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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106+ 16.11% |
$9.53K - $10.7K
|
764
$69.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103+ 1.03% |
$9.26K - $10.4K
|
10.1K
$918K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
103+ 1.4% |
$9.26K - $10.4K
|
7.48K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
103+ 5.69% |
$9.26K - $10.4K
|
1.91K
$173K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
102+ 2.73% |
$9.17K - $10.3K
|
3.85K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
100+ 2.34% |
$8.99K - $10.1K
|
4.37K
$396K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
100New |
$8.99K - $10.1K
|
100
$9.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 50.0% |
$8.99K - $10.1K
|
300
$27.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
92+ 4.55% |
$8.27K - $9.32K
|
2.11K
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
89New |
$8K - $9.02K
|
89
$8.05K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.64K - $8.61K
|
85
$7.69K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
81New |
$7.28K - $8.21K
|
81
$7.33K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
75+ 0.96% |
$6.74K - $7.6K
|
7.88K
$713K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.07% |
$6.74K - $7.6K
|
107K
$9.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
72New |
$6.47K - $7.3K
|
72
$6.52K
|
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
72+ 0.42% |
$6.47K - $7.3K
|
17.4K
$1.58M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68New |
$6.11K - $6.89K
|
68
$6.15K
|
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
65+ 0.7% |
$5.84K - $6.59K
|
9.41K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
63+ 0.04% |
$5.66K - $6.38K
|
178K
$16.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
63+ 3.29% |
$5.66K - $6.38K
|
1.98K
$179K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
62+ 1.05% |
$5.57K - $6.28K
|
5.95K
$539K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57New |
$5.12K - $5.78K
|
57
$5.16K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$5.03K - $5.67K
|
56
$5.07K
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
54+ 1.36% |
$4.86K - $5.47K
|
4.02K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.28% |
$4.59K - $5.17K
|
4.04K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
51+ 1.26% |
$4.59K - $5.17K
|
4.09K
$370K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
49+ 0.24% |
$4.41K - $4.97K
|
20.9K
$1.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
47+ 0.74% |
$4.23K - $4.76K
|
6.37K
$576K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.95% |
$3.96K - $4.46K
|
4.67K
$423K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$3.42K - $3.85K
|
38
$3.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.02% |
$3.33K - $3.75K
|
774
$70K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$3.08K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 1.28% |
$3.06K - $3.45K
|
2.69K
$243K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 0.2% |
$2.97K - $3.34K
|
17K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
31New |
$2.79K - $3.14K
|
31
$2.81K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 1550.0% |
$2.79K - $3.14K
|
33
$2.99K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 12.79% |
$2.52K - $2.84K
|
247
$22.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.84% |
$2.34K - $2.63K
|
3.13K
$283K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
24+ 0.16% |
$2.16K - $2.43K
|
14.6K
$1.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 2.8% |
$1.89K - $2.13K
|
770
$69.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$1.8K - $2.03K
|
20
$1.81K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$83.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
19+ 0.3% |
$1.71K - $1.93K
|
6.35K
$574K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
16+ 0.51% |
$1.44K - $1.62K
|
3.13K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.66M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$1.44K - $1.62K
|
16
$1.45K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 1300.0% |
$1.17K - $1.32K
|
14
$1.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.88% |
$719 - $811
|
913
$82.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7New |
$629 - $709
|
7
$633
|