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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-140- 4.43% |
$12.6K - $14.2K
|
3.02K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 306.34% |
$1.14M - $1.28M
|
16.8K
$1.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1.3K- 10.57% |
$117K - $132K
|
11K
$982K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
684K+ 33.04% |
$61.5M - $69.3M
|
2.75M
$246M
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-276- 3.61% |
$24.8K - $28K
|
7.37K
$657K
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$1.74M - $1.96M
|
19.4K
$1.73M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 7.17% |
$15.3K - $17.2K
|
2.2K
$196K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.11K- 13.08% |
$99.4K - $112K
|
7.35K
$656K
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-6.4K- 21.49% |
$576K - $649K
|
23.4K
$2.09M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$42.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-28.5K- 12.7% |
$2.56M - $2.88M
|
196K
$17.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 25.36% |
$113K - $128K
|
6.23K
$557K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$82.1K
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.21K+ 4.77% |
$108K - $122K
|
26.5K
$2.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.14K+ 39.5% |
$282K - $318K
|
11.1K
$989K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.37K+ 1.87% |
$213K - $240K
|
129K
$11.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
496K+ 115.43% |
$44.6M - $50.2M
|
925K
$82.6M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-161- 7.0% |
$14.5K - $16.3K
|
2.14K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$6.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$6.89M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
22.2KNew |
$2M - $2.25M
|
22.2K
$1.98M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
PUT |
2KNew |
$180K - $203K
|
2K
$179K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
117New |
$10.5K - $11.9K
|
117
$10.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
47+ 0.74% |
$4.23K - $4.76K
|
6.37K
$569K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 18.45% |
$4.5K - $5.07K
|
221
$19.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 77.19% |
$11.9K - $13.4K
|
39
$3.48K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 1550.0% |
$2.79K - $3.14K
|
33
$2.95K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$302K - $340K
|
3.35K
$299K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-744- 1.43% |
$66.9K - $75.4K
|
51.3K
$4.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57New |
$5.12K - $5.78K
|
57
$5.09K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 24.78% |
$2.52K - $2.84K
|
85
$7.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 48.4% |
$159K - $179K
|
5.43K
$484K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 0.49% |
$1.71K - $1.93K
|
3.89K
$348K
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.13K- 8.76% |
$101K - $114K
|
11.7K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
3.17K+ 12.5% |
$285K - $322K
|
28.6K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$557K - $628K
|
6.19K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 50.0% |
$8.99K - $10.1K
|
300
$26.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2.71K+ 7.11% |
$244K - $275K
|
40.8K
$3.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.64K - $8.61K
|
85
$7.59K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.1K+ 11090.26% |
$3.79M - $4.27M
|
42.5K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.44K- 12.31% |
$309K - $348K
|
24.5K
$2.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
27.5KNew |
$2.48M - $2.79M
|
27.5K
$2.46M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-45- 1.21% |
$4.05K - $4.56K
|
3.68K
$329K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.31K+ 15.6% |
$478K - $538K
|
39.4K
$3.51M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-29.1K- 84.19% |
$2.62M - $2.95M
|
5.47K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.13K- 10.42% |
$461K - $520K
|
44.1K
$3.93M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$3.42K - $3.85K
|
38
$3.39K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-430- 4.07% |
$38.7K - $43.6K
|
10.1K
$906K
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
24.5KNew |
$2.2M - $2.48M
|
24.5K
$2.18M
|