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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$229K - $250K
|
2.3K
$216K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$199K - $217K
|
2K
$188K
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.96K+ 48.88% |
$194K - $212K
|
5.96K
$559K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.49KNew |
$148K - $162K
|
1.49K
$140K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
800New |
$79.6K - $86.9K
|
800
$75.1K
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
755+ 11.74% |
$75.1K - $82K
|
7.19K
$674K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
717New |
$71.3K - $77.9K
|
717
$67.3K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
598+ 0.31% |
$59.5K - $65K
|
194K
$18.2M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
352New |
$35K - $38.2K
|
352
$33K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
335New |
$33.3K - $36.4K
|
335
$31.4K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
315New |
$31.3K - $34.2K
|
315
$29.6K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
295+ 13.75% |
$29.3K - $32K
|
2.44K
$229K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
246New |
$24.5K - $26.7K
|
246
$23.1K
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
200+ 9.85% |
$19.9K - $21.7K
|
2.23K
$209K
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
53+ 1.52% |
$5.27K - $5.76K
|
3.54K
$332K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 92.59% |
$4.97K - $5.43K
|
104
$9.76K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$4.78K - $5.21K
|
48
$4.51K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26New |
$2.59K - $2.82K
|
26
$2.44K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23New |
$2.29K - $2.5K
|
23
$2.16K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23New |
$2.29K - $2.5K
|
23
$2.16K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.99K - $2.17K
|
20
$1.88K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.39K - $1.52K
|
14
$1.31K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$895 - $978
|
9
$845
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$796 - $869
|
8
$751
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6New |
$597 - $652
|
6
$563
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 6.9% |
$199 - $217
|
31
$2.91K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
300KNew |
$27.7M - $32.8M
|
300K
$28.2M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88.6KNew |
$8.18M - $9.69M
|
88.6K
$8.31M
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
75KNew |
$6.93M - $8.21M
|
75K
$7.04M
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
53.9K+ 103.8% |
$4.98M - $5.9M
|
106K
$9.94M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4KNew |
$4.84M - $5.73M
|
52.4K
$4.92M
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
40KNew |
$3.7M - $4.38M
|
40K
$3.75M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
37.9KNew |
$3.5M - $4.15M
|
37.9K
$3.56M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
35.7KNew |
$3.3M - $3.91M
|
35.7K
$3.35M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31.3KNew |
$2.89M - $3.43M
|
31.3K
$2.94M
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$2.77M - $3.28M
|
30K
$2.82M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$2.28M - $2.7M
|
24.7K
$2.32M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.9KNew |
$2.12M - $2.51M
|
22.9K
$2.15M
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
21.5K+ 270.81% |
$1.99M - $2.36M
|
29.5K
$2.77M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
19.1KNew |
$1.76M - $2.09M
|
19.1K
$1.79M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$1.62M - $1.92M
|
17.5K
$1.64M
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.82M
|
16.6K
$1.56M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.32M - $1.57M
|
14.3K
$1.34M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1K+ 77.0% |
$1.3M - $1.54M
|
32.4K
$3.04M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$1.21M - $1.44M
|
13.1K
$1.23M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
13KNew |
$1.2M - $1.42M
|
13K
$1.22M
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.19M - $1.41M
|
12.8K
$1.21M
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
12.1KNew |
$1.12M - $1.32M
|
12.1K
$1.14M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
7.5KNew |
$693K - $821K
|
7.5K
$704K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.85K+ 16.93% |
$541K - $641K
|
40.4K
$3.79M
|