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 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-45- 1.21% |
$4.05K - $4.56K
|
3.68K
$328K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-46- 31.94% |
$4.14K - $4.66K
|
98
$8.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 22.73% |
$4.5K - $5.07K
|
170
$15.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 18.45% |
$4.5K - $5.07K
|
221
$19.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-60- 0.2% |
$5.39K - $6.08K
|
30.7K
$2.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-64- 0.96% |
$5.75K - $6.49K
|
6.6K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.23% |
$5.84K - $6.59K
|
2.85K
$254K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-66- 2.72% |
$5.93K - $6.69K
|
2.36K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-69- 2.4% |
$6.2K - $6.99K
|
2.81K
$251K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-73- 1.11% |
$6.56K - $7.4K
|
6.53K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75- 87.21% |
$6.74K - $7.6K
|
11
$982
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-80- 1.22% |
$7.19K - $8.11K
|
6.48K
$579K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-80- 0.42% |
$7.19K - $8.11K
|
19.1K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-82- 1.34% |
$7.37K - $8.31K
|
6.04K
$539K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-83- 0.21% |
$7.46K - $8.41K
|
39K
$3.48M
|
|
|
Sep 24, 2025
Q3 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-85- 2.02% |
$7.64K - $8.61K
|
4.13K
$369K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-90- 0.47% |
$8.09K - $9.12K
|
19.1K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-92- 2.71% |
$8.27K - $9.32K
|
3.31K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-92- 3.94% |
$8.27K - $9.32K
|
2.24K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-95- 0.54% |
$8.54K - $9.63K
|
17.5K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-121- 3.26% |
$10.9K - $12.3K
|
3.59K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-124- 3.08% |
$11.1K - $12.6K
|
3.9K
$348K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 77.19% |
$11.9K - $13.4K
|
39
$3.48K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-136- 2.89% |
$12.2K - $13.8K
|
4.57K
$408K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-140- 4.43% |
$12.6K - $14.2K
|
3.02K
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-159- 0.44% |
$14.3K - $16.1K
|
36.4K
$3.24M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-161- 7.0% |
$14.5K - $16.3K
|
2.14K
$191K
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-161- 5.04% |
$14.5K - $16.3K
|
3.04K
$271K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-164- 0.34% |
$14.7K - $16.6K
|
47.5K
$4.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-166- 1.82% |
$14.9K - $16.8K
|
8.95K
$799K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-169- 2.84% |
$15.2K - $17.1K
|
5.79K
$516K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 7.17% |
$15.3K - $17.2K
|
2.2K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-173- 0.61% |
$15.6K - $17.5K
|
28.2K
$2.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-180- 0.88% |
$16.2K - $18.2K
|
20.4K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-180- 4.48% |
$16.2K - $18.2K
|
3.84K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-180- 2.22% |
$16.2K - $18.2K
|
7.92K
$707K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-188- 0.52% |
$16.9K - $19.1K
|
36K
$3.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-193- 0.52% |
$17.4K - $19.6K
|
36.7K
$3.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-195- 4.4% |
$17.5K - $19.8K
|
4.24K
$378K
|
|
|
Feb 10, 2025
Q3 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-195- 6.8% |
$17.5K - $19.8K
|
2.67K
$239K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-200- 0.95% |
$18K - $20.3K
|
20.8K
$1.86M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-202- 44.59% |
$18.2K - $20.5K
|
251
$22.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-206- 1.28% |
$18.5K - $20.9K
|
15.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-212- 4.67% |
$19.1K - $21.5K
|
4.33K
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-228- 0.4% |
$20.5K - $23.1K
|
57.2K
$5.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-229- 36.52% |
$20.6K - $23.2K
|
398
$35.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-250- 7.59% |
$22.5K - $25.3K
|
3.04K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-259- 26.59% |
$23.3K - $26.2K
|
715
$63.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 2.27% |
$24.4K - $27.5K
|
11.7K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-273- 0.65% |
$24.5K - $27.7K
|
41.7K
$3.72M
|