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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
CALL |
150KNew |
$15M - $16.3M
|
150K
$13.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$239K - $259K
|
2.38K
$211K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
823+ 37.82% |
$82.5K - $89.3K
|
3K
$266K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
546+ 1.5% |
$54.8K - $59.3K
|
37K
$3.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.42KNew |
$242K - $262K
|
2.42K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39New |
$3.91K - $4.23K
|
39
$3.46K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-492- 17.74% |
$49.3K - $53.4K
|
2.28K
$202K
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-974- 17.37% |
$97.7K - $106K
|
4.63K
$411K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
657New |
$65.9K - $71.3K
|
657
$58.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-884K- 79.15% |
$88.6M - $95.9M
|
233K
$20.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-492- 7.55% |
$49.3K - $53.4K
|
6.03K
$534K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.21K- 4.3% |
$422K - $457K
|
93.7K
$8.31M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.42K- 99.19% |
$544K - $588K
|
44
$3.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$27K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1K+ 45.45% |
$100K - $109K
|
3.2K
$284K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 27, 2023
Q2 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
3.24KNew |
$325K - $352K
|
3.24K
$287K
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.34K+ 1277.14% |
$134K - $146K
|
1.45K
$128K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.9M
|
17.5K
$1.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
169KNew |
$17M - $18.3M
|
169K
$15M
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
700New |
$70.2K - $76K
|
700
$62.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$301K - $326K
|
3K
$266K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55New |
$5.52K - $5.97K
|
55
$4.88K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$10K - $10.9K
|
100
$8.87K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.55% |
$100 - $109
|
182
$16.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$3.99M
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-67- 3.28% |
$6.72K - $7.27K
|
1.98K
$175K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2KNew |
$201K - $217K
|
2K
$177K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
326KNew |
$32.6M - $35.3M
|
326K
$28.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
131New |
$13.1K - $14.2K
|
131
$11.6K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
870+ 28.46% |
$87.2K - $94.4K
|
3.93K
$348K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15.4K+ 63.17% |
$1.54M - $1.67M
|
39.8K
$3.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.06KNew |
$808K - $875K
|
8.06K
$715K
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.1M
|
|
| Q1 2023 | |||||||
|
Feb 07, 2025
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
920KNew |
$91.6M - $100M
|
920K
$81.6M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$895 - $978
|
9
$798
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
23.6KNew |
$2.34M - $2.56M
|
23.6K
$2.09M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
90.2K+ 57.34% |
$8.97M - $9.8M
|
248K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 24.14% |
$4.87K - $5.32K
|
154
$13.7K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-99- 99.0% |
$9.85K - $10.8K
|
1
$88.7
|
|
|
May 15, 2023
Q1 2023
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
21.5KNew |
$2.14M - $2.34M
|
21.5K
$1.91M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-317- 13.68% |
$31.5K - $34.4K
|
2K
$177K
|
|
|
May 15, 2023
Q1 2023
|
Bayberry Capital Partners LP
New York, NY |
BUY
|
- |
30KNew |
$2.98M - $3.26M
|
30K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
100KNew |
$9.95M - $10.9M
|
100K
$8.87M
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
CALL |
600KNew |
$59.7M - $65.2M
|
600K
$53.2M
|
|
|
May 15, 2023
Q1 2023
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
CALL |
1.62MNew |
$161M - $176M
|
1.62M
$144M
|
|
|
May 15, 2023
Q1 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
55.1K+ 39.36% |
$5.48M - $5.99M
|
195K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
13.7KNew |
$1.36M - $1.49M
|
13.7K
$1.21M
|
|