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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1K+ 4.75% |
$89.9K - $101K
|
22K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
1K+ 100.0% |
$89.9K - $101K
|
2K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$89.9K - $101K
|
1K
$87.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
1K+ 100.0% |
$89.9K - $101K
|
2K
$175K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 6.6% |
$89.9K - $101K
|
16.1K
$1.41M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
998+ 7.92% |
$89.7K - $101K
|
13.6K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
991+ 4.94% |
$89.1K - $100K
|
21K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
968+ 1.06% |
$87K - $98.1K
|
92.3K
$8.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
938+ 3.51% |
$84.3K - $95K
|
27.7K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
926+ 28.09% |
$83.3K - $93.8K
|
4.22K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
921+ 27.27% |
$82.8K - $93.3K
|
4.3K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
917+ 8.69% |
$82.4K - $92.9K
|
11.5K
$1M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
890+ 2.27% |
$80K - $90.2K
|
40.1K
$3.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879New |
$79K - $89.1K
|
879
$76.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
852+ 4.91% |
$76.6K - $86.3K
|
18.2K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
811+ 2.67% |
$72.9K - $82.2K
|
31.2K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 9.75% |
$72.6K - $81.8K
|
9.09K
$795K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
781+ 0.84% |
$70.2K - $79.1K
|
93.5K
$8.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
747+ 7.61% |
$67.2K - $75.7K
|
10.6K
$924K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
736+ 2.0% |
$66.2K - $74.6K
|
37.5K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
730+ 45.6% |
$65.6K - $74K
|
2.33K
$204K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
724+ 11.16% |
$65.1K - $73.4K
|
7.21K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
698+ 2.09% |
$62.8K - $70.7K
|
34.1K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
698+ 956.16% |
$62.8K - $70.7K
|
771
$67.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
696+ 0.75% |
$62.6K - $70.5K
|
93.1K
$8.15M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
668+ 0.98% |
$60.1K - $67.7K
|
69.2K
$6.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
638+ 9.88% |
$57.4K - $64.6K
|
7.1K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
632+ 152.29% |
$56.8K - $64K
|
1.05K
$91.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$52.7K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
CALL |
600New |
$53.9K - $60.8K
|
600
$52.5K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
576+ 0.94% |
$51.8K - $58.4K
|
62.2K
$5.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
566+ 20.2% |
$50.9K - $57.4K
|
3.37K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
536+ 33.73% |
$48.2K - $54.3K
|
2.13K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
536+ 248.15% |
$48.2K - $54.3K
|
752
$65.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
531+ 1.3% |
$47.7K - $53.8K
|
41.4K
$3.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
526New |
$47.3K - $53.3K
|
526
$46K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
486+ 4.75% |
$43.7K - $49.2K
|
10.7K
$938K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
477+ 8.77% |
$42.9K - $48.3K
|
5.91K
$517K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
470+ 0.7% |
$42.3K - $47.6K
|
67.3K
$5.89M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
463+ 57.88% |
$41.6K - $46.9K
|
1.26K
$111K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 100.67% |
$40.5K - $45.7K
|
899
$78.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
425New |
$38.2K - $43.1K
|
425
$37.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
402+ 5.07% |
$36.1K - $40.7K
|
8.33K
$729K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
376+ 14.84% |
$33.8K - $38.1K
|
2.91K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$32.1K - $36.2K
|
357
$31.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
337+ 12.09% |
$30.3K - $34.1K
|
3.12K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
331+ 3.41% |
$29.8K - $33.5K
|
10K
$878K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
330+ 7.81% |
$29.7K - $33.4K
|
4.56K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
327+ 1.44% |
$29.4K - $33.1K
|
23K
$2.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283+ 20.52% |
$25.4K - $28.7K
|
1.66K
$145K
|