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 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-40.2K- 98.15% |
$3.53M - $3.8M
|
757
$66.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-40.9K- 53.16% |
$3.59M - $3.87M
|
36.1K
$3.15M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-43.8K- 54.22% |
$3.84M - $4.15M
|
37K
$3.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46K- 1.8% |
$4.04M - $4.35M
|
2.5M
$219M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-46.1K- 93.07% |
$4.05M - $4.37M
|
3.43K
$300K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-46.2K- 3.65% |
$4.05M - $4.37M
|
1.22M
$107M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-47.8K- 92.03% |
$4.19M - $4.52M
|
4.13K
$361K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-49.9K- 99.8% |
$4.38M - $4.72M
|
100
$8.74K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-52K- 99.05% |
$4.56M - $4.92M
|
497
$43.4K
|
|
|
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
$189M
|
|
|
Feb 13, 2025
Q2 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-54.7K- 63.22% |
$4.8M - $5.18M
|
31.8K
$2.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-55.4K- 26.38% |
$4.86M - $5.24M
|
154K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56K- 24.21% |
$4.92M - $5.31M
|
175K
$15.3M
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-56K- 24.21% |
$4.92M - $5.31M
|
175K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-58.9K- 1.42% |
$5.17M - $5.58M
|
4.09M
$358M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-59.3K- 3.25% |
$5.2M - $5.61M
|
1.76M
$154M
|
|
|
Aug 09, 2024
Q2 2024
|
Gds Wealth Management
|
SELL
|
- |
-59.5K- 48.13% |
$5.23M - $5.64M
|
64.2K
$5.61M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-60.4K- 51.59% |
$5.3M - $5.72M
|
56.7K
$4.95M
|
|
|
Jul 16, 2024
Q2 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-60.5K- 93.46% |
$5.31M - $5.73M
|
4.23K
$370K
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-63.1K- 60.22% |
$5.54M - $5.97M
|
41.7K
$3.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-77.2K- 25.38% |
$6.77M - $7.31M
|
227K
$19.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-77.8K- 41.63% |
$6.83M - $7.37M
|
109K
$9.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-80.1K- 51.42% |
$7.03M - $7.58M
|
75.7K
$6.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-85.1K- 84.01% |
$7.47M - $8.06M
|
16.2K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-88.3K- 25.65% |
$7.75M - $8.36M
|
256K
$22.4M
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-93.8K- 44.7% |
$8.23M - $8.88M
|
116K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-102K- 57.81% |
$9M - $9.7M
|
74.8K
$6.53M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-113K- 28.15% |
$9.95M - $10.7M
|
289K
$25.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Davis Rea Ltd.
|
SELL
|
- |
-120K- 84.5% |
$10.5M - $11.4M
|
22K
$1.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120K- 95.93% |
$10.6M - $11.4M
|
5.1K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-130K- 69.9% |
$11.4M - $12.3M
|
55.9K
$4.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-137K- 16.45% |
$12M - $12.9M
|
693K
$60.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-152K- 25.4% |
$13.4M - $14.4M
|
448K
$39.1M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-168K- 95.0% |
$14.7M - $15.9M
|
8.83K
$771K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-183K- 56.24% |
$16M - $17.3M
|
142K
$12.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-186K- 38.76% |
$16.4M - $17.6M
|
295K
$25.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-195K- 34.77% |
$17.1M - $18.4M
|
365K
$31.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-213K- 8.77% |
$18.7M - $20.2M
|
2.22M
$194M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-234K- 63.68% |
$20.5M - $22.1M
|
133K
$11.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-271K- 47.05% |
$23.8M - $25.7M
|
305K
$26.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-347K- 79.78% |
$30.5M - $32.9M
|
88K
$7.69M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-360K- 61.64% |
$31.6M - $34.1M
|
224K
$19.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-367K- 98.91% |
$32.2M - $34.8M
|
4.04K
$353K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-423K- 98.82% |
$37.2M - $40.1M
|
5.06K
$442K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-545K- 5.54% |
$47.8M - $51.6M
|
9.3M
$812M
|
|
|
Aug 05, 2024
Q2 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-603K- 99.48% |
$52.9M - $57.1M
|
3.17K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-607K- 34.29% |
$53.3M - $57.5M
|
1.16M
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-608K- 12.07% |
$53.3M - $57.5M
|
4.43M
$387M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-674K- 3.9% |
$59.1M - $63.8M
|
16.6M
$1.45B
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-982K- 28.04% |
$86.2M - $93M
|
2.52M
$220M
|