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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
77+ 213.89% |
$8.38K - $10.2K
|
113
$9.96K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$202K - $246K
|
1.86K
$164K
|
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
BUY
|
CALL |
400New |
$43.5K - $53K
|
400
$35.3K
|
|
|
Jul 27, 2022
Q2 2022
|
Udine Wealth Management, Inc.
|
SELL
|
- |
-26.5KClosed |
$2.89M - $3.51M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-47- 40.17% |
$5.11K - $6.22K
|
70
$6.17K
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
76.5KNew |
$8.32M - $10.1M
|
76.5K
$6.74M
|
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.25KClosed |
$136K - $165K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.12K- 48.02% |
$340K - $413K
|
3.38K
$298K
|
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$227K - $277K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.51KClosed |
$273K - $332K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-2.01KClosed |
$219K - $267K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
73K+ 60.83% |
$7.94M - $9.66M
|
193K
$17M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
35New |
$3.81K - $4.63K
|
35
$3.08K
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.56KClosed |
$170K - $207K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7New |
$762 - $927
|
7
$617
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
980New |
$107K - $130K
|
980
$86.4K
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$2.78M - $3.38M
|
25.5K
$2.25M
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
31New |
$3.37K - $4.1K
|
31
$2.73K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
500New |
$54.4K - $66.2K
|
500
$44.1K
|
|
|
Jul 18, 2022
Q2 2022
|
Howard Financial Services, Ltd.
|
SELL
|
PUT |
-10KClosed |
$1.09M - $1.32M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.59KClosed |
$173K - $210K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.01KClosed |
$219K - $267K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-1.56KClosed |
$169K - $206K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$216K - $263K
|
1.98K
$175K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
132+ 0.39% |
$14.4K - $17.5K
|
34.4K
$3.03M
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-7.91KClosed |
$861K - $1.05M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
233+ 6.85% |
$25.4K - $30.8K
|
3.63K
$320K
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
CALL |
100New |
$10.9K - $13.2K
|
100
$8.81K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-113Closed |
$12.3K - $15K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
188KNew |
$20.4M - $24.8M
|
188K
$16.5M
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-70Closed |
$7.62K - $9.27K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jun 16, 2023
Q1 2022
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-997KClosed |
$128M - $144M
|
0
$0
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2KNew |
$668K - $750K
|
5.2K
$458K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-43- 22.63% |
$5.53K - $6.2K
|
147
$13K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
CALL |
55.2KNew |
$7.11M - $7.97M
|
55.2K
$4.87M
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
602+ 13.3% |
$77.5K - $86.9K
|
5.13K
$452K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-64Closed |
$8.23K - $9.24K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-173Closed |
$22.3K - $25K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nishkama Capital, LLC
Dorado, PR |
SELL
|
PUT |
-204KClosed |
$26.3M - $29.5M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-12.2KClosed |
$1.57M - $1.76M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-170Closed |
$21.9K - $24.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Plustick Management LLC
Charlottesville, VA |
SELL
|
PUT |
-700KClosed |
$90.1M - $101M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-70Closed |
$9.01K - $10.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
CALL |
-2.6KClosed |
$335K - $375K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
340KNew |
$43.7M - $49.1M
|
340K
$30M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-38Closed |
$4.89K - $5.48K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
200+ 5.13% |
$25.7K - $28.9K
|
4.1K
$361K
|
|
|
May 13, 2022
Q1 2022
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.6KClosed |
$849K - $952K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-13.6KClosed |
$1.75M - $1.96M
|
0
$0
|
|