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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.28K+ 50.66% |
$376K - $405K
|
12.7K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.25K+ 9.16% |
$373K - $403K
|
50.7K
$4.76M
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
4.2K+ 7.32% |
$369K - $398K
|
61.6K
$5.78M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.06KNew |
$357K - $385K
|
4.06K
$381K
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4K+ 1.64% |
$351K - $379K
|
249K
$23.3M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 4.99% |
$347K - $374K
|
83.1K
$7.8M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.87K+ 13.93% |
$339K - $366K
|
31.6K
$2.97M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.83K+ 88.25% |
$336K - $363K
|
8.17K
$767K
|
|
Aug 13, 2024
Q2 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
3.78K+ 6.22% |
$331K - $357K
|
64.5K
$6.05M
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.75KNew |
$329K - $355K
|
3.75K
$352K
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
3.73K+ 11.74% |
$328K - $353K
|
35.5K
$3.34M
|
|
Jul 25, 2024
Q2 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.71K+ 38.53% |
$326K - $352K
|
13.4K
$1.25M
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.7K+ 4.81% |
$325K - $351K
|
80.7K
$7.58M
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
3.59K+ 144.16% |
$315K - $340K
|
6.08K
$571K
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.57K+ 24.41% |
$313K - $338K
|
18.2K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
3.55K+ 9.15% |
$312K - $336K
|
42.4K
$3.98M
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
3.53K+ 5.28% |
$310K - $334K
|
70.4K
$6.61M
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.52K+ 19.01% |
$309K - $333K
|
22K
$2.07M
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
3.5KNew |
$307K - $331K
|
3.5K
$329K
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.49K+ 4.52% |
$306K - $330K
|
80.7K
$7.58M
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.45K+ 104.83% |
$303K - $327K
|
6.75K
$633K
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.43K+ 57.51% |
$301K - $325K
|
9.4K
$883K
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.43K+ 12.26% |
$301K - $325K
|
31.4K
$2.95M
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.42K+ 2278.0% |
$300K - $323K
|
3.57K
$335K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.36K+ 1.24% |
$295K - $318K
|
275K
$25.8M
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.35K+ 14.52% |
$294K - $317K
|
26.4K
$2.48M
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.32K+ 12.65% |
$291K - $314K
|
29.6K
$2.77M
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.3KNew |
$289K - $312K
|
3.3K
$309K
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.19K+ 18.73% |
$280K - $302K
|
20.2K
$1.9M
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
3.14KNew |
$275K - $297K
|
3.14K
$294K
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
3.12K+ 0.93% |
$274K - $295K
|
340K
$31.9M
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
3.03K+ 7.86% |
$266K - $286K
|
41.5K
$3.9M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.02K+ 9.81% |
$265K - $285K
|
33.7K
$3.17M
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.01K+ 14.73% |
$265K - $285K
|
23.5K
$2.2M
|
|
Sep 10, 2024
Q2 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
PUT |
3K+ 17.65% |
$263K - $284K
|
20K
$1.88M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
CALL |
3KNew |
$263K - $284K
|
3K
$282K
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
CALL |
3KNew |
$263K - $284K
|
3K
$282K
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.97K+ 10.42% |
$261K - $281K
|
31.5K
$2.96M
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.97K+ 7.9% |
$261K - $281K
|
40.6K
$3.81M
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.97K+ 3.44% |
$260K - $281K
|
89.1K
$8.36M
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.95K+ 20.6% |
$259K - $279K
|
17.3K
$1.62M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.94K+ 1.91% |
$258K - $278K
|
157K
$14.7M
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.9K+ 46.6% |
$254K - $274K
|
9.11K
$856K
|
|
Jul 24, 2024
Q2 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
2.87K+ 36.18% |
$252K - $272K
|
10.8K
$1.01M
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.85K+ 30.18% |
$250K - $270K
|
12.3K
$1.16M
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.83K+ 4.9% |
$249K - $268K
|
60.6K
$5.69M
|
|
Jul 23, 2024
Q2 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.78K+ 6.8% |
$244K - $263K
|
43.7K
$4.1M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.76K+ 150.14% |
$243K - $262K
|
4.61K
$432K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.75KNew |
$242K - $261K
|
2.75K
$259K
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 9.21% |
$228K - $246K
|
30.8K
$2.89M
|