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
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
7K+ 5.38% |
$614K - $663K
|
137K
$12.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
6.96K+ 25.94% |
$611K - $659K
|
33.8K
$3.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
6.82K+ 3.88% |
$599K - $646K
|
182K
$17M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.76K+ 169.7% |
$593K - $640K
|
10.7K
$1M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.66KNew |
$585K - $631K
|
6.66K
$620K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.62K+ 3.47% |
$581K - $627K
|
197K
$18.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
6.6KNew |
$579K - $625K
|
6.6K
$614K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.18K+ 231.57% |
$543K - $585K
|
8.85K
$824K
|
|
|
Aug 13, 2024
Q2 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
6.17K+ 25.76% |
$541K - $584K
|
30.1K
$2.8M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.12K+ 23.01% |
$538K - $580K
|
32.7K
$3.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.11K+ 247.77% |
$536K - $578K
|
8.58K
$798K
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
6.01K+ 51.71% |
$528K - $569K
|
17.6K
$1.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
6KNew |
$527K - $568K
|
6K
$559K
|
|
|
Aug 01, 2024
Q2 2024
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
5.95K+ 18.09% |
$522K - $563K
|
38.8K
$3.61M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
5.95K+ 5.71% |
$522K - $563K
|
110K
$10.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.89K+ 43.95% |
$517K - $558K
|
19.3K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.87K+ 29.44% |
$515K - $556K
|
25.8K
$2.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.84K+ 13.47% |
$513K - $553K
|
49.2K
$4.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
5.6K+ 13.44% |
$492K - $530K
|
47.3K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.49KNew |
$482K - $520K
|
5.49K
$511K
|
|
|
Jul 18, 2024
Q2 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
5.49K+ 5.68% |
$482K - $520K
|
102K
$9.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.46K+ 13.88% |
$480K - $517K
|
44.8K
$4.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.44K+ 21.75% |
$477K - $515K
|
30.4K
$2.83M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
5.41KNew |
$475K - $512K
|
5.41K
$503K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.21KNew |
$457K - $493K
|
5.21K
$484K
|
|
|
Jul 30, 2024
Q2 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
5.16K+ 50.92% |
$453K - $489K
|
15.3K
$1.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.03K+ 5.97% |
$441K - $476K
|
89.3K
$8.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5K+ 3.3% |
$439K - $474K
|
157K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5K+ 5.56% |
$439K - $473K
|
95K
$8.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5K+ 31.16% |
$439K - $473K
|
21K
$1.96M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
4.98K+ 9.82% |
$437K - $471K
|
55.7K
$5.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
4.68K+ 2.68% |
$410K - $443K
|
179K
$16.7M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.67K+ 10.34% |
$410K - $442K
|
49.9K
$4.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.6KNew |
$404K - $435K
|
4.6K
$428K
|
|
|
Jul 23, 2024
Q2 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
4.53K+ 9.77% |
$398K - $429K
|
50.9K
$4.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.44KNew |
$390K - $421K
|
4.44K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4.39K+ 6.41% |
$386K - $416K
|
72.9K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.35K+ 4.92% |
$382K - $412K
|
92.8K
$8.64M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.33K+ 636.18% |
$380K - $410K
|
5.01K
$466K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.28K+ 50.66% |
$376K - $405K
|
12.7K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.25K+ 9.16% |
$373K - $403K
|
50.7K
$4.72M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
4.2K+ 7.32% |
$369K - $398K
|
61.6K
$5.73M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.06KNew |
$357K - $385K
|
4.06K
$378K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.03K+ 3.46% |
$353K - $381K
|
120K
$11.2M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
4.02KNew |
$353K - $381K
|
4.02K
$374K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4K+ 1.64% |
$351K - $379K
|
249K
$23.1M
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
3.98K+ 11.31% |
$349K - $377K
|
39.2K
$3.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.95K+ 4.99% |
$347K - $374K
|
83.1K
$7.74M
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.87K+ 39.18% |
$340K - $367K
|
13.8K
$1.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.87K+ 13.93% |
$339K - $366K
|
31.6K
$2.94M
|