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 |
---|---|---|---|---|---|---|---|
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
|
|
Nov 15, 2023
Q3 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
26KNew |
$2.3M - $2.68M
|
26K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
22.9KNew |
$2.02M - $2.35M
|
22.9K
$2.01M
|
|
Nov 03, 2023
Q3 2023
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
20KNew |
$1.77M - $2.06M
|
20K
$1.76M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
CALL |
20KNew |
$1.77M - $2.06M
|
20K
$1.76M
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
18.9KNew |
$1.67M - $1.94M
|
18.9K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
12KNew |
$1.06M - $1.24M
|
12K
$1.06M
|
|
Nov 14, 2023
Q3 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
PUT |
11.5KNew |
$1.02M - $1.19M
|
11.5K
$1.02M
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$894K - $1.04M
|
10.1K
$892K
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
10KNew |
$884K - $1.03M
|
10K
$881K
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
CALL |
8KNew |
$707K - $824K
|
8K
$705K
|
|
Nov 14, 2023
Q3 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
CALL |
7KNew |
$619K - $721K
|
7K
$617K
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.44KNew |
$569K - $663K
|
6.44K
$567K
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$494K - $576K
|
5.59K
$493K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.44KNew |
$392K - $457K
|
4.44K
$391K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.23K+ 123.09% |
$374K - $435K
|
7.66K
$675K
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$335K - $390K
|
3.79K
$334K
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
3.33KNew |
$295K - $343K
|
3.33K
$294K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$265K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.58K+ 6.78% |
$228K - $266K
|
40.7K
$3.58M
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57KNew |
$227K - $265K
|
2.57K
$227K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.47KNew |
$218K - $254K
|
2.47K
$218K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$208K - $242K
|
2.35K
$207K
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
CALL |
1.8K+ 43.9% |
$159K - $185K
|
5.9K
$520K
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.56K+ 53.72% |
$138K - $161K
|
4.46K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$132K
|
|
Nov 13, 2023
Q3 2023
|
Isomer Partners LP
New York, NY |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$132K
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.48K+ 2.34% |
$131K - $153K
|
64.8K
$5.71M
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
500New |
$44.2K - $51.5K
|
500
$44.1K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
352New |
$31.1K - $36.2K
|
352
$31K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
301+ 16.03% |
$26.6K - $31K
|
2.18K
$192K
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
110New |
$9.73K - $11.3K
|
110
$9.7K
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
106+ 2.04% |
$9.37K - $10.9K
|
5.31K
$468K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86New |
$7.6K - $8.85K
|
86
$7.58K
|
|
Nov 14, 2023
Q3 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
72+ 2.67% |
$6.37K - $7.41K
|
2.77K
$244K
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
72+ 1.57% |
$6.37K - $7.41K
|
4.65K
$409K
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$5.92K - $6.9K
|
67
$5.91K
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47+ 0.89% |
$4.16K - $4.84K
|
5.34K
$471K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.97K
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.97K
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.42% |
$3.09K - $3.6K
|
8.29K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$2.56K - $2.99K
|
29
$2.56K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
18New |
$1.59K - $1.85K
|
18
$1.59K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.5K - $1.75K
|
17
$1.5K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.06K - $1.24K
|
12
$1.06K
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$265 - $309
|
3
$264
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2.98M+ 14900.0% |
$299M - $323M
|
3M
$264M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
326KNew |
$32.6M - $35.3M
|
326K
$28.7M
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$20.1M - $21.7M
|
200K
$17.6M
|