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 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.09K- 66.31% |
$817K - $921K
|
4.62K
$404K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-9.56K- 56.34% |
$859K - $969K
|
7.41K
$647K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-9.93K- 7.12% |
$893K - $1.01M
|
130K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-9.94K- 71.98% |
$893K - $1.01M
|
3.87K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-10.1K- 62.35% |
$908K - $1.02M
|
6.1K
$533K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10.4K- 44.11% |
$931K - $1.05M
|
13.1K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-10.4K- 26.05% |
$931K - $1.05M
|
29.4K
$2.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.4K- 63.3% |
$937K - $1.06M
|
6.04K
$528K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 32.05% |
$944K - $1.06M
|
22.2K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-10.9K- 24.47% |
$984K - $1.11M
|
33.8K
$2.95M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-11K- 71.22% |
$987K - $1.11M
|
4.44K
$388K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-11.1K- 12.28% |
$994K - $1.12M
|
78.9K
$6.9M
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.4K- 44.06% |
$1.02M - $1.15M
|
14.4K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-11.5K- 44.45% |
$1.03M - $1.16M
|
14.3K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-11.8K- 7.83% |
$1.06M - $1.2M
|
139K
$12.2M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-11.9K- 77.12% |
$1.07M - $1.21M
|
3.54K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.4K- 30.14% |
$1.11M - $1.25M
|
28.7K
$2.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-12.7K- 69.46% |
$1.14M - $1.28M
|
5.57K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-12.7K- 39.32% |
$1.14M - $1.29M
|
19.6K
$1.71M
|
|
|
May 30, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-12.9K- 25.03% |
$1.16M - $1.3M
|
38.5K
$3.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-13K- 52.44% |
$1.17M - $1.32M
|
11.8K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 24.16% |
$1.2M - $1.35M
|
41.7K
$3.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.7K- 14.03% |
$1.32M - $1.49M
|
90K
$7.86M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-14.7K- 15.79% |
$1.32M - $1.49M
|
78.4K
$6.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-14.8K- 4.85% |
$1.33M - $1.5M
|
290K
$25.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14.8K- 13.3% |
$1.33M - $1.5M
|
96.7K
$8.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.8K- 7.27% |
$1.33M - $1.5M
|
189K
$16.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-16.2K- 22.21% |
$1.46M - $1.64M
|
56.7K
$4.96M
|
|
|
Apr 30, 2025
Q3 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-16.7K- 27.63% |
$1.5M - $1.69M
|
43.6K
$3.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-17K- 1.14% |
$1.53M - $1.72M
|
1.47M
$129M
|
|
|
May 29, 2025
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-17K- 33.11% |
$1.53M - $1.72M
|
34.3K
$3M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17K- 92.35% |
$1.53M - $1.73M
|
1.41K
$123K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.1K- 22.66% |
$1.54M - $1.73M
|
58.3K
$5.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-19.2K- 35.21% |
$1.73M - $1.95M
|
35.4K
$3.09M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-19.5K- 21.9% |
$1.75M - $1.98M
|
69.6K
$6.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.7K- 47.47% |
$1.77M - $1.99M
|
21.8K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-19.7K- 30.74% |
$1.77M - $2M
|
44.5K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-22.7K- 29.43% |
$2.04M - $2.3M
|
54.4K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-23.4K- 92.66% |
$2.11M - $2.37M
|
1.86K
$162K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.7K- 26.76% |
$2.22M - $2.5M
|
67.5K
$5.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-24.8K- 99.71% |
$2.23M - $2.52M
|
72
$6.29K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.5K- 16.55% |
$2.29M - $2.58M
|
128K
$11.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.1K- 16.45% |
$2.34M - $2.64M
|
132K
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26.1K- 17.09% |
$2.35M - $2.64M
|
127K
$11.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-26.3K- 2.74% |
$2.36M - $2.67M
|
934K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-27.2K- 57.71% |
$2.44M - $2.75M
|
19.9K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-27.2K- 51.46% |
$2.44M - $2.75M
|
25.6K
$2.24M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-28.5K- 12.7% |
$2.56M - $2.88M
|
196K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-28.8K- 13.65% |
$2.59M - $2.91M
|
182K
$15.9M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-29.1K- 84.19% |
$2.62M - $2.95M
|
5.47K
$478K
|