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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
PUT |
400KNew |
$36.9M - $39.5M
|
400K
$35.5M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.41% |
$11.4K - $12.2K
|
2.42K
$214K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31K- 75.55% |
$2.86M - $3.06M
|
10K
$890K
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.49KNew |
$321K - $344K
|
3.49K
$309K
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$200K - $215K
|
2.18K
$193K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-121- 5.4% |
$11.2K - $11.9K
|
2.12K
$188K
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
17.4KNew |
$1.6M - $1.72M
|
17.4K
$1.54M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
208+ 226.09% |
$19.2K - $20.5K
|
300
$26.6K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.3KNew |
$765K - $819K
|
8.3K
$736K
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-585- 12.32% |
$53.9K - $57.8K
|
4.16K
$369K
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
101KNew |
$9.33M - $9.99M
|
101K
$8.97M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.07KNew |
$467K - $500K
|
5.07K
$449K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-160- 5.8% |
$14.7K - $15.8K
|
2.6K
$230K
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-18.4K- 83.46% |
$1.7M - $1.82M
|
3.65K
$324K
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.98K+ 1.57% |
$274K - $294K
|
192K
$17M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
388New |
$35.8K - $38.3K
|
388
$34.4K
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$319K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.29K+ 21.37% |
$304K - $325K
|
18.7K
$1.66M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
103+ 3.8% |
$9.49K - $10.2K
|
2.81K
$249K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.15K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.59K- 16.76% |
$792K - $848K
|
42.7K
$3.78M
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1K+ 105.98% |
$1.3M - $1.39M
|
27.4K
$2.43M
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-6.14K- 58.41% |
$566K - $606K
|
4.37K
$388K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.13KNew |
$473K - $506K
|
5.13K
$455K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
104KNew |
$9.61M - $10.3M
|
104K
$9.24M
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.91K- 5.99% |
$268K - $287K
|
45.6K
$4.05M
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-72.7K- 66.53% |
$6.7M - $7.18M
|
36.6K
$3.24M
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23.4KNew |
$2.15M - $2.31M
|
23.4K
$2.07M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.15K
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14K- 4.34% |
$1.29M - $1.38M
|
309K
$27.4M
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154New |
$14.2K - $15.2K
|
154
$13.7K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 35.9% |
$10.3K - $11.1K
|
200
$17.7K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.33K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-282- 10.63% |
$26K - $27.8K
|
2.37K
$210K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$45K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.63% |
$2.67K - $2.86K
|
351
$31.1K
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.51K- 48.14% |
$600K - $643K
|
7.02K
$622K
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.04M - $2.18M
|
22.1K
$1.96M
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$520K - $557K
|
5.64K
$500K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-264K- 97.78% |
$24.3M - $26.1M
|
6.01K
$533K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-752K- 96.35% |
$69.3M - $74.3M
|
28.5K
$2.53M
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$224K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$369 - $395
|
4
$355
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.29K+ 1.96% |
$396K - $424K
|
223K
$19.8M
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.25M
|
12.6K
$1.12M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.36KNew |
$126K - $135K
|
1.36K
$121K
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-630- 22.52% |
$58.1K - $62.2K
|
2.17K
$192K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.94% |
$3.78K - $4.05K
|
4.39K
$389K
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$88.7
|