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 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
467+ 2.64% |
$42K - $47.3K
|
18.1K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
463+ 57.88% |
$41.6K - $46.9K
|
1.26K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 100.67% |
$40.5K - $45.7K
|
899
$81.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
425New |
$38.2K - $43.1K
|
425
$38.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
423+ 14.19% |
$38K - $42.9K
|
3.4K
$310K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 20.22% |
$37K - $41.6K
|
2.44K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
402+ 5.07% |
$36.1K - $40.7K
|
8.33K
$758K
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
388+ 5.29% |
$34.9K - $39.3K
|
7.73K
$704K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
376+ 14.84% |
$33.8K - $38.1K
|
2.91K
$265K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
375+ 5.97% |
$33.7K - $38K
|
6.65K
$606K
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
358+ 2.5% |
$32.2K - $36.3K
|
14.7K
$1.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$32.1K - $36.2K
|
357
$32.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
337+ 12.09% |
$30.3K - $34.1K
|
3.12K
$285K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
331+ 3.41% |
$29.8K - $33.5K
|
10K
$914K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
330+ 7.81% |
$29.7K - $33.4K
|
4.56K
$415K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
328+ 11.92% |
$29.5K - $33.2K
|
3.08K
$280K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
327+ 1.44% |
$29.4K - $33.1K
|
23K
$2.09M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
288+ 27.09% |
$25.9K - $29.2K
|
1.35K
$123K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
283+ 20.52% |
$25.4K - $28.7K
|
1.66K
$151K
|
|
|
Nov 12, 2024
Q3 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
271+ 1.95% |
$24.4K - $27.5K
|
14.1K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
263+ 33.33% |
$23.6K - $26.6K
|
1.05K
$95.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
248+ 0.19% |
$22.3K - $25.1K
|
132K
$12M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
244+ 1.55% |
$21.9K - $24.7K
|
16K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
243+ 9.92% |
$21.8K - $24.6K
|
2.69K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
241+ 58.35% |
$21.7K - $24.4K
|
654
$59.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
232New |
$20.9K - $23.5K
|
232
$21.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
BUY
|
- |
216New |
$19.4K - $21.9K
|
216
$19.7K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
209+ 1.16% |
$18.8K - $21.2K
|
18.2K
$1.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
206+ 0.95% |
$18.5K - $20.9K
|
21.9K
$1.99M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
202+ 1.82% |
$18.2K - $20.5K
|
11.3K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Motco
|
BUY
|
- |
190New |
$17.1K - $19.3K
|
190
$17.3K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
189New |
$17K - $19.2K
|
189
$17.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
187+ 5.66% |
$16.8K - $18.9K
|
3.49K
$318K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
186+ 1.53% |
$16.7K - $18.8K
|
12.4K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
179New |
$16.1K - $18.1K
|
179
$16.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
175New |
$15.7K - $17.7K
|
175
$15.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
174+ 2.71% |
$15.6K - $17.6K
|
6.61K
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
163+ 19.13% |
$14.7K - $16.5K
|
1.02K
$92.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
163+ 1.81% |
$14.7K - $16.5K
|
9.18K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
157+ 1.7% |
$14.1K - $15.9K
|
9.4K
$856K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
152+ 2.5% |
$13.7K - $15.4K
|
6.22K
$567K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
148+ 1.99% |
$13.3K - $15K
|
7.59K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
147+ 6.32% |
$13.2K - $14.9K
|
2.47K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
144New |
$12.9K - $14.6K
|
144
$13.1K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
143+ 0.95% |
$12.9K - $14.5K
|
15.2K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
142+ 35.68% |
$12.8K - $14.4K
|
540
$49.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 13800.0% |
$12.4K - $14K
|
139
$12.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
137+ 0.78% |
$12.3K - $13.9K
|
17.8K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
137+ 13.98% |
$12.3K - $13.9K
|
1.12K
$102K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
136+ 2.67% |
$12.2K - $13.8K
|
5.24K
$477K
|