Latest Institutional Purchases of Ishares Barclays 20+ Year Trea (TLT)
This list provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$558K - $628K
|
6.2K
$543K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$557K - $628K
|
6.19K
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
6KNew |
$539K - $608K
|
6K
$525K
|
|
|
Nov 08, 2024
Q3 2024
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
PUT |
6KNew |
$539K - $608K
|
6K
$525K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6KNew |
$539K - $608K
|
6K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.95K+ 13827.91% |
$535K - $603K
|
5.99K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.62KNew |
$505K - $569K
|
5.62K
$492K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
5.57K+ 3.1% |
$501K - $564K
|
185K
$16.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.52KNew |
$497K - $560K
|
5.52K
$483K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.48KNew |
$492K - $555K
|
5.48K
$479K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.46K+ 16.39% |
$490K - $553K
|
38.7K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.4K+ 8.37% |
$485K - $547K
|
69.9K
$6.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.39K+ 25.71% |
$485K - $546K
|
26.4K
$2.31M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.35KNew |
$481K - $542K
|
5.35K
$468K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.31K+ 15.6% |
$478K - $538K
|
39.4K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.17KNew |
$465K - $524K
|
5.17K
$452K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.17K+ 5.23% |
$465K - $524K
|
104K
$9.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.14KNew |
$462K - $521K
|
5.14K
$450K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.13K+ 155.83% |
$461K - $520K
|
8.42K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
CALL |
5.1KNew |
$459K - $517K
|
5.1K
$446K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5.03K+ 1.48% |
$453K - $510K
|
345K
$30.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
4.87K+ 2.14% |
$438K - $493K
|
232K
$20.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.85KNew |
$436K - $491K
|
4.85K
$424K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.83K+ 75.95% |
$434K - $489K
|
11.2K
$978K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.81K+ 77.3% |
$433K - $488K
|
11K
$966K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$432K - $486K
|
4.8K
$420K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.74KNew |
$427K - $481K
|
4.74K
$415K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.68KNew |
$420K - $474K
|
4.68K
$409K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.57KNew |
$411K - $463K
|
4.57K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.53K+ 24.91% |
$408K - $459K
|
22.7K
$1.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.52K+ 11.49% |
$407K - $458K
|
43.9K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.44KNew |
$399K - $449K
|
4.44K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.24KNew |
$381K - $429K
|
4.24K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.22K+ 77.99% |
$379K - $427K
|
9.62K
$842K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.14K+ 35.69% |
$372K - $419K
|
15.7K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.13KNew |
$371K - $418K
|
4.13K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.06KNew |
$365K - $411K
|
4.06K
$355K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 53.11% |
$360K - $406K
|
11.6K
$1.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.98K+ 8.43% |
$358K - $404K
|
51.2K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.98K+ 0.97% |
$358K - $403K
|
414K
$36.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.95KNew |
$355K - $400K
|
3.95K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.82K+ 168.11% |
$343K - $387K
|
6.09K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.77KNew |
$339K - $382K
|
3.77K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.77K+ 978.7% |
$339K - $382K
|
4.15K
$363K
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.74KNew |
$336K - $379K
|
3.74K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$335K - $377K
|
3.73K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.72K+ 11.04% |
$335K - $377K
|
37.5K
$3.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 4.46% |
$330K - $372K
|
86K
$7.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.56K+ 24.03% |
$320K - $361K
|
18.4K
$1.61M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.51KNew |
$315K - $356K
|
3.51K
$307K
|