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 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.08K- 44.52% |
$187K - $211K
|
2.59K
$224K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.08K- 9.85% |
$187K - $211K
|
19K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.18K- 3.09% |
$196K - $220K
|
68.2K
$5.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 2.75% |
$198K - $223K
|
77.9K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 50.42% |
$202K - $228K
|
2.21K
$191K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-2.3K- 37.79% |
$207K - $233K
|
3.79K
$328K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.34K- 37.46% |
$210K - $237K
|
3.91K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.35K- 25.95% |
$211K - $238K
|
6.71K
$580K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 24.83% |
$220K - $247K
|
7.39K
$639K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.5K- 46.19% |
$225K - $253K
|
2.91K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.51K- 22.8% |
$225K - $254K
|
8.49K
$734K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.51K- 12.76% |
$226K - $254K
|
17.2K
$1.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 5.66% |
$226K - $255K
|
42K
$3.63M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 29.75% |
$236K - $266K
|
6.2K
$536K
|
|
|
Feb 10, 2025
Q3 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-2.66K- 16.11% |
$239K - $269K
|
13.8K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 79.87% |
$239K - $269K
|
670
$57.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.68K- 11.62% |
$241K - $271K
|
20.4K
$1.76M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.69K- 17.63% |
$242K - $273K
|
12.6K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.69K- 5.44% |
$242K - $273K
|
46.8K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.69K- 7.57% |
$242K - $273K
|
32.9K
$2.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$41.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.78K- 7.96% |
$250K - $281K
|
32.1K
$2.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.84K- 3.31% |
$255K - $288K
|
83.1K
$7.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.93K- 1.8% |
$263K - $297K
|
160K
$13.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.94K- 34.24% |
$264K - $298K
|
5.64K
$488K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.97K- 12.01% |
$267K - $301K
|
21.7K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 28.61% |
$269K - $303K
|
7.47K
$646K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.02K- 11.42% |
$272K - $306K
|
23.4K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.05K- 9.77% |
$274K - $309K
|
28.2K
$2.44M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3.06K- 1.45% |
$275K - $310K
|
207K
$17.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.06K- 11.6% |
$275K - $310K
|
23.3K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-3.12K- 16.87% |
$280K - $316K
|
15.4K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.18K- 13.19% |
$286K - $322K
|
20.9K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 26.08% |
$287K - $324K
|
9.06K
$783K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.44K- 12.31% |
$309K - $348K
|
24.5K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.49K- 18.9% |
$313K - $353K
|
15K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.5K- 25.07% |
$315K - $355K
|
10.5K
$905K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.52K- 3.25% |
$316K - $356K
|
105K
$9.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.54K- 11.46% |
$318K - $359K
|
27.4K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.68K- 28.32% |
$331K - $373K
|
9.32K
$806K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.74K- 77.13% |
$336K - $379K
|
1.11K
$95.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 60.35% |
$336K - $379K
|
2.46K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.81K- 21.46% |
$342K - $386K
|
13.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 20.49% |
$347K - $391K
|
15K
$1.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 14.67% |
$348K - $392K
|
22.5K
$1.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.91K- 1.33% |
$351K - $396K
|
291K
$25.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-4.04K- 9.72% |
$363K - $409K
|
37.5K
$3.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.05K- 30.14% |
$364K - $411K
|
9.4K
$813K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.44% |
$378K - $426K
|
29.6K
$2.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.24K- 12.58% |
$381K - $430K
|
29.5K
$2.55M
|