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 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-311- 5.49% |
$28K - $31.5K
|
5.35K
$463K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-362- 17.71% |
$32.5K - $36.7K
|
1.68K
$145K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-367- 2.12% |
$33K - $37.2K
|
17K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-381- 9.49% |
$34.3K - $38.6K
|
3.64K
$314K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 54.66% |
$36.4K - $41K
|
336
$29.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-430- 4.07% |
$38.7K - $43.6K
|
10.1K
$878K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-431- 0.24% |
$38.8K - $43.7K
|
182K
$15.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-450- 8.59% |
$40.5K - $45.6K
|
4.79K
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-460- 4.15% |
$41.4K - $46.6K
|
10.6K
$918K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-462- 38.34% |
$41.5K - $46.8K
|
743
$64.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-465- 25.27% |
$41.8K - $47.1K
|
1.38K
$119K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-500- 10.0% |
$45K - $50.7K
|
4.5K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-500- 3.91% |
$45K - $50.7K
|
12.3K
$1.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 10.11% |
$45.5K - $51.3K
|
4.5K
$389K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-509- 4.11% |
$45.8K - $51.6K
|
11.9K
$1.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-520- 19.53% |
$46.8K - $52.7K
|
2.14K
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-531- 38.28% |
$47.7K - $53.8K
|
856
$74K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-536- 18.57% |
$48.2K - $54.3K
|
2.35K
$203K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-557- 11.01% |
$50.1K - $56.4K
|
4.5K
$389K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-575- 7.9% |
$51.7K - $58.3K
|
6.7K
$579K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-601- 21.88% |
$54K - $60.9K
|
2.15K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-614- 2.04% |
$55.2K - $62.2K
|
29.5K
$2.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-643- 11.58% |
$57.8K - $65.2K
|
4.91K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-644- 0.75% |
$57.9K - $65.3K
|
84.8K
$7.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-690- 24.7% |
$62K - $69.9K
|
2.1K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-694- 19.4% |
$62.4K - $70.3K
|
2.88K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-694- 24.51% |
$62.4K - $70.3K
|
2.14K
$185K
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-708- 1.4% |
$63.7K - $71.7K
|
49.9K
$4.32M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-710- 8.47% |
$63.8K - $71.9K
|
7.67K
$663K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-725- 4.81% |
$65.2K - $73.5K
|
14.3K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-729- 7.58% |
$65.5K - $73.9K
|
8.89K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-744- 1.43% |
$66.9K - $75.4K
|
51.3K
$4.43M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-756- 8.04% |
$68K - $76.6K
|
8.65K
$748K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
SELL
|
- |
-778- 0.99% |
$69.9K - $78.8K
|
77.8K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-795- 1.74% |
$71.5K - $80.6K
|
45K
$3.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 80.0% |
$71.9K - $81.1K
|
200
$17.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-839- 14.28% |
$75.4K - $85K
|
5.04K
$435K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-870- 7.07% |
$78.2K - $88.2K
|
11.4K
$989K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-874- 19.0% |
$78.6K - $88.6K
|
3.73K
$322K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-874- 1.95% |
$78.6K - $88.6K
|
43.9K
$3.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-945- 0.25% |
$85K - $95.8K
|
371K
$32M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-970- 13.2% |
$87.2K - $98.3K
|
6.38K
$551K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-980- 13.48% |
$88.1K - $99.3K
|
6.29K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-991- 5.74% |
$89.1K - $100K
|
16.3K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-994- 12.16% |
$89.4K - $101K
|
7.18K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1K- 5.2% |
$90.2K - $102K
|
18.3K
$1.58M
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.02K- 14.76% |
$91.4K - $103K
|
5.87K
$508K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 24.42% |
$91.5K - $103K
|
3.15K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.02K- 13.41% |
$91.9K - $104K
|
6.6K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.04K- 18.83% |
$93.2K - $105K
|
4.47K
$387K
|