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 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.06KNew |
$365K - $411K
|
4.06K
$367K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
463+ 57.88% |
$41.6K - $46.9K
|
1.26K
$114K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
28.4KNew |
$2.55M - $2.88M
|
28.4K
$2.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-52.9K- 23.78% |
$4.76M - $5.36M
|
170K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
157KNew |
$14.1M - $15.9M
|
157K
$14.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.1K+ 51.17% |
$1.36M - $1.53M
|
44.7K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.5K+ 89.23% |
$5.17M - $5.83M
|
122K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-32.4K- 14.8% |
$2.92M - $3.29M
|
187K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
13.8K+ 67.28% |
$1.24M - $1.4M
|
34.4K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.12M - $1.26M
|
12.5K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
19.6K+ 17.19% |
$1.76M - $1.99M
|
134K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
1.8M+ 227.14% |
$162M - $182M
|
2.59M
$234M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.81K- 21.46% |
$342K - $386K
|
13.9K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 77.12% |
$1.07M - $1.21M
|
3.54K
$320K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-307- 1.6% |
$27.6K - $31.1K
|
18.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 77.61% |
$189K - $213K
|
4.81K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.08K- 44.52% |
$187K - $211K
|
2.59K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.44% |
$378K - $426K
|
29.6K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.02% |
$3.33K - $3.75K
|
774
$70K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-694- 19.4% |
$62.4K - $70.3K
|
2.88K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
103+ 5.69% |
$9.26K - $10.4K
|
1.91K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 113.13% |
$1.04M - $1.17M
|
21.8K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
140KNew |
$12.6M - $14.2M
|
140K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.9K+ 112.24% |
$5.12M - $5.77M
|
108K
$9.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.25% |
$89.9 - $101
|
406
$36.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
10.2K+ 124.7% |
$917K - $1.03M
|
18.4K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-73.6K- 20.42% |
$6.62M - $7.46M
|
287K
$26M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.2K+ 62.23% |
$1.28M - $1.44M
|
37.1K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
174K+ 2412.44% |
$15.6M - $17.6M
|
181K
$16.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.68K- 11.62% |
$241K - $271K
|
20.4K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
811+ 2.67% |
$72.9K - $82.2K
|
31.2K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
724+ 11.16% |
$65.1K - $73.4K
|
7.21K
$652K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-19- 1.7% |
$1.71K - $1.93K
|
1.1K
$99.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-177K- 97.1% |
$15.9M - $18M
|
5.3K
$479K
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
41.8K+ 386.97% |
$3.76M - $4.24M
|
52.6K
$4.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35.8KNew |
$3.22M - $3.63M
|
35.8K
$3.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 4.22% |
$1.01M - $1.14M
|
279K
$25.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.7K+ 10.44% |
$2.58M - $2.91M
|
304K
$27.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$310K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.27K- 24.43% |
$474K - $534K
|
16.3K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.52K+ 11.49% |
$407K - $458K
|
43.9K
$3.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$1.47M - $1.66M
|
16.3K
$1.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
98.3KNew |
$8.84M - $9.96M
|
98.3K
$8.89M
|
|
|
Nov 08, 2024
Q3 2024
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
PUT |
6KNew |
$539K - $608K
|
6K
$543K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-266K- 4.01% |
$23.9M - $27M
|
6.38M
$577M
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-411K- 98.63% |
$37M - $41.7M
|
5.7K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 8.51% |
$102K - $115K
|
12.2K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
89New |
$8K - $9.02K
|
89
$8.05K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
425New |
$38.2K - $43.1K
|
425
$38.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.49K- 65.91% |
$763K - $860K
|
4.39K
$397K
|