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 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.71K- 39.08% |
$328K - $382K
|
5.78K
$513K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
30KNew |
$2.65M - $3.09M
|
30K
$2.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
50New |
$4.42K - $5.15K
|
50
$4.43K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
15New |
$1.33K - $1.54K
|
15
$1.33K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
106+ 2.04% |
$9.37K - $10.9K
|
5.31K
$471K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$208K - $242K
|
2.35K
$209K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
18.9KNew |
$1.67M - $1.94M
|
18.9K
$1.68M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66.7KNew |
$5.9M - $6.87M
|
66.7K
$5.91M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.06M - $3.56M
|
34.6K
$3.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.48K+ 2.34% |
$131K - $153K
|
64.8K
$5.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$266K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.44KNew |
$569K - $663K
|
6.44K
$571K
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
CALL |
9New |
$796 - $927
|
9
$798
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
39.9KNew |
$3.52M - $4.1M
|
39.9K
$3.53M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86New |
$7.6K - $8.85K
|
86
$7.63K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.79KNew |
$335K - $390K
|
3.79K
$336K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6K- 29.7% |
$530K - $618K
|
14.2K
$1.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57KNew |
$227K - $265K
|
2.57K
$228K
|
|
|
Oct 19, 2023
Q3 2023
|
P&S Credit Management, L.P.
New York, NY |
BUY
|
CALL |
92.5KNew |
$8.18M - $9.52M
|
92.5K
$8.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.24K- 44.69% |
$463K - $539K
|
6.48K
$575K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
352New |
$31.1K - $36.2K
|
352
$31.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
PUT |
500New |
$44.2K - $51.5K
|
500
$44.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
1.56K+ 53.72% |
$138K - $161K
|
4.46K
$396K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.06K - $1.24K
|
12
$1.06K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.5K - $1.75K
|
17
$1.51K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$5.92K - $6.9K
|
67
$5.94K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
CALL |
20KNew |
$1.77M - $2.06M
|
20K
$1.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$265 - $309
|
3
$266
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
110New |
$9.73K - $11.3K
|
110
$9.75K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
175New |
$15.5K - $18K
|
175
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-17- 17.35% |
$1.5K - $1.75K
|
81
$7.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$3.99K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$169K - $196K
|
37.3K
$3.31M
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
72+ 1.57% |
$6.37K - $7.41K
|
4.65K
$412K
|
|
| Q2 2023 | |||||||
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.41K - $2.6K
|
24
$2.13K
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-32K- 56.99% |
$3.21M - $3.47M
|
24.1K
$2.14M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
CALL |
-400Closed |
$40.1K - $43.4K
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-404KClosed |
$40.5M - $43.9M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.92KNew |
$393K - $426K
|
3.92K
$348K
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.74KNew |
$475K - $514K
|
4.74K
$420K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.1K- 48.05% |
$4.02M - $4.36M
|
43.4K
$3.85M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.52M - $3.81M
|
35.1K
$3.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 4.34% |
$100K - $109K
|
22K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-246- 93.18% |
$24.7K - $26.7K
|
18
$1.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3K+ 30.0% |
$301K - $326K
|
13K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-37.2K- 74.38% |
$3.73M - $4.04M
|
12.8K
$1.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$20.1M - $21.7M
|
200K
$17.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$25.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2.98M+ 14900.0% |
$299M - $323M
|
3M
$266M
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
CALL |
11.5KNew |
$1.15M - $1.25M
|
11.5K
$1.02M
|
|