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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300New |
$27.7K - $32.8K
|
300
$26.3K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$23K - $27.3K
|
249
$21.9K
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
PUT |
170New |
$15.7K - $18.6K
|
170
$14.9K
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
170New |
$15.7K - $18.6K
|
170
$14.9K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
140New |
$12.9K - $15.3K
|
140
$12.3K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 7.94% |
$9.24K - $10.9K
|
1.36K
$119K
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
84New |
$7.76K - $9.2K
|
84
$7.37K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28New |
$2.59K - $3.07K
|
28
$2.46K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$924 - $1.09K
|
10
$878
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9New |
$832 - $985
|
9
$790
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4New |
$370 - $438
|
4
$351
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
CALL |
1.33M+ 441.67% |
$134M - $159M
|
1.63M
$143M
|
|
Nov 10, 2022
Q3 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
CALL |
629KNew |
$63.5M - $75.5M
|
629K
$55.2M
|
|
Nov 10, 2022
Q3 2022
|
Dow Chemical CO
Midland, MI |
BUY
|
- |
564K+ 1606.33% |
$56.9M - $67.7M
|
599K
$52.6M
|
|
Nov 14, 2022
Q3 2022
|
Electron Capital Partners, LLC
New York, NY |
BUY
|
- |
460KNew |
$46.5M - $55.2M
|
460K
$40.4M
|
|
Nov 14, 2022
Q3 2022
|
Jet Capital Investors L P
New York, NY |
BUY
|
PUT |
125K+ 33.33% |
$12.6M - $15M
|
500K
$43.9M
|
|
Nov 14, 2022
Q3 2022
|
Triatomic Management LP
New York, NY |
BUY
|
CALL |
100KNew |
$10.1M - $12M
|
100K
$8.78M
|
|
Oct 14, 2022
Q3 2022
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
56.1KNew |
$5.66M - $6.73M
|
56.1K
$4.92M
|
|
Nov 14, 2022
Q3 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
50KNew |
$5.05M - $6M
|
50K
$4.39M
|
|
Nov 14, 2022
Q3 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
30K+ 92.31% |
$3.03M - $3.6M
|
62.5K
$5.49M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
25.5K+ 66.87% |
$2.57M - $3.06M
|
63.6K
$5.58M
|
|
Nov 10, 2022
Q3 2022
|
Heard Capital LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$2.02M - $2.4M
|
20K
$1.76M
|
|
Nov 07, 2022
Q3 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
PUT |
20KNew |
$2.02M - $2.4M
|
20K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
11.2KNew |
$1.13M - $1.34M
|
11.2K
$980K
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.46K+ 30.9% |
$753K - $896K
|
31.6K
$2.77M
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6.73K+ 42068.75% |
$679K - $808K
|
6.75K
$592K
|
|
Oct 19, 2022
Q3 2022
|
Nkcfo LLC
|
BUY
|
- |
4KNew |
$404K - $480K
|
4K
$351K
|
|
Oct 28, 2022
Q3 2022
|
Brightworth
|
BUY
|
- |
3.93KNew |
$396K - $471K
|
3.93K
$345K
|
|
Nov 04, 2022
Q3 2022
|
Kayne Anderson Capital Advisors LP
|
BUY
|
CALL |
3.7KNew |
$374K - $444K
|
3.7K
$325K
|
|
Nov 07, 2022
Q3 2022
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
3.2KNew |
$323K - $384K
|
3.2K
$281K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
2.98K+ 17.51% |
$301K - $357K
|
20K
$1.75M
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.3KNew |
$232K - $276K
|
2.3K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
CALL |
2KNew |
$202K - $240K
|
2K
$176K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.92KNew |
$193K - $230K
|
1.92K
$168K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 0.92% |
$174K - $207K
|
189K
$16.6M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
CALL |
1.7K+ 5.26% |
$172K - $204K
|
34K
$2.98M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.42KNew |
$143K - $171K
|
1.42K
$125K
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
PUT |
1.3KNew |
$131K - $156K
|
1.3K
$114K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$111K - $132K
|
1.1K
$96.5K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
CALL |
1KNew |
$101K - $120K
|
1K
$87.8K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
771+ 1056.16% |
$77.8K - $92.6K
|
844
$74.1K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
466+ 55.15% |
$47K - $55.9K
|
1.31K
$115K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
459New |
$46.3K - $55.1K
|
459
$40.3K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
255New |
$25.7K - $30.6K
|
255
$22.4K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
205+ 11.15% |
$20.7K - $24.6K
|
2.04K
$179K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
173+ 9.13% |
$17.5K - $20.8K
|
2.07K
$181K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
60+ 63.83% |
$6.06K - $7.2K
|
154
$13.5K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
43New |
$4.34K - $5.16K
|
43
$3.77K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$808 - $960
|
8
$702
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
2+ 0.89% |
$202 - $240
|
227
$19.9K
|