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 |
---|---|---|---|---|---|---|---|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.22K- 15.15% |
$482K - $571K
|
29.2K
$2.73M
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $193K
|
1.76K
$164K
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.32M - $1.57M
|
14.3K
$1.33M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.9KNew |
$2.12M - $2.51M
|
22.9K
$2.13M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-479- 6.91% |
$44.3K - $52.4K
|
6.46K
$602K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-18.6K- 83.58% |
$1.72M - $2.04M
|
3.66K
$341K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 9.68% |
$277 - $328
|
28
$2.61K
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-259- 8.03% |
$23.9K - $28.4K
|
2.97K
$277K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.21K+ 4.49% |
$111K - $132K
|
28.1K
$2.62M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88.6KNew |
$8.18M - $9.69M
|
88.6K
$8.26M
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-81- 3.63% |
$7.48K - $8.87K
|
2.15K
$201K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-209- 0.91% |
$19.3K - $22.9K
|
22.8K
$2.12M
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
21.5K+ 270.81% |
$1.99M - $2.36M
|
29.5K
$2.75M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1K+ 77.0% |
$1.3M - $1.54M
|
32.4K
$3.02M
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$23K - $27.3K
|
249
$23.2K
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4New |
$370 - $438
|
4
$373
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.7K- 97.82% |
$1.09M - $1.29M
|
262
$24.4K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$1.62M - $1.92M
|
17.5K
$1.63M
|
|
Q3 2022 | |||||||
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.39KClosed |
$140K - $166K
|
0
$0
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.98K+ 17.51% |
$301K - $357K
|
20K
$1.86M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.7K+ 3.16% |
$1.08M - $1.29M
|
349K
$32.6M
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.08K- 66.79% |
$412K - $490K
|
2.03K
$189K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-385Closed |
$38.9K - $46.2K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
43New |
$4.34K - $5.16K
|
43
$4.01K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$111K - $132K
|
1.1K
$103K
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.22K- 31.18% |
$123K - $146K
|
2.69K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
173+ 9.13% |
$17.5K - $20.8K
|
2.07K
$193K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.3KNew |
$232K - $276K
|
2.3K
$214K
|
|
Nov 14, 2022
Q3 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
2KNew |
$202K - $240K
|
2K
$186K
|
|
Nov 14, 2022
Q3 2022
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$10.1M - $12M
|
100K
$9.32M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-11.6K- 44.42% |
$1.17M - $1.39M
|
14.5K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
1.33M+ 441.67% |
$134M - $159M
|
1.63M
$151M
|
|
Nov 14, 2022
Q3 2022
|
Jet Capital Investors L P
New York, NY |
BUY
|
PUT |
125K+ 33.33% |
$12.6M - $15M
|
500K
$46.6M
|
|
Nov 14, 2022
Q3 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
50KNew |
$5.05M - $6M
|
50K
$4.66M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
459New |
$46.3K - $55.1K
|
459
$42.8K
|
|
Nov 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-32K- 86.49% |
$3.23M - $3.84M
|
5K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-57.1K- 51.89% |
$5.76M - $6.85M
|
52.9K
$4.93M
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-18.5KClosed |
$1.87M - $2.22M
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 12.5% |
$404 - $480
|
28
$2.61K
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-75- 0.09% |
$7.57K - $9K
|
81.3K
$7.58M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
11.2KNew |
$1.13M - $1.34M
|
11.2K
$1.04M
|
|
Nov 14, 2022
Q3 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
- |
-1.05M- 71.19% |
$106M - $126M
|
425K
$39.6M
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
460KNew |
$46.5M - $55.2M
|
460K
$42.9M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
771+ 1056.16% |
$77.8K - $92.6K
|
844
$78.7K
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
30K+ 92.31% |
$3.03M - $3.6M
|
62.5K
$5.83M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.53K- 7.4% |
$558K - $663K
|
69.2K
$6.45M
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.25% |
$505 - $600
|
2.01K
$188K
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
564K+ 1606.33% |
$56.9M - $67.7M
|
599K
$55.8M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
CALL |
629KNew |
$63.5M - $75.5M
|
629K
$58.6M
|