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 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$2.28M - $2.7M
|
24.7K
$2.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.9KNew |
$2.12M - $2.51M
|
22.9K
$2.07M
|
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
21.5K+ 270.81% |
$1.99M - $2.36M
|
29.5K
$2.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
19.1KNew |
$1.76M - $2.09M
|
19.1K
$1.73M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$1.62M - $1.92M
|
17.5K
$1.59M
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.82M
|
16.6K
$1.51M
|
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.32M - $1.57M
|
14.3K
$1.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1K+ 77.0% |
$1.3M - $1.54M
|
32.4K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$1.21M - $1.44M
|
13.1K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
13KNew |
$1.2M - $1.42M
|
13K
$1.18M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.19M - $1.41M
|
12.8K
$1.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
CALL |
12.1KNew |
$1.12M - $1.32M
|
12.1K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
7.5KNew |
$693K - $821K
|
7.5K
$679K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.85K+ 16.93% |
$541K - $641K
|
40.4K
$3.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$452K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.25K+ 69.08% |
$392K - $465K
|
10.4K
$940K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.82K+ 10.32% |
$353K - $418K
|
40.8K
$3.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$249K - $296K
|
2.7K
$244K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.61KNew |
$241K - $286K
|
2.61K
$236K
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.54KNew |
$234K - $278K
|
2.54K
$229K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.31KNew |
$214K - $253K
|
2.31K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.23KNew |
$206K - $245K
|
2.23K
$202K
|
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
2.05KNew |
$189K - $224K
|
2.05K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
2KNew |
$185K - $219K
|
2K
$181K
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.89K+ 122.8% |
$174K - $206K
|
3.42K
$309K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $193K
|
1.76K
$160K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.21K+ 4.49% |
$111K - $132K
|
28.1K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
845+ 91.35% |
$78.1K - $92.5K
|
1.77K
$160K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
753+ 16.0% |
$69.6K - $82.4K
|
5.46K
$494K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
728+ 4.04% |
$67.3K - $79.7K
|
18.7K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$27.7K - $32.8K
|
300
$27.1K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300New |
$27.7K - $32.8K
|
300
$27.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$23K - $27.3K
|
249
$22.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
170New |
$15.7K - $18.6K
|
170
$15.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
170New |
$15.7K - $18.6K
|
170
$15.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
140New |
$12.9K - $15.3K
|
140
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 7.94% |
$9.24K - $10.9K
|
1.36K
$123K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
84New |
$7.76K - $9.2K
|
84
$7.6K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28New |
$2.59K - $3.07K
|
28
$2.53K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$924 - $1.09K
|
10
$905
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9New |
$832 - $985
|
9
$814
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4New |
$370 - $438
|
4
$362
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
1.33M+ 441.67% |
$134M - $159M
|
1.63M
$147M
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
CALL |
629KNew |
$63.5M - $75.5M
|
629K
$56.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
564K+ 1606.33% |
$56.9M - $67.7M
|
599K
$54.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
460KNew |
$46.5M - $55.2M
|
460K
$41.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
184KNew |
$18.6M - $22.1M
|
184K
$16.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Jet Capital Investors L P
New York, NY |
BUY
|
PUT |
125K+ 33.33% |
$12.6M - $15M
|
500K
$45.2M
|
|