Latest Institutional Purchases of Ishares Barclays 20+ Year Trea (TLT)
This list provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
2.7KNew |
$242K - $273K
|
2.7K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.69KNew |
$242K - $272K
|
2.69K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.64KNew |
$238K - $268K
|
2.64K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 9.46% |
$232K - $261K
|
29.8K
$2.7M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.55K+ 32.95% |
$229K - $258K
|
10.3K
$929K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
2.54KNew |
$229K - $258K
|
2.54K
$230K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.5K+ 14.98% |
$225K - $254K
|
19.2K
$1.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$225K - $253K
|
2.5K
$226K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.5K+ 4.91% |
$225K - $253K
|
53.4K
$4.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.5K+ 70.56% |
$225K - $253K
|
6.04K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.48K+ 42.12% |
$223K - $251K
|
8.35K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.43K+ 32.72% |
$218K - $246K
|
9.84K
$890K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.42K+ 8.7% |
$218K - $245K
|
30.2K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.4K+ 26.82% |
$216K - $243K
|
11.4K
$1.03M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.39K+ 119.87% |
$215K - $242K
|
4.38K
$396K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.37K+ 1.87% |
$213K - $240K
|
129K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.56% |
$212K - $239K
|
7.89K
$713K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$213K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$212K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.34K+ 12.79% |
$210K - $237K
|
20.6K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $236K
|
2.33K
$211K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.28KNew |
$205K - $231K
|
2.28K
$206K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.27K+ 7.2% |
$204K - $230K
|
33.7K
$3.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.25KNew |
$202K - $228K
|
2.25K
$203K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.24KNew |
$201K - $227K
|
2.24K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.24KNew |
$201K - $226K
|
2.24K
$202K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$201K - $226K
|
2.23K
$202K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.23K+ 1.48% |
$201K - $226K
|
153K
$13.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.23KNew |
$200K - $226K
|
2.23K
$202K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 31.8% |
$196K - $220K
|
9.02K
$815K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.15K+ 5.0% |
$193K - $218K
|
45.1K
$4.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15KNew |
$193K - $217K
|
2.15K
$194K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$194K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$194K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$191K - $216K
|
2.13K
$192K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.13K+ 4.42% |
$191K - $215K
|
50.3K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 77.61% |
$189K - $213K
|
4.81K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$186K - $210K
|
2.07K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.07K+ 89.85% |
$186K - $210K
|
4.38K
$396K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.06KNew |
$185K - $208K
|
2.06K
$186K
|
|
|
Oct 31, 2024
Q3 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
2.02K+ 1.97% |
$181K - $204K
|
104K
$9.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 48.72% |
$181K - $204K
|
6.15K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2K+ 7.69% |
$180K - $203K
|
28K
$2.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
PUT |
2KNew |
$180K - $203K
|
2K
$181K
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.76% |
$179K - $201K
|
74.1K
$6.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$179K - $201K
|
1.99K
$180K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.93K+ 3.81% |
$174K - $196K
|
52.6K
$4.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.92K+ 43.18% |
$173K - $194K
|
6.36K
$575K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.91K+ 56.43% |
$171K - $193K
|
5.28K
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.9K+ 16.27% |
$171K - $193K
|
13.6K
$1.23M
|