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
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
152+ 4.84% |
$13.3K - $14.4K
|
3.29K
$309K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
145New |
$12.7K - $13.7K
|
145
$13.6K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
139+ 0.91% |
$12.2K - $13.2K
|
15.4K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.6% |
$11.9K - $12.9K
|
22.7K
$2.13M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
136+ 3.8% |
$11.9K - $12.9K
|
3.71K
$349K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
135+ 22.43% |
$11.9K - $12.8K
|
737
$69.2K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$308K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 2.59% |
$10.9K - $11.7K
|
4.9K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 1514.29% |
$9.3K - $10K
|
113
$10.6K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
105New |
$9.22K - $9.94K
|
105
$9.86K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104+ 0.17% |
$9.13K - $9.85K
|
62.7K
$5.89M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.84% |
$8.78K - $9.47K
|
2.71K
$254K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 2.37% |
$8.78K - $9.47K
|
4.33K
$406K
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
93+ 2.64% |
$8.16K - $8.8K
|
3.62K
$340K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$7.9K - $8.52K
|
90
$8.45K
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
88+ 0.35% |
$7.72K - $8.33K
|
25.3K
$2.37M
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
86+ 0.22% |
$7.55K - $8.14K
|
39.6K
$3.72M
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$7.37K - $7.95K
|
84
$7.89K
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
78+ 4.43% |
$6.85K - $7.38K
|
1.84K
$173K
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
74+ 0.76% |
$6.5K - $7.01K
|
9.81K
$921K
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
73New |
$6.41K - $6.91K
|
73
$6.85K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
68New |
$5.97K - $6.44K
|
68
$6.38K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
65New |
$5.71K - $6.15K
|
65
$6.1K
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 54.05% |
$5.27K - $5.68K
|
171
$16.1K
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
55New |
$4.83K - $5.21K
|
55
$5.16K
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
55+ 2.34% |
$4.83K - $5.21K
|
2.41K
$226K
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
53+ 1.17% |
$4.65K - $5.02K
|
4.59K
$430K
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40+ 0.21% |
$3.51K - $3.79K
|
18.8K
$1.77M
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.05% |
$3.34K - $3.6K
|
3.66K
$343K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
33+ 1.52% |
$2.9K - $3.12K
|
2.2K
$207K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32+ 3.9% |
$2.81K - $3.03K
|
852
$80K
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
31+ 0.84% |
$2.72K - $2.93K
|
3.74K
$351K
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.92% |
$2.63K - $2.84K
|
3.3K
$310K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.26% |
$2.63K - $2.84K
|
11.7K
$1.1M
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29+ 0.5% |
$2.55K - $2.75K
|
5.85K
$549K
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
CALL |
27New |
$2.37K - $2.56K
|
27
$2.53K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$2.28K - $2.46K
|
26
$2.44K
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
26+ 0.47% |
$2.28K - $2.46K
|
5.53K
$519K
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
26+ 1.13% |
$2.28K - $2.46K
|
2.34K
$219K
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
24+ 0.31% |
$2.11K - $2.27K
|
7.8K
$732K
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.11K - $2.27K
|
24
$2.25K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 1.46% |
$2.02K - $2.18K
|
1.6K
$150K
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
20New |
$1.76K - $1.89K
|
20
$1.88K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 3.13% |
$1.76K - $1.89K
|
658
$61.8K
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 0.49% |
$1.67K - $1.8K
|
3.91K
$367K
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15New |
$1.32K - $1.42K
|
15
$1.41K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
15New |
$1.32K - $1.42K
|
15
$1.41K
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.55% |
$1.23K - $1.33K
|
2.57K
$241K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.08% |
$1.23K - $1.33K
|
17.5K
$1.65M
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$966 - $1.04K
|
11
$1.03K
|