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 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
57New |
$5.12K - $5.78K
|
57
$4.99K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
56New |
$5.03K - $5.67K
|
56
$4.9K
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
54+ 1.36% |
$4.86K - $5.47K
|
4.02K
$352K
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
51+ 1.28% |
$4.59K - $5.17K
|
4.04K
$354K
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
51+ 1.26% |
$4.59K - $5.17K
|
4.09K
$358K
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
47+ 0.74% |
$4.23K - $4.76K
|
6.37K
$557K
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 169.23% |
$3.96K - $4.46K
|
70
$6.13K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$3.42K - $3.85K
|
38
$3.33K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.02% |
$3.33K - $3.75K
|
774
$67.7K
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$2.98K
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 1.28% |
$3.06K - $3.45K
|
2.69K
$235K
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
31New |
$2.79K - $3.14K
|
31
$2.71K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 1550.0% |
$2.79K - $3.14K
|
33
$2.89K
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 12.79% |
$2.52K - $2.84K
|
247
$21.6K
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.84% |
$2.34K - $2.63K
|
3.13K
$274K
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$300K
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 2.8% |
$1.89K - $2.13K
|
770
$67.4K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$1.8K - $2.03K
|
20
$1.75K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$80.5K
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
19+ 0.3% |
$1.71K - $1.93K
|
6.35K
$555K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
16+ 0.51% |
$1.44K - $1.62K
|
3.13K
$274K
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.57M
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$1.44K - $1.62K
|
16
$1.4K
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 1300.0% |
$1.17K - $1.32K
|
14
$1.23K
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.88% |
$719 - $811
|
913
$79.9K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7New |
$629 - $709
|
7
$613
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 12.07% |
$629 - $709
|
65
$5.69K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 12.0% |
$270 - $304
|
28
$2.45K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2New |
$180 - $203
|
2
$175
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$89.9 - $101
|
640
$56K
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.06% |
$89.9 - $101
|
1.68K
$147K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
1MNew |
$87.8M - $94.7M
|
1M
$87.5M
|
|
Aug 14, 2024
Q2 2024
|
Knighthead Capital Management, LLC
New York, NY |
BUY
|
CALL |
1MNew |
$87.8M - $94.7M
|
1M
$87.5M
|
|
Aug 14, 2024
Q2 2024
|
Valiant Capital Management, L.P.
San Francisco, CA |
BUY
|
CALL |
950K+ 61.29% |
$83.4M - $89.9M
|
2.5M
$219M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
848K+ 735.21% |
$74.4M - $80.3M
|
963K
$84.3M
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
700KNew |
$61.4M - $66.3M
|
700K
$61.3M
|
|
Aug 14, 2024
Q2 2024
|
Naya Capital Management Uk LTD
London, X0 |
BUY
|
PUT |
670KNew |
$58.8M - $63.4M
|
670K
$58.6M
|
|
Aug 15, 2024
Q2 2024
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
504KNew |
$44.2M - $47.7M
|
504K
$44.1M
|
|
Aug 14, 2024
Q2 2024
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
400KNew |
$35.1M - $37.9M
|
400K
$35M
|
|
Aug 14, 2024
Q2 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
360KNew |
$31.6M - $34.1M
|
360K
$31.5M
|
|
Aug 07, 2024
Q2 2024
|
Nine Masts Capital LTD
|
BUY
|
PUT |
330KNew |
$29M - $31.2M
|
330K
$28.9M
|
|
Aug 14, 2024
Q2 2024
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
300KNew |
$26.3M - $28.4M
|
300K
$26.3M
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
282KNew |
$24.7M - $26.7M
|
282K
$24.7M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
282KNew |
$24.7M - $26.7M
|
282K
$24.7M
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
250KNew |
$21.9M - $23.7M
|
250K
$21.9M
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
CALL |
250KNew |
$21.9M - $23.7M
|
250K
$21.9M
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
205KNew |
$18M - $19.4M
|
205K
$17.9M
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
200K+ 25.0% |
$17.6M - $18.9M
|
1M
$87.5M
|
|
Aug 12, 2024
Q2 2024
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
156K+ 84.51% |
$13.6M - $14.7M
|
340K
$29.7M
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
150KNew |
$13.2M - $14.2M
|
150K
$13.1M
|