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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.16KNew |
$190K - $205K
|
2.16K
$192K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
1.1KNew |
$96.6K - $104K
|
1.1K
$97.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.01K+ 2.91% |
$88.7K - $95.7K
|
35.8K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.01KNew |
$88.2K - $95.1K
|
1.01K
$89.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 17.24% |
$87.8K - $94.7K
|
6.8K
$604K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
600New |
$52.7K - $56.8K
|
600
$53.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
567New |
$49.8K - $53.7K
|
567
$50.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
561New |
$49.2K - $53.1K
|
561
$49.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
395New |
$34.7K - $37.4K
|
395
$35.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
345+ 328.57% |
$30.3K - $32.7K
|
450
$40K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
CALL |
300New |
$26.3K - $28.4K
|
300
$26.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
300New |
$26.3K - $28.4K
|
300
$26.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
251New |
$22K - $23.8K
|
251
$22.3K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
249+ 1.6% |
$21.9K - $23.6K
|
15.8K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
153New |
$13.4K - $14.5K
|
153
$13.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$292K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$7.9K - $8.52K
|
90
$8K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$7.37K - $7.95K
|
84
$7.47K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
73New |
$6.41K - $6.91K
|
73
$6.49K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
68New |
$5.97K - $6.44K
|
68
$6.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
65New |
$5.71K - $6.15K
|
65
$5.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
55New |
$4.83K - $5.21K
|
55
$4.89K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
53+ 1.17% |
$4.65K - $5.02K
|
4.59K
$407K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.11K - $2.27K
|
24
$2.13K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15New |
$1.32K - $1.42K
|
15
$1.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
CALL |
15New |
$1.32K - $1.42K
|
15
$1.33K
|
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.55% |
$1.23K - $1.33K
|
2.57K
$229K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$966 - $1.04K
|
11
$978
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.43% |
$878 - $947
|
2.34K
$208K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6+ 0.19% |
$527 - $568
|
3.24K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4New |
$351 - $379
|
4
$355
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.5% |
$87.8 - $94.7
|
203
$18K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Carronade Capital Management, LP
Darien, CT |
BUY
|
PUT |
2.5MNew |
$230M - $247M
|
2.5M
$222M
|
|
|
May 15, 2024
Q1 2024
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
1.3MNew |
$120M - $128M
|
1.3M
$116M
|
|
|
May 15, 2024
Q1 2024
|
Paul Singer
Elliott Investment Management L.P. | West Palm Beach, Fl
|
BUY
|
CALL |
1MNew |
$92.2M - $98.7M
|
1M
$88.9M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
585KNew |
$53.9M - $57.8M
|
585K
$52M
|
|
|
May 14, 2024
Q1 2024
|
Pfm Health Sciences, LP
San Francisco, CA |
BUY
|
PUT |
523KNew |
$48.2M - $51.6M
|
523K
$46.5M
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
417KNew |
$38.5M - $41.2M
|
417K
$37.1M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
300K+ 150.0% |
$27.7M - $29.6M
|
500K
$44.4M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
250KNew |
$23M - $24.7M
|
250K
$22.2M
|
|
|
May 14, 2024
Q1 2024
|
Antara Capital LP
New York, NY |
BUY
|
CALL |
250KNew |
$23M - $24.7M
|
250K
$22.2M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
145KNew |
$13.4M - $14.3M
|
145K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
123KNew |
$11.3M - $12.2M
|
123K
$10.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
104KNew |
$9.61M - $10.3M
|
104K
$9.26M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
101KNew |
$9.33M - $9.99M
|
101K
$8.99M
|
|
|
May 15, 2024
Q1 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
100KNew |
$9.22M - $9.87M
|
100K
$8.89M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
84.5K+ 5790.41% |
$7.79M - $8.35M
|
86K
$7.64M
|
|
|
May 13, 2024
Q1 2024
|
Herr Investment Group LLC
Austin, TX |
BUY
|
PUT |
76.8K+ 30.72% |
$7.08M - $7.58M
|
327K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.1K+ 23.55% |
$5.91M - $6.33M
|
336K
$29.9M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.21M
|
|