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 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-74- 1.29% |
$6.5K - $7.01K
|
5.66K
$516K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-75- 34.25% |
$6.58K - $7.1K
|
144
$13.1K
|
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-79- 0.15% |
$6.93K - $7.48K
|
52K
$4.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-88- 3.65% |
$7.72K - $8.33K
|
2.33K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-89- 29.08% |
$7.81K - $8.43K
|
217
$19.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-92- 1.43% |
$8.08K - $8.71K
|
6.32K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-100- 3.92% |
$8.78K - $9.47K
|
2.45K
$223K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-100- 5.56% |
$8.78K - $9.47K
|
1.7K
$155K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-100- 2.75% |
$8.78K - $9.47K
|
3.53K
$322K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-100- 0.64% |
$8.78K - $9.47K
|
15.4K
$1.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-105- 1.96% |
$9.22K - $9.94K
|
5.24K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-113- 2.48% |
$9.92K - $10.7K
|
4.45K
$405K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-126- 59.43% |
$11.1K - $11.9K
|
86
$7.83K
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-132- 4.74% |
$11.6K - $12.5K
|
2.65K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-135- 50.0% |
$11.9K - $12.8K
|
135
$12.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-146- 0.29% |
$12.8K - $13.8K
|
50.6K
$4.61M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-152- 0.72% |
$13.3K - $14.4K
|
20.8K
$1.9M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-153- 0.07% |
$13.4K - $14.5K
|
223K
$20.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-154- 13.31% |
$13.5K - $14.6K
|
1K
$91.4K
|
|
|
Jul 12, 2024
Q2 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-163- 0.97% |
$14.3K - $15.4K
|
16.7K
$1.52M
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-170- 1.44% |
$14.9K - $16.1K
|
11.7K
$1.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-170- 6.47% |
$14.9K - $16.1K
|
2.46K
$224K
|
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-191- 7.82% |
$16.8K - $18.1K
|
2.25K
$205K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-194- 27.21% |
$17K - $18.4K
|
519
$47.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-194- 54.19% |
$17K - $18.4K
|
164
$14.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 3.46% |
$17.5K - $18.8K
|
5.55K
$506K
|
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-200- 1.96% |
$17.6K - $18.9K
|
10K
$911K
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-200- 14.58% |
$17.6K - $18.9K
|
1.17K
$107K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 33.78% |
$17.6K - $18.9K
|
392
$35.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 2.98% |
$17.6K - $18.9K
|
6.52K
$593K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-208- 6.11% |
$18.3K - $19.7K
|
3.2K
$291K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-209- 7.85% |
$18.3K - $19.8K
|
2.45K
$224K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-218- 39.93% |
$19.1K - $20.6K
|
328
$29.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-235- 1.47% |
$20.6K - $22.2K
|
15.7K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-236- 8.98% |
$20.7K - $22.3K
|
2.39K
$218K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 16.44% |
$20.8K - $22.4K
|
1.21K
$110K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-241- 3.54% |
$21.2K - $22.8K
|
6.56K
$598K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 2.16% |
$21.5K - $23.2K
|
11.1K
$1.01M
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-279- 11.25% |
$24.5K - $26.4K
|
2.2K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-283- 0.9% |
$24.8K - $26.8K
|
31.3K
$2.85M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-290- 92.06% |
$25.5K - $27.5K
|
25
$2.28K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-300- 1.94% |
$26.3K - $28.4K
|
15.1K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-300- 11.43% |
$26.3K - $28.4K
|
2.33K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 27.6% |
$26.8K - $28.9K
|
800
$72.9K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-313- 5.05% |
$27.5K - $29.6K
|
5.89K
$536K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 53.39% |
$27.7K - $29.8K
|
275
$25K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-324- 3.05% |
$28.4K - $30.7K
|
10.3K
$937K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-334- 7.17% |
$29.3K - $31.6K
|
4.33K
$394K
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-340- 0.54% |
$29.8K - $32.2K
|
62.4K
$5.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-354- 36.38% |
$31.1K - $33.5K
|
619
$56.4K
|