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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.38K+ 31.2% |
$528K - $641K
|
26.8K
$2.38M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
50K+ 33.33% |
$4.14M - $5.03M
|
200K
$17.7M
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.01K+ 3.14% |
$83.3K - $101K
|
33.1K
$2.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.77K- 3.99% |
$230K - $279K
|
66.7K
$5.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
19.5KNew |
$1.62M - $1.96M
|
19.5K
$1.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-111- 1.35% |
$9.19K - $11.2K
|
8.09K
$717K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$8.77K - $10.7K
|
106
$9.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72New |
$5.96K - $7.24K
|
72
$6.38K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$1.49K - $1.81K
|
18
$1.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65.6K- 88.62% |
$5.43M - $6.59M
|
8.42K
$746K
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
15.6K+ 301.96% |
$1.29M - $1.56M
|
20.7K
$1.84M
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.93K- 64.51% |
$408K - $496K
|
2.72K
$241K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77KNew |
$147K - $178K
|
1.77K
$157K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
695+ 26.43% |
$57.5K - $69.9K
|
3.33K
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.32K- 24.76% |
$192K - $233K
|
7.05K
$625K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$8.28K - $10.1K
|
100
$8.87K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
288New |
$23.8K - $28.9K
|
288
$25.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
$280K - $340K
|
3.38K
$300K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
51.5KNew |
$4.27M - $5.18M
|
51.5K
$4.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.48KClosed |
$205K - $249K
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.4K+ 7.45% |
$281K - $341K
|
49K
$4.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.43% |
$1.08K - $1.31K
|
3.01K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$234K - $285K
|
2.83K
$251K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.6K+ 10.94% |
$463K - $563K
|
56.8K
$5.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2.11KNew |
$175K - $212K
|
2.11K
$187K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
388+ 2.5% |
$32.1K - $39K
|
15.9K
$1.41M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.44K+ 7.6% |
$285K - $346K
|
48.7K
$4.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.69KNew |
$554K - $672K
|
6.69K
$593K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 90.85% |
$37.8K - $45.9K
|
46
$4.08K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$888K - $1.08M
|
10.7K
$951K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.14K+ 1.82% |
$177K - $215K
|
120K
$10.6M
|
|
| Q3 2023 | |||||||
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.76K- 18.03% |
$420K - $490K
|
21.6K
$1.92M
|
|
|
Nov 27, 2024
Q3 2023
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
84.6KNew |
$7.48M - $8.71M
|
84.6K
$7.51M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$494K - $576K
|
5.59K
$496K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.99K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11Closed |
$973 - $1.13K
|
0
$0
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
152KNew |
$13.4M - $15.6M
|
152K
$13.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
26KNew |
$2.3M - $2.68M
|
26K
$2.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Polus Capital Management LTD
London, X0 |
BUY
|
CALL |
905KNew |
$80M - $93.2M
|
905K
$80.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
79.1K+ 282.75% |
$6.99M - $8.14M
|
107K
$9.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Bowie Capital Management, LLC
Richardson, TX |
BUY
|
CALL |
300KNew |
$26.5M - $30.9M
|
300K
$26.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$2.56K - $2.99K
|
29
$2.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
10.1KNew |
$894K - $1.04M
|
10.1K
$897K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
CALL |
1.5KNew |
$133K - $154K
|
1.5K
$133K
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30K- 34.08% |
$2.66M - $3.09M
|
58.1K
$5.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.41M - $5.14M
|
49.9K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
250KNew |
$22.1M - $25.7M
|
250K
$22.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
12KNew |
$1.06M - $1.24M
|
12K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
10KNew |
$884K - $1.03M
|
10K
$887K
|
|
|
Nov 14, 2023
Q3 2023
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
22.9KNew |
$2.02M - $2.35M
|
22.9K
$2.03M
|
|