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 |
---|---|---|---|---|---|---|---|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$1.34M - $1.45M
|
15.3K
$1.43M
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15.3KNew |
$1.34M - $1.44M
|
15.3K
$1.43M
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
15.1KNew |
$1.33M - $1.43M
|
15.1K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
PUT |
15KNew |
$1.32M - $1.42M
|
15K
$1.41M
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.6KNew |
$1.29M - $1.39M
|
14.6K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
14.5KNew |
$1.27M - $1.37M
|
14.5K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 77.66% |
$1.27M - $1.37M
|
33.1K
$3.11M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.1K+ 16.55% |
$1.23M - $1.33M
|
99K
$9.3M
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14K+ 18.45% |
$1.23M - $1.33M
|
90K
$8.45M
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$1.23M - $1.32M
|
14K
$1.31M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$1.21M - $1.31M
|
13.8K
$1.3M
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 102.6% |
$1.21M - $1.31M
|
27.2K
$2.56M
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
13.5K+ 87.1% |
$1.19M - $1.28M
|
29K
$2.72M
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5K+ 28.48% |
$1.18M - $1.27M
|
60.7K
$5.7M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.4K+ 11.43% |
$1.18M - $1.27M
|
131K
$12.3M
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
13.4KNew |
$1.18M - $1.27M
|
13.4K
$1.26M
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
13.2KNew |
$1.16M - $1.25M
|
13.2K
$1.24M
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.2K+ 4.47% |
$1.16M - $1.25M
|
309K
$29M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
13.1K+ 6.59% |
$1.15M - $1.24M
|
212K
$19.9M
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
12.9KNew |
$1.13M - $1.22M
|
12.9K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 100.0% |
$1.1M - $1.18M
|
25K
$2.35M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.4KNew |
$1.09M - $1.17M
|
12.4K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4K+ 24.63% |
$1.09M - $1.17M
|
62.7K
$5.88M
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12KNew |
$1.05M - $1.13M
|
12K
$1.12M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.8K+ 1.28% |
$1.04M - $1.12M
|
930K
$87.3M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 88.16% |
$1.03M - $1.12M
|
25.2K
$2.36M
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11.7K+ 139.16% |
$1.02M - $1.1M
|
20K
$1.88M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.5K+ 14.98% |
$1.01M - $1.09M
|
88.6K
$8.32M
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.3K+ 10.88% |
$995K - $1.07M
|
116K
$10.8M
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 9.86% |
$993K - $1.07M
|
126K
$11.8M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.9KNew |
$961K - $1.04M
|
10.9K
$1.03M
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
10.8KNew |
$949K - $1.02M
|
10.8K
$1.01M
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
10.8KNew |
$949K - $1.02M
|
10.8K
$1.01M
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7K+ 321.9% |
$939K - $1.01M
|
14K
$1.32M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 15.06% |
$931K - $1M
|
81K
$7.6M
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.6KNew |
$928K - $1M
|
10.6K
$993K
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$905K - $976K
|
10.3K
$968K
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
10K+ 32.57% |
$878K - $947K
|
40.7K
$3.82M
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
10K+ 25.41% |
$878K - $947K
|
49.4K
$4.63M
|
|
Aug 14, 2024
Q2 2024
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
- |
9.88K+ 0.82% |
$868K - $936K
|
1.21M
$114M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.74K+ 3.18% |
$855K - $922K
|
316K
$29.7M
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.73KNew |
$854K - $922K
|
9.73K
$914K
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.61K+ 2.82% |
$843K - $909K
|
351K
$32.9M
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.53K+ 6.29% |
$837K - $903K
|
161K
$15.1M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
CALL |
9.3KNew |
$816K - $880K
|
9.3K
$873K
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
9.06K+ 109.18% |
$795K - $857K
|
17.3K
$1.63M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.94K+ 152.28% |
$784K - $846K
|
14.8K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.87KNew |
$779K - $840K
|
8.87K
$833K
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.77K+ 13.18% |
$770K - $831K
|
75.4K
$7.07M
|