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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$96.6K - $104K
|
1.1K
$103K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 17.99% |
$96K - $104K
|
7.18K
$674K
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.09K+ 1.21% |
$95.5K - $103K
|
91.4K
$8.58M
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.07K+ 6.22% |
$93.9K - $101K
|
18.3K
$1.71M
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 0.6% |
$93.5K - $101K
|
178K
$16.7M
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.05K+ 1.56% |
$92.2K - $99.4K
|
68.5K
$6.43M
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.01K+ 2.91% |
$88.7K - $95.7K
|
35.8K
$3.36M
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.01KNew |
$88.2K - $95.1K
|
1.01K
$94.3K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
CALL |
1KNew |
$87.8K - $94.7K
|
1K
$93.9K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1KNew |
$87.8K - $94.7K
|
1K
$93.9K
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$87.8K - $94.7K
|
1K
$93.9K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1KNew |
$87.8K - $94.7K
|
1K
$93.9K
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 17.24% |
$87.8K - $94.7K
|
6.8K
$638K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
939New |
$82.4K - $88.9K
|
939
$88.1K
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
933+ 1.1% |
$81.9K - $88.3K
|
85.4K
$8.02M
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
918+ 17.12% |
$80.6K - $86.9K
|
6.28K
$589K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
905New |
$79.4K - $85.7K
|
905
$85K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
894+ 11.08% |
$78.5K - $84.6K
|
8.96K
$841K
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
887+ 8.99% |
$77.9K - $84K
|
10.8K
$1.01M
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
887+ 16.54% |
$77.9K - $84K
|
6.25K
$587K
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
882+ 4.05% |
$77.4K - $83.5K
|
22.7K
$2.13M
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
874+ 13.5% |
$76.7K - $82.7K
|
7.35K
$690K
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
873+ 33.58% |
$76.6K - $82.6K
|
3.47K
$326K
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
839+ 4.22% |
$73.6K - $79.4K
|
20.7K
$1.95M
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
826+ 30.03% |
$72.5K - $78.2K
|
3.58K
$336K
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
795+ 22.14% |
$69.8K - $75.3K
|
4.39K
$412K
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
786+ 20.1% |
$69K - $74.4K
|
4.7K
$441K
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
779+ 3.53% |
$68.4K - $73.7K
|
22.8K
$2.14M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
737+ 22.27% |
$64.7K - $69.8K
|
4.05K
$380K
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
731+ 10.89% |
$64.2K - $69.2K
|
7.44K
$699K
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
724+ 19.43% |
$63.6K - $68.5K
|
4.45K
$418K
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
697+ 2.12% |
$61.2K - $66K
|
33.5K
$3.15M
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
693+ 1.73% |
$60.8K - $65.6K
|
40.8K
$3.83M
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
682+ 1.99% |
$59.9K - $64.6K
|
34.9K
$3.28M
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
677+ 19.59% |
$59.4K - $64.1K
|
4.13K
$388K
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
673+ 1.69% |
$59.1K - $63.7K
|
40.4K
$3.79M
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
645+ 6.27% |
$56.6K - $61.1K
|
10.9K
$1.03M
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
638+ 8.53% |
$56K - $60.4K
|
8.12K
$762K
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
635+ 2.0% |
$55.7K - $60.1K
|
32.4K
$3.05M
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
630+ 9.48% |
$55.3K - $59.6K
|
7.27K
$683K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
625+ 7.41% |
$54.9K - $59.2K
|
9.06K
$851K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
603+ 12.75% |
$52.9K - $57.1K
|
5.33K
$501K
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
600New |
$52.7K - $56.8K
|
600
$56.3K
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
569+ 11.38% |
$49.9K - $53.9K
|
5.57K
$523K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
567New |
$49.8K - $53.7K
|
567
$53.2K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
562+ 3.44% |
$49.3K - $53.2K
|
16.9K
$1.59M
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
561New |
$49.2K - $53.1K
|
561
$52.7K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
546+ 9.24% |
$47.9K - $51.7K
|
6.46K
$606K
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
540+ 2.79% |
$47.4K - $51.1K
|
19.9K
$1.87M
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
534+ 4.95% |
$46.9K - $50.6K
|
11.3K
$1.06M
|