Purchases and Sales Made in Q3 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.01K+ 48.72% |
$181K - $204K
|
6.15K
$572K
|
|
|
Nov 13, 2024
Q3 2024
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
2K+ 7.69% |
$180K - $203K
|
28K
$2.61M
|
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.76% |
$179K - $201K
|
74.1K
$6.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$179K - $201K
|
1.99K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.93K+ 3.81% |
$174K - $196K
|
52.6K
$4.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.92K+ 43.18% |
$173K - $194K
|
6.36K
$592K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.91K+ 56.43% |
$171K - $193K
|
5.28K
$492K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.9K+ 16.27% |
$171K - $193K
|
13.6K
$1.27M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 5.02% |
$166K - $187K
|
38.6K
$3.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.79K+ 19.54% |
$161K - $182K
|
11K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 48.4% |
$159K - $179K
|
5.43K
$505K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.74K+ 24.97% |
$157K - $177K
|
8.72K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.73K+ 36.8% |
$155K - $175K
|
6.42K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.72K+ 15.22% |
$155K - $175K
|
13.1K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.71K+ 26.62% |
$154K - $174K
|
8.15K
$759K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.67K+ 1.04% |
$150K - $169K
|
163K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
1.64K+ 37.48% |
$148K - $167K
|
6.03K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.64K+ 29.61% |
$147K - $166K
|
7.18K
$668K
|
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.63K+ 65.75% |
$147K - $165K
|
4.11K
$382K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.61K+ 6.57% |
$145K - $164K
|
26.2K
$2.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.59K+ 1.86% |
$143K - $161K
|
87K
$8.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 2.63% |
$139K - $157K
|
60.5K
$5.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.54K+ 4.32% |
$138K - $156K
|
37.1K
$3.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
1.54K+ 23.68% |
$138K - $156K
|
8.02K
$746K
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.52K+ 7.32% |
$136K - $154K
|
22.2K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.51K+ 11.48% |
$136K - $153K
|
14.7K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 5.79% |
$135K - $153K
|
27.5K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.5K+ 25.71% |
$135K - $152K
|
7.34K
$683K
|
|
|
Nov 06, 2024
Q3 2024
|
Connable Office Inc
|
BUY
|
- |
1.49K+ 1.16% |
$134K - $151K
|
130K
$12.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
1.41K+ 1.66% |
$126K - $142K
|
86.1K
$8.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.4K+ 13.25% |
$126K - $142K
|
11.9K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.37K+ 36.6% |
$124K - $139K
|
5.13K
$477K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.33K+ 18.67% |
$119K - $135K
|
8.45K
$786K
|
|
|
Nov 14, 2024
Q3 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.32KNew |
$119K - $134K
|
1.32K
$123K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
1.31K+ 3.2% |
$118K - $133K
|
42.1K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.3K+ 5.61% |
$117K - $132K
|
24.6K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 2.51% |
$117K - $132K
|
53K
$4.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.26K+ 25.36% |
$113K - $128K
|
6.23K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.25K+ 4.97% |
$112K - $127K
|
26.4K
$2.46M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.25K+ 18.5% |
$112K - $126K
|
8K
$744K
|
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.23K+ 12.35% |
$110K - $124K
|
11.2K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.23K+ 0.87% |
$110K - $124K
|
142K
$13.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
1.22K+ 19.76% |
$110K - $124K
|
7.41K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.22K+ 5.09% |
$109K - $123K
|
25.1K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
White Pine Investment CO
|
BUY
|
- |
1.21K+ 4.77% |
$108K - $122K
|
26.5K
$2.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 195.54% |
$107K - $120K
|
1.79K
$167K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.15KNew |
$103K - $116K
|
1.15K
$107K
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
1.13K+ 36.17% |
$102K - $115K
|
4.27K
$397K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.12K+ 36.34% |
$101K - $113K
|
4.2K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.09K+ 27.41% |
$98.2K - $111K
|
5.08K
$472K
|