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 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
PUT |
58.7KNew |
$5.41M - $5.79M
|
58.7K
$5.21M
|
|
|
Nov 14, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
CALL |
42.6KNew |
$3.93M - $4.21M
|
42.6K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
38KNew |
$3.51M - $3.75M
|
38K
$3.38M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23.4KNew |
$2.15M - $2.31M
|
23.4K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23K+ 425.07% |
$2.12M - $2.27M
|
28.4K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22.5KNew |
$2.07M - $2.22M
|
22.5K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.04M - $2.18M
|
22.1K
$1.96M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
17.4KNew |
$1.6M - $1.72M
|
17.4K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1K+ 105.98% |
$1.3M - $1.39M
|
27.4K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13K+ 24.52% |
$1.2M - $1.28M
|
66.1K
$5.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.25M
|
12.6K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
CALL |
10KNew |
$922K - $987K
|
10K
$889K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$830K - $888K
|
9K
$800K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.3KNew |
$765K - $819K
|
8.3K
$737K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.68KNew |
$708K - $758K
|
7.68K
$683K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.06K+ 5.59% |
$559K - $598K
|
114K
$10.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$520K - $557K
|
5.64K
$501K
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.4KNew |
$498K - $533K
|
5.4K
$480K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.13KNew |
$473K - $506K
|
5.13K
$456K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.07KNew |
$467K - $500K
|
5.07K
$450K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.49KNew |
$321K - $344K
|
3.49K
$310K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.35KNew |
$309K - $331K
|
3.35K
$298K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.29K+ 21.37% |
$304K - $325K
|
18.7K
$1.66M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.98K+ 1.57% |
$274K - $294K
|
192K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.89KNew |
$266K - $285K
|
2.89K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$230K - $247K
|
2.5K
$222K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$200K - $215K
|
2.18K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$198K - $212K
|
2.15K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$184K - $197K
|
2K
$178K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.36KNew |
$126K - $135K
|
1.36K
$121K
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
740+ 2.97% |
$68.2K - $73.1K
|
25.7K
$2.28M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
729+ 39.53% |
$67.2K - $72K
|
2.57K
$229K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
546+ 22.95% |
$50.3K - $53.9K
|
2.93K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$319K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512New |
$47.2K - $50.5K
|
512
$45.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$45.1K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$224K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$15.2K - $16.3K
|
165
$14.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154New |
$14.2K - $15.2K
|
154
$13.7K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
145New |
$13.4K - $14.3K
|
145
$12.9K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.41% |
$11.4K - $12.2K
|
2.42K
$215K
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
103+ 3.8% |
$9.49K - $10.2K
|
2.81K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
101+ 3.21% |
$9.31K - $9.97K
|
3.25K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$9.22K - $9.87K
|
100
$8.89K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
60+ 2.7% |
$5.53K - $5.92K
|
2.28K
$203K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
51New |
$4.7K - $5.03K
|
51
$4.53K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
48New |
$4.42K - $4.74K
|
48
$4.27K
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
44+ 0.11% |
$4.06K - $4.34K
|
40.9K
$3.64M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
41+ 0.94% |
$3.78K - $4.05K
|
4.39K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.33K
|
|