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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.16K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$369 - $395
|
4
$355
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 16.67% |
$277 - $296
|
21
$1.87K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$88.9
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2MNew |
$166M - $201M
|
2M
$178M
|
|
|
Feb 12, 2024
Q4 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
705KNew |
$58.4M - $70.9M
|
705K
$62.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
233K+ 2745.52% |
$19.3M - $23.4M
|
241K
$21.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
225K+ 301.8% |
$18.6M - $22.6M
|
299K
$26.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
130KNew |
$10.8M - $13.1M
|
130K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
PUT |
130KNew |
$10.8M - $13.1M
|
130K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
130KNew |
$10.7M - $13M
|
130K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$9.05M - $11M
|
109K
$9.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
73.8KNew |
$6.11M - $7.42M
|
73.8K
$6.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
65KNew |
$5.38M - $6.53M
|
65K
$5.78M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
51.5KNew |
$4.27M - $5.18M
|
51.5K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Scoggin Management LP
New York, NY |
BUY
|
PUT |
50KNew |
$4.14M - $5.03M
|
50K
$4.44M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
50K+ 33.33% |
$4.14M - $5.03M
|
200K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
49.6KNew |
$4.11M - $4.99M
|
49.6K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
37.5KNew |
$3.11M - $3.77M
|
37.5K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
CALL |
22KNew |
$1.82M - $2.21M
|
22K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
19.5KNew |
$1.62M - $1.96M
|
19.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
18KNew |
$1.49M - $1.8M
|
18K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.8KNew |
$1.48M - $1.79M
|
17.8K
$1.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
15.6K+ 301.96% |
$1.29M - $1.56M
|
20.7K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
15.5K+ 29.79% |
$1.29M - $1.56M
|
67.7K
$6.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
13KNew |
$1.08M - $1.31M
|
13K
$1.16M
|
|
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
12.2KNew |
$1.01M - $1.23M
|
12.2K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.2KNew |
$1.01M - $1.23M
|
12.2K
$1.08M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$888K - $1.08M
|
10.7K
$953K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
8KNew |
$662K - $804K
|
8K
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.68K+ 24.96% |
$636K - $772K
|
38.5K
$3.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
7.5K+ 187.5% |
$621K - $754K
|
11.5K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Digital Bridge Group, Inc.
Boca Raton, FL |
BUY
|
PUT |
7.3K+ 47.1% |
$604K - $734K
|
22.8K
$2.03M
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.69KNew |
$554K - $672K
|
6.69K
$594K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.38K+ 31.2% |
$528K - $641K
|
26.8K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Fund Management, LLC
Boston, MA |
BUY
|
PUT |
6KNew |
$497K - $603K
|
6K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.6K+ 10.94% |
$463K - $563K
|
56.8K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.5KNew |
$455K - $553K
|
5.5K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$309K - $376K
|
3.74K
$332K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.44K+ 7.6% |
$285K - $346K
|
48.7K
$4.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.4K+ 7.45% |
$281K - $341K
|
49K
$4.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
$280K - $340K
|
3.38K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$271K - $329K
|
3.27K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
3.01KNew |
$249K - $302K
|
3.01K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Irenic Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$248K - $302K
|
3K
$267K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.83KNew |
$234K - $285K
|
2.83K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.8KNew |
$232K - $281K
|
2.8K
$249K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.77KNew |
$229K - $278K
|
2.77K
$246K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.73KNew |
$226K - $274K
|
2.73K
$242K
|
|