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 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.28KNew |
$205K - $231K
|
2.28K
$214K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.24KNew |
$201K - $227K
|
2.24K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.24KNew |
$201K - $226K
|
2.24K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$201K - $226K
|
2.23K
$210K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.23K+ 1.48% |
$201K - $226K
|
153K
$14.4M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.23KNew |
$200K - $226K
|
2.23K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 31.8% |
$196K - $220K
|
9.02K
$846K
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$201K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.06KNew |
$185K - $208K
|
2.06K
$193K
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.76% |
$179K - $201K
|
74.1K
$6.96M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$179K - $201K
|
1.99K
$187K
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.64K+ 29.61% |
$147K - $166K
|
7.18K
$674K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.63K+ 65.75% |
$147K - $165K
|
4.11K
$386K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 5.79% |
$135K - $153K
|
27.5K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
1.41K+ 1.66% |
$126K - $142K
|
86.1K
$8.08M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.3K+ 5.61% |
$117K - $132K
|
24.6K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 2.51% |
$117K - $132K
|
53K
$4.98M
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.23K+ 12.35% |
$110K - $124K
|
11.2K
$1.05M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
1.22K+ 19.76% |
$110K - $124K
|
7.41K
$695K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 195.54% |
$107K - $120K
|
1.79K
$168K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$90.2K - $102K
|
1K
$94.2K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 6.6% |
$89.9K - $101K
|
16.1K
$1.52M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
998+ 7.92% |
$89.7K - $101K
|
13.6K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
982+ 7.14% |
$88.3K - $99.5K
|
14.7K
$1.38M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
926+ 3.21% |
$83.3K - $93.8K
|
29.8K
$2.79M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
890+ 2.27% |
$80K - $90.2K
|
40.1K
$3.76M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
880+ 1.0% |
$79.1K - $89.2K
|
88.5K
$8.3M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879New |
$79K - $89.1K
|
879
$82.5K
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
879+ 0.35% |
$79K - $89.1K
|
250K
$23.5M
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
878+ 1.55% |
$78.9K - $89K
|
57.5K
$5.4M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
852+ 4.91% |
$76.6K - $86.3K
|
18.2K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 9.75% |
$72.6K - $81.8K
|
9.09K
$853K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
785+ 2.32% |
$70.6K - $79.5K
|
34.7K
$3.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
781+ 0.84% |
$70.2K - $79.1K
|
93.5K
$8.78M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
707+ 1812.82% |
$63.6K - $71.6K
|
746
$70K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
608+ 1.31% |
$54.7K - $61.6K
|
47.2K
$4.43M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$56.5K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
515+ 51.09% |
$46.3K - $52.2K
|
1.52K
$143K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
467+ 2.64% |
$42K - $47.3K
|
18.1K
$1.7M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 100.67% |
$40.5K - $45.7K
|
899
$84.4K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
423+ 14.19% |
$38K - $42.9K
|
3.4K
$320K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 20.22% |
$37K - $41.6K
|
2.44K
$229K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
388+ 5.29% |
$34.9K - $39.3K
|
7.73K
$726K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
376+ 14.84% |
$33.8K - $38.1K
|
2.91K
$273K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
358+ 2.5% |
$32.2K - $36.3K
|
14.7K
$1.38M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$32.1K - $36.2K
|
357
$33.5K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
330+ 7.81% |
$29.7K - $33.4K
|
4.56K
$428K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
328+ 11.92% |
$29.5K - $33.2K
|
3.08K
$289K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
288+ 27.09% |
$25.9K - $29.2K
|
1.35K
$127K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283+ 20.52% |
$25.4K - $28.7K
|
1.66K
$156K
|