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 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
20.8K+ 0.76% |
$1.87M - $2.1M
|
2.74M
$255M
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
20.7KNew |
$1.86M - $2.1M
|
20.7K
$1.93M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
20.1KNew |
$1.81M - $2.04M
|
20.1K
$1.87M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
20.1K+ 6.94% |
$1.81M - $2.03M
|
309K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 193.44% |
$1.79M - $2.02M
|
30.2K
$2.81M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
19.6K+ 74.34% |
$1.77M - $1.99M
|
46.1K
$4.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
19.6K+ 12.45% |
$1.76M - $1.98M
|
177K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
19.4KNew |
$1.75M - $1.97M
|
19.4K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
19.4KNew |
$1.74M - $1.96M
|
19.4K
$1.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.3K+ 6.47% |
$1.73M - $1.95M
|
317K
$29.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.3K+ 8.4% |
$1.73M - $1.95M
|
249K
$23.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
18.9K+ 44.58% |
$1.7M - $1.91M
|
61.2K
$5.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$1.69M - $1.91M
|
18.8K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
18.6KNew |
$1.68M - $1.89M
|
18.6K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
18.4K+ 461.48% |
$1.65M - $1.86M
|
22.3K
$2.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
18.3K+ 75.12% |
$1.65M - $1.85M
|
42.7K
$3.97M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
18.1KNew |
$1.62M - $1.83M
|
18.1K
$1.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18K+ 101.5% |
$1.62M - $1.82M
|
35.8K
$3.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18K+ 96.32% |
$1.62M - $1.82M
|
36.7K
$3.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.9K+ 7.97% |
$1.61M - $1.82M
|
243K
$22.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
17.7K+ 449.05% |
$1.59M - $1.8M
|
21.7K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 14.74% |
$1.55M - $1.75M
|
134K
$12.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
16.9KNew |
$1.52M - $1.71M
|
16.9K
$1.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
16.4K+ 1.26% |
$1.47M - $1.66M
|
1.32M
$123M
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$1.47M - $1.66M
|
16.3K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
16.3KNew |
$1.47M - $1.65M
|
16.3K
$1.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
16.1K+ 120.45% |
$1.45M - $1.63M
|
29.5K
$2.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
16K+ 25.12% |
$1.44M - $1.62M
|
79.7K
$7.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
16KNew |
$1.44M - $1.62M
|
16K
$1.49M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.8K+ 59.06% |
$1.42M - $1.6M
|
42.6K
$3.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
15.8K+ 78.69% |
$1.42M - $1.6M
|
35.9K
$3.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
15.6KNew |
$1.4M - $1.58M
|
15.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
15.1K+ 51.17% |
$1.36M - $1.53M
|
44.7K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
15KNew |
$1.35M - $1.52M
|
15K
$1.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 89.02% |
$1.35M - $1.52M
|
31.8K
$2.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
14.8K+ 1047.98% |
$1.33M - $1.5M
|
16.2K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.8K+ 19.38% |
$1.33M - $1.5M
|
91K
$8.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.6K+ 61.54% |
$1.31M - $1.48M
|
38.3K
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
14.6K+ 3.94% |
$1.31M - $1.48M
|
385K
$35.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.3K+ 494.69% |
$1.28M - $1.45M
|
17.2K
$1.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
14.2K+ 62.23% |
$1.28M - $1.44M
|
37.1K
$3.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
14.2K+ 5.71% |
$1.28M - $1.44M
|
263K
$24.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.2K+ 32.36% |
$1.27M - $1.44M
|
57.9K
$5.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.8K+ 63.11% |
$1.25M - $1.4M
|
35.8K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
13.8K+ 67.28% |
$1.24M - $1.4M
|
34.4K
$3.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
13.6K+ 586.24% |
$1.23M - $1.38M
|
16K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.5K+ 43.68% |
$1.21M - $1.37M
|
44.4K
$4.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
13.4K+ 35.25% |
$1.2M - $1.36M
|
51.4K
$4.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13.4K+ 4.23% |
$1.2M - $1.35M
|
329K
$30.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.1K+ 14.77% |
$1.18M - $1.33M
|
102K
$9.46M
|