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 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
108K+ 14.12% |
$9.55M - $11.1M
|
873K
$76.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
67.5KNew |
$5.97M - $6.95M
|
67.5K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
301+ 16.03% |
$26.6K - $31K
|
2.18K
$192K
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
32KNew |
$2.83M - $3.29M
|
32K
$2.82M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
64.3KNew |
$5.68M - $6.62M
|
64.3K
$5.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
60KNew |
$5.3M - $6.18M
|
60K
$5.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Isomer Partners LP
New York, NY |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$132K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-40- 5.15% |
$3.54K - $4.12K
|
737
$65K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.31K- 3.73% |
$115K - $134K
|
33.7K
$2.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.44KNew |
$392K - $457K
|
4.44K
$391K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
PUT |
98.9KNew |
$8.74M - $10.2M
|
98.9K
$8.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.54K- 0.41% |
$136K - $159K
|
372K
$32.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.42% |
$3.09K - $3.6K
|
8.29K
$730K
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
100KNew |
$8.84M - $10.3M
|
100K
$8.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
CALL |
8KNew |
$707K - $824K
|
8K
$705K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.8K+ 43.9% |
$159K - $185K
|
5.9K
$520K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.33KNew |
$295K - $343K
|
3.33K
$294K
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
33.6KNew |
$2.97M - $3.46M
|
33.6K
$2.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-402- 4.96% |
$35.5K - $41.4K
|
7.7K
$678K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-258- 93.14% |
$22.8K - $26.6K
|
19
$1.67K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.47KNew |
$218K - $254K
|
2.47K
$218K
|
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20KNew |
$1.77M - $2.06M
|
20K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47+ 0.89% |
$4.16K - $4.84K
|
5.34K
$471K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
18New |
$1.59K - $1.85K
|
18
$1.59K
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
38.4KNew |
$3.4M - $3.95M
|
38.4K
$3.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.71K- 39.08% |
$328K - $382K
|
5.78K
$510K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
30KNew |
$2.65M - $3.09M
|
30K
$2.64M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
106+ 2.04% |
$9.37K - $10.9K
|
5.31K
$468K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$208K - $242K
|
2.35K
$207K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
18.9KNew |
$1.67M - $1.94M
|
18.9K
$1.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66.7KNew |
$5.9M - $6.87M
|
66.7K
$5.88M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.06M - $3.56M
|
34.6K
$3.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.48K+ 2.34% |
$131K - $153K
|
64.8K
$5.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$265K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.44KNew |
$569K - $663K
|
6.44K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
39.9KNew |
$3.52M - $4.1M
|
39.9K
$3.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86New |
$7.6K - $8.85K
|
86
$7.58K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$335K - $390K
|
3.79K
$334K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6K- 29.7% |
$530K - $618K
|
14.2K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57KNew |
$227K - $265K
|
2.57K
$227K
|
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
CALL |
92.5KNew |
$8.18M - $9.52M
|
92.5K
$8.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
352New |
$31.1K - $36.2K
|
352
$31K
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
500New |
$44.2K - $51.5K
|
500
$44.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.56K+ 53.72% |
$138K - $161K
|
4.46K
$393K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.06K - $1.24K
|
12
$1.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.5K - $1.75K
|
17
$1.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$5.92K - $6.9K
|
67
$5.91K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
CALL |
20KNew |
$1.77M - $2.06M
|
20K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$265 - $309
|
3
$264
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
110New |
$9.73K - $11.3K
|
110
$9.7K
|