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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-759K- 4.62% |
$68.2M - $76.9M
|
15.7M
$1.4B
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
190New |
$17.1K - $19.3K
|
190
$17K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $236K
|
2.33K
$208K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 4.12% |
$103K - $117K
|
26.8K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68New |
$6.11K - $6.89K
|
68
$6.07K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-304- 1.25% |
$27.3K - $30.8K
|
24K
$2.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.65K- 60.69% |
$418K - $472K
|
3.01K
$269K
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
41.7KNew |
$3.75M - $4.22M
|
41.7K
$3.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-25- 0.48% |
$2.25K - $2.53K
|
5.17K
$461K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.68KNew |
$420K - $474K
|
4.68K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 5.02% |
$166K - $187K
|
38.6K
$3.44M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41K- 69.86% |
$3.68M - $4.15M
|
17.7K
$1.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30K- 91.45% |
$2.7M - $3.04M
|
2.81K
$250K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
544K+ 17175.54% |
$48.9M - $55.2M
|
547K
$48.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.06% |
$89.9 - $101
|
1.68K
$150K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.29KNew |
$296K - $334K
|
3.29K
$294K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
100New |
$8.99K - $10.1K
|
100
$8.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.95K- 21.46% |
$535K - $603K
|
21.8K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.22% |
$629 - $709
|
3.21K
$286K
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.95KNew |
$355K - $400K
|
3.95K
$353K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6KNew |
$539K - $608K
|
6K
$536K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.2KNew |
$288K - $324K
|
3.2K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
20.1KNew |
$1.81M - $2.04M
|
20.1K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
CALL |
-22- 81.48% |
$1.98K - $2.23K
|
5
$446
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-614- 2.04% |
$55.2K - $62.2K
|
29.5K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
119KNew |
$10.7M - $12.1M
|
119K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.54K+ 23.68% |
$138K - $156K
|
8.02K
$716K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$255K - $287K
|
2.84K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
188K+ 5651.17% |
$16.9M - $19.1M
|
191K
$17.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-450- 8.59% |
$40.5K - $45.6K
|
4.79K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-10.4K- 26.05% |
$931K - $1.05M
|
29.4K
$2.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.67K+ 1.04% |
$150K - $169K
|
163K
$14.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.71K+ 26.62% |
$154K - $174K
|
8.15K
$728K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.33K+ 18.67% |
$119K - $135K
|
8.45K
$754K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-465- 25.27% |
$41.8K - $47.1K
|
1.38K
$123K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-17K- 1.14% |
$1.53M - $1.72M
|
1.47M
$132M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
83.5KNew |
$7.51M - $8.46M
|
83.5K
$7.45M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.3KNew |
$1.47M - $1.65M
|
16.3K
$1.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
24.7KNew |
$2.22M - $2.5M
|
24.7K
$2.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.05K- 30.14% |
$364K - $411K
|
9.4K
$839K
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.51K+ 11.48% |
$136K - $153K
|
14.7K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$191K - $216K
|
2.13K
$190K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 39.32% |
$1.14M - $1.29M
|
19.6K
$1.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.03KNew |
$273K - $307K
|
3.03K
$271K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
730+ 45.6% |
$65.6K - $74K
|
2.33K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.17K+ 5.23% |
$465K - $524K
|
104K
$9.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 53.11% |
$360K - $406K
|
11.6K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
117+ 1.09% |
$10.5K - $11.9K
|
10.9K
$970K
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
50.1K+ 971.65% |
$4.51M - $5.08M
|
55.3K
$4.94M
|