Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 20+ YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-43- 48.86% |
$3.77K - $4.07K
|
45
$3.93K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-45- 0.17% |
$3.95K - $4.26K
|
27.2K
$2.38M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 2.25% |
$4.13K - $4.45K
|
2.04K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-53- 68.83% |
$4.65K - $5.02K
|
24
$2.1K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-54- 2.29% |
$4.74K - $5.11K
|
2.3K
$201K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-54- 53.47% |
$4.74K - $5.11K
|
47
$4.11K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-62- 0.32% |
$5.44K - $5.87K
|
19.2K
$1.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 0.84% |
$5.79K - $6.25K
|
7.77K
$679K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-70- 2.35% |
$6.14K - $6.63K
|
2.92K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-73- 0.95% |
$6.41K - $6.91K
|
7.6K
$664K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-74- 1.29% |
$6.5K - $7.01K
|
5.66K
$495K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-75- 34.25% |
$6.58K - $7.1K
|
144
$12.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-79- 0.15% |
$6.93K - $7.48K
|
52K
$4.55M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-88- 3.65% |
$7.72K - $8.33K
|
2.33K
$203K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-89- 29.08% |
$7.81K - $8.43K
|
217
$19K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-92- 1.43% |
$8.08K - $8.71K
|
6.32K
$553K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-100- 3.92% |
$8.78K - $9.47K
|
2.45K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-100- 5.56% |
$8.78K - $9.47K
|
1.7K
$149K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-100- 2.75% |
$8.78K - $9.47K
|
3.53K
$308K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 0.64% |
$8.78K - $9.47K
|
15.4K
$1.35M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-105- 1.96% |
$9.22K - $9.94K
|
5.24K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-113- 2.48% |
$9.92K - $10.7K
|
4.45K
$389K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-126- 59.43% |
$11.1K - $11.9K
|
86
$7.52K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-132- 4.74% |
$11.6K - $12.5K
|
2.65K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-135- 50.0% |
$11.9K - $12.8K
|
135
$11.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-146- 0.29% |
$12.8K - $13.8K
|
50.6K
$4.43M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-152- 0.72% |
$13.3K - $14.4K
|
20.8K
$1.82M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-153- 0.07% |
$13.4K - $14.5K
|
223K
$19.5M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-154- 13.31% |
$13.5K - $14.6K
|
1K
$87.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-163- 0.97% |
$14.3K - $15.4K
|
16.7K
$1.46M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-170- 1.44% |
$14.9K - $16.1K
|
11.7K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-170- 6.47% |
$14.9K - $16.1K
|
2.46K
$215K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-191- 7.82% |
$16.8K - $18.1K
|
2.25K
$197K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-194- 54.19% |
$17K - $18.4K
|
164
$14.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-194- 27.21% |
$17K - $18.4K
|
519
$45.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 3.46% |
$17.5K - $18.8K
|
5.55K
$485K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-200- 14.58% |
$17.6K - $18.9K
|
1.17K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 2.98% |
$17.6K - $18.9K
|
6.52K
$569K
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-200- 1.96% |
$17.6K - $18.9K
|
10K
$874K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 33.78% |
$17.6K - $18.9K
|
392
$34.3K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-208- 6.11% |
$18.3K - $19.7K
|
3.2K
$279K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-209- 7.85% |
$18.3K - $19.8K
|
2.45K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-218- 39.93% |
$19.1K - $20.6K
|
328
$28.7K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-235- 1.47% |
$20.6K - $22.2K
|
15.7K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-236- 8.98% |
$20.7K - $22.3K
|
2.39K
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 16.44% |
$20.8K - $22.4K
|
1.21K
$105K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-241- 3.54% |
$21.2K - $22.8K
|
6.56K
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 2.16% |
$21.5K - $23.2K
|
11.1K
$968K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-279- 11.25% |
$24.5K - $26.4K
|
2.2K
$192K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-283- 0.9% |
$24.8K - $26.8K
|
31.3K
$2.73M
|