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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68K+ 22.96% |
$6.82M - $7.38M
|
364K
$32.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
38.6K+ 16.35% |
$3.87M - $4.19M
|
275K
$24.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.52M - $3.81M
|
35.1K
$3.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.9M
|
17.5K
$1.54M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15.4K+ 63.17% |
$1.54M - $1.67M
|
39.8K
$3.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
CALL |
11.5KNew |
$1.15M - $1.25M
|
11.5K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.06KNew |
$808K - $875K
|
8.06K
$710K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$705K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.12K+ 18.32% |
$613K - $664K
|
39.5K
$3.48M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.74KNew |
$475K - $514K
|
4.74K
$417K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.92KNew |
$393K - $426K
|
3.92K
$346K
|
|
|
Jul 27, 2023
Q2 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
3.24KNew |
$325K - $352K
|
3.24K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3K+ 30.0% |
$301K - $326K
|
13K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$301K - $326K
|
3K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.42KNew |
$242K - $262K
|
2.42K
$213K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$239K - $259K
|
2.38K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2KNew |
$201K - $217K
|
2K
$176K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.34K+ 1277.14% |
$134K - $146K
|
1.45K
$127K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
CALL |
1.2KNew |
$120K - $130K
|
1.2K
$106K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1K+ 45.45% |
$100K - $109K
|
3.2K
$282K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
870+ 28.46% |
$87.2K - $94.4K
|
3.93K
$346K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
823+ 37.82% |
$82.5K - $89.3K
|
3K
$264K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$70.2K - $76K
|
700
$61.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
657New |
$65.9K - $71.3K
|
657
$57.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$60.2K - $65.1K
|
600
$52.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
546+ 1.5% |
$54.8K - $59.3K
|
37K
$3.26M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
544+ 11.6% |
$54.6K - $59K
|
5.23K
$461K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$26.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.34K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$10K - $10.9K
|
100
$8.81K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$10K - $10.9K
|
100
$8.81K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
88+ 1.44% |
$8.82K - $9.55K
|
6.18K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$25.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$4.01K - $4.34K
|
40
$3.53K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39New |
$3.91K - $4.23K
|
39
$3.44K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30New |
$3.01K - $3.26K
|
30
$2.64K
|
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
13New |
$1.3K - $1.41K
|
13
$1.15K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
1.62MNew |
$161M - $176M
|
1.62M
$143M
|
|
|
May 12, 2023
Q1 2023
|
Alkeon Capital Management LLC
New York, NY |
BUY
|
CALL |
1MNew |
$99.5M - $109M
|
1M
$88.1M
|
|
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
920KNew |
$91.6M - $100M
|
920K
$81.1M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
600KNew |
$59.7M - $65.2M
|
600K
$52.9M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
451KNew |
$44.9M - $49M
|
451K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
100KNew |
$9.95M - $10.9M
|
100K
$8.81M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
90.2K+ 57.34% |
$8.97M - $9.8M
|
248K
$21.8M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
81.7K+ 98.87% |
$8.13M - $8.88M
|
164K
$14.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$6.22M - $6.8M
|
62.6K
$5.51M
|
|