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 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-355- 10.01% |
$35.3K - $38.6K
|
3.19K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
15.4KNew |
$1.53M - $1.67M
|
15.4K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$796 - $869
|
8
$739
|
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
755+ 11.74% |
$75.1K - $82K
|
7.19K
$664K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.65KNew |
$462K - $505K
|
4.65K
$429K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 98.11% |
$93.1K - $102K
|
18
$1.66K
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.8KNew |
$1.37M - $1.5M
|
13.8K
$1.27M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
451KNew |
$44.9M - $49M
|
451K
$41.7M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
352New |
$35K - $38.2K
|
352
$32.5K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23New |
$2.29K - $2.5K
|
23
$2.12K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26New |
$2.59K - $2.82K
|
26
$2.4K
|
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.1KNew |
$1M - $1.09M
|
10.1K
$929K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23KNew |
$322K - $351K
|
3.23K
$299K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 5.95% |
$995 - $1.09K
|
158
$14.6K
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
SELL
|
- |
-15K- 88.24% |
$1.49M - $1.63M
|
2K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
81.7K+ 98.87% |
$8.13M - $8.88M
|
164K
$15.2M
|
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
48.8KNew |
$4.86M - $5.3M
|
48.8K
$4.51M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.99K - $2.17K
|
20
$1.85K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$199K - $217K
|
2K
$185K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-176- 7.71% |
$17.5K - $19.1K
|
2.11K
$195K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 6.9% |
$199 - $217
|
31
$2.86K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.75KNew |
$671K - $733K
|
6.75K
$623K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6New |
$597 - $652
|
6
$554
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.1KNew |
$1.9M - $2.08M
|
19.1K
$1.77M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$230K - $251K
|
2.31K
$213K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 92.59% |
$4.97K - $5.43K
|
104
$9.61K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.7K- 10.35% |
$169K - $184K
|
14.7K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
717New |
$71.3K - $77.9K
|
717
$66.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
246New |
$24.5K - $26.7K
|
246
$22.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.89K- 12.28% |
$686K - $749K
|
49.2K
$4.55M
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-44- 1.39% |
$4.38K - $4.78K
|
3.12K
$288K
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8.71K- 45.45% |
$866K - $946K
|
10.4K
$965K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-116- 4.98% |
$11.5K - $12.6K
|
2.21K
$205K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.39K - $1.52K
|
14
$1.29K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 85.91% |
$188K - $205K
|
310
$28.6K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
295+ 13.75% |
$29.3K - $32K
|
2.44K
$225K
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$6.22M - $6.8M
|
62.6K
$5.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
125KNew |
$12.5M - $13.6M
|
125K
$11.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$229K - $250K
|
2.3K
$212K
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.96K+ 48.88% |
$194K - $212K
|
5.96K
$550K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 25.0% |
$2.49K - $2.72K
|
75
$6.93K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-577- 22.98% |
$57.4K - $62.7K
|
1.93K
$179K
|
|
| Q4 2022 | |||||||
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.98KClosed |
$275K - $326K
|
0
$0
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
753+ 16.0% |
$69.6K - $82.4K
|
5.46K
$504K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28New |
$2.59K - $3.07K
|
28
$2.59K
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.82M
|
16.6K
$1.54M
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-324- 11.15% |
$29.9K - $35.5K
|
2.58K
$238K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
140New |
$12.9K - $15.3K
|
140
$12.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9New |
$832 - $985
|
9
$831
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
84New |
$7.76K - $9.2K
|
84
$7.76K
|
|