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 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.58K+ 6.78% |
$228K - $266K
|
40.7K
$3.68M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57KNew |
$227K - $265K
|
2.57K
$233K
|
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.47KNew |
$218K - $254K
|
2.47K
$224K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$208K - $242K
|
2.35K
$213K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.8K+ 43.9% |
$159K - $185K
|
5.9K
$534K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.56K+ 53.72% |
$138K - $161K
|
4.46K
$404K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Isomer Partners LP
New York, NY |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$136K
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.48K+ 2.34% |
$131K - $153K
|
64.8K
$5.86M
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
500New |
$44.2K - $51.5K
|
500
$45.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
352New |
$31.1K - $36.2K
|
352
$31.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
301+ 16.03% |
$26.6K - $31K
|
2.18K
$197K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
175New |
$15.5K - $18K
|
175
$15.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
120+ 5.28% |
$10.6K - $12.4K
|
2.39K
$216K
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
110New |
$9.73K - $11.3K
|
110
$9.95K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
106+ 2.04% |
$9.37K - $10.9K
|
5.31K
$481K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86New |
$7.6K - $8.85K
|
86
$7.78K
|
|
|
Nov 14, 2023
Q3 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
72+ 2.67% |
$6.37K - $7.41K
|
2.77K
$251K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
72+ 1.57% |
$6.37K - $7.41K
|
4.65K
$420K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$5.92K - $6.9K
|
67
$6.06K
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.15K
|
50
$4.52K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47+ 0.89% |
$4.16K - $4.84K
|
5.34K
$483K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$4.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$4.07K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.42% |
$3.09K - $3.6K
|
8.29K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$2.56K - $2.99K
|
29
$2.62K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
18New |
$1.59K - $1.85K
|
18
$1.63K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.5K - $1.75K
|
17
$1.54K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$1.33K - $1.54K
|
15
$1.36K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.06K - $1.24K
|
12
$1.09K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
CALL |
9New |
$796 - $927
|
9
$814
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$265 - $309
|
3
$271
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2.98M+ 14900.0% |
$299M - $323M
|
3M
$271M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1.5MNew |
$150M - $163M
|
1.5M
$136M
|
|
|
Aug 14, 2023
Q2 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
343K+ 68.59% |
$34.4M - $37.2M
|
843K
$76.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
326KNew |
$32.6M - $35.3M
|
326K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$20.1M - $21.7M
|
200K
$18.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
169KNew |
$17M - $18.3M
|
169K
$15.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
CALL |
150KNew |
$15M - $16.3M
|
150K
$13.6M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
106KNew |
$10.6M - $11.5M
|
106K
$9.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
74.2KNew |
$7.44M - $8.05M
|
74.2K
$6.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68K+ 22.96% |
$6.82M - $7.38M
|
364K
$33M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$4.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
38.6K+ 16.35% |
$3.87M - $4.19M
|
275K
$24.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.52M - $3.81M
|
35.1K
$3.18M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
34.3KNew |
$3.44M - $3.72M
|
34.3K
$3.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.17M
|
|