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 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.2K+ 4.47% |
$1.16M - $1.25M
|
309K
$27M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
13.1K+ 6.59% |
$1.15M - $1.24M
|
212K
$18.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 100.0% |
$1.1M - $1.18M
|
25K
$2.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
12.4KNew |
$1.09M - $1.17M
|
12.4K
$1.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.4K+ 24.63% |
$1.09M - $1.17M
|
62.7K
$5.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
12KNew |
$1.05M - $1.13M
|
12K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.8K+ 1.28% |
$1.04M - $1.12M
|
930K
$81.3M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.8K+ 88.16% |
$1.03M - $1.12M
|
25.2K
$2.2M
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
11.7K+ 139.16% |
$1.02M - $1.1M
|
20K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
11.5K+ 14.98% |
$1.01M - $1.09M
|
88.6K
$7.74M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
11.5K+ 11.34% |
$1.01M - $1.09M
|
113K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
11.3K+ 10.88% |
$995K - $1.07M
|
116K
$10.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
11.3K+ 9.86% |
$993K - $1.07M
|
126K
$11M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
10.9KNew |
$961K - $1.04M
|
10.9K
$956K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.9KNew |
$957K - $1.03M
|
10.9K
$953K
|
|
|
Jul 12, 2024
Q2 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
10.8KNew |
$949K - $1.02M
|
10.8K
$945K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
10.8KNew |
$949K - $1.02M
|
10.8K
$945K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10.7K+ 8.65% |
$940K - $1.01M
|
135K
$11.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.7K+ 321.9% |
$939K - $1.01M
|
14K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 15.06% |
$931K - $1M
|
81K
$7.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
10.6KNew |
$928K - $1M
|
10.6K
$924K
|
|
|
Jul 24, 2024
Q2 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
10.4K+ 16.82% |
$911K - $983K
|
72.1K
$6.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.3KNew |
$905K - $976K
|
10.3K
$901K
|
|
|
Aug 02, 2024
Q2 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
10K+ 25.41% |
$878K - $947K
|
49.4K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
- |
9.88K+ 0.82% |
$868K - $936K
|
1.21M
$106M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.74K+ 3.18% |
$855K - $922K
|
316K
$27.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.73KNew |
$854K - $922K
|
9.73K
$851K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.61K+ 2.82% |
$843K - $909K
|
351K
$30.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.57KNew |
$840K - $906K
|
9.57K
$836K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.53K+ 6.29% |
$837K - $903K
|
161K
$14.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9.13K+ 21.83% |
$801K - $864K
|
50.9K
$4.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
9.11K+ 9.52% |
$800K - $862K
|
105K
$9.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
9.06K+ 109.18% |
$795K - $857K
|
17.3K
$1.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8.94K+ 152.28% |
$784K - $846K
|
14.8K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.87KNew |
$779K - $840K
|
8.87K
$775K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.77K+ 13.18% |
$770K - $831K
|
75.4K
$6.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
8.74K+ 2.42% |
$767K - $828K
|
370K
$32.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.6K+ 11.13% |
$755K - $815K
|
85.9K
$7.51M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.58K+ 86.95% |
$753K - $813K
|
18.5K
$1.61M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
8.54K+ 65.65% |
$750K - $808K
|
21.5K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
8.46KNew |
$742K - $801K
|
8.46K
$739K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
8.08K+ 172.04% |
$709K - $765K
|
12.8K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
8.06K+ 3.98% |
$707K - $763K
|
211K
$18.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
8.05K+ 40.59% |
$707K - $762K
|
27.9K
$2.44M
|
|
|
Jul 24, 2024
Q2 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
7.93K+ 10.79% |
$696K - $751K
|
81.4K
$7.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
7.73KNew |
$679K - $732K
|
7.73K
$676K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
7.55K+ 18.59% |
$662K - $714K
|
48.1K
$4.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.39K+ 9.05% |
$649K - $700K
|
89K
$7.78M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.32K+ 8.6% |
$642K - $693K
|
92.4K
$8.08M
|