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 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
823+ 37.82% |
$82.5K - $89.3K
|
3K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
PUT |
700New |
$70.2K - $76K
|
700
$65.7K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$70.2K - $76K
|
700
$65.7K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
657New |
$65.9K - $71.3K
|
657
$61.7K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$60.2K - $65.1K
|
600
$56.3K
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
546+ 1.5% |
$54.8K - $59.3K
|
37K
$3.48M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
544+ 11.6% |
$54.6K - $59K
|
5.23K
$491K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$28.6K
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
131New |
$13.1K - $14.2K
|
131
$12.3K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.95K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$10K - $10.9K
|
100
$9.39K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$10K - $10.9K
|
100
$9.39K
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
88+ 1.44% |
$8.82K - $9.55K
|
6.18K
$580K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$26.8K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55New |
$5.52K - $5.97K
|
55
$5.16K
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$4.01K - $4.34K
|
40
$3.75K
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39New |
$3.91K - $4.23K
|
39
$3.66K
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30New |
$3.01K - $3.26K
|
30
$2.82K
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
1.62MNew |
$161M - $176M
|
1.62M
$152M
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
1MNew |
$99.5M - $109M
|
1M
$93.9M
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
600KNew |
$59.7M - $65.2M
|
600K
$56.3M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
451KNew |
$44.9M - $49M
|
451K
$42.4M
|
|
May 15, 2023
Q1 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
328KNew |
$32.7M - $35.7M
|
328K
$30.8M
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
125KNew |
$12.5M - $13.6M
|
125K
$11.8M
|
|
May 15, 2023
Q1 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
PUT |
125KNew |
$12.4M - $13.6M
|
125K
$11.7M
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
100KNew |
$9.95M - $10.9M
|
100K
$9.39M
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
90.2K+ 57.34% |
$8.97M - $9.8M
|
248K
$23.2M
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
81.7K+ 98.87% |
$8.13M - $8.88M
|
164K
$15.4M
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$6.22M - $6.8M
|
62.6K
$5.87M
|
|
May 15, 2023
Q1 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
55.1K+ 39.36% |
$5.48M - $5.99M
|
195K
$18.3M
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54.4KNew |
$5.42M - $5.91M
|
54.4K
$5.11M
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
48.8KNew |
$4.86M - $5.3M
|
48.8K
$4.58M
|
|
May 15, 2023
Q1 2023
|
Bayberry Capital Partners LP
New York, NY |
BUY
|
- |
30KNew |
$2.98M - $3.26M
|
30K
$2.82M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$2.83M - $3.09M
|
28.4K
$2.67M
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.6KNew |
$2.34M - $2.56M
|
23.6K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$2.34M - $2.55M
|
23.5K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$2.14M - $2.34M
|
21.5K
$2.02M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.1KNew |
$1.9M - $2.08M
|
19.1K
$1.8M
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
15.4KNew |
$1.53M - $1.67M
|
15.4K
$1.45M
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
14.9KNew |
$1.48M - $1.62M
|
14.9K
$1.4M
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.8KNew |
$1.37M - $1.5M
|
13.8K
$1.29M
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
13.7KNew |
$1.36M - $1.49M
|
13.7K
$1.29M
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.1KNew |
$1M - $1.09M
|
10.1K
$944K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.75KNew |
$671K - $733K
|
6.75K
$634K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.65KNew |
$462K - $505K
|
4.65K
$436K
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.5KNew |
$448K - $489K
|
4.5K
$422K
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.18K+ 18182.61% |
$416K - $454K
|
4.21K
$395K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23KNew |
$322K - $351K
|
3.23K
$304K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$230K - $251K
|
2.31K
$217K
|