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 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.13KNew |
$371K - $418K
|
4.13K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.06KNew |
$365K - $411K
|
4.06K
$378K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.06K+ 6.21% |
$365K - $411K
|
69.4K
$6.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
4.03KNew |
$362K - $408K
|
4.03K
$375K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.01K+ 53.11% |
$360K - $406K
|
11.6K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3.98K+ 8.43% |
$358K - $404K
|
51.2K
$4.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.98K+ 0.97% |
$358K - $403K
|
414K
$38.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.95KNew |
$355K - $400K
|
3.95K
$368K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.82K+ 168.11% |
$343K - $387K
|
6.09K
$566K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.77KNew |
$339K - $382K
|
3.77K
$351K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.77K+ 978.7% |
$339K - $382K
|
4.15K
$387K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
3.76K+ 18.61% |
$338K - $381K
|
24K
$2.23M
|
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.74KNew |
$336K - $379K
|
3.74K
$348K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$335K - $377K
|
3.73K
$347K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.72K+ 11.04% |
$335K - $377K
|
37.5K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.71K+ 1.31% |
$333K - $376K
|
286K
$26.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.7K+ 53.81% |
$332K - $375K
|
10.6K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.67K+ 4.46% |
$330K - $372K
|
86K
$8M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.64K+ 69.95% |
$327K - $369K
|
8.85K
$823K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$322K - $363K
|
3.58K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.56K+ 24.03% |
$320K - $361K
|
18.4K
$1.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
3.51KNew |
$315K - $356K
|
3.51K
$327K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
3.45K+ 7.85% |
$310K - $350K
|
47.4K
$4.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
3.36K+ 77.81% |
$302K - $340K
|
7.67K
$714K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.35KNew |
$302K - $340K
|
3.35K
$312K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.32K+ 8.17% |
$298K - $336K
|
43.9K
$4.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.31KNew |
$298K - $335K
|
3.31K
$308K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.31K+ 8.87% |
$297K - $335K
|
40.6K
$3.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
3.29KNew |
$296K - $334K
|
3.29K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.29KNew |
$296K - $333K
|
3.29K
$306K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.22K+ 79.51% |
$289K - $326K
|
7.26K
$676K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.21K+ 18.0% |
$289K - $326K
|
21.1K
$1.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
3.2KNew |
$288K - $324K
|
3.2K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.19K+ 115.87% |
$287K - $323K
|
5.95K
$553K
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
3.17K+ 12.5% |
$285K - $322K
|
28.6K
$2.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.15K+ 2.92% |
$283K - $319K
|
111K
$10.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.14K+ 5.01% |
$282K - $318K
|
65.9K
$6.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3.14K+ 39.5% |
$282K - $318K
|
11.1K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
3.11K+ 125.54% |
$280K - $315K
|
5.59K
$520K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.09KNew |
$277K - $313K
|
3.09K
$287K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.06KNew |
$275K - $310K
|
3.06K
$285K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.05K+ 128.12% |
$274K - $309K
|
5.43K
$505K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.03KNew |
$273K - $307K
|
3.03K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
3.03K+ 27.68% |
$273K - $307K
|
14K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.03K+ 0.71% |
$272K - $307K
|
431K
$40.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.02K+ 137.05% |
$271K - $306K
|
5.22K
$485K
|
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.95K+ 2.4% |
$266K - $299K
|
126K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.9KNew |
$260K - $293K
|
2.9K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.89K+ 18.88% |
$260K - $293K
|
18.2K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 10.16% |
$258K - $291K
|
31.1K
$2.9M
|