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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-17- 17.35% |
$1.5K - $1.75K
|
81
$7.14K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.97K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$169K - $196K
|
37.3K
$3.29M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
72+ 1.57% |
$6.37K - $7.41K
|
4.65K
$409K
|
|
| Q2 2023 | |||||||
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
13New |
$1.3K - $1.41K
|
13
$1.15K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-32K- 56.99% |
$3.21M - $3.47M
|
24.1K
$2.13M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
CALL |
-400Closed |
$40.1K - $43.4K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-404KClosed |
$40.5M - $43.9M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.92KNew |
$393K - $426K
|
3.92K
$346K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.74KNew |
$475K - $514K
|
4.74K
$417K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.1K- 48.05% |
$4.02M - $4.36M
|
43.4K
$3.82M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.52M - $3.81M
|
35.1K
$3.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 4.34% |
$100K - $109K
|
22K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-246- 93.18% |
$24.7K - $26.7K
|
18
$1.59K
|
|
|
Aug 14, 2023
Q2 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3K+ 30.0% |
$301K - $326K
|
13K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-37.2K- 74.38% |
$3.73M - $4.04M
|
12.8K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$20.1M - $21.7M
|
200K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$25.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2.98M+ 14900.0% |
$299M - $323M
|
3M
$264M
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
CALL |
11.5KNew |
$1.15M - $1.25M
|
11.5K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-85- 22.14% |
$8.52K - $9.23K
|
299
$26.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30New |
$3.01K - $3.26K
|
30
$2.64K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.12K+ 18.32% |
$613K - $664K
|
39.5K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
544+ 11.6% |
$54.6K - $59K
|
5.23K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
CALL |
1.2KNew |
$120K - $130K
|
1.2K
$106K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$10K - $10.9K
|
100
$8.81K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68K+ 22.96% |
$6.82M - $7.38M
|
364K
$32.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 3.13% |
$10K - $10.9K
|
3.1K
$273K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$60.2K - $65.1K
|
600
$52.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
38.6K+ 16.35% |
$3.87M - $4.19M
|
275K
$24.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-558- 88.57% |
$56K - $60.6K
|
72
$6.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 20.51% |
$8.82K - $9.55K
|
341
$30.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
88+ 1.44% |
$8.82K - $9.55K
|
6.18K
$545K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$705K
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 3.77% |
$113K - $122K
|
28.7K
$2.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$4.01K - $4.34K
|
40
$3.53K
|
|
|
Aug 09, 2023
Q2 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
CALL |
150KNew |
$15M - $16.3M
|
150K
$13.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$239K - $259K
|
2.38K
$210K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
823+ 37.82% |
$82.5K - $89.3K
|
3K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
546+ 1.5% |
$54.8K - $59.3K
|
37K
$3.26M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.42KNew |
$242K - $262K
|
2.42K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39New |
$3.91K - $4.23K
|
39
$3.44K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-492- 17.74% |
$49.3K - $53.4K
|
2.28K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-974- 17.37% |
$97.7K - $106K
|
4.63K
$408K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
657New |
$65.9K - $71.3K
|
657
$57.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.34K
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-884K- 79.15% |
$88.6M - $95.9M
|
233K
$20.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-492- 7.55% |
$49.3K - $53.4K
|
6.03K
$531K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.21K- 4.3% |
$422K - $457K
|
93.7K
$8.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.42K- 99.19% |
$544K - $588K
|
44
$3.88K
|
|