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 13, 2024
Q3 2024
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
216K+ 51.52% |
$19.4M - $21.9M
|
635K
$59.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
201KNew |
$18.1M - $20.4M
|
201K
$18.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
188K+ 5651.17% |
$16.9M - $19.1M
|
191K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
187K+ 45.01% |
$16.8M - $18.9M
|
601K
$56M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
177K+ 316.0% |
$15.9M - $17.9M
|
232K
$21.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
174K+ 2412.44% |
$15.6M - $17.6M
|
181K
$16.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
BUY
|
- |
170KNew |
$15.3M - $17.2M
|
170K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
157KNew |
$14.1M - $15.9M
|
157K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
146K+ 9.47% |
$13.1M - $14.8M
|
1.68M
$157M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
145K+ 99.34% |
$13M - $14.7M
|
291K
$27M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
141KNew |
$12.7M - $14.3M
|
141K
$13.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
141KNew |
$12.7M - $14.3M
|
141K
$13.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
140KNew |
$12.6M - $14.2M
|
140K
$13M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
139K+ 255.93% |
$12.5M - $14M
|
193K
$17.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
127K+ 109.03% |
$11.4M - $12.8M
|
243K
$22.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
126K+ 46.65% |
$11.3M - $12.7M
|
395K
$36.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
125KNew |
$11.3M - $12.7M
|
125K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
122KNew |
$11M - $12.4M
|
122K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
120K+ 100.1% |
$10.8M - $12.2M
|
241K
$22.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
119KNew |
$10.7M - $12.1M
|
119K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
118K+ 1081.25% |
$10.6M - $12M
|
129K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
118K+ 102.19% |
$10.6M - $12M
|
234K
$21.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
116KNew |
$10.4M - $11.7M
|
116K
$10.8M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
115KNew |
$10.3M - $11.6M
|
115K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
112K+ 762.04% |
$10M - $11.3M
|
126K
$11.7M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
111KNew |
$9.95M - $11.2M
|
111K
$10.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
110K+ 9.05% |
$9.91M - $11.2M
|
1.33M
$124M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
110K+ 10189.72% |
$9.89M - $11.2M
|
111K
$10.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
106K+ 228.47% |
$9.57M - $10.8M
|
153K
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
105KNew |
$9.43M - $10.6M
|
105K
$9.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
104KNew |
$9.34M - $10.5M
|
104K
$9.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
102K+ 309.17% |
$9.2M - $10.4M
|
135K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
101K+ 4003.8% |
$9.09M - $10.2M
|
104K
$9.64M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
99.4K+ 13.71% |
$8.94M - $10.1M
|
825K
$76.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.3K+ 54.3% |
$8.93M - $10.1M
|
282K
$26.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
98.3KNew |
$8.84M - $9.96M
|
98.3K
$9.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
94.3K+ 968.73% |
$8.48M - $9.56M
|
104K
$9.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
93.8K+ 116.17% |
$8.43M - $9.5M
|
174K
$16.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
89.9K+ 2617.3% |
$8.08M - $9.11M
|
93.3K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
88.6K+ 44.16% |
$7.96M - $8.98M
|
289K
$26.9M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
87.5K+ 9319.6% |
$7.87M - $8.87M
|
88.5K
$8.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
86.6K+ 25.2% |
$7.79M - $8.78M
|
430K
$40.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
85.8K+ 49.44% |
$7.72M - $8.7M
|
259K
$24.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Presidio Capital Management, LLC
|
BUY
|
- |
83.5KNew |
$7.51M - $8.46M
|
83.5K
$7.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
79KNew |
$7.1M - $8.01M
|
79K
$7.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$7.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
77.2KNew |
$6.94M - $7.83M
|
77.2K
$7.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
76.6K+ 108.75% |
$6.89M - $7.76M
|
147K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
72.1K+ 66.11% |
$6.49M - $7.31M
|
181K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
71.8KNew |
$6.46M - $7.28M
|
71.8K
$6.68M
|