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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1K+ 105.98% |
$1.3M - $1.39M
|
27.4K
$2.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-6.14K- 58.41% |
$566K - $606K
|
4.37K
$396K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.13KNew |
$473K - $506K
|
5.13K
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
104KNew |
$9.61M - $10.3M
|
104K
$9.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.16KNew |
$292K - $312K
|
3.16K
$286K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.91K- 5.99% |
$268K - $287K
|
45.6K
$4.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-72.7K- 66.53% |
$6.7M - $7.18M
|
36.6K
$3.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23.4KNew |
$2.15M - $2.31M
|
23.4K
$2.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$433K - $464K
|
4.7K
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.18K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14K- 4.34% |
$1.29M - $1.38M
|
309K
$28M
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-600- 50.0% |
$55.3K - $59.2K
|
600
$54.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154New |
$14.2K - $15.2K
|
154
$13.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 35.9% |
$10.3K - $11.1K
|
200
$18.1K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$2.03K - $2.17K
|
22
$1.99K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-282- 10.63% |
$26K - $27.8K
|
2.37K
$214K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.49K- 13.65% |
$137K - $147K
|
9.42K
$852K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$45.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.63% |
$2.67K - $2.86K
|
351
$31.8K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.51K- 48.14% |
$600K - $643K
|
7.02K
$635K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.04M - $2.18M
|
22.1K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$520K - $557K
|
5.64K
$510K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-264K- 97.78% |
$24.3M - $26.1M
|
6.01K
$543K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-752K- 96.35% |
$69.3M - $74.3M
|
28.5K
$2.58M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$228K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$369 - $395
|
4
$362
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.29K+ 1.96% |
$396K - $424K
|
223K
$20.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.25M
|
12.6K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.36KNew |
$126K - $135K
|
1.36K
$123K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-630- 22.52% |
$58.1K - $62.2K
|
2.17K
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 27.46% |
$4.89K - $5.23K
|
140
$12.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.94% |
$3.78K - $4.05K
|
4.39K
$397K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$90.5
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 18.18% |
$1.84K - $1.97K
|
90
$8.14K
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
3KNew |
$277K - $296K
|
3K
$271K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512New |
$47.2K - $50.5K
|
512
$46.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-541- 19.83% |
$49.9K - $53.4K
|
2.19K
$198K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-31.4K- 91.98% |
$2.9M - $3.1M
|
2.74K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.68KNew |
$708K - $758K
|
7.68K
$695K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.4KNew |
$498K - $533K
|
5.4K
$489K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-331- 6.88% |
$30.5K - $32.7K
|
4.48K
$406K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
129New |
$11.9K - $12.7K
|
129
$11.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
60+ 2.7% |
$5.53K - $5.92K
|
2.28K
$206K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
740+ 2.97% |
$68.2K - $73.1K
|
25.7K
$2.32M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
89New |
$7.37K - $8.95K
|
89
$8.05K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.03KNew |
$747K - $908K
|
9.03K
$817K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.77KNew |
$229K - $278K
|
2.77K
$250K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$331 - $402
|
4
$362
|
|