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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 7.94% |
$9.24K - $10.9K
|
1.36K
$120K
|
|
|
Feb 13, 2023
Q4 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 80.76% |
$1.31M - $1.56M
|
3.39K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$2.28M - $2.7M
|
24.7K
$2.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31.3KNew |
$2.89M - $3.43M
|
31.3K
$2.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
7.5KNew |
$693K - $821K
|
7.5K
$661K
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
53.9K+ 103.8% |
$4.98M - $5.9M
|
106K
$9.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-32Closed |
$2.96K - $3.5K
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4KNew |
$4.84M - $5.73M
|
52.4K
$4.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$2.77M - $3.28M
|
30K
$2.64M
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
170New |
$15.7K - $18.6K
|
170
$15K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
13KNew |
$1.2M - $1.42M
|
13K
$1.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.61KNew |
$241K - $286K
|
2.61K
$230K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.31KNew |
$214K - $253K
|
2.31K
$204K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.51K- 55.83% |
$787K - $932K
|
6.74K
$594K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$441K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 4.0% |
$471K - $558K
|
122K
$10.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
19.1KNew |
$1.76M - $2.09M
|
19.1K
$1.68M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
170New |
$15.7K - $18.6K
|
170
$15K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.73K- 42.83% |
$252K - $299K
|
3.65K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$249K - $296K
|
2.7K
$238K
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
2.05KNew |
$189K - $224K
|
2.05K
$180K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
40KNew |
$3.7M - $4.38M
|
40K
$3.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.19M - $1.41M
|
12.8K
$1.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.85K+ 16.93% |
$541K - $641K
|
40.4K
$3.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.54KNew |
$234K - $278K
|
2.54K
$223K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.89K+ 122.8% |
$174K - $206K
|
3.42K
$301K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
37.9KNew |
$3.5M - $4.15M
|
37.9K
$3.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
SELL
|
CALL |
-100K- 50.0% |
$9.24M - $10.9M
|
100K
$8.81M
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.82K+ 10.32% |
$353K - $418K
|
40.8K
$3.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.22K- 15.15% |
$482K - $571K
|
29.2K
$2.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $193K
|
1.76K
$155K
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.32M - $1.57M
|
14.3K
$1.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.9KNew |
$2.12M - $2.51M
|
22.9K
$2.02M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-479- 6.91% |
$44.3K - $52.4K
|
6.46K
$569K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-18.6K- 83.58% |
$1.72M - $2.04M
|
3.66K
$322K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 9.68% |
$277 - $328
|
28
$2.47K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-259- 8.03% |
$23.9K - $28.4K
|
2.97K
$262K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.21K+ 4.49% |
$111K - $132K
|
28.1K
$2.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88.6KNew |
$8.18M - $9.69M
|
88.6K
$7.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-209- 0.91% |
$19.3K - $22.9K
|
22.8K
$2.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1K+ 77.0% |
$1.3M - $1.54M
|
32.4K
$2.85M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$23K - $27.3K
|
249
$21.9K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4New |
$370 - $438
|
4
$353
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.7K- 97.82% |
$1.09M - $1.29M
|
262
$23.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$1.62M - $1.92M
|
17.5K
$1.54M
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.39KClosed |
$140K - $166K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.98K+ 17.51% |
$301K - $357K
|
20K
$1.76M
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.08K- 66.79% |
$412K - $490K
|
2.03K
$179K
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-385Closed |
$38.9K - $46.2K
|
0
$0
|
|