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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
135+ 22.43% |
$11.9K - $12.8K
|
737
$65.8K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
127+ 4.03% |
$11.1K - $12K
|
3.28K
$293K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
124+ 2.59% |
$10.9K - $11.7K
|
4.9K
$438K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
106+ 1514.29% |
$9.3K - $10K
|
113
$10.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
105New |
$9.22K - $9.94K
|
105
$9.37K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
104+ 0.17% |
$9.13K - $9.85K
|
62.7K
$5.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 3.84% |
$8.78K - $9.47K
|
2.71K
$242K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 11.3% |
$8.78K - $9.47K
|
985
$87.9K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
100+ 2.37% |
$8.78K - $9.47K
|
4.33K
$386K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
100New |
$8.78K - $9.47K
|
100
$8.93K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
93+ 2.64% |
$8.16K - $8.8K
|
3.62K
$323K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
90New |
$7.9K - $8.52K
|
90
$8.03K
|
|
|
Jul 24, 2024
Q2 2024
|
White Pine Investment CO
|
BUY
|
- |
88+ 0.35% |
$7.72K - $8.33K
|
25.3K
$2.25M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
86+ 0.22% |
$7.55K - $8.14K
|
39.6K
$3.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
84New |
$7.37K - $7.95K
|
84
$7.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
78+ 4.43% |
$6.85K - $7.38K
|
1.84K
$164K
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
74+ 0.76% |
$6.5K - $7.01K
|
9.81K
$876K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
73New |
$6.41K - $6.91K
|
73
$6.52K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
68+ 3.48% |
$5.97K - $6.44K
|
2.02K
$180K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
68New |
$5.97K - $6.44K
|
68
$6.07K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
65New |
$5.71K - $6.15K
|
65
$5.8K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
62New |
$5.44K - $5.87K
|
62
$5.53K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
60+ 54.05% |
$5.27K - $5.68K
|
171
$15.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
55New |
$4.83K - $5.21K
|
55
$4.91K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
55+ 2.34% |
$4.83K - $5.21K
|
2.41K
$215K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
53+ 1.17% |
$4.65K - $5.02K
|
4.59K
$409K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
47+ 1.03% |
$4.13K - $4.45K
|
4.63K
$413K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
40+ 0.21% |
$3.51K - $3.79K
|
18.8K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
38+ 1.05% |
$3.34K - $3.6K
|
3.66K
$326K
|
|
|
Aug 12, 2024
Q2 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
36+ 0.13% |
$3.16K - $3.41K
|
28.3K
$2.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
35+ 1.75% |
$3.07K - $3.31K
|
2.03K
$181K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
33+ 1.52% |
$2.9K - $3.12K
|
2.2K
$196K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
32+ 3.9% |
$2.81K - $3.03K
|
852
$76.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
31+ 0.84% |
$2.72K - $2.93K
|
3.74K
$334K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
30+ 0.26% |
$2.63K - $2.84K
|
11.7K
$1.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
30+ 0.92% |
$2.63K - $2.84K
|
3.3K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29+ 0.5% |
$2.55K - $2.75K
|
5.85K
$522K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
27+ 0.88% |
$2.37K - $2.56K
|
3.1K
$277K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
26New |
$2.28K - $2.46K
|
26
$2.32K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
26+ 0.47% |
$2.28K - $2.46K
|
5.53K
$494K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
26+ 1.13% |
$2.28K - $2.46K
|
2.34K
$208K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.11K - $2.27K
|
24
$2.14K
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
24+ 0.31% |
$2.11K - $2.27K
|
7.8K
$696K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
23+ 1.46% |
$2.02K - $2.18K
|
1.6K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
20+ 3.13% |
$1.76K - $1.89K
|
658
$58.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
20+ 1.46% |
$1.76K - $1.89K
|
1.39K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
20New |
$1.76K - $1.89K
|
20
$1.79K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
19+ 0.49% |
$1.67K - $1.8K
|
3.91K
$349K
|
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
15New |
$1.32K - $1.42K
|
15
$1.34K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.08% |
$1.23K - $1.33K
|
17.5K
$1.57M
|