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 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 9.21% |
$228K - $246K
|
30.8K
$2.87M
|
|
|
Nov 04, 2024
Q2 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
2.59KNew |
$227K - $245K
|
2.59K
$241K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.56KNew |
$225K - $242K
|
2.56K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.54K+ 11.53% |
$223K - $241K
|
24.6K
$2.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.54K+ 3.53% |
$223K - $240K
|
74.4K
$6.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
2.53KNew |
$222K - $239K
|
2.53K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.52K+ 31.78% |
$222K - $239K
|
10.5K
$974K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.52K+ 1.17% |
$221K - $238K
|
217K
$20.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.46K+ 304.71% |
$216K - $233K
|
3.27K
$304K
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
2.43KNew |
$213K - $230K
|
2.43K
$226K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.42K+ 15.81% |
$213K - $229K
|
17.7K
$1.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
2.41K+ 3.72% |
$212K - $229K
|
67.3K
$6.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
2.4K+ 48.63% |
$211K - $227K
|
7.34K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.39KNew |
$209K - $226K
|
2.39K
$222K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$209K - $225K
|
2.38K
$221K
|
|
|
Aug 14, 2024
Q2 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
2.36K+ 13.33% |
$207K - $223K
|
20.1K
$1.87M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.31KNew |
$202K - $218K
|
2.31K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.28K+ 4.65% |
$200K - $216K
|
51.3K
$4.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
2.28K+ 7.17% |
$200K - $216K
|
34.1K
$3.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.26K+ 5.41% |
$198K - $214K
|
44K
$4.09M
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
2.25K+ 12.27% |
$197K - $213K
|
20.6K
$1.91M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.24K+ 8.63% |
$196K - $212K
|
28.2K
$2.62M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.2K+ 78.57% |
$193K - $208K
|
5K
$465K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.18K+ 2.42% |
$191K - $206K
|
92.1K
$8.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
2.16KNew |
$190K - $205K
|
2.16K
$201K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.11K+ 9.62% |
$186K - $200K
|
24.1K
$2.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
2.09K+ 22.82% |
$184K - $198K
|
11.3K
$1.05M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.08K+ 6.89% |
$183K - $197K
|
32.3K
$3.01M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.08K+ 2.98% |
$183K - $197K
|
72.1K
$6.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
BUY
|
- |
2.01K+ 1.59% |
$177K - $190K
|
129K
$12M
|
|
|
Aug 14, 2024
Q2 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2K+ 32.79% |
$176K - $189K
|
8.1K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.93K+ 80.95% |
$169K - $183K
|
4.31K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.92KNew |
$168K - $181K
|
1.92K
$178K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.91K+ 52.58% |
$167K - $181K
|
5.53K
$515K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.88K+ 28.91% |
$165K - $178K
|
8.38K
$780K
|
|
|
Aug 07, 2024
Q2 2024
|
My Wealth Management Inc.
|
BUY
|
- |
1.84K+ 1.03% |
$162K - $174K
|
180K
$16.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.82K+ 57.87% |
$160K - $173K
|
4.97K
$463K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.8K+ 29.45% |
$158K - $171K
|
7.93K
$738K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
1.77K+ 26.78% |
$156K - $168K
|
8.39K
$781K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.72K+ 11.19% |
$151K - $163K
|
17.1K
$1.59M
|
|
|
Oct 24, 2024
Q2 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
1.72K+ 4.73% |
$151K - $163K
|
38.1K
$3.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.72K+ 1.89% |
$151K - $163K
|
92.4K
$8.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.7K+ 13.16% |
$149K - $161K
|
14.6K
$1.36M
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
1.69K+ 214.43% |
$149K - $160K
|
2.48K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.62K+ 0.14% |
$142K - $154K
|
1.18M
$110M
|
|
|
Jul 16, 2024
Q2 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
1.61K+ 10.21% |
$141K - $152K
|
17.3K
$1.61M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.6K+ 8.03% |
$141K - $152K
|
21.6K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.59K+ 89.24% |
$140K - $151K
|
3.38K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 1.34% |
$135K - $146K
|
116K
$10.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.51K+ 18.63% |
$133K - $143K
|
9.62K
$895K
|