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 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.7K- 12.89% |
$1.2M - $1.3M
|
92.8K
$8.63M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14K- 43.72% |
$1.23M - $1.32M
|
18K
$1.68M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15K- 43.71% |
$1.31M - $1.42M
|
19.3K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.2K- 11.11% |
$1.34M - $1.44M
|
122K
$11.3M
|
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-15.7K- 10.59% |
$1.38M - $1.49M
|
133K
$12.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-17.2K- 37.67% |
$1.51M - $1.63M
|
28.4K
$2.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-17.4K- 72.55% |
$1.53M - $1.65M
|
6.59K
$614K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 32.75% |
$1.61M - $1.74M
|
37.7K
$3.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 69.15% |
$1.63M - $1.76M
|
8.28K
$771K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.6K- 82.74% |
$1.64M - $1.77M
|
3.89K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-19.3K- 44.67% |
$1.69M - $1.83M
|
23.9K
$2.22M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-20.7K- 36.1% |
$1.82M - $1.96M
|
36.7K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-21.3K- 23.23% |
$1.87M - $2.02M
|
70.4K
$6.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-23.5K- 22.18% |
$2.06M - $2.22M
|
82.3K
$7.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-23.7K- 47.29% |
$2.08M - $2.24M
|
26.4K
$2.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-23.9K- 50.57% |
$2.1M - $2.27M
|
23.4K
$2.18M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
SELL
|
- |
-24.4K- 79.39% |
$2.14M - $2.31M
|
6.33K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-25.5K- 22.4% |
$2.24M - $2.41M
|
88.2K
$8.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-26.5K- 11.65% |
$2.32M - $2.5M
|
201K
$18.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-26.6K- 83.74% |
$2.33M - $2.52M
|
5.16K
$480K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-28.2K- 46.24% |
$2.48M - $2.67M
|
32.8K
$3.05M
|
|
|
Jul 10, 2024
Q2 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-29.4K- 80.2% |
$2.58M - $2.79M
|
7.27K
$677K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-30.3K- 4.0% |
$2.66M - $2.86M
|
725K
$67.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-30.3K- 47.63% |
$2.66M - $2.86M
|
33.3K
$3.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-32.3K- 89.86% |
$2.83M - $3.05M
|
3.64K
$339K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-32.6K- 87.99% |
$2.86M - $3.09M
|
4.46K
$415K
|
|
|
Jul 22, 2024
Q2 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-33.9K- 11.97% |
$2.97M - $3.21M
|
249K
$23.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-37K- 3.14% |
$3.25M - $3.51M
|
1.14M
$106M
|
|
|
Aug 12, 2024
Q2 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-39K- 75.26% |
$3.43M - $3.7M
|
12.8K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.4K- 13.26% |
$3.45M - $3.73M
|
258K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-39.4K- 96.13% |
$3.46M - $3.73M
|
1.59K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-39.6K- 70.74% |
$3.48M - $3.75M
|
16.4K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.8K- 34.93% |
$3.5M - $3.77M
|
74.2K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-40K- 20.2% |
$3.51M - $3.79M
|
158K
$14.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-40.2K- 98.15% |
$3.53M - $3.8M
|
757
$70.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-40.9K- 53.16% |
$3.59M - $3.87M
|
36.1K
$3.36M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-43.8K- 54.22% |
$3.84M - $4.15M
|
37K
$3.44M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46K- 1.8% |
$4.04M - $4.35M
|
2.5M
$233M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-46.1K- 93.07% |
$4.05M - $4.37M
|
3.43K
$320K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.2K- 3.65% |
$4.05M - $4.37M
|
1.22M
$113M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-47.8K- 92.03% |
$4.19M - $4.52M
|
4.13K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-49.9K- 99.8% |
$4.38M - $4.72M
|
100
$9.31K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52K- 99.05% |
$4.56M - $4.92M
|
497
$46.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-54.6K- 2.46% |
$4.8M - $5.17M
|
2.17M
$202M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-55.4K- 26.38% |
$4.86M - $5.24M
|
154K
$14.4M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56K- 24.21% |
$4.92M - $5.31M
|
175K
$16.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56K- 24.21% |
$4.92M - $5.31M
|
175K
$16.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-58.9K- 1.42% |
$5.17M - $5.58M
|
4.09M
$381M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-59.3K- 3.25% |
$5.2M - $5.61M
|
1.76M
$164M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-59.5K- 48.13% |
$5.23M - $5.64M
|
64.2K
$5.97M
|