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 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
62New |
$6.75K - $8.21K
|
62
$5.46K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
35New |
$3.81K - $4.63K
|
35
$3.08K
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32New |
$3.48K - $4.24K
|
32
$2.82K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
31New |
$3.37K - $4.1K
|
31
$2.73K
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7New |
$762 - $927
|
7
$617
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Apollo Management Holdings, L.P.
New York, NY |
BUY
|
- |
340KNew |
$43.7M - $49.1M
|
340K
$30M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
CALL |
55.2KNew |
$7.11M - $7.97M
|
55.2K
$4.87M
|
|
May 05, 2022
Q1 2022
|
Lynwood Capital Management Inc.
|
BUY
|
- |
25KNew |
$3.22M - $3.61M
|
25K
$2.2M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2KNew |
$668K - $750K
|
5.2K
$458K
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
602+ 13.3% |
$77.5K - $86.9K
|
5.13K
$452K
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
200+ 5.13% |
$25.7K - $28.9K
|
4.1K
$361K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
200+ 66.67% |
$25.7K - $28.9K
|
500
$44.1K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
CALL |
1.5KNew |
$212K - $232K
|
1.5K
$132K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$145K - $158K
|
1.02K
$90.1K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
PUT |
1KNew |
$142K - $154K
|
1K
$88.1K
|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
PUT |
800New |
$113K - $123K
|
800
$70.5K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36New |
$5.09K - $5.56K
|
36
$3.17K
|
|
Q3 2021 | |||||||
Nov 05, 2021
Q3 2021
|
Imc Chicago, LLC
|
BUY
|
PUT |
399KNew |
$57.5M - $60.5M
|
399K
$35.2M
|
|
Nov 09, 2021
Q3 2021
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
PUT |
10KNew |
$1.44M - $1.52M
|
10K
$881K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
10KNew |
$1.44M - $1.52M
|
10K
$881K
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
CALL |
700New |
$101K - $106K
|
700
$61.7K
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
CALL |
400New |
$57.6K - $60.7K
|
400
$35.3K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Mak Capital One LLC
New York, NY |
BUY
|
PUT |
180KNew |
$24.4M - $26.2M
|
180K
$15.9M
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
PUT |
3.2KNew |
$434K - $466K
|
3.2K
$282K
|
|
Jul 21, 2021
Q2 2021
|
Tuttle Capital Management, LLC
|
BUY
|
- |
2.4K+ 89.12% |
$325K - $350K
|
5.09K
$449K
|
|
Q1 2021 | |||||||
Apr 21, 2021
Q1 2021
|
R.P. Boggs & Co.
|
BUY
|
- |
10K+ 57.74% |
$1.34M - $1.58M
|
27.4K
$2.42M
|
|
May 11, 2021
Q1 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
3.3KNew |
$442K - $520K
|
3.3K
$291K
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
PUT |
680New |
$91.1K - $107K
|
680
$59.9K
|
|
May 07, 2021
Q1 2021
|
Webster Bank, N. A.
|
BUY
|
- |
31New |
$4.15K - $4.88K
|
31
$2.73K
|
|
Apr 09, 2021
Q1 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
5+ 13.51% |
$670 - $788
|
42
$3.7K
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Sepio Capital, LP
|
BUY
|
PUT |
45KNew |
$6.98M - $7.35M
|
45K
$3.97M
|
|
Feb 04, 2021
Q4 2020
|
Running Point Capital Advisors, LLC
|
BUY
|
CALL |
700New |
$109K - $114K
|
700
$61.7K
|
|
Jan 11, 2021
Q4 2020
|
Sound Income Strategies, LLC
|
BUY
|
CALL |
500New |
$77.6K - $81.7K
|
500
$44.1K
|
|
Feb 16, 2021
Q4 2020
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
11New |
$1.71K - $1.8K
|
11
$970
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
6.86KNew |
$1.11M - $1.18M
|
6.86K
$605K
|
|
Oct 27, 2020
Q3 2020
|
Qvr LLC
|
BUY
|
- |
2.88K+ 29.0% |
$464K - $494K
|
12.8K
$1.13M
|
|
Q2 2020 | |||||||
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
BUY
|
PUT |
800New |
$125K - $137K
|
800
$70.5K
|
|
Q1 2020 | |||||||
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
BUY
|
PUT |
350New |
$47.9K - $60K
|
350
$30.8K
|
|
Q4 2019 | |||||||
Feb 06, 2020
Q4 2019
|
Aveo Capital Partners, LLC
|
BUY
|
CALL |
41.2K+ 2060.0% |
$5.56M - $6.01M
|
43.2K
$3.81M
|
|
Feb 11, 2020
Q4 2019
|
Argi Investment Services, LLC
|
BUY
|
PUT |
2KNew |
$270K - $292K
|
2K
$176K
|
|
Oct 25, 2023
Q4 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
173+ 0.89% |
$23.3K - $25.3K
|
19.7K
$1.74M
|
|
Feb 07, 2020
Q4 2019
|
Ckw Financial Group
|
BUY
|
- |
116New |
$15.6K - $16.9K
|
116
$10.2K
|
|
Q2 2019 | |||||||
Aug 02, 2019
Q2 2019
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.95KNew |
$238K - $259K
|
1.95K
$172K
|
|
Aug 07, 2019
Q2 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
90New |
$11K - $12K
|
90
$7.93K
|
|
Q1 2019 | |||||||
May 14, 2019
Q1 2019
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
25K+ 1250000.0% |
$2.97M - $3.16M
|
25K
$2.2M
|
|
May 09, 2019
Q1 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
CALL |
1.5KNew |
$178K - $190K
|
1.5K
$132K
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
996KNew |
$116M - $122M
|
996K
$87.8M
|
|
Mar 22, 2023
Q3 2018
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
996KNew |
$116M - $122M
|
996K
$87.8M
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
100KNew |
$11.7M - $12.3M
|
100K
$8.84M
|
|
Nov 09, 2018
Q3 2018
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
CALL |
23.2KNew |
$2.71M - $2.85M
|
23.2K
$2.04M
|