
-395K- 98.75% |
$36.4M - $39M
|
5K
$452K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
546+ 22.95% |
$50.3K - $53.9K
|
2.93K
$265K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
CALL |
9.5KNew |
$876K - $938K
|
9.5K
$860K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-112- 10.47% |
$10.3K - $11.1K
|
958
$86.7K
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
417KNew |
$38.5M - $41.2M
|
417K
$37.8M
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
76.8K+ 30.72% |
$7.08M - $7.58M
|
327K
$29.6M
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
145New |
$13.4K - $14.3K
|
145
$13.1K
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-256- 1.53% |
$23.6K - $25.3K
|
16.4K
$1.49M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-72- 11.3% |
$6.64K - $7.11K
|
565
$51.1K
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23K+ 425.07% |
$2.12M - $2.27M
|
28.4K
$2.57M
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
585KNew |
$53.9M - $57.8M
|
585K
$53M
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.09K- 6.87% |
$192K - $206K
|
28.3K
$2.56M
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
51New |
$4.7K - $5.03K
|
51
$4.61K
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13K+ 24.52% |
$1.2M - $1.28M
|
66.1K
$5.98M
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26New |
$2.4K - $2.57K
|
26
$2.35K
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
35.6KNew |
$3.28M - $3.51M
|
35.6K
$3.22M
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41.3K- 93.43% |
$3.81M - $4.08M
|
2.91K
$263K
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-779K- 97.0% |
$71.8M - $76.9M
|
24K
$2.18M
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
PUT |
-14.3K- 79.89% |
$1.32M - $1.41M
|
3.6K
$326K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$9.22K - $9.87K
|
100
$9.05K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.36K
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.35KNew |
$309K - $331K
|
3.35K
$303K
|
|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
400KNew |
$36.9M - $39.5M
|
400K
$36.2M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.41% |
$11.4K - $12.2K
|
2.42K
$219K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31K- 75.55% |
$2.86M - $3.06M
|
10K
$909K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.49KNew |
$321K - $344K
|
3.49K
$316K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$200K - $215K
|
2.18K
$197K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-121- 5.4% |
$11.2K - $11.9K
|
2.12K
$192K
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
17.4KNew |
$1.6M - $1.72M
|
17.4K
$1.57M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
208+ 226.09% |
$19.2K - $20.5K
|
300
$27.1K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.3KNew |
$765K - $819K
|
8.3K
$751K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-585- 12.32% |
$53.9K - $57.8K
|
4.16K
$377K
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
101KNew |
$9.33M - $9.99M
|
101K
$9.16M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.07KNew |
$467K - $500K
|
5.07K
$459K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-160- 5.8% |
$14.7K - $15.8K
|
2.6K
$235K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-18.4K- 83.46% |
$1.7M - $1.82M
|
3.65K
$330K
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.98K+ 1.57% |
$274K - $294K
|
192K
$17.4M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
388New |
$35.8K - $38.3K
|
388
$35.1K
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$325K
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.82K- 25.96% |
$168K - $180K
|
5.19K
$470K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.29K+ 21.37% |
$304K - $325K
|
18.7K
$1.69M
|