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 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
86New |
$7.6K - $8.85K
|
86
$7.64K
|
|
|
Nov 14, 2023
Q3 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
72+ 2.67% |
$6.37K - $7.41K
|
2.77K
$246K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
72+ 1.57% |
$6.37K - $7.41K
|
4.65K
$413K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
67New |
$5.92K - $6.9K
|
67
$5.95K
|
|
|
Nov 02, 2023
Q3 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47+ 0.89% |
$4.16K - $4.84K
|
5.34K
$475K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$4K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
45New |
$3.98K - $4.63K
|
45
$4K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
35+ 0.42% |
$3.09K - $3.6K
|
8.29K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
29New |
$2.56K - $2.99K
|
29
$2.58K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
17New |
$1.5K - $1.75K
|
17
$1.51K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
12New |
$1.06K - $1.24K
|
12
$1.07K
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3New |
$265 - $309
|
3
$267
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Baymount Management LP
Miami, FL |
BUY
|
CALL |
2.98M+ 14900.0% |
$299M - $323M
|
3M
$267M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
CALL |
326KNew |
$32.6M - $35.3M
|
326K
$28.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
PUT |
200KNew |
$20.1M - $21.7M
|
200K
$17.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
169KNew |
$17M - $18.3M
|
169K
$15M
|
|
|
Aug 09, 2023
Q2 2023
|
Tamarack Advisers, LP
Carlsbad, CA |
BUY
|
CALL |
150KNew |
$15M - $16.3M
|
150K
$13.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68K+ 22.96% |
$6.82M - $7.38M
|
364K
$32.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.47M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
38.6K+ 16.35% |
$3.87M - $4.19M
|
275K
$24.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.9M
|
17.5K
$1.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15.4K+ 63.17% |
$1.54M - $1.67M
|
39.8K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
BUY
|
CALL |
11.5KNew |
$1.15M - $1.25M
|
11.5K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.06KNew |
$808K - $875K
|
8.06K
$716K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$711K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.12K+ 18.32% |
$613K - $664K
|
39.5K
$3.51M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
4.74KNew |
$475K - $514K
|
4.74K
$421K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.92KNew |
$393K - $426K
|
3.92K
$349K
|
|
|
Jul 27, 2023
Q2 2023
|
Share Andrew L.
Manchester, NH |
BUY
|
- |
3.24KNew |
$325K - $352K
|
3.24K
$288K
|
|
|
Aug 14, 2023
Q2 2023
|
Philosophy Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
3K+ 30.0% |
$301K - $326K
|
13K
$1.16M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
3KNew |
$301K - $326K
|
3K
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.42KNew |
$242K - $262K
|
2.42K
$215K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
2.38KNew |
$239K - $259K
|
2.38K
$212K
|
|
|
Jul 20, 2023
Q2 2023
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
2KNew |
$201K - $217K
|
2K
$178K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.34K+ 1277.14% |
$134K - $146K
|
1.45K
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
CALL |
1.2KNew |
$120K - $130K
|
1.2K
$107K
|
|
|
Jul 31, 2023
Q2 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1K+ 45.45% |
$100K - $109K
|
3.2K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
870+ 28.46% |
$87.2K - $94.4K
|
3.93K
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
823+ 37.82% |
$82.5K - $89.3K
|
3K
$267K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
657New |
$65.9K - $71.3K
|
657
$58.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
546+ 1.5% |
$54.8K - $59.3K
|
37K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
544+ 11.6% |
$54.6K - $59K
|
5.23K
$465K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$27.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.42K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$10K - $10.9K
|
100
$8.89K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
88+ 1.44% |
$8.82K - $9.55K
|
6.18K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$25.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$4.01K - $4.34K
|
40
$3.55K
|
|