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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.04K+ 1.15% |
$93.4K - $105K
|
91.1K
$8.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.04K+ 2.02% |
$93.1K - $105K
|
52.3K
$4.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$90.2K - $102K
|
1K
$93.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1K+ 267.91% |
$90.1K - $102K
|
1.38K
$128K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 6.6% |
$89.9K - $101K
|
16.1K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1KNew |
$89.9K - $101K
|
1K
$93.1K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1K+ 4.75% |
$89.9K - $101K
|
22K
$2.05M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
998+ 7.92% |
$89.7K - $101K
|
13.6K
$1.27M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
991+ 4.94% |
$89.1K - $100K
|
21K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
982+ 7.14% |
$88.3K - $99.5K
|
14.7K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
968+ 1.06% |
$87K - $98.1K
|
92.3K
$8.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
938+ 3.51% |
$84.3K - $95K
|
27.7K
$2.58M
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
926+ 3.21% |
$83.3K - $93.8K
|
29.8K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
926+ 28.09% |
$83.3K - $93.8K
|
4.22K
$393K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
921+ 27.27% |
$82.8K - $93.3K
|
4.3K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
917+ 8.69% |
$82.4K - $92.9K
|
11.5K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
890+ 2.27% |
$80K - $90.2K
|
40.1K
$3.73M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
880+ 1.0% |
$79.1K - $89.2K
|
88.5K
$8.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879New |
$79K - $89.1K
|
879
$81.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
879+ 0.35% |
$79K - $89.1K
|
250K
$23.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
878+ 1.55% |
$78.9K - $89K
|
57.5K
$5.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
852+ 4.91% |
$76.6K - $86.3K
|
18.2K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
BUY
|
- |
811+ 2.67% |
$72.9K - $82.2K
|
31.2K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 9.75% |
$72.6K - $81.8K
|
9.09K
$846K
|
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
785+ 2.32% |
$70.6K - $79.5K
|
34.7K
$3.23M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
781+ 0.84% |
$70.2K - $79.1K
|
93.5K
$8.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
747+ 7.61% |
$67.2K - $75.7K
|
10.6K
$983K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
736+ 2.0% |
$66.2K - $74.6K
|
37.5K
$3.49M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
730+ 45.6% |
$65.6K - $74K
|
2.33K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
724+ 11.16% |
$65.1K - $73.4K
|
7.21K
$671K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
707+ 1812.82% |
$63.6K - $71.6K
|
746
$69.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
698+ 956.16% |
$62.8K - $70.7K
|
771
$71.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
698+ 2.09% |
$62.8K - $70.7K
|
34.1K
$3.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
696+ 0.75% |
$62.6K - $70.5K
|
93.1K
$8.67M
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
668+ 0.98% |
$60.1K - $67.7K
|
69.2K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
638+ 9.88% |
$57.4K - $64.6K
|
7.1K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
632+ 152.29% |
$56.8K - $64K
|
1.05K
$97.5K
|
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
608+ 1.31% |
$54.7K - $61.6K
|
47.2K
$4.39M
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$56K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
BUY
|
- |
576+ 0.94% |
$51.8K - $58.4K
|
62.2K
$5.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
566+ 20.2% |
$50.9K - $57.4K
|
3.37K
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
536+ 33.73% |
$48.2K - $54.3K
|
2.13K
$198K
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
536+ 248.15% |
$48.2K - $54.3K
|
752
$70K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
535+ 0.72% |
$48.1K - $54.2K
|
74.9K
$6.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
531+ 1.3% |
$47.7K - $53.8K
|
41.4K
$3.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
526New |
$47.3K - $53.3K
|
526
$49K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
515+ 51.09% |
$46.3K - $52.2K
|
1.52K
$142K
|
|
|
Nov 07, 2024
Q3 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
486+ 4.75% |
$43.7K - $49.2K
|
10.7K
$998K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
477+ 8.77% |
$42.9K - $48.3K
|
5.91K
$550K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
470+ 0.7% |
$42.3K - $47.6K
|
67.3K
$6.26M
|