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 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
CALL |
3.7KNew |
$374K - $444K
|
3.7K
$347K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$323K - $384K
|
3.2K
$300K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.98K+ 17.51% |
$301K - $357K
|
20K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.3KNew |
$232K - $276K
|
2.3K
$216K
|
|
Nov 14, 2022
Q3 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
2KNew |
$202K - $240K
|
2K
$188K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.92KNew |
$193K - $230K
|
1.92K
$180K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 0.92% |
$174K - $207K
|
189K
$17.8M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
CALL |
1.7K+ 5.26% |
$172K - $204K
|
34K
$3.19M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.42KNew |
$143K - $171K
|
1.42K
$133K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
1.3KNew |
$131K - $156K
|
1.3K
$122K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$111K - $132K
|
1.1K
$103K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
CALL |
1KNew |
$101K - $120K
|
1K
$93.9K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
771+ 1056.16% |
$77.8K - $92.6K
|
844
$79.2K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
466+ 55.15% |
$47K - $55.9K
|
1.31K
$123K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
459New |
$46.3K - $55.1K
|
459
$43.1K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
255New |
$25.7K - $30.6K
|
255
$23.9K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
205+ 11.15% |
$20.7K - $24.6K
|
2.04K
$192K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
173+ 9.13% |
$17.5K - $20.8K
|
2.07K
$194K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
60+ 63.83% |
$6.06K - $7.2K
|
154
$14.5K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
43New |
$4.34K - $5.16K
|
43
$4.04K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31New |
$3.13K - $3.72K
|
31
$2.91K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$808 - $960
|
8
$751
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
2+ 0.89% |
$202 - $240
|
227
$21.3K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.08% |
$202 - $240
|
2.4K
$225K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1New |
$101 - $120
|
1
$93.9
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 7.14% |
$101 - $120
|
15
$1.41K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Kgh LTD
Nassau, C5 |
BUY
|
CALL |
2MNew |
$218M - $265M
|
2M
$188M
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
CALL |
570KNew |
$62M - $75.5M
|
570K
$53.5M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
188KNew |
$20.4M - $24.8M
|
188K
$17.6M
|
|
Aug 12, 2022
Q2 2022
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
CALL |
150KNew |
$16.3M - $19.9M
|
150K
$14.1M
|
|
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
113KNew |
$12.2M - $14.9M
|
113K
$10.6M
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
76.5KNew |
$8.32M - $10.1M
|
76.5K
$7.18M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
73K+ 60.83% |
$7.94M - $9.66M
|
193K
$18.1M
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
BUY
|
- |
61.4KNew |
$6.68M - $8.13M
|
61.4K
$5.76M
|
|
Jul 28, 2022
Q2 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
48.4KNew |
$5.26M - $6.4M
|
48.4K
$4.54M
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
45KNew |
$4.9M - $5.96M
|
45K
$4.23M
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
34K+ 91.89% |
$3.7M - $4.5M
|
71K
$6.66M
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$2.78M - $3.38M
|
25.5K
$2.4M
|
|
Aug 03, 2022
Q2 2022
|
Potomac Capital Management, Inc.
|
BUY
|
CALL |
19KNew |
$2.07M - $2.52M
|
19K
$1.78M
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
15.9KNew |
$1.73M - $2.1M
|
15.9K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
8.51KNew |
$926K - $1.13M
|
8.51K
$799K
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$501K - $609K
|
4.6K
$432K
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.25KNew |
$462K - $562K
|
4.25K
$398K
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$452K - $550K
|
4.15K
$390K
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.97K+ 198.5% |
$432K - $526K
|
5.97K
$560K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.42KNew |
$263K - $320K
|
2.42K
$227K
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$243K - $295K
|
2.23K
$209K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$216K - $263K
|
1.98K
$186K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$202K - $246K
|
1.86K
$175K
|