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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
84New |
$7.76K - $9.2K
|
84
$7.83K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 78.23% |
$55.4K - $65.7K
|
167
$15.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-29- 60.42% |
$2.68K - $3.17K
|
19
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$924 - $1.09K
|
10
$932
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$27.7K - $32.8K
|
300
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
35.7KNew |
$3.3M - $3.91M
|
35.7K
$3.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-113K- 50.0% |
$10.4M - $12.3M
|
113K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
2KNew |
$185K - $219K
|
2K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
300KNew |
$27.7M - $32.8M
|
300K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
75KNew |
$6.93M - $8.21M
|
75K
$6.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.25K+ 69.08% |
$392K - $465K
|
10.4K
$969K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300New |
$27.7K - $32.8K
|
300
$28K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$1.21M - $1.44M
|
13.1K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-25K- 50.09% |
$2.31M - $2.74M
|
25K
$2.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
845+ 91.35% |
$78.1K - $92.5K
|
1.77K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
12.1KNew |
$1.12M - $1.32M
|
12.1K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 7.94% |
$9.24K - $10.9K
|
1.36K
$127K
|
|
|
Feb 13, 2023
Q4 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$466K
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 80.76% |
$1.31M - $1.56M
|
3.39K
$316K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$2.28M - $2.7M
|
24.7K
$2.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31.3KNew |
$2.89M - $3.43M
|
31.3K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.23KNew |
$206K - $245K
|
2.23K
$208K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
7.5KNew |
$693K - $821K
|
7.5K
$699K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
53.9K+ 103.8% |
$4.98M - $5.9M
|
106K
$9.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-32Closed |
$2.96K - $3.5K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4KNew |
$4.84M - $5.73M
|
52.4K
$4.88M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$2.77M - $3.28M
|
30K
$2.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
170New |
$15.7K - $18.6K
|
170
$15.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
13KNew |
$1.2M - $1.42M
|
13K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.61KNew |
$241K - $286K
|
2.61K
$243K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.31KNew |
$214K - $253K
|
2.31K
$216K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
728+ 4.04% |
$67.3K - $79.7K
|
18.7K
$1.75M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.3K- 5.18% |
$305K - $361K
|
60.3K
$5.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.51K- 55.83% |
$787K - $932K
|
6.74K
$628K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$466K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 4.0% |
$471K - $558K
|
122K
$11.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
19.1KNew |
$1.76M - $2.09M
|
19.1K
$1.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
170New |
$15.7K - $18.6K
|
170
$15.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.73K- 42.83% |
$252K - $299K
|
3.65K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$249K - $296K
|
2.7K
$252K
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
2.05KNew |
$189K - $224K
|
2.05K
$191K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
40KNew |
$3.7M - $4.38M
|
40K
$3.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.19M - $1.41M
|
12.8K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.85K+ 16.93% |
$541K - $641K
|
40.4K
$3.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.54KNew |
$234K - $278K
|
2.54K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.89K+ 122.8% |
$174K - $206K
|
3.42K
$319K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
37.9KNew |
$3.5M - $4.15M
|
37.9K
$3.53M
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
SELL
|
CALL |
-100K- 50.0% |
$9.24M - $10.9M
|
100K
$9.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.82K+ 10.32% |
$353K - $418K
|
40.8K
$3.81M
|