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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.51K+ 4.3% |
$132K - $143K
|
36.5K
$3.4M
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 4.87% |
$132K - $142K
|
32.4K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.47K+ 11.37% |
$129K - $139K
|
14.4K
$1.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.46K+ 1.7% |
$128K - $138K
|
87.6K
$8.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.45K+ 31.62% |
$127K - $137K
|
6.04K
$562K
|
|
|
Aug 01, 2024
Q2 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 3.41% |
$127K - $137K
|
43.9K
$4.08M
|
|
|
Jul 09, 2024
Q2 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
1.44K+ 261.05% |
$126K - $136K
|
1.99K
$185K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.43K+ 28.54% |
$125K - $135K
|
6.43K
$598K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.41K+ 5.23% |
$124K - $134K
|
28.5K
$2.65M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.41K+ 24.78% |
$124K - $133K
|
7.09K
$660K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
1.36K+ 28.43% |
$119K - $128K
|
6.12K
$570K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.34K+ 17.48% |
$118K - $127K
|
9.01K
$839K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.34K+ 9.01% |
$118K - $127K
|
16.2K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 223.79% |
$110K - $118K
|
1.81K
$168K
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
BUY
|
- |
1.21K+ 30.5% |
$106K - $115K
|
5.19K
$483K
|
|
|
Aug 13, 2024
Q2 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.2K+ 22.75% |
$106K - $114K
|
6.49K
$604K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.2K+ 77.37% |
$105K - $114K
|
2.75K
$256K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.19K+ 10.41% |
$104K - $113K
|
12.6K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.18K+ 1.63% |
$104K - $112K
|
73.7K
$6.86M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.11K+ 20.79% |
$97.3K - $105K
|
6.44K
$599K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.09K+ 17.99% |
$96K - $104K
|
7.18K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.09K+ 1.21% |
$95.5K - $103K
|
91.4K
$8.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1.07K+ 6.22% |
$93.9K - $101K
|
18.3K
$1.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.07K+ 0.6% |
$93.5K - $101K
|
178K
$16.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.05K+ 1.56% |
$92.2K - $99.4K
|
68.5K
$6.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Refined Wealth Management
|
BUY
|
- |
1.04K+ 1.24% |
$91K - $98.2K
|
84.7K
$7.88M
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
1.01K+ 9.56% |
$88.8K - $95.8K
|
11.6K
$1.08M
|
|
|
Aug 05, 2024
Q2 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.01K+ 2.91% |
$88.7K - $95.7K
|
35.8K
$3.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.01KNew |
$88.2K - $95.1K
|
1.01K
$93.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Clear Street Markets LLC
|
BUY
|
- |
1KNew |
$87.8K - $94.7K
|
1K
$93.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 17.24% |
$87.8K - $94.7K
|
6.8K
$633K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
940+ 18.33% |
$82.5K - $89K
|
6.07K
$565K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
939New |
$82.4K - $88.9K
|
939
$87.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
933+ 1.1% |
$81.9K - $88.3K
|
85.4K
$7.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
918+ 17.12% |
$80.6K - $86.9K
|
6.28K
$584K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
909+ 10.06% |
$79.8K - $86.1K
|
9.94K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
905New |
$79.4K - $85.7K
|
905
$84.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
894+ 11.08% |
$78.5K - $84.6K
|
8.96K
$834K
|
|
|
Jul 17, 2024
Q2 2024
|
Divergent Wealth Advisors
|
BUY
|
- |
887+ 8.99% |
$77.9K - $84K
|
10.8K
$1M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
887+ 16.54% |
$77.9K - $84K
|
6.25K
$582K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
882+ 4.05% |
$77.4K - $83.5K
|
22.7K
$2.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
874+ 13.5% |
$76.7K - $82.7K
|
7.35K
$684K
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
BUY
|
- |
873+ 16.44% |
$76.6K - $82.6K
|
6.18K
$575K
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
873+ 33.58% |
$76.6K - $82.6K
|
3.47K
$323K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
840+ 3.0% |
$73.7K - $79.5K
|
28.8K
$2.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
839+ 4.22% |
$73.6K - $79.4K
|
20.7K
$1.93M
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
826+ 30.03% |
$72.5K - $78.2K
|
3.58K
$333K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
803+ 469.59% |
$70.5K - $76K
|
974
$90.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
795+ 22.14% |
$69.8K - $75.3K
|
4.39K
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
786+ 20.1% |
$69K - $74.4K
|
4.7K
$437K
|