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
|
Csenge Advisory Group
|
BUY
|
- |
36.8K+ 106.61% |
$3.31M - $3.73M
|
71.4K
$6.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.1K+ 99.66% |
$3.24M - $3.65M
|
72.3K
$6.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
35.8KNew |
$3.22M - $3.63M
|
35.8K
$3.33M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
34.9K+ 43.26% |
$3.14M - $3.54M
|
116K
$10.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
34K+ 201.32% |
$3.05M - $3.44M
|
50.8K
$4.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
33.9K+ 21.64% |
$3.04M - $3.43M
|
190K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.4K+ 33.11% |
$3M - $3.38M
|
134K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
32.6K+ 7.57% |
$2.93M - $3.31M
|
464K
$43.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
32.3K+ 15.6% |
$2.91M - $3.28M
|
240K
$22.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
31.7KNew |
$2.85M - $3.21M
|
31.7K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
31.5K+ 10.19% |
$2.83M - $3.19M
|
341K
$31.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
31.3K+ 111.08% |
$2.81M - $3.17M
|
59.5K
$5.54M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
30.9KNew |
$2.78M - $3.13M
|
30.9K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
30.3K+ 60.4% |
$2.72M - $3.07M
|
80.4K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
30K+ 42.86% |
$2.7M - $3.04M
|
100K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
29.9KNew |
$2.68M - $3.02M
|
29.9K
$2.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
29.5K+ 548.83% |
$2.65M - $2.99M
|
34.9K
$3.24M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$2.62M - $2.96M
|
29.2K
$2.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
29.1K+ 98.06% |
$2.62M - $2.95M
|
58.9K
$5.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
29K+ 2887.54% |
$2.6M - $2.93M
|
30K
$2.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.8K+ 31.13% |
$2.59M - $2.91M
|
121K
$11.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
28.7K+ 10.44% |
$2.58M - $2.91M
|
304K
$28.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
28.5K+ 28.78% |
$2.56M - $2.89M
|
128K
$11.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
28.5K+ 20.97% |
$2.56M - $2.89M
|
164K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
28.4KNew |
$2.55M - $2.88M
|
28.4K
$2.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
28K+ 424.4% |
$2.52M - $2.84M
|
34.6K
$3.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
27.8K+ 317.92% |
$2.5M - $2.82M
|
36.6K
$3.41M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
27.6K+ 45.46% |
$2.48M - $2.8M
|
88.3K
$8.22M
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
27.5KNew |
$2.48M - $2.79M
|
27.5K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
27.5KNew |
$2.48M - $2.79M
|
27.5K
$2.56M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.4K+ 94.73% |
$2.47M - $2.78M
|
56.4K
$5.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
27.3K+ 15.17% |
$2.45M - $2.76M
|
207K
$19.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
26.8KNew |
$2.41M - $2.72M
|
26.8K
$2.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
26.8KNew |
$2.41M - $2.72M
|
26.8K
$2.49M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.5KNew |
$2.38M - $2.69M
|
26.5K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.2K+ 28.18% |
$2.35M - $2.65M
|
119K
$11.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
25.7K+ 29.21% |
$2.31M - $2.6M
|
114K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
25.5K+ 9.89% |
$2.29M - $2.58M
|
283K
$26.3M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
25KNew |
$2.25M - $2.53M
|
25K
$2.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
25KNew |
$2.25M - $2.53M
|
25K
$2.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.9KNew |
$2.24M - $2.52M
|
24.9K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
24.7KNew |
$2.22M - $2.5M
|
24.7K
$2.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
24.5KNew |
$2.2M - $2.48M
|
24.5K
$2.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.1K+ 4.19% |
$2.08M - $2.34M
|
575K
$53.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23K+ 119.2% |
$2.07M - $2.33M
|
42.2K
$3.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
22.9K+ 2.46% |
$2.06M - $2.32M
|
953K
$88.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
22.2K+ 34.35% |
$1.99M - $2.25M
|
86.7K
$8.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
21.4K+ 26.38% |
$1.92M - $2.17M
|
102K
$9.53M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
21.2K+ 67.93% |
$1.9M - $2.14M
|
52.3K
$4.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
21.1K+ 15.49% |
$1.9M - $2.14M
|
157K
$14.6M
|