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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2.11KNew |
$175K - $212K
|
2.11K
$191K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.1KNew |
$174K - $211K
|
2.1K
$190K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.06KNew |
$170K - $207K
|
2.06K
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2K+ 3.64% |
$166K - $201K
|
57K
$5.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
CALL |
2K+ 10.0% |
$166K - $201K
|
22K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
PUT |
1.8KNew |
$149K - $181K
|
1.8K
$163K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77KNew |
$147K - $178K
|
1.77K
$160K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$135K - $164K
|
1.63K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.01K+ 3.14% |
$83.3K - $101K
|
33.1K
$2.99M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
1K+ 33.33% |
$82.8K - $101K
|
4K
$362K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
695+ 26.43% |
$57.5K - $69.9K
|
3.33K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
580+ 108.41% |
$48K - $58.3K
|
1.12K
$101K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
548New |
$45.4K - $55.1K
|
548
$49.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
505New |
$41.8K - $50.8K
|
505
$45.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Berkley W R Corp
Greenwich, CT |
BUY
|
PUT |
496New |
$41.1K - $49.9K
|
496
$44.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
475+ 13.16% |
$39.3K - $47.7K
|
4.09K
$370K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
445New |
$36.8K - $44.7K
|
445
$40.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
400+ 20000.0% |
$33.1K - $40.2K
|
402
$36.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
388+ 2.5% |
$32.1K - $39K
|
15.9K
$1.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
353+ 8825.0% |
$29.2K - $35.5K
|
357
$32.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300+ 150.0% |
$24.8K - $30.2K
|
500
$45.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
288New |
$23.8K - $28.9K
|
288
$26.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
250New |
$20.7K - $25.1K
|
250
$22.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.6K - $20.1K
|
200
$18.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184New |
$15.2K - $18.5K
|
184
$16.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$14.2K - $17.2K
|
171
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
149New |
$12.3K - $15K
|
149
$13.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$8.77K - $10.7K
|
106
$9.59K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$8.28K - $10.1K
|
100
$9.05K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$8.28K - $10.1K
|
100
$9.05K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
89New |
$7.37K - $8.95K
|
89
$8.05K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72New |
$5.96K - $7.24K
|
72
$6.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
71+ 0.07% |
$5.88K - $7.14K
|
96.2K
$8.7M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.72K - $5.73K
|
57
$5.16K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
53+ 278.95% |
$4.39K - $5.33K
|
72
$6.52K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
37New |
$3.06K - $3.72K
|
37
$3.35K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
34+ 0.29% |
$2.81K - $3.42K
|
11.8K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33+ 0.33% |
$2.73K - $3.32K
|
10.1K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.32K - $2.81K
|
28
$2.53K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.12% |
$2.23K - $2.71K
|
2.45K
$221K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.9K - $2.31K
|
23
$2.08K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$1.66K - $2.01K
|
20
$1.81K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$1.49K - $1.81K
|
18
$1.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$910 - $1.11K
|
11
$995
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$331 - $402
|
4
$362
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
CALL |
905KNew |
$80M - $93.2M
|
905K
$81.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
CALL |
755KNew |
$66.8M - $77.8M
|
755K
$68.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
500KNew |
$44.2M - $51.5M
|
500K
$45.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
444KNew |
$39.2M - $45.7M
|
444K
$40.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$26.5M - $30.9M
|
300K
$27.1M
|
|