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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.08% |
$202 - $240
|
2.4K
$211K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
PUT |
1New |
$101 - $120
|
1
$87.8
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 7.14% |
$101 - $120
|
15
$1.32K
|
|
|
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
$176M
|
|
|
Aug 15, 2022
Q2 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
CALL |
570KNew |
$62M - $75.5M
|
570K
$50M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
188KNew |
$20.4M - $24.8M
|
188K
$16.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Soft Vest Advisors, LLC
Abilene, TX |
BUY
|
CALL |
150KNew |
$16.3M - $19.9M
|
150K
$13.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
CALL |
113KNew |
$12.2M - $14.9M
|
113K
$9.87M
|
|
|
Jul 25, 2022
Q2 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
76.5KNew |
$8.32M - $10.1M
|
76.5K
$6.71M
|
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
73K+ 60.83% |
$7.94M - $9.66M
|
193K
$16.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Plaisance Capital LLC
Denver, CO |
BUY
|
- |
61.4KNew |
$6.68M - $8.13M
|
61.4K
$5.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
48.4KNew |
$5.26M - $6.4M
|
48.4K
$4.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
45KNew |
$4.9M - $5.96M
|
45K
$3.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
34K+ 91.89% |
$3.7M - $4.5M
|
71K
$6.23M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$2.78M - $3.38M
|
25.5K
$2.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Potomac Capital Management, Inc.
|
BUY
|
CALL |
19KNew |
$2.07M - $2.52M
|
19K
$1.67M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
15.9KNew |
$1.73M - $2.1M
|
15.9K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
8.51KNew |
$926K - $1.13M
|
8.51K
$747K
|
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$501K - $609K
|
4.6K
$404K
|
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.25KNew |
$462K - $562K
|
4.25K
$373K
|
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$452K - $550K
|
4.15K
$364K
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.97K+ 198.5% |
$432K - $526K
|
5.97K
$524K
|
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.42KNew |
$263K - $320K
|
2.42K
$212K
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$216K - $263K
|
1.98K
$174K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$202K - $246K
|
1.86K
$163K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
980New |
$107K - $130K
|
980
$86K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
884+ 48.44% |
$96.2K - $117K
|
2.71K
$238K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
517New |
$56.3K - $68.4K
|
517
$45.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
CALL |
500New |
$54.4K - $66.2K
|
500
$43.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
CALL |
400New |
$43.5K - $53K
|
400
$35.1K
|
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
BUY
|
CALL |
400New |
$43.5K - $53K
|
400
$35.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
233+ 6.85% |
$25.4K - $30.8K
|
3.63K
$319K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
132+ 0.39% |
$14.4K - $17.5K
|
34.4K
$3.01M
|
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
CALL |
100New |
$10.9K - $13.2K
|
100
$8.78K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
77+ 213.89% |
$8.38K - $10.2K
|
113
$9.92K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
62New |
$6.75K - $8.21K
|
62
$5.44K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
35New |
$3.81K - $4.63K
|
35
$3.07K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32New |
$3.48K - $4.24K
|
32
$2.81K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
31New |
$3.37K - $4.1K
|
31
$2.72K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7New |
$762 - $927
|
7
$614
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
340KNew |
$43.7M - $49.1M
|
340K
$29.8M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
CALL |
55.2KNew |
$7.11M - $7.97M
|
55.2K
$4.85M
|
|
|
May 05, 2022
Q1 2022
|
Lynwood Capital Management Inc.
|
BUY
|
- |
25KNew |
$3.22M - $3.61M
|
25K
$2.19M
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2KNew |
$668K - $750K
|
5.2K
$456K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
602+ 13.3% |
$77.5K - $86.9K
|
5.13K
$450K
|
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
200+ 5.13% |
$25.7K - $28.9K
|
4.1K
$360K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
200+ 66.67% |
$25.7K - $28.9K
|
500
$43.9K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$3.6K - $4.04K
|
28
$2.46K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
1.5KNew |
$212K - $232K
|
1.5K
$132K
|
|