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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
81.7K+ 98.87% |
$8.13M - $8.88M
|
164K
$15.3M
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$6.22M - $6.8M
|
62.6K
$5.83M
|
|
May 15, 2023
Q1 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
55.1K+ 39.36% |
$5.48M - $5.99M
|
195K
$18.2M
|
|
May 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
48.8KNew |
$4.86M - $5.3M
|
48.8K
$4.55M
|
|
May 15, 2023
Q1 2023
|
Bayberry Capital Partners LP
New York, NY |
BUY
|
- |
30KNew |
$2.98M - $3.26M
|
30K
$2.8M
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$2.83M - $3.09M
|
28.4K
$2.65M
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.6KNew |
$2.34M - $2.56M
|
23.6K
$2.2M
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
23.5KNew |
$2.34M - $2.55M
|
23.5K
$2.19M
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$2.14M - $2.34M
|
21.5K
$2M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
19.1KNew |
$1.9M - $2.08M
|
19.1K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
15.4KNew |
$1.53M - $1.67M
|
15.4K
$1.44M
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.8KNew |
$1.37M - $1.5M
|
13.8K
$1.28M
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
13.7KNew |
$1.36M - $1.49M
|
13.7K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.1KNew |
$1M - $1.09M
|
10.1K
$937K
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.75KNew |
$671K - $733K
|
6.75K
$629K
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.65KNew |
$462K - $505K
|
4.65K
$433K
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
4.5KNew |
$448K - $489K
|
4.5K
$419K
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.23KNew |
$322K - $351K
|
3.23K
$301K
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.31KNew |
$230K - $251K
|
2.31K
$215K
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.3KNew |
$229K - $250K
|
2.3K
$214K
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2KNew |
$199K - $217K
|
2K
$186K
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
1.96K+ 48.88% |
$194K - $212K
|
5.96K
$555K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.49KNew |
$148K - $162K
|
1.49K
$139K
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
PUT |
800New |
$79.6K - $86.9K
|
800
$74.6K
|
|
May 10, 2023
Q1 2023
|
Nationwide Asset Management LLC
|
BUY
|
- |
755+ 11.74% |
$75.1K - $82K
|
7.19K
$670K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
717New |
$71.3K - $77.9K
|
717
$66.8K
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
598+ 0.31% |
$59.5K - $65K
|
194K
$18M
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
352New |
$35K - $38.2K
|
352
$32.8K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
335New |
$33.3K - $36.4K
|
335
$31.2K
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
315New |
$31.3K - $34.2K
|
315
$29.4K
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
295+ 13.75% |
$29.3K - $32K
|
2.44K
$227K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
246New |
$24.5K - $26.7K
|
246
$22.9K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 92.59% |
$4.97K - $5.43K
|
104
$9.69K
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
48New |
$4.78K - $5.21K
|
48
$4.47K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
26New |
$2.59K - $2.82K
|
26
$2.42K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
23New |
$2.29K - $2.5K
|
23
$2.14K
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.99K - $2.17K
|
20
$1.86K
|
|
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
$839
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$796 - $869
|
8
$746
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6New |
$597 - $652
|
6
$559
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 6.9% |
$199 - $217
|
31
$2.89K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
300KNew |
$27.7M - $32.8M
|
300K
$28M
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88.6KNew |
$8.18M - $9.69M
|
88.6K
$8.26M
|
|
Feb 14, 2023
Q4 2022
|
Islet Management, LP
New York, NY |
BUY
|
PUT |
75KNew |
$6.93M - $8.21M
|
75K
$6.99M
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
53.9K+ 103.8% |
$4.98M - $5.9M
|
106K
$9.87M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4KNew |
$4.84M - $5.73M
|
52.4K
$4.88M
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
40KNew |
$3.7M - $4.38M
|
40K
$3.73M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
37.9KNew |
$3.5M - $4.15M
|
37.9K
$3.53M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
35.7KNew |
$3.3M - $3.91M
|
35.7K
$3.33M
|