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 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18K+ 96.32% |
$1.62M - $1.82M
|
36.7K
$3.32M
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 7.97% |
$1.61M - $1.82M
|
243K
$22M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.7K+ 449.05% |
$1.59M - $1.8M
|
21.7K
$1.96M
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
CALL |
17.5K+ 17.5% |
$1.57M - $1.77M
|
118K
$10.6M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 14.74% |
$1.55M - $1.75M
|
134K
$12.1M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
16.9KNew |
$1.52M - $1.71M
|
16.9K
$1.53M
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
16.4K+ 1.26% |
$1.47M - $1.66M
|
1.32M
$119M
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$1.47M - $1.66M
|
16.3K
$1.48M
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.3KNew |
$1.47M - $1.65M
|
16.3K
$1.48M
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
16.1K+ 120.45% |
$1.45M - $1.63M
|
29.5K
$2.67M
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16K+ 25.12% |
$1.44M - $1.62M
|
79.7K
$7.2M
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.45M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.8K+ 59.06% |
$1.42M - $1.6M
|
42.6K
$3.85M
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15.8K+ 78.69% |
$1.42M - $1.6M
|
35.9K
$3.24M
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
15.6KNew |
$1.4M - $1.58M
|
15.6K
$1.41M
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.1K+ 51.17% |
$1.36M - $1.53M
|
44.7K
$4.04M
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15KNew |
$1.35M - $1.52M
|
15K
$1.36M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 89.02% |
$1.35M - $1.52M
|
31.8K
$2.88M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8K+ 1047.98% |
$1.33M - $1.5M
|
16.2K
$1.46M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.8K+ 19.38% |
$1.33M - $1.5M
|
91K
$8.22M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.6K+ 61.54% |
$1.31M - $1.48M
|
38.3K
$3.46M
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
14.6K+ 3.94% |
$1.31M - $1.48M
|
385K
$34.8M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.3K+ 494.69% |
$1.28M - $1.45M
|
17.2K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.2K+ 62.23% |
$1.28M - $1.44M
|
37.1K
$3.35M
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.2K+ 5.71% |
$1.28M - $1.44M
|
263K
$23.8M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.2K+ 32.36% |
$1.27M - $1.44M
|
57.9K
$5.24M
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.8K+ 63.11% |
$1.25M - $1.4M
|
35.8K
$3.24M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
13.8K+ 67.28% |
$1.24M - $1.4M
|
34.4K
$3.11M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
13.6K+ 586.24% |
$1.23M - $1.38M
|
16K
$1.44M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.5K+ 43.68% |
$1.21M - $1.37M
|
44.4K
$4.01M
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
13.4K+ 35.25% |
$1.2M - $1.36M
|
51.4K
$4.65M
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.4K+ 4.23% |
$1.2M - $1.35M
|
329K
$29.8M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.1K+ 14.77% |
$1.18M - $1.33M
|
102K
$9.2M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 12.44% |
$1.17M - $1.32M
|
118K
$10.7M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 3.49% |
$1.15M - $1.29M
|
378K
$34.2M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 306.34% |
$1.14M - $1.28M
|
16.8K
$1.52M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 2.3% |
$1.14M - $1.28M
|
561K
$50.8M
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.12M - $1.26M
|
12.5K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.2K+ 98.98% |
$1.09M - $1.23M
|
24.5K
$2.21M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 12168.0% |
$1.09M - $1.23M
|
12.3K
$1.11M
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.9K+ 9.07% |
$1.07M - $1.2M
|
143K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.7K+ 17.22% |
$1.05M - $1.18M
|
79.4K
$7.18M
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 113.13% |
$1.04M - $1.17M
|
21.8K
$1.97M
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 14.16% |
$1.04M - $1.17M
|
93K
$8.41M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11.5K+ 7.42% |
$1.03M - $1.16M
|
166K
$15M
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 4.22% |
$1.01M - $1.14M
|
279K
$25.2M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3K+ 35.61% |
$1.01M - $1.14M
|
42.9K
$3.88M
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.1K+ 7.08% |
$996K - $1.12M
|
168K
$15.2M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 86.45% |
$990K - $1.12M
|
23.7K
$2.15M
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11K+ 76.22% |
$988K - $1.11M
|
25.4K
$2.3M
|