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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
233K+ 2745.52% |
$19.3M - $23.4M
|
241K
$21.4M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.28KNew |
$188K - $229K
|
2.28K
$202K
|
|
|
Feb 09, 2024
Q4 2023
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
7.3K+ 47.1% |
$604K - $734K
|
22.8K
$2.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.9K - $2.31K
|
23
$2.04K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-719- 14.05% |
$59.5K - $72.3K
|
4.4K
$390K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
250New |
$20.7K - $25.1K
|
250
$22.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33+ 0.33% |
$2.73K - $3.32K
|
10.1K
$898K
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
73.8KNew |
$6.11M - $7.42M
|
73.8K
$6.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184New |
$15.2K - $18.5K
|
184
$16.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
505New |
$41.8K - $50.8K
|
505
$44.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.4K+ 139.54% |
$1.52M - $1.84M
|
31.5K
$2.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
13KNew |
$1.08M - $1.31M
|
13K
$1.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-27- 75.0% |
$2.23K - $2.71K
|
9
$798
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.5KNew |
$455K - $553K
|
5.5K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
18KNew |
$1.49M - $1.8M
|
18K
$1.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.99% |
$2.07K - $2.51K
|
1.23K
$109K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.12% |
$2.23K - $2.71K
|
2.45K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$14.2K - $17.2K
|
171
$15.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
445New |
$36.8K - $44.7K
|
445
$39.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
300+ 150.0% |
$24.8K - $30.2K
|
500
$44.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-13.3K- 54.86% |
$1.1M - $1.33M
|
10.9K
$969K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.01KNew |
$249K - $302K
|
3.01K
$267K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.8KNew |
$1.48M - $1.79M
|
17.8K
$1.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
65KNew |
$5.38M - $6.53M
|
65K
$5.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
34+ 0.29% |
$2.81K - $3.42K
|
11.8K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$309K - $376K
|
3.74K
$332K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-37.2K- 55.1% |
$3.08M - $3.74M
|
30.3K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
CALL |
1K+ 33.33% |
$82.8K - $101K
|
4K
$355K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.68K+ 24.96% |
$636K - $772K
|
38.5K
$3.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51M- 96.88% |
$125M - $151M
|
48.6K
$4.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
129KNew |
$10.7M - $12.9M
|
129K
$11.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
CALL |
2K+ 10.0% |
$166K - $201K
|
22K
$1.95M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
130KNew |
$10.7M - $13M
|
130K
$11.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
130KNew |
$10.8M - $13.1M
|
130K
$11.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.61K- 26.04% |
$133K - $162K
|
4.58K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Advisors LLC
|
BUY
|
PUT |
480KNew |
$39.7M - $48.2M
|
480K
$42.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-138K- 95.48% |
$11.4M - $13.9M
|
6.54K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-114- 67.86% |
$9.44K - $11.5K
|
54
$4.79K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-138- 6.1% |
$11.4K - $13.9K
|
2.12K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$135K - $164K
|
1.63K
$145K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.05K- 14.34% |
$87.1K - $106K
|
6.29K
$557K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
475+ 13.16% |
$39.3K - $47.7K
|
4.09K
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.06KNew |
$170K - $207K
|
2.06K
$182K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 94.09% |
$84.3K - $102K
|
64
$5.68K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 50.0% |
$8.28K - $10.1K
|
100
$8.87K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2MNew |
$166M - $201M
|
2M
$177M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$1.66K - $2.01K
|
20
$1.77K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-34.6K- 12.58% |
$2.86M - $3.48M
|
240K
$21.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-605- 6.74% |
$50.1K - $60.8K
|
8.37K
$742K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.3K- 18.51% |
$108K - $131K
|
5.73K
$508K
|