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 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.15M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
873+ 33.58% |
$76.6K - $82.6K
|
3.47K
$306K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52K- 99.05% |
$4.56M - $4.92M
|
497
$43.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
35KNew |
$3.07M - $3.31M
|
35K
$3.08M
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.95K+ 18.09% |
$522K - $563K
|
38.8K
$3.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-194- 27.21% |
$17K - $18.4K
|
519
$45.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
395New |
$34.7K - $37.4K
|
395
$34.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-89- 29.08% |
$7.81K - $8.43K
|
217
$19.1K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
111KNew |
$9.72M - $10.5M
|
111K
$9.76M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-539- 8.14% |
$47.3K - $51K
|
6.09K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4New |
$351 - $379
|
4
$353
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-32.3K- 89.86% |
$2.83M - $3.05M
|
3.64K
$321K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$7.37K - $7.95K
|
84
$7.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.16% |
$439 - $473
|
3.17K
$279K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-374- 20.1% |
$32.8K - $35.4K
|
1.49K
$131K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.11K - $2.27K
|
24
$2.12K
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-120K- 84.5% |
$10.5M - $11.4M
|
22K
$1.94M
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
55New |
$4.83K - $5.21K
|
55
$4.85K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-279- 11.25% |
$24.5K - $26.4K
|
2.2K
$194K
|
|
|
Jul 24, 2024
Q2 2024
|
Marks Wealth, LLC
|
BUY
|
- |
149KNew |
$13.1M - $14.2M
|
149K
$13.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
3KNew |
$263K - $284K
|
3K
$264K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-354- 36.38% |
$31.1K - $33.5K
|
619
$54.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-447- 61.57% |
$39.2K - $42.3K
|
279
$24.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
130KNew |
$11.4M - $12.3M
|
130K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 17.24% |
$87.8K - $94.7K
|
6.8K
$599K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
68New |
$5.97K - $6.44K
|
68
$5.99K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$96.6K - $104K
|
1.1K
$97K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.3KNew |
$1.6M - $1.73M
|
18.3K
$1.61M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6+ 0.19% |
$527 - $568
|
3.24K
$285K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-54- 2.29% |
$4.74K - $5.11K
|
2.3K
$203K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-43- 48.86% |
$3.77K - $4.07K
|
45
$3.97K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.63K- 94.65% |
$335K - $358K
|
205
$18.1K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
CALL |
-4.9K- 70.0% |
$452K - $484K
|
2.1K
$185K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44+ 0.11% |
$4.06K - $4.34K
|
40.9K
$3.61M
|
|
|
Nov 14, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
CALL |
42.6KNew |
$3.93M - $4.21M
|
42.6K
$3.75M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.17M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.17M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-573- 66.94% |
$52.8K - $56.6K
|
283
$24.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$830K - $888K
|
9K
$793K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.27K- 19.68% |
$117K - $126K
|
5.19K
$458K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.35KNew |
$493K - $528K
|
5.35K
$472K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
729+ 39.53% |
$67.2K - $72K
|
2.57K
$227K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-350- 23.68% |
$32.3K - $34.6K
|
1.13K
$99.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 16.67% |
$277 - $296
|
21
$1.85K
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.94K- 24.8% |
$179K - $192K
|
5.89K
$519K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.89KNew |
$266K - $285K
|
2.89K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$198K - $212K
|
2.15K
$190K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
250KNew |
$23M - $24.7M
|
250K
$22M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
100KNew |
$9.22M - $9.87M
|
100K
$8.81M
|
|