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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
13.6K+ 586.24% |
$1.23M - $1.38M
|
16K
$1.5M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 12.44% |
$1.17M - $1.32M
|
118K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 3.49% |
$1.15M - $1.29M
|
378K
$35.5M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 2.3% |
$1.14M - $1.28M
|
561K
$52.7M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 12168.0% |
$1.09M - $1.23M
|
12.3K
$1.15M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
10.8K+ 8.17% |
$975K - $1.1M
|
144K
$13.5M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.8K+ 343.6% |
$974K - $1.1M
|
14K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.8K+ 28.45% |
$968K - $1.09M
|
48.6K
$4.56M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$957K - $1.08M
|
10.6K
$999K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.3K+ 187.07% |
$924K - $1.04M
|
15.8K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10.1K+ 46.92% |
$907K - $1.02M
|
31.6K
$2.97M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.68K+ 9.17% |
$780K - $879K
|
103K
$9.69M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 35.74% |
$779K - $878K
|
32.9K
$3.09M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.5KNew |
$764K - $861K
|
8.5K
$798K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.28K+ 179.89% |
$744K - $839K
|
12.9K
$1.21M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.86K+ 36.48% |
$707K - $796K
|
29.4K
$2.76M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.77K+ 3.47% |
$699K - $788K
|
232K
$21.8M
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.31K+ 6.48% |
$657K - $741K
|
120K
$11.3M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$604K - $681K
|
6.72K
$631K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.66K+ 75.23% |
$599K - $675K
|
15.5K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.66K+ 67.61% |
$598K - $674K
|
16.5K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$558K - $628K
|
6.2K
$582K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.83K+ 54.29% |
$524K - $591K
|
16.6K
$1.56M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$518K - $583K
|
5.76K
$540K
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.62KNew |
$505K - $569K
|
5.62K
$527K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.49K+ 57.35% |
$493K - $556K
|
15.1K
$1.41M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.48KNew |
$492K - $555K
|
5.48K
$514K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 7.41% |
$468K - $528K
|
75.5K
$7.09M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.14KNew |
$462K - $521K
|
5.14K
$483K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.13K+ 155.83% |
$461K - $520K
|
8.42K
$791K
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.85KNew |
$436K - $491K
|
4.85K
$455K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.74KNew |
$427K - $481K
|
4.74K
$445K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.64KNew |
$417K - $470K
|
4.64K
$436K
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.61K+ 6.86% |
$415K - $467K
|
71.9K
$6.75M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.14K+ 35.69% |
$372K - $419K
|
15.7K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.06K+ 6.21% |
$365K - $411K
|
69.4K
$6.51M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.74KNew |
$336K - $379K
|
3.74K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.64K+ 69.95% |
$327K - $369K
|
8.85K
$830K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$322K - $363K
|
3.58K
$336K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.15K+ 2.92% |
$283K - $319K
|
111K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.09KNew |
$277K - $313K
|
3.09K
$290K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.05K+ 128.12% |
$274K - $309K
|
5.43K
$509K
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.03K+ 0.71% |
$272K - $307K
|
431K
$40.5M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.95K+ 2.4% |
$266K - $299K
|
126K
$11.8M
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 10.16% |
$258K - $291K
|
31.1K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
2.7KNew |
$242K - $273K
|
2.7K
$253K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.5K+ 14.98% |
$225K - $254K
|
19.2K
$1.8M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.5K+ 4.91% |
$225K - $253K
|
53.4K
$5.02M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.56% |
$212K - $239K
|
7.89K
$741K
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$221K
|