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 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-746- 16.58% |
$65.5K - $70.6K
|
3.75K
$335K
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-756- 12.34% |
$66.4K - $71.6K
|
5.37K
$479K
|
|
|
Jul 30, 2024
Q2 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-770- 18.47% |
$67.6K - $72.9K
|
3.4K
$303K
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-787- 2.92% |
$69.1K - $74.5K
|
26.2K
$2.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-793- 0.8% |
$69.6K - $75.1K
|
98.9K
$8.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-809- 4.46% |
$71K - $76.6K
|
17.3K
$1.55M
|
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-814- 2.54% |
$71.5K - $77.1K
|
31.2K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-843- 11.13% |
$74K - $79.8K
|
6.73K
$601K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-848- 11.99% |
$74.4K - $80.3K
|
6.23K
$556K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-866- 25.05% |
$76K - $82K
|
2.59K
$231K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-908- 0.84% |
$79.7K - $86K
|
107K
$9.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-934- 6.08% |
$82K - $88.4K
|
14.4K
$1.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-995- 1.15% |
$87.3K - $94.2K
|
85.4K
$7.63M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 5.66% |
$88.7K - $95.6K
|
16.8K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 8.01% |
$91.4K - $98.6K
|
12K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.05K- 14.68% |
$92K - $99.2K
|
6.09K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.1K- 21.48% |
$96.6K - $104K
|
4.02K
$359K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.18K- 22.98% |
$103K - $112K
|
3.95K
$352K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.22K- 8.07% |
$107K - $115K
|
13.9K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.26K- 33.76% |
$111K - $120K
|
2.48K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.27K- 26.73% |
$111K - $120K
|
3.47K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 9.8% |
$114K - $123K
|
12K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.31K- 5.12% |
$115K - $124K
|
24.3K
$2.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.35K- 0.47% |
$118K - $127K
|
282K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 4.66% |
$120K - $129K
|
28K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.39K- 55.4% |
$122K - $131K
|
1.12K
$99.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 1.92% |
$122K - $132K
|
71K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.41K- 17.19% |
$123K - $133K
|
6.77K
$604K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.42K- 70.06% |
$125K - $135K
|
608
$54.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.43K- 9.53% |
$126K - $136K
|
13.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 12.11% |
$128K - $138K
|
10.6K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.47K- 8.54% |
$129K - $139K
|
15.7K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.5K- 9.48% |
$132K - $142K
|
14.3K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.5K- 46.88% |
$132K - $142K
|
1.7K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$132K - $142K
|
29.7K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.52K- 6.3% |
$134K - $144K
|
22.6K
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.56K- 4.92% |
$137K - $147K
|
30.1K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.59K- 1.0% |
$139K - $150K
|
157K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 23.09% |
$145K - $156K
|
5.51K
$491K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.66K- 2.97% |
$145K - $157K
|
54.1K
$4.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.67K- 32.87% |
$147K - $158K
|
3.41K
$304K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.73K- 24.44% |
$151K - $163K
|
5.33K
$476K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 21.42% |
$152K - $164K
|
6.35K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 74.17% |
$153K - $165K
|
606
$54.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.81K- 30.22% |
$158K - $171K
|
4.17K
$372K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-1.82K- 53.56% |
$160K - $172K
|
1.58K
$141K
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.83K- 39.35% |
$161K - $173K
|
2.82K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 0.85% |
$168K - $181K
|
224K
$20M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.98K- 5.91% |
$174K - $187K
|
31.5K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.98K- 38.49% |
$174K - $187K
|
3.16K
$282K
|