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 |
---|---|---|---|---|---|---|---|
Dec 17, 2024
Q3 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
274+ 0.63% |
$24.6K - $27.8K
|
44K
$3.85M
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
271+ 1.95% |
$24.4K - $27.5K
|
14.1K
$1.24M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
263+ 33.33% |
$23.6K - $26.6K
|
1.05K
$92.1K
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
250+ 2.98% |
$22.5K - $25.3K
|
8.64K
$756K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
248+ 0.19% |
$22.3K - $25.1K
|
132K
$11.6M
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
244+ 1.55% |
$21.9K - $24.7K
|
16K
$1.4M
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
243+ 9.92% |
$21.8K - $24.6K
|
2.69K
$236K
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
232New |
$20.9K - $23.5K
|
232
$20.3K
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
216New |
$19.4K - $21.9K
|
216
$18.9K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
209+ 1.16% |
$18.8K - $21.2K
|
18.2K
$1.59M
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
206+ 0.95% |
$18.5K - $20.9K
|
21.9K
$1.92M
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202+ 1.82% |
$18.2K - $20.5K
|
11.3K
$989K
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
190New |
$17.1K - $19.3K
|
190
$16.6K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
186+ 1.53% |
$16.7K - $18.8K
|
12.4K
$1.08M
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$16.1K - $18.1K
|
179
$15.7K
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$15.7K - $17.7K
|
175
$15.3K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
163+ 1.81% |
$14.7K - $16.5K
|
9.18K
$803K
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
157+ 1.7% |
$14.1K - $15.9K
|
9.4K
$822K
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
147+ 6.32% |
$13.2K - $14.9K
|
2.47K
$216K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
144New |
$12.9K - $14.6K
|
144
$12.6K
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
142+ 35.68% |
$12.8K - $14.4K
|
540
$47.3K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 13800.0% |
$12.4K - $14K
|
139
$12.2K
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
137+ 13.98% |
$12.3K - $13.9K
|
1.12K
$97.7K
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
137+ 0.78% |
$12.3K - $13.9K
|
17.8K
$1.56M
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
136+ 2.67% |
$12.2K - $13.8K
|
5.24K
$458K
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
128New |
$11.5K - $13K
|
128
$11.2K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
128+ 32.65% |
$11.5K - $13K
|
520
$45.5K
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
125+ 1.14% |
$11.2K - $12.7K
|
11.1K
$967K
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
125New |
$11.2K - $12.7K
|
125
$10.9K
|
|
Oct 30, 2024
Q3 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
117+ 1.09% |
$10.5K - $11.9K
|
10.9K
$951K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
117New |
$10.5K - $11.9K
|
117
$10.2K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
106+ 16.11% |
$9.53K - $10.7K
|
764
$66.9K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
103+ 1.03% |
$9.26K - $10.4K
|
10.1K
$888K
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
103+ 1.4% |
$9.26K - $10.4K
|
7.48K
$654K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
103+ 5.69% |
$9.26K - $10.4K
|
1.91K
$167K
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
102+ 2.73% |
$9.17K - $10.3K
|
3.85K
$336K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
100+ 2.34% |
$8.99K - $10.1K
|
4.37K
$383K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
CALL |
100New |
$8.99K - $10.1K
|
100
$8.75K
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 50.0% |
$8.99K - $10.1K
|
300
$26.3K
|
|
Nov 08, 2024
Q3 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
89New |
$8K - $9.02K
|
89
$7.79K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
85New |
$7.64K - $8.61K
|
85
$7.44K
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
81New |
$7.28K - $8.21K
|
81
$7.09K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
75+ 0.96% |
$6.74K - $7.6K
|
7.88K
$689K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
75+ 0.07% |
$6.74K - $7.6K
|
107K
$9.38M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
72New |
$6.47K - $7.3K
|
72
$6.3K
|
|
Nov 05, 2024
Q3 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
72+ 0.42% |
$6.47K - $7.3K
|
17.4K
$1.52M
|
|
Nov 05, 2024
Q3 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
68New |
$6.11K - $6.89K
|
68
$5.95K
|
|
Nov 13, 2024
Q3 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
65+ 0.7% |
$5.84K - $6.59K
|
9.41K
$824K
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
63+ 0.04% |
$5.66K - $6.38K
|
178K
$15.5M
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
62+ 1.05% |
$5.57K - $6.28K
|
5.95K
$521K
|