Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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
Jul 15, 2024 Q2 2024
Patriot Investment Management Inc.

BUY
 -
416
+ 5.17%
$36.5K - $39.4K
8.46K $755K
Jul 02, 2024 Q2 2024
Massmutual Trust CO Fsb

BUY
 -
405
+ 120.54%
$35.6K - $38.3K
741 $66.1K
Jul 31, 2024 Q2 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
395
New
$34.7K - $37.4K
395 $35.3K
Jul 22, 2024 Q2 2024
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
392
+ 3.66%
$34.4K - $37.1K
11.1K $991K
Jul 29, 2024 Q2 2024
Riggs Asset Managment Co. Inc.

BUY
 -
380
New
$33.4K - $36K
380 $33.9K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
369
New
$32.4K - $34.9K
369 $32.9K
Aug 08, 2024 Q2 2024
Christensen, King & Associates Investment Services, Inc.

Richland, WA
BUY
 -
356
+ 2.05%
$31.2K - $33.7K
17.7K $1.58M
Aug 06, 2024 Q2 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
350
+ 4.98%
$30.7K - $33.1K
7.37K $658K
Aug 12, 2024 Q2 2024
Planning Capital Management Corp

Paoli, PA
BUY
 -
345
+ 328.57%
$30.3K - $32.7K
450 $40.2K
Jul 12, 2024 Q2 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
329
+ 5.6%
$28.9K - $31.1K
6.2K $553K
Jul 26, 2024 Q2 2024
Ballast Advisors LLC

BUY
 -
285
+ 6.45%
$25K - $27K
4.71K $420K
Jul 24, 2024 Q2 2024
Beacon Capital Management, LLC

BUY
 -
283
+ 35.51%
$24.8K - $26.8K
1.08K $96.4K
Aug 09, 2024 Q2 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
281
+ 1.93%
$24.7K - $26.6K
14.8K $1.32M
Aug 07, 2024 Q2 2024
Gryphon Financial Partners LLC

BUY
 -
280
+ 1.48%
$24.6K - $26.5K
19.1K $1.71M
Aug 14, 2024 Q2 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
273
+ 10.79%
$24K - $25.8K
2.8K $250K
Aug 01, 2024 Q2 2024
Financial Counselors Inc

BUY
 -
269
+ 3.67%
$23.6K - $25.5K
7.6K $678K
Jul 09, 2024 Q2 2024
Trust CO Of Vermont

BUY
 -
260
New
$22.8K - $24.6K
260 $23.2K
Jul 11, 2024 Q2 2024
Dhjj Financial Advisors, Ltd.

BUY
 -
255
+ 8500.0%
$22.4K - $24.1K
258 $23K
Jul 30, 2024 Q2 2024
Lewis Asset Management, LLC

Lafayette, CA
BUY
 -
251
+ 4.46%
$22K - $23.8K
5.88K $525K
Aug 06, 2024 Q2 2024
Chris Bulman Inc

Roseville, CA
BUY
 -
251
New
$22K - $23.8K
251 $22.4K
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 $1.41M
Aug 01, 2024 Q2 2024
Capital Square, LLC

BUY
 -
240
+ 2.67%
$21.1K - $22.7K
9.24K $825K
Jul 24, 2024 Q2 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
229
+ 57.54%
$20.1K - $21.7K
627 $56K
Aug 13, 2024 Q2 2024
Wintrust Investments LLC

Chicago, IL
BUY
 -
225
+ 7.25%
$19.8K - $21.3K
3.33K $297K
Jul 24, 2024 Q2 2024
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
220
+ 3.19%
$19.3K - $20.8K
7.12K $636K
Aug 13, 2024 Q2 2024
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
219
+ 1.02%
$19.2K - $20.7K
21.7K $1.94M
Aug 13, 2024 Q2 2024
Merit Financial Group, LLC

BUY
 -
216
+ 0.52%
$19K - $20.4K
41.4K $3.7M
Aug 05, 2024 Q2 2024
Main Street Group, LTD

Glen Allen, VA
BUY
 -
216
New
$19K - $20.4K
216 $19.3K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
213
+ 1014.29%
$18.7K - $20.2K
234 $20.9K
Jul 15, 2024 Q2 2024
Jfs Wealth Advisors, LLC

BUY
 -
208
+ 24.5%
$18.3K - $19.7K
1.06K $94.4K
Aug 13, 2024 Q2 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
202
+ 5.34%
$17.7K - $19.1K
3.98K $356K
Jul 30, 2024 Q2 2024
J. W. Coons Advisors, LLC

BUY
 -
200
+ 1.99%
$17.6K - $18.9K
10.2K $914K
Aug 13, 2024 Q2 2024
Patten & Patten Inc

BUY
 -
197
+ 5.2%
$17.3K - $18.6K
3.99K $356K
Aug 02, 2024 Q2 2024
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
196
+ 2.63%
$17.2K - $18.6K
7.64K $682K
Aug 02, 2024 Q2 2024
Range Financial Group LLC

BUY
 -
191
+ 6.84%
$16.8K - $18.1K
2.98K $266K
Jul 23, 2024 Q2 2024
Psi Advisors, LLC

BUY
 -
183
+ 79.57%
$16.1K - $17.3K
413 $36.9K
Aug 01, 2024 Q2 2024
Spc Financial, Inc.

BUY
 -
176
+ 7.46%
$15.4K - $16.7K
2.53K $226K
Jul 17, 2024 Q2 2024
Tompkins Financial Corp

BUY
 -
171
New
$15K - $16.2K
171 $15.3K
Aug 02, 2024 Q2 2024
Gries Financial LLC

Cleveland, OH
BUY
 -
170
+ 0.33%
$14.9K - $16.1K
51.7K $4.62M
Jul 29, 2024 Q2 2024
Financial Advisory Service, Inc.

BUY
 -
166
+ 28.47%
$14.6K - $15.7K
749 $66.9K
Jul 30, 2024 Q2 2024
V2 Financial Group LLC

Naperville, IL
BUY
 -
156
+ 0.19%
$13.7K - $14.8K
80.7K $7.21M
Jul 02, 2024 Q2 2024
Transcend Capital Advisors, LLC

BUY
 -
155
+ 0.38%
$13.6K - $14.7K
41.4K $3.7M
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
153
New
$13.4K - $14.5K
153 $13.7K
Aug 06, 2024 Q2 2024
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
152
+ 4.84%
$13.3K - $14.4K
3.29K $294K
Aug 09, 2024 Q2 2024
Goelzer Investment Management, Inc.

BUY
 -
152
+ 1.02%
$13.3K - $14.4K
15K $1.34M
Jul 30, 2024 Q2 2024
Lfa Lugano Financial Advisors Sa

BUY
 -
145
New
$12.7K - $13.7K
145 $12.9K
Aug 14, 2024 Q2 2024
One Charles Private Wealth Services, LLC

BUY
 -
139
+ 0.91%
$12.2K - $13.2K
15.4K $1.38M
Aug 06, 2024 Q2 2024
Moser Wealth Advisors, LLC

BUY
 -
136
+ 0.6%
$11.9K - $12.9K
22.7K $2.02M
Jul 25, 2024 Q2 2024
Institute For Wealth Management, Llc.

BUY
 -
136
+ 3.8%
$11.9K - $12.9K
3.71K $331K

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