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 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
47+ 0.74% |
$4.23K - $4.76K
|
6.37K
$569K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
44+ 0.95% |
$3.96K - $4.46K
|
4.67K
$417K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
44+ 169.23% |
$3.96K - $4.46K
|
70
$6.25K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
38New |
$3.42K - $3.85K
|
38
$3.39K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 5.02% |
$3.33K - $3.75K
|
774
$69.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34+ 1.28% |
$3.06K - $3.45K
|
2.69K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
34New |
$3.06K - $3.45K
|
34
$3.03K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
33+ 0.2% |
$2.97K - $3.34K
|
17K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
31+ 1550.0% |
$2.79K - $3.14K
|
33
$2.95K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
31New |
$2.79K - $3.14K
|
31
$2.77K
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
30+ 0.18% |
$2.7K - $3.04K
|
17.1K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
28+ 12.79% |
$2.52K - $2.84K
|
247
$22K
|
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
26+ 0.84% |
$2.34K - $2.63K
|
3.13K
$279K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
24+ 0.16% |
$2.16K - $2.43K
|
14.6K
$1.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 2.8% |
$1.89K - $2.13K
|
770
$68.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$82.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$1.8K - $2.03K
|
20
$1.79K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
19+ 0.3% |
$1.71K - $1.93K
|
6.35K
$566K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$1.44K - $1.62K
|
16
$1.43K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
16+ 0.51% |
$1.44K - $1.62K
|
3.13K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 1300.0% |
$1.17K - $1.32K
|
14
$1.25K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.88% |
$719 - $811
|
913
$81.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 12.07% |
$629 - $709
|
65
$5.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7New |
$629 - $709
|
7
$625
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 12.0% |
$270 - $304
|
28
$2.5K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.94% |
$180 - $203
|
214
$19.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2New |
$180 - $203
|
2
$179
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.06% |
$89.9 - $101
|
1.68K
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$89.9 - $101
|
640
$57.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.25% |
$89.9 - $101
|
406
$36.2K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$89.9 - $101
|
35.7K
$3.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 9.09% |
$180 - $203
|
20
$1.79K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-4- 0.03% |
$360 - $405
|
15.6K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.19% |
$450 - $507
|
2.57K
$230K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 4.27% |
$629 - $709
|
157
$14K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.22% |
$629 - $709
|
3.21K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.53% |
$1.17K - $1.32K
|
2.45K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.17K - $1.32K
|
7.58K
$677K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 0.49% |
$1.71K - $1.93K
|
3.89K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-19- 1.7% |
$1.71K - $1.93K
|
1.1K
$97.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.99% |
$1.89K - $2.13K
|
1.04K
$92.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-24- 0.09% |
$2.16K - $2.43K
|
27.2K
$2.43M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-25- 0.48% |
$2.25K - $2.53K
|
5.17K
$461K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 24.78% |
$2.52K - $2.84K
|
85
$7.59K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-30- 0.56% |
$2.7K - $3.04K
|
5.3K
$473K
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-35- 9.67% |
$3.15K - $3.55K
|
327
$29.2K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-39- 0.71% |
$3.51K - $3.95K
|
5.48K
$489K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-42- 0.13% |
$3.78K - $4.26K
|
31.4K
$2.8M
|