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
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.36K- 23.22% |
$392K - $441K
|
14.4K
$1.25M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.47K- 14.29% |
$402K - $453K
|
26.8K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.49K- 10.2% |
$403K - $454K
|
39.5K
$3.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.51K- 14.46% |
$405K - $457K
|
26.7K
$2.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.6K- 17.82% |
$414K - $466K
|
21.2K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.65K- 60.69% |
$418K - $472K
|
3.01K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-4.7K- 48.82% |
$422K - $476K
|
4.93K
$426K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.73K- 6.65% |
$425K - $479K
|
66.3K
$5.73M
|
|
|
Feb 20, 2025
Q3 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-4.75K- 54.36% |
$427K - $481K
|
3.98K
$345K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.8K- 2.74% |
$432K - $487K
|
171K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.02K- 69.94% |
$451K - $508K
|
2.16K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-5.02K- 41.98% |
$451K - $509K
|
6.94K
$600K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.13K- 10.42% |
$461K - $520K
|
44.1K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5.14K- 48.93% |
$462K - $521K
|
5.37K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-5.18K- 5.48% |
$466K - $525K
|
89.3K
$7.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.27K- 24.43% |
$474K - $534K
|
16.3K
$1.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.27K- 7.11% |
$474K - $534K
|
68.9K
$5.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.36K- 17.38% |
$482K - $543K
|
25.5K
$2.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.36K- 7.17% |
$482K - $543K
|
69.4K
$6M
|
|
|
Nov 14, 2024
Q3 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
SELL
|
- |
-5.5K- 3.76% |
$495K - $557K
|
141K
$12.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-5.68K- 9.37% |
$511K - $576K
|
55K
$4.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-5.84K- 6.62% |
$525K - $592K
|
82.4K
$7.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-5.95K- 21.46% |
$535K - $603K
|
21.8K
$1.88M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.03K- 9.67% |
$542K - $611K
|
56.3K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-6.35K- 8.61% |
$571K - $643K
|
67.3K
$5.82M
|
|
|
Oct 29, 2024
Q3 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-6.4K- 21.49% |
$576K - $649K
|
23.4K
$2.02M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.51K- 5.34% |
$586K - $660K
|
115K
$9.98M
|
|
|
Apr 22, 2025
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-6.73K- 50.06% |
$605K - $682K
|
6.71K
$580K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.77K- 9.8% |
$608K - $686K
|
62.3K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-6.9K- 5.11% |
$620K - $699K
|
128K
$11.1M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-7.05K- 17.46% |
$634K - $714K
|
33.3K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-7.08K- 20.37% |
$637K - $718K
|
27.7K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-7.21K- 48.67% |
$649K - $731K
|
7.61K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-7.54K- 21.89% |
$678K - $764K
|
26.9K
$2.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.68K- 23.65% |
$691K - $778K
|
24.8K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.75K- 3.87% |
$697K - $786K
|
193K
$16.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-8.13K- 1.33% |
$731K - $823K
|
601K
$52M
|
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-8.14K- 57.07% |
$732K - $824K
|
6.12K
$529K
|
|
|
Nov 14, 2024
Q3 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-8.33K- 19.99% |
$749K - $844K
|
33.3K
$2.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.49K- 65.91% |
$763K - $860K
|
4.39K
$380K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.6K- 1.02% |
$773K - $871K
|
836K
$72.3M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-8.66K- 13.42% |
$779K - $878K
|
55.9K
$4.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.73K- 63.91% |
$785K - $885K
|
4.93K
$427K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-8.86K- 4.08% |
$797K - $898K
|
208K
$18M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.95K- 41.52% |
$805K - $907K
|
12.6K
$1.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.09K- 66.31% |
$817K - $921K
|
4.62K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.56K- 56.34% |
$859K - $969K
|
7.41K
$641K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.93K- 7.12% |
$893K - $1.01M
|
130K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.94K- 71.98% |
$893K - $1.01M
|
3.87K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.1K- 62.35% |
$908K - $1.02M
|
6.1K
$528K
|