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 |
---|---|---|---|---|---|---|---|
Nov 10, 2022
Q3 2022
|
Heard Capital LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$2.02M - $2.4M
|
20K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.92KNew |
$193K - $230K
|
1.92K
$179K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1New |
$101 - $120
|
1
$93.2
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37.4K- 94.44% |
$3.77M - $4.49M
|
2.2K
$205K
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
20KNew |
$2.02M - $2.4M
|
20K
$1.86M
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$323K - $384K
|
3.2K
$298K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
2+ 0.89% |
$202 - $240
|
227
$21.2K
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25.5K+ 66.87% |
$2.57M - $3.06M
|
63.6K
$5.92M
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
184KNew |
$18.6M - $22.1M
|
184K
$17.2M
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
CALL |
3.7KNew |
$374K - $444K
|
3.7K
$345K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-158- 96.34% |
$16K - $19K
|
6
$559
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.42KNew |
$143K - $171K
|
1.42K
$132K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6.73K+ 42068.75% |
$679K - $808K
|
6.75K
$629K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-9.7K- 66.67% |
$979K - $1.16M
|
4.85K
$452K
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-50- 1.98% |
$5.05K - $6K
|
2.48K
$231K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
60+ 63.83% |
$6.06K - $7.2K
|
154
$14.4K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
466+ 55.15% |
$47K - $55.9K
|
1.31K
$122K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.93KNew |
$396K - $471K
|
3.93K
$366K
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-266- 1.0% |
$26.9K - $31.9K
|
26.3K
$2.45M
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 7.14% |
$101 - $120
|
15
$1.4K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
255New |
$25.7K - $30.6K
|
255
$23.8K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
1.3KNew |
$131K - $156K
|
1.3K
$121K
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
CALL |
1.7K+ 5.26% |
$172K - $204K
|
34K
$3.17M
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-118K- 98.05% |
$11.9M - $14.1M
|
2.34K
$218K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.46K+ 30.9% |
$753K - $896K
|
31.6K
$2.95M
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-11K- 80.44% |
$1.11M - $1.32M
|
2.68K
$249K
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
4KNew |
$404K - $480K
|
4K
$373K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.08% |
$202 - $240
|
2.4K
$224K
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
SELL
|
- |
-12.5K- 67.55% |
$1.27M - $1.5M
|
6.02K
$561K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 66.67% |
$1.21K - $1.44K
|
6
$559
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
205+ 11.15% |
$20.7K - $24.6K
|
2.04K
$191K
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
56.1KNew |
$5.66M - $6.73M
|
56.1K
$5.23M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$808 - $960
|
8
$746
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-248- 5.08% |
$25K - $29.8K
|
4.63K
$432K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
CALL |
1KNew |
$101K - $120K
|
1K
$93.2K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31New |
$3.13K - $3.72K
|
31
$2.89K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 0.92% |
$174K - $207K
|
189K
$17.6M
|
|
Q2 2022 | |||||||
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-220- 20.6% |
$23.9K - $29.1K
|
848
$79.1K
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.88KClosed |
$204K - $248K
|
0
$0
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$452K - $550K
|
4.15K
$387K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32New |
$3.48K - $4.24K
|
32
$2.98K
|
|
Aug 15, 2022
Q2 2022
|
Kgh LTD
Nassau, C5 |
BUY
|
CALL |
2MNew |
$218M - $265M
|
2M
$186M
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
CALL |
400New |
$43.5K - $53K
|
400
$37.3K
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-77- 21.33% |
$8.38K - $10.2K
|
284
$26.5K
|
|
Aug 15, 2022
Q2 2022
|
Kcl Capital, L.P.
New York, NY |
SELL
|
- |
-100KClosed |
$10.9M - $13.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
BUY
|
- |
61.4KNew |
$6.68M - $8.13M
|
61.4K
$5.72M
|
|
Aug 15, 2022
Q2 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
SELL
|
- |
-84.2KClosed |
$9.17M - $11.2M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.97K+ 198.5% |
$432K - $526K
|
5.97K
$557K
|
|
Aug 15, 2022
Q2 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
8.51KNew |
$926K - $1.13M
|
8.51K
$793K
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-30.4KClosed |
$3.31M - $4.03M
|
0
$0
|