Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
350+ 4.98% |
$30.7K - $33.1K
|
7.37K
$692K
|
|
Aug 12, 2024
Q2 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
345+ 328.57% |
$30.3K - $32.7K
|
450
$42.2K
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
329+ 5.6% |
$28.9K - $31.1K
|
6.2K
$582K
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
287+ 10.01% |
$25.2K - $27.2K
|
3.15K
$296K
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
BUY
|
- |
285+ 6.45% |
$25K - $27K
|
4.71K
$442K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
283+ 35.51% |
$24.8K - $26.8K
|
1.08K
$101K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
281+ 1.93% |
$24.7K - $26.6K
|
14.8K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
280+ 1.48% |
$24.6K - $26.5K
|
19.1K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
273+ 10.79% |
$24K - $25.8K
|
2.8K
$263K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
269+ 3.67% |
$23.6K - $25.5K
|
7.6K
$713K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
260New |
$22.8K - $24.6K
|
260
$24.4K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
255+ 8500.0% |
$22.4K - $24.1K
|
258
$24.2K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
251New |
$22K - $23.8K
|
251
$23.6K
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
251+ 4.46% |
$22K - $23.8K
|
5.88K
$552K
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
249+ 1.6% |
$21.9K - $23.6K
|
15.8K
$1.49M
|
|
Aug 01, 2024
Q2 2024
|
Capital Square, LLC
|
BUY
|
- |
240+ 2.67% |
$21.1K - $22.7K
|
9.24K
$867K
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
229+ 57.54% |
$20.1K - $21.7K
|
627
$58.9K
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
225+ 7.25% |
$19.8K - $21.3K
|
3.33K
$312K
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
220+ 3.19% |
$19.3K - $20.8K
|
7.12K
$668K
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
219+ 1.02% |
$19.2K - $20.7K
|
21.7K
$2.04M
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
216New |
$19K - $20.4K
|
216
$20.3K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
216+ 0.52% |
$19K - $20.4K
|
41.4K
$3.89M
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
213+ 1014.29% |
$18.7K - $20.2K
|
234
$22K
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
208+ 24.5% |
$18.3K - $19.7K
|
1.06K
$99.2K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
202+ 5.34% |
$17.7K - $19.1K
|
3.98K
$374K
|
|
Jul 30, 2024
Q2 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
200+ 1.99% |
$17.6K - $18.9K
|
10.2K
$961K
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
197+ 5.2% |
$17.3K - $18.6K
|
3.99K
$374K
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
196+ 2.63% |
$17.2K - $18.6K
|
7.64K
$717K
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
191+ 6.84% |
$16.8K - $18.1K
|
2.98K
$280K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
183+ 79.57% |
$16.1K - $17.3K
|
413
$38.8K
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
176+ 7.46% |
$15.4K - $16.7K
|
2.53K
$238K
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
171New |
$15K - $16.2K
|
171
$16.1K
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
170+ 0.33% |
$14.9K - $16.1K
|
51.7K
$4.86M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
166+ 28.47% |
$14.6K - $15.7K
|
749
$70.3K
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
156+ 0.19% |
$13.7K - $14.8K
|
80.7K
$7.58M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
155+ 0.38% |
$13.6K - $14.7K
|
41.4K
$3.89M
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
153New |
$13.4K - $14.5K
|
153
$14.4K
|
|
Aug 06, 2024
Q2 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
152+ 4.84% |
$13.3K - $14.4K
|
3.29K
$309K
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
152+ 1.02% |
$13.3K - $14.4K
|
15K
$1.41M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
145New |
$12.7K - $13.7K
|
145
$13.6K
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
139+ 0.91% |
$12.2K - $13.2K
|
15.4K
$1.45M
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
136+ 0.6% |
$11.9K - $12.9K
|
22.7K
$2.13M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
136+ 3.8% |
$11.9K - $12.9K
|
3.71K
$349K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
135+ 22.43% |
$11.9K - $12.8K
|
737
$69.2K
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$308K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 2.59% |
$10.9K - $11.7K
|
4.9K
$460K
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 1514.29% |
$9.3K - $10K
|
113
$10.6K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
105New |
$9.22K - $9.94K
|
105
$9.86K
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104+ 0.17% |
$9.13K - $9.85K
|
62.7K
$5.89M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 11.3% |
$8.78K - $9.47K
|
985
$92.5K
|