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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$26.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1K+ 45.45% |
$100K - $109K
|
3.2K
$282K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
3.24KNew |
$325K - $352K
|
3.24K
$286K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.34K+ 1277.14% |
$134K - $146K
|
1.45K
$127K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.9M
|
17.5K
$1.54M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
169KNew |
$17M - $18.3M
|
169K
$14.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$70.2K - $76K
|
700
$61.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$301K - $326K
|
3K
$264K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$10K - $10.9K
|
100
$8.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.55% |
$100 - $109
|
182
$16K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$3.96M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-67- 3.28% |
$6.72K - $7.27K
|
1.98K
$174K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2KNew |
$201K - $217K
|
2K
$176K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
326KNew |
$32.6M - $35.3M
|
326K
$28.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
870+ 28.46% |
$87.2K - $94.4K
|
3.93K
$346K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15.4K+ 63.17% |
$1.54M - $1.67M
|
39.8K
$3.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.06KNew |
$808K - $875K
|
8.06K
$710K
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.08M
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
920KNew |
$91.6M - $100M
|
920K
$81.1M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$895 - $978
|
9
$793
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.6KNew |
$2.34M - $2.56M
|
23.6K
$2.08M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
90.2K+ 57.34% |
$8.97M - $9.8M
|
248K
$21.8M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 24.14% |
$4.87K - $5.32K
|
154
$13.6K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-99- 99.0% |
$9.85K - $10.8K
|
1
$88.1
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$2.14M - $2.34M
|
21.5K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-317- 13.68% |
$31.5K - $34.4K
|
2K
$176K
|
|
|
May 15, 2023
Q1 2023
|
Bayberry Capital Partners LP
New York, NY |
BUY
|
- |
30KNew |
$2.98M - $3.26M
|
30K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
100KNew |
$9.95M - $10.9M
|
100K
$8.81M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
600KNew |
$59.7M - $65.2M
|
600K
$52.9M
|
|
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
1.62MNew |
$161M - $176M
|
1.62M
$143M
|
|
|
May 15, 2023
Q1 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
55.1K+ 39.36% |
$5.48M - $5.99M
|
195K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
13.7KNew |
$1.36M - $1.49M
|
13.7K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$2.34M - $2.55M
|
23.5K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
315New |
$31.3K - $34.2K
|
315
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.49KNew |
$148K - $162K
|
1.49K
$131K
|
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
1MNew |
$99.5M - $109M
|
1M
$88.1M
|
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.5KNew |
$448K - $489K
|
4.5K
$397K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$2.83M - $3.09M
|
28.4K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$4.78K - $5.21K
|
48
$4.23K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
800New |
$79.6K - $86.9K
|
800
$70.5K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
335New |
$33.3K - $36.4K
|
335
$29.5K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
598+ 0.31% |
$59.5K - $65K
|
194K
$17.1M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-355- 10.01% |
$35.3K - $38.6K
|
3.19K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$796 - $869
|
8
$705
|
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
755+ 11.74% |
$75.1K - $82K
|
7.19K
$633K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.65KNew |
$462K - $505K
|
4.65K
$409K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 98.11% |
$93.1K - $102K
|
18
$1.59K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
451KNew |
$44.9M - $49M
|
451K
$39.8M
|
|