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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-368- 3.55% |
$32.3K - $34.8K
|
10K
$912K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-371- 9.9% |
$32.6K - $35.1K
|
3.38K
$308K
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-374- 20.1% |
$32.8K - $35.4K
|
1.49K
$135K
|
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-386- 2.24% |
$33.9K - $36.5K
|
16.9K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-386Closed |
$33.9K - $36.5K
|
0
$0
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-391- 4.93% |
$34.3K - $37K
|
7.55K
$687K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-397- 4.95% |
$34.8K - $37.6K
|
7.62K
$694K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-408- 0.73% |
$35.8K - $38.6K
|
55.8K
$5.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-412- 0.46% |
$36.2K - $39K
|
89.9K
$8.19M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-420- 9.26% |
$36.9K - $39.8K
|
4.12K
$375K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-435- 9.57% |
$38.2K - $41.2K
|
4.11K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-447- 61.57% |
$39.2K - $42.3K
|
279
$25.4K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-451- 9.24% |
$39.6K - $42.7K
|
4.43K
$404K
|
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-456- 1.46% |
$40K - $43.2K
|
30.7K
$2.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-462- 88.85% |
$40.6K - $43.7K
|
58
$5.28K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-477- 3.74% |
$41.9K - $45.2K
|
12.3K
$1.12M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-485- 13.18% |
$42.6K - $45.9K
|
3.2K
$291K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-493- 13.66% |
$43.3K - $46.7K
|
3.12K
$284K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-495- 3.29% |
$43.5K - $46.9K
|
14.5K
$1.33M
|
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-539- 8.14% |
$47.3K - $51K
|
6.09K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-552- 4.8% |
$48.5K - $52.3K
|
11K
$998K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-578- 14.8% |
$50.7K - $54.7K
|
3.33K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-586- 5.9% |
$51.4K - $55.5K
|
9.35K
$851K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-610- 56.43% |
$53.5K - $57.7K
|
471
$42.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-614- 1.74% |
$53.9K - $58.1K
|
34.8K
$3.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-633- 0.28% |
$55.6K - $59.9K
|
227K
$20.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-635- 4.65% |
$55.7K - $60.1K
|
13K
$1.18M
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-670- 10.79% |
$58.8K - $63.4K
|
5.54K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-681- 6.56% |
$59.8K - $64.5K
|
9.71K
$884K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-693- 4.74% |
$60.8K - $65.6K
|
13.9K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-707- 63.01% |
$62.1K - $66.9K
|
415
$37.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-710- 27.18% |
$62.3K - $67.2K
|
1.9K
$173K
|
|
|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-731- 19.17% |
$64.2K - $69.2K
|
3.08K
$281K
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-739- 20.92% |
$64.9K - $70K
|
2.79K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-746- 16.58% |
$65.5K - $70.6K
|
3.75K
$342K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-756- 12.34% |
$66.4K - $71.6K
|
5.37K
$489K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-770- 18.47% |
$67.6K - $72.9K
|
3.4K
$310K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-787- 2.92% |
$69.1K - $74.5K
|
26.2K
$2.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-793- 0.8% |
$69.6K - $75.1K
|
98.9K
$9M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-809- 4.46% |
$71K - $76.6K
|
17.3K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-814- 2.54% |
$71.5K - $77.1K
|
31.2K
$2.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-843- 11.13% |
$74K - $79.8K
|
6.73K
$613K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-848- 11.99% |
$74.4K - $80.3K
|
6.23K
$567K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-866- 25.05% |
$76K - $82K
|
2.59K
$236K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-908- 0.84% |
$79.7K - $86K
|
107K
$9.75M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-934- 6.08% |
$82K - $88.4K
|
14.4K
$1.31M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-995- 1.15% |
$87.3K - $94.2K
|
85.4K
$7.78M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 5.66% |
$88.7K - $95.6K
|
16.8K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 8.01% |
$91.4K - $98.6K
|
12K
$1.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.05K- 14.68% |
$92K - $99.2K
|
6.09K
$555K
|