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 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 12.44% |
$1.17M - $1.32M
|
118K
$11M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 3.49% |
$1.15M - $1.29M
|
378K
$35.2M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
12.7K+ 306.34% |
$1.14M - $1.28M
|
16.8K
$1.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 2.3% |
$1.14M - $1.28M
|
561K
$52.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.5KNew |
$1.12M - $1.26M
|
12.5K
$1.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 12168.0% |
$1.09M - $1.23M
|
12.3K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.2K+ 98.98% |
$1.09M - $1.23M
|
24.5K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
11.9K+ 9.07% |
$1.07M - $1.2M
|
143K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
11.7K+ 17.22% |
$1.05M - $1.18M
|
79.4K
$7.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 113.13% |
$1.04M - $1.17M
|
21.8K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
11.5K+ 14.16% |
$1.04M - $1.17M
|
93K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
11.5K+ 7.42% |
$1.03M - $1.16M
|
166K
$15.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.3K+ 4.22% |
$1.01M - $1.14M
|
279K
$25.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.3K+ 35.61% |
$1.01M - $1.14M
|
42.9K
$3.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
11.1K+ 7.08% |
$996K - $1.12M
|
168K
$15.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11K+ 86.45% |
$990K - $1.12M
|
23.7K
$2.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
11K+ 76.22% |
$988K - $1.11M
|
25.4K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
10.8K+ 8.17% |
$975K - $1.1M
|
144K
$13.4M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.8K+ 343.6% |
$974K - $1.1M
|
14K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.8K+ 28.45% |
$968K - $1.09M
|
48.6K
$4.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$957K - $1.08M
|
10.6K
$990K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10.6K+ 257.69% |
$953K - $1.07M
|
14.7K
$1.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.5KNew |
$940K - $1.06M
|
10.5K
$974K
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.3K+ 187.07% |
$924K - $1.04M
|
15.8K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
10.2K+ 124.7% |
$917K - $1.03M
|
18.4K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.1K+ 46.89% |
$910K - $1.03M
|
31.7K
$2.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10.1K+ 46.92% |
$907K - $1.02M
|
31.6K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
10.1KNew |
$906K - $1.02M
|
10.1K
$938K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
10K+ 35.3% |
$903K - $1.02M
|
38.5K
$3.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
9.5K+ 2065.43% |
$854K - $963K
|
9.96K
$927K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9.41K+ 18.88% |
$846K - $954K
|
59.3K
$5.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.35KNew |
$840K - $947K
|
9.35K
$870K
|
|
|
Oct 23, 2024
Q3 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
9.32K+ 28.79% |
$838K - $944K
|
41.7K
$3.88M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
9.25K+ 43.44% |
$832K - $937K
|
30.5K
$2.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.11K+ 6.41% |
$819K - $923K
|
151K
$14.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
8.93KNew |
$803K - $905K
|
8.93K
$831K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.88K+ 342.53% |
$798K - $899K
|
11.5K
$1.07M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
8.7KNew |
$782K - $882K
|
8.7K
$810K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.68K+ 9.17% |
$780K - $879K
|
103K
$9.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 35.74% |
$779K - $878K
|
32.9K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
8.5K+ 6.2% |
$764K - $861K
|
146K
$13.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.5KNew |
$764K - $861K
|
8.5K
$791K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.48K+ 15.24% |
$763K - $860K
|
64.2K
$5.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.35K+ 50.94% |
$751K - $846K
|
24.7K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.28K+ 179.89% |
$744K - $839K
|
12.9K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
8KNew |
$719K - $811K
|
8K
$745K
|
|
|
Nov 12, 2024
Q3 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
7.88K+ 4.4% |
$708K - $798K
|
187K
$17.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.86K+ 36.48% |
$707K - $796K
|
29.4K
$2.74M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.77K+ 3.47% |
$699K - $788K
|
232K
$21.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.72K+ 18.96% |
$694K - $782K
|
48.4K
$4.51M
|