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 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$234K - $285K
|
2.83K
$250K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.6K+ 10.94% |
$463K - $563K
|
56.8K
$5M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2.11KNew |
$175K - $212K
|
2.11K
$186K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
388+ 2.5% |
$32.1K - $39K
|
15.9K
$1.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.44K+ 7.6% |
$285K - $346K
|
48.7K
$4.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.69KNew |
$554K - $672K
|
6.69K
$590K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 90.85% |
$37.8K - $45.9K
|
46
$4.05K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$888K - $1.08M
|
10.7K
$945K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.14K+ 1.82% |
$177K - $215K
|
120K
$10.5M
|
|
| Q3 2023 | |||||||
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
30K+ 213.05% |
$2.65M - $3.09M
|
44.1K
$3.89M
|
|
|
Nov 27, 2024
Q3 2023
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
84.6KNew |
$7.48M - $8.71M
|
84.6K
$7.46M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$494K - $576K
|
5.59K
$493K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.97K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11Closed |
$973 - $1.13K
|
0
$0
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
152KNew |
$13.4M - $15.6M
|
152K
$13.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
26KNew |
$2.3M - $2.68M
|
26K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
CALL |
905KNew |
$80M - $93.2M
|
905K
$79.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
79.1K+ 282.75% |
$6.99M - $8.14M
|
107K
$9.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$26.5M - $30.9M
|
300K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$2.56K - $2.99K
|
29
$2.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$894K - $1.04M
|
10.1K
$892K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$132K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30K- 34.08% |
$2.66M - $3.09M
|
58.1K
$5.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.41M - $5.14M
|
49.9K
$4.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
250KNew |
$22.1M - $25.7M
|
250K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
12KNew |
$1.06M - $1.24M
|
12K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
10KNew |
$884K - $1.03M
|
10K
$881K
|
|
|
Nov 14, 2023
Q3 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
22.9KNew |
$2.02M - $2.35M
|
22.9K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
250KNew |
$22.1M - $25.7M
|
250K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-65.9K- 72.57% |
$5.82M - $6.78M
|
24.9K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
PUT |
63.8K+ 67.05% |
$5.64M - $6.56M
|
159K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
7KNew |
$619K - $721K
|
7K
$617K
|
|
|
Nov 14, 2023
Q3 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
122KNew |
$10.8M - $12.5M
|
122K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
CALL |
103KNew |
$9.07M - $10.6M
|
103K
$9.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
27.5KNew |
$2.43M - $2.83M
|
27.5K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.58K+ 6.78% |
$228K - $266K
|
40.7K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
PUT |
11.5KNew |
$1.02M - $1.19M
|
11.5K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
50K+ 125.0% |
$4.42M - $5.15M
|
90K
$7.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
72+ 2.67% |
$6.37K - $7.41K
|
2.77K
$244K
|
|
|
Nov 13, 2023
Q3 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
CALL |
755KNew |
$66.8M - $77.8M
|
755K
$66.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.9K- 55.35% |
$1.05M - $1.23M
|
9.6K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
228KNew |
$20.2M - $23.5M
|
228K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-13.3K- 23.49% |
$1.18M - $1.37M
|
43.4K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9.05K- 52.31% |
$800K - $932K
|
8.25K
$727K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.46K- 29.2% |
$129K - $150K
|
3.54K
$312K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.3K- 53.34% |
$1M - $1.17M
|
9.91K
$874K
|
|
|
Nov 13, 2023
Q3 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
500KNew |
$44.2M - $51.5M
|
500K
$44.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-199- 99.5% |
$17.6K - $20.5K
|
1
$88.1
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.23K+ 123.09% |
$374K - $435K
|
7.66K
$675K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
444KNew |
$39.2M - $45.7M
|
444K
$39.1M
|
|