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 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
8.74K+ 2.42% |
$767K - $828K
|
370K
$34.8M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.6K+ 11.13% |
$755K - $815K
|
85.9K
$8.07M
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.46KNew |
$742K - $801K
|
8.46K
$794K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.08K+ 172.04% |
$709K - $765K
|
12.8K
$1.2M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
8.06K+ 3.98% |
$707K - $763K
|
211K
$19.8M
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
8.05K+ 40.59% |
$707K - $762K
|
27.9K
$2.62M
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
8K+ 7.55% |
$702K - $757K
|
114K
$10.7M
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.93K+ 10.79% |
$696K - $751K
|
81.4K
$7.64M
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.73KNew |
$679K - $732K
|
7.73K
$726K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.55K+ 18.59% |
$662K - $714K
|
48.1K
$4.52M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.39K+ 9.05% |
$649K - $700K
|
89K
$8.36M
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.32K+ 8.6% |
$642K - $693K
|
92.4K
$8.67M
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
PUT |
7.3KNew |
$641K - $691K
|
7.3K
$685K
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
7.21K+ 21.4% |
$633K - $683K
|
40.9K
$3.84M
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
7.08K+ 105.11% |
$621K - $670K
|
13.8K
$1.3M
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
7.06K+ 19.1% |
$619K - $668K
|
44K
$4.13M
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
7KNew |
$614K - $663K
|
7K
$657K
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
7K+ 5.38% |
$614K - $663K
|
137K
$12.9M
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.96K+ 25.94% |
$611K - $659K
|
33.8K
$3.17M
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.82K+ 3.88% |
$599K - $646K
|
182K
$17.1M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.66KNew |
$585K - $631K
|
6.66K
$625K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 3.47% |
$581K - $627K
|
197K
$18.5M
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.6KNew |
$579K - $625K
|
6.6K
$620K
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.17K+ 25.76% |
$541K - $584K
|
30.1K
$2.83M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.11K+ 247.77% |
$536K - $578K
|
8.58K
$805K
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.01K+ 51.71% |
$528K - $569K
|
17.6K
$1.66M
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
6KNew |
$527K - $568K
|
6K
$563K
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.95K+ 18.09% |
$522K - $563K
|
38.8K
$3.65M
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95K+ 5.71% |
$522K - $563K
|
110K
$10.3M
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.89K+ 43.95% |
$517K - $558K
|
19.3K
$1.81M
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.87K+ 29.44% |
$515K - $556K
|
25.8K
$2.42M
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.84K+ 13.47% |
$513K - $553K
|
49.2K
$4.62M
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.6K+ 13.44% |
$492K - $530K
|
47.3K
$4.44M
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5.49K+ 5.68% |
$482K - $520K
|
102K
$9.59M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 21.75% |
$477K - $515K
|
30.4K
$2.86M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.41KNew |
$475K - $512K
|
5.41K
$507K
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
PUT |
5.3KNew |
$465K - $502K
|
5.3K
$498K
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.16K+ 50.92% |
$453K - $489K
|
15.3K
$1.44M
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.03K+ 5.97% |
$441K - $476K
|
89.3K
$8.38M
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5K+ 3.3% |
$439K - $474K
|
157K
$14.7M
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5K+ 5.56% |
$439K - $473K
|
95K
$8.92M
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5K+ 31.16% |
$439K - $473K
|
21K
$1.98M
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.98K+ 9.82% |
$437K - $471K
|
55.7K
$5.23M
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.68K+ 2.68% |
$410K - $443K
|
179K
$16.8M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.67K+ 10.34% |
$410K - $442K
|
49.9K
$4.68M
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$390K - $421K
|
4.44K
$417K
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.39K+ 6.41% |
$386K - $416K
|
72.9K
$6.85M
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.33K+ 636.18% |
$380K - $410K
|
5.01K
$470K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.28K+ 50.66% |
$376K - $405K
|
12.7K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.25K+ 9.16% |
$373K - $403K
|
50.7K
$4.76M
|