Latest Institutional Transactions on Ishares Barclays 20+ Year Trea (TLT)
This table provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35.8KNew |
$3.22M - $3.63M
|
35.8K
$3.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 4.22% |
$1.01M - $1.14M
|
279K
$24.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$306K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
98.3KNew |
$8.84M - $9.96M
|
98.3K
$8.77M
|
|
|
Nov 08, 2024
Q3 2024
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
PUT |
6KNew |
$539K - $608K
|
6K
$536K
|
|
|
Nov 08, 2024
Q3 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
SELL
|
- |
-411K- 98.63% |
$37M - $41.7M
|
5.7K
$508K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 8.51% |
$102K - $115K
|
12.2K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
89New |
$8K - $9.02K
|
89
$7.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
425New |
$38.2K - $43.1K
|
425
$37.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.44KNew |
$399K - $449K
|
4.44K
$396K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.72K+ 18.96% |
$694K - $782K
|
48.4K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-80- 0.42% |
$7.19K - $8.11K
|
19.1K
$1.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.6KNew |
$5M - $5.64M
|
55.6K
$4.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$3.04K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$1.8K - $2.03K
|
20
$1.79K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-39- 0.71% |
$3.51K - $3.95K
|
5.48K
$490K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.05K- 9.77% |
$274K - $309K
|
28.2K
$2.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.4K+ 26.82% |
$216K - $243K
|
11.4K
$1.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
118K+ 1081.25% |
$10.6M - $12M
|
129K
$11.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
CALL |
23KNew |
$2.07M - $2.33M
|
23K
$2.05M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
477+ 8.77% |
$42.9K - $48.3K
|
5.91K
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
72New |
$6.47K - $7.3K
|
72
$6.43K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.43K+ 32.72% |
$218K - $246K
|
9.84K
$878K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 12.07% |
$629 - $709
|
65
$5.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$209K
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8KNew |
$719K - $811K
|
8K
$714K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
137+ 0.78% |
$12.3K - $13.9K
|
17.8K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 80.0% |
$71.9K - $81.1K
|
200
$17.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
668+ 0.98% |
$60.1K - $67.7K
|
69.2K
$6.17M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-273- 0.65% |
$24.5K - $27.7K
|
41.7K
$3.72M
|
|
|
Nov 07, 2024
Q3 2024
|
Bck Capital Management LP
Stamford, CT |
BUY
|
CALL |
149KNew |
$13.4M - $15M
|
149K
$13.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
75+ 0.96% |
$6.74K - $7.6K
|
7.88K
$703K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-159- 0.44% |
$14.3K - $16.1K
|
36.4K
$3.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.61KNew |
$594K - $669K
|
6.61K
$590K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.3K+ 15.6% |
$2.91M - $3.28M
|
240K
$21.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.13K+ 36.17% |
$102K - $115K
|
4.27K
$381K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-120K- 96.58% |
$10.8M - $12.2M
|
4.25K
$379K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
241K+ 95.31% |
$21.7M - $24.5M
|
495K
$44.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.27K- 21.76% |
$114K - $129K
|
4.57K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-203K- 72.77% |
$18.3M - $20.6M
|
76.2K
$6.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.89K+ 18.88% |
$260K - $293K
|
18.2K
$1.62M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.55K- 1.81% |
$139K - $157K
|
84K
$7.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 7.97% |
$1.61M - $1.82M
|
243K
$21.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
31New |
$2.79K - $3.14K
|
31
$2.77K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-367- 2.12% |
$33K - $37.2K
|
17K
$1.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.49K+ 1.16% |
$134K - $151K
|
130K
$11.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$335K - $377K
|
3.73K
$333K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-51.4K- 95.71% |
$4.62M - $5.21M
|
2.3K
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
40.9K+ 49.01% |
$3.68M - $4.15M
|
124K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.79K- 36.5% |
$161K - $181K
|
3.11K
$278K
|