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 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
10.8K+ 8.17% |
$975K - $1.1M
|
144K
$13M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.8K+ 343.6% |
$974K - $1.1M
|
14K
$1.27M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.8K+ 28.45% |
$968K - $1.09M
|
48.6K
$4.4M
|
|
Nov 14, 2024
Q3 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
10.7K+ 95.9% |
$962K - $1.08M
|
21.9K
$1.98M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$957K - $1.08M
|
10.6K
$963K
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10.6K+ 257.69% |
$953K - $1.07M
|
14.7K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5KNew |
$940K - $1.06M
|
10.5K
$947K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.3K+ 187.07% |
$924K - $1.04M
|
15.8K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
10.2K+ 124.7% |
$917K - $1.03M
|
18.4K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 46.89% |
$910K - $1.03M
|
31.7K
$2.87M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10.1K+ 46.92% |
$907K - $1.02M
|
31.6K
$2.86M
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10.1KNew |
$906K - $1.02M
|
10.1K
$912K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 35.3% |
$903K - $1.02M
|
38.5K
$3.48M
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
CALL |
10KNew |
$899K - $1.01M
|
10K
$905K
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
9.5K+ 2065.43% |
$854K - $963K
|
9.96K
$901K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.41K+ 18.88% |
$846K - $954K
|
59.3K
$5.36M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.35KNew |
$840K - $947K
|
9.35K
$846K
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
9.32K+ 28.79% |
$838K - $944K
|
41.7K
$3.77M
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.25K+ 43.44% |
$832K - $937K
|
30.5K
$2.76M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.11K+ 6.41% |
$819K - $923K
|
151K
$13.7M
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
8.93KNew |
$803K - $905K
|
8.93K
$808K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.88K+ 342.53% |
$798K - $899K
|
11.5K
$1.04M
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.7KNew |
$782K - $882K
|
8.7K
$787K
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.68K+ 9.17% |
$780K - $879K
|
103K
$9.34M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 35.74% |
$779K - $878K
|
32.9K
$2.98M
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
8.5K+ 6.2% |
$764K - $861K
|
146K
$13.2M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.5KNew |
$764K - $861K
|
8.5K
$769K
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.48K+ 15.24% |
$763K - $860K
|
64.2K
$5.81M
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.35K+ 50.94% |
$751K - $846K
|
24.7K
$2.24M
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.28K+ 179.89% |
$744K - $839K
|
12.9K
$1.17M
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8KNew |
$719K - $811K
|
8K
$724K
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
7.88K+ 4.4% |
$708K - $798K
|
187K
$16.9M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.86K+ 36.48% |
$707K - $796K
|
29.4K
$2.66M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.77K+ 3.47% |
$699K - $788K
|
232K
$21M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.72K+ 18.96% |
$694K - $782K
|
48.4K
$4.38M
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.67KNew |
$689K - $777K
|
7.67K
$694K
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.6K+ 108.42% |
$683K - $770K
|
14.6K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
7.5KNew |
$674K - $760K
|
7.5K
$679K
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.31K+ 6.48% |
$657K - $741K
|
120K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
7.19KNew |
$646K - $728K
|
7.19K
$650K
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
CALL |
6.9KNew |
$620K - $699K
|
6.9K
$624K
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.85KNew |
$616K - $694K
|
6.85K
$620K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
PUT |
6.8K+ 0.19% |
$611K - $689K
|
3.68M
$333M
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.75K+ 64.55% |
$607K - $684K
|
17.2K
$1.56M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$604K - $681K
|
6.72K
$608K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.66K+ 75.23% |
$599K - $675K
|
15.5K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.66K+ 67.61% |
$598K - $674K
|
16.5K
$1.49M
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.61KNew |
$594K - $669K
|
6.61K
$598K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.56K+ 23.17% |
$590K - $665K
|
34.9K
$3.16M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 21.15% |
$579K - $652K
|
36.9K
$3.34M
|