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 |
---|---|---|---|---|---|---|---|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184New |
$15.2K - $18.5K
|
184
$16.2K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$14.2K - $17.2K
|
171
$15.1K
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
149New |
$12.3K - $15K
|
149
$13.1K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$8.77K - $10.7K
|
106
$9.34K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$8.28K - $10.1K
|
100
$8.81K
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$8.28K - $10.1K
|
100
$8.81K
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
89New |
$7.37K - $8.95K
|
89
$7.84K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72New |
$5.96K - $7.24K
|
72
$6.35K
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
71+ 0.07% |
$5.88K - $7.14K
|
96.2K
$8.48M
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.72K - $5.73K
|
57
$5.02K
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
37New |
$3.06K - $3.72K
|
37
$3.26K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33+ 0.33% |
$2.73K - $3.32K
|
10.1K
$893K
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.32K - $2.81K
|
28
$2.47K
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.12% |
$2.23K - $2.71K
|
2.45K
$216K
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.9K - $2.31K
|
23
$2.03K
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$1.66K - $2.01K
|
20
$1.76K
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$1.49K - $1.81K
|
18
$1.59K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$910 - $1.11K
|
11
$970
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
CALL |
905KNew |
$80M - $93.2M
|
905K
$79.8M
|
|
Nov 13, 2023
Q3 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
CALL |
755KNew |
$66.8M - $77.8M
|
755K
$66.6M
|
|
Nov 13, 2023
Q3 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
500KNew |
$44.2M - $51.5M
|
500K
$44.1M
|
|
Nov 13, 2023
Q3 2023
|
Pinnbrook Capital Management LP
|
BUY
|
PUT |
444KNew |
$39.2M - $45.7M
|
444K
$39.1M
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$26.5M - $30.9M
|
300K
$26.4M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
250KNew |
$22.1M - $25.7M
|
250K
$22M
|
|
Nov 14, 2023
Q3 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
250KNew |
$22.1M - $25.7M
|
250K
$22M
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
228KNew |
$20.2M - $23.5M
|
228K
$20.1M
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
152KNew |
$13.4M - $15.6M
|
152K
$13.4M
|
|
Nov 14, 2023
Q3 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
122KNew |
$10.8M - $12.5M
|
122K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
108K+ 14.12% |
$9.55M - $11.1M
|
873K
$76.9M
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
CALL |
103KNew |
$9.07M - $10.6M
|
103K
$9.04M
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
100KNew |
$8.84M - $10.3M
|
100K
$8.81M
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
BUY
|
PUT |
98.9KNew |
$8.74M - $10.2M
|
98.9K
$8.72M
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
CALL |
92.5KNew |
$8.18M - $9.52M
|
92.5K
$8.15M
|
|
Nov 27, 2024
Q3 2023
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
84.6KNew |
$7.48M - $8.71M
|
84.6K
$7.46M
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
79.1K+ 282.75% |
$6.99M - $8.14M
|
107K
$9.43M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
67.5KNew |
$5.97M - $6.95M
|
67.5K
$5.95M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66.7KNew |
$5.9M - $6.87M
|
66.7K
$5.88M
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
64.3KNew |
$5.68M - $6.62M
|
64.3K
$5.67M
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
BUY
|
PUT |
63.8K+ 67.05% |
$5.64M - $6.56M
|
159K
$14M
|
|
Nov 13, 2023
Q3 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
60KNew |
$5.3M - $6.18M
|
60K
$5.29M
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
50K+ 125.0% |
$4.42M - $5.15M
|
90K
$7.93M
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.41M - $5.14M
|
49.9K
$4.4M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
39.9KNew |
$3.52M - $4.1M
|
39.9K
$3.51M
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
38.4KNew |
$3.4M - $3.95M
|
38.4K
$3.38M
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.06M - $3.56M
|
34.6K
$3.05M
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
33.6KNew |
$2.97M - $3.46M
|
33.6K
$2.96M
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
32KNew |
$2.83M - $3.29M
|
32K
$2.82M
|
|
Jul 09, 2025
Q3 2023
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
30K+ 213.05% |
$2.65M - $3.09M
|
44.1K
$3.89M
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
30KNew |
$2.65M - $3.09M
|
30K
$2.64M
|
|
Nov 14, 2023
Q3 2023
|
Symmetry Peak Management LLC
Radnor, PA |
BUY
|
PUT |
27.5KNew |
$2.43M - $2.83M
|
27.5K
$2.42M
|