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 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
531+ 9.94% |
$46.6K - $50.3K
|
5.87K
$551K
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
530+ 4.54% |
$46.5K - $50.2K
|
12.2K
$1.14M
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
521+ 5.47% |
$45.7K - $49.3K
|
10K
$943K
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
512+ 10.39% |
$44.9K - $48.5K
|
5.44K
$511K
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
PUT |
500New |
$43.9K - $47.3K
|
500
$46.9K
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
496+ 7.76% |
$43.5K - $47K
|
6.89K
$647K
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
491+ 5.25% |
$43.1K - $46.5K
|
9.84K
$923K
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
490+ 7.55% |
$43K - $46.4K
|
6.98K
$655K
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
484+ 13.69% |
$42.5K - $45.8K
|
4.02K
$377K
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
481+ 2.92% |
$42.2K - $45.5K
|
17K
$1.59M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
473+ 6.34% |
$41.5K - $44.8K
|
7.94K
$745K
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
470New |
$41.3K - $44.5K
|
470
$44.1K
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
451+ 10.69% |
$39.6K - $42.7K
|
4.67K
$438K
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
416+ 5.17% |
$36.5K - $39.4K
|
8.46K
$794K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
395New |
$34.7K - $37.4K
|
395
$37.1K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
392+ 3.66% |
$34.4K - $37.1K
|
11.1K
$1.04M
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
380New |
$33.4K - $36K
|
380
$35.7K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
369New |
$32.4K - $34.9K
|
369
$34.6K
|
|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
350+ 4.98% |
$30.7K - $33.1K
|
7.37K
$692K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
345+ 328.57% |
$30.3K - $32.7K
|
450
$42.2K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
329+ 5.6% |
$28.9K - $31.1K
|
6.2K
$582K
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$26.3K - $28.4K
|
300
$28.2K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
285+ 6.45% |
$25K - $27K
|
4.71K
$442K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
283+ 35.51% |
$24.8K - $26.8K
|
1.08K
$101K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
281+ 1.93% |
$24.7K - $26.6K
|
14.8K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280+ 1.48% |
$24.6K - $26.5K
|
19.1K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
273+ 10.79% |
$24K - $25.8K
|
2.8K
$263K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
269+ 3.67% |
$23.6K - $25.5K
|
7.6K
$713K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
260New |
$22.8K - $24.6K
|
260
$24.4K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
255+ 8500.0% |
$22.4K - $24.1K
|
258
$24.2K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
251New |
$22K - $23.8K
|
251
$23.6K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
251+ 4.46% |
$22K - $23.8K
|
5.88K
$552K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
249+ 1.6% |
$21.9K - $23.6K
|
15.8K
$1.49M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
240+ 2.67% |
$21.1K - $22.7K
|
9.24K
$867K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
225+ 7.25% |
$19.8K - $21.3K
|
3.33K
$312K
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
220+ 3.19% |
$19.3K - $20.8K
|
7.12K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
219+ 1.02% |
$19.2K - $20.7K
|
21.7K
$2.04M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
216New |
$19K - $20.4K
|
216
$20.3K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213+ 1014.29% |
$18.7K - $20.2K
|
234
$22K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
208+ 24.5% |
$18.3K - $19.7K
|
1.06K
$99.2K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
202+ 5.34% |
$17.7K - $19.1K
|
3.98K
$374K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$17.6K - $18.9K
|
200
$18.8K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 1.99% |
$17.6K - $18.9K
|
10.2K
$961K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
197+ 5.2% |
$17.3K - $18.6K
|
3.99K
$374K
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
196+ 2.63% |
$17.2K - $18.6K
|
7.64K
$717K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
191+ 6.84% |
$16.8K - $18.1K
|
2.98K
$280K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
183+ 79.57% |
$16.1K - $17.3K
|
413
$38.8K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
171New |
$15K - $16.2K
|
171
$16.1K
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
156+ 0.19% |
$13.7K - $14.8K
|
80.7K
$7.58M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
153New |
$13.4K - $14.5K
|
153
$14.4K
|