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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$184K - $197K
|
2K
$181K
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.36KNew |
$126K - $135K
|
1.36K
$123K
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$117K - $125K
|
1.26K
$114K
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
922+ 2.42% |
$85K - $91K
|
39K
$3.53M
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
740+ 2.97% |
$68.2K - $73.1K
|
25.7K
$2.32M
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
729+ 39.53% |
$67.2K - $72K
|
2.57K
$233K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
546+ 22.95% |
$50.3K - $53.9K
|
2.93K
$265K
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$325K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512New |
$47.2K - $50.5K
|
512
$46.3K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$45.9K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
388New |
$35.8K - $38.3K
|
388
$35.1K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$228K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
208+ 226.09% |
$19.2K - $20.5K
|
300
$27.1K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
203New |
$18.7K - $20K
|
203
$18.4K
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$15.2K - $16.3K
|
165
$14.9K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154New |
$14.2K - $15.2K
|
154
$13.9K
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
145New |
$13.4K - $14.3K
|
145
$13.1K
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
129New |
$11.9K - $12.7K
|
129
$11.7K
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.41% |
$11.4K - $12.2K
|
2.42K
$219K
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
103+ 3.8% |
$9.49K - $10.2K
|
2.81K
$254K
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
101+ 3.21% |
$9.31K - $9.97K
|
3.25K
$294K
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$9.22K - $9.87K
|
100
$9.05K
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
60+ 2.7% |
$5.53K - $5.92K
|
2.28K
$206K
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
51New |
$4.7K - $5.03K
|
51
$4.61K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$4.42K - $4.74K
|
48
$4.34K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.94% |
$3.78K - $4.05K
|
4.39K
$397K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26New |
$2.4K - $2.57K
|
26
$2.35K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$2.03K - $2.17K
|
22
$1.99K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.36K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.36K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.18K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.18K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$369 - $395
|
4
$362
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 16.67% |
$277 - $296
|
21
$1.9K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$90.5
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Brigade Capital Management, LP
New York, NY |
BUY
|
CALL |
7MNew |
$579M - $704M
|
7M
$633M
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2MNew |
$166M - $201M
|
2M
$181M
|
|
Feb 14, 2024
Q4 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
750K+ 1500.0% |
$62.1M - $75.4M
|
800K
$72.4M
|
|
Feb 12, 2024
Q4 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
705KNew |
$58.4M - $70.9M
|
705K
$63.8M
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
480KNew |
$39.7M - $48.2M
|
480K
$43.4M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
233K+ 2745.52% |
$19.3M - $23.4M
|
241K
$21.9M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
225K+ 301.8% |
$18.6M - $22.6M
|
299K
$27.1M
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
130KNew |
$10.8M - $13.1M
|
130K
$11.8M
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
130KNew |
$10.8M - $13.1M
|
130K
$11.8M
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
130KNew |
$10.7M - $13M
|
130K
$11.7M
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
129KNew |
$10.7M - $12.9M
|
129K
$11.6M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$9.05M - $11M
|
109K
$9.89M
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
75KNew |
$6.21M - $7.54M
|
75K
$6.79M
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
73.8KNew |
$6.11M - $7.42M
|
73.8K
$6.68M
|