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
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-5K- 20.0% |
$439K - $473K
|
20K
$1.86M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-5.04K- 5.88% |
$442K - $477K
|
80.7K
$7.51M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-5.15K- 82.89% |
$452K - $487K
|
1.06K
$98.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.2K- 65.09% |
$456K - $492K
|
2.79K
$259K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.21K- 4.78% |
$457K - $493K
|
104K
$9.66M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5.39K- 20.44% |
$473K - $510K
|
21K
$1.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-5.68K- 14.11% |
$498K - $537K
|
34.5K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.73K- 11.35% |
$503K - $543K
|
44.7K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 15.6% |
$507K - $547K
|
31.2K
$2.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.81K- 13.83% |
$510K - $550K
|
36.2K
$3.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-5.9K- 21.7% |
$518K - $559K
|
21.3K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.05K- 2.68% |
$531K - $572K
|
219K
$20.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.16K- 25.67% |
$541K - $583K
|
17.8K
$1.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.27K- 14.78% |
$550K - $594K
|
36.2K
$3.37M
|
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.49K- 26.02% |
$569K - $614K
|
18.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.72K- 12.61% |
$590K - $636K
|
46.6K
$4.34M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.83K- 22.88% |
$600K - $647K
|
23K
$2.14M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.07K- 10.76% |
$621K - $670K
|
58.6K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.46K- 26.59% |
$654K - $706K
|
20.6K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.72K- 49.89% |
$678K - $731K
|
7.76K
$722K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-7.82K- 4.93% |
$687K - $741K
|
151K
$14.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7.83K- 42.61% |
$687K - $741K
|
10.5K
$982K
|
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-7.99K- 23.51% |
$701K - $756K
|
26K
$2.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.09K- 15.85% |
$710K - $766K
|
42.9K
$4M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.14K- 44.3% |
$714K - $770K
|
10.2K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-8.22K- 10.96% |
$722K - $778K
|
66.8K
$6.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.31K- 77.29% |
$729K - $787K
|
2.44K
$227K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-8.61K- 32.08% |
$756K - $815K
|
18.2K
$1.7M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.7K- 12.84% |
$763K - $823K
|
59K
$5.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.7K- 44.17% |
$764K - $824K
|
11K
$1.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-9.08K- 29.65% |
$797K - $860K
|
21.6K
$2.01M
|
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.08K- 34.39% |
$797K - $860K
|
17.3K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-9.28K- 19.2% |
$814K - $878K
|
39K
$3.63M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.61K- 16.83% |
$844K - $910K
|
47.5K
$4.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.3K- 13.55% |
$905K - $976K
|
65.8K
$6.12M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 0.9% |
$921K - $993K
|
1.16M
$108M
|
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.5K- 78.52% |
$926K - $999K
|
2.89K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11K- 2.88% |
$969K - $1.04M
|
371K
$34.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11K- 60.5% |
$969K - $1.04M
|
7.21K
$671K
|
|
|
Jul 24, 2024
Q2 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-11.1K- 0.84% |
$971K - $1.05M
|
1.3M
$121M
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.1K- 6.79% |
$976K - $1.05M
|
153K
$14.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.2K- 54.9% |
$981K - $1.06M
|
9.18K
$855K
|
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 33.22% |
$1.04M - $1.12M
|
23.8K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.2K- 23.04% |
$1.07M - $1.15M
|
40.7K
$3.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-12.6K- 40.09% |
$1.1M - $1.19M
|
18.8K
$1.75M
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.9K- 10.95% |
$1.13M - $1.22M
|
105K
$9.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-13.1K- 25.65% |
$1.15M - $1.24M
|
37.9K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.1K- 42.52% |
$1.15M - $1.24M
|
17.7K
$1.65M
|
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.2K- 17.03% |
$1.16M - $1.25M
|
64.5K
$6.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13.7K- 77.52% |
$1.2M - $1.3M
|
3.98K
$370K
|