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 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14.8K- 13.3% |
$1.33M - $1.5M
|
96.7K
$9M
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.8K- 7.27% |
$1.33M - $1.5M
|
189K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-16.2K- 22.21% |
$1.46M - $1.64M
|
56.7K
$5.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-17K- 1.14% |
$1.53M - $1.72M
|
1.47M
$137M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17K- 92.35% |
$1.53M - $1.73M
|
1.41K
$131K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-17.1K- 22.66% |
$1.54M - $1.73M
|
58.3K
$5.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-19.2K- 35.21% |
$1.73M - $1.95M
|
35.4K
$3.29M
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-19.5K- 21.9% |
$1.75M - $1.98M
|
69.6K
$6.47M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.7K- 47.47% |
$1.77M - $1.99M
|
21.8K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Gds Wealth Management
|
SELL
|
- |
-19.7K- 30.74% |
$1.77M - $2M
|
44.5K
$4.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-22.7K- 29.43% |
$2.04M - $2.3M
|
54.4K
$5.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-23.4K- 92.66% |
$2.11M - $2.37M
|
1.86K
$173K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.7K- 26.76% |
$2.22M - $2.5M
|
67.5K
$6.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-24.8K- 99.71% |
$2.23M - $2.52M
|
72
$6.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.5K- 16.55% |
$2.29M - $2.58M
|
128K
$12M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.1K- 16.45% |
$2.34M - $2.64M
|
132K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-26.1K- 17.09% |
$2.35M - $2.64M
|
127K
$11.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-26.3K- 2.74% |
$2.36M - $2.67M
|
934K
$87M
|
|
|
Nov 14, 2024
Q3 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-27.2K- 57.71% |
$2.44M - $2.75M
|
19.9K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-27.2K- 51.46% |
$2.44M - $2.75M
|
25.6K
$2.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-28.5K- 12.7% |
$2.56M - $2.88M
|
196K
$18.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
SELL
|
- |
-28.8K- 13.65% |
$2.59M - $2.91M
|
182K
$16.9M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-29.1K- 84.19% |
$2.62M - $2.95M
|
5.47K
$509K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
SELL
|
- |
-29.7K- 25.6% |
$2.67M - $3.01M
|
86.3K
$8.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-30K- 91.45% |
$2.7M - $3.04M
|
2.81K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-30.6K- 29.5% |
$2.75M - $3.1M
|
73.2K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-32.4K- 14.8% |
$2.92M - $3.29M
|
187K
$17.4M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-33.3K- 41.01% |
$2.99M - $3.37M
|
47.8K
$4.45M
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-33.4K- 21.91% |
$3.01M - $3.39M
|
119K
$11.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-33.7K- 26.71% |
$3.03M - $3.41M
|
92.4K
$8.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-34.1K- 67.74% |
$3.06M - $3.45M
|
16.2K
$1.51M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-34.3K- 86.46% |
$3.08M - $3.47M
|
5.36K
$499K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-34.7K- 60.05% |
$3.12M - $3.52M
|
23.1K
$2.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-34.9K- 94.38% |
$3.14M - $3.54M
|
2.08K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-36.6K- 58.17% |
$3.29M - $3.71M
|
26.3K
$2.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-36.9K- 65.28% |
$3.32M - $3.74M
|
19.6K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-38.2K- 66.71% |
$3.44M - $3.87M
|
19.1K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-39.3K- 43.67% |
$3.53M - $3.98M
|
50.7K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-40.2K- 64.11% |
$3.61M - $4.07M
|
22.5K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-40.5K- 88.04% |
$3.64M - $4.1M
|
5.5K
$512K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-41K- 69.86% |
$3.68M - $4.15M
|
17.7K
$1.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-41.8K- 4.9% |
$3.76M - $4.24M
|
812K
$75.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-51.4K- 95.71% |
$4.62M - $5.21M
|
2.3K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-52.9K- 23.78% |
$4.76M - $5.36M
|
170K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-67.9K- 19.38% |
$6.11M - $6.88M
|
283K
$26.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
SELL
|
- |
-71.4K- 33.74% |
$6.42M - $7.23M
|
140K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-73.6K- 20.42% |
$6.62M - $7.46M
|
287K
$26.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-76.3K- 63.39% |
$6.86M - $7.73M
|
44.1K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-77.9K- 79.24% |
$7M - $7.89M
|
20.4K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-80.6K- 99.84% |
$7.24M - $8.16M
|
127
$11.8K
|