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 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6+ 0.15% |
$527 - $568
|
3.97K
$372K
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.22% |
$439 - $473
|
2.3K
$216K
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 0.05% |
$439 - $473
|
10.3K
$965K
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4New |
$351 - $379
|
4
$375
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 1.86% |
$351 - $379
|
219
$20.6K
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.0% |
$263 - $284
|
65.3K
$6.13M
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3+ 0.08% |
$263 - $284
|
3.73K
$350K
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.95% |
$176 - $189
|
212
$19.9K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.5% |
$87.8 - $94.7
|
203
$19.1K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.01% |
$87.8 - $94.7
|
7.45K
$699K
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.9% |
$176 - $189
|
220
$20.7K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5- 0.21% |
$439 - $473
|
2.37K
$223K
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.16% |
$439 - $473
|
3.17K
$297K
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6- 0.24% |
$527 - $568
|
2.48K
$233K
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 50.0% |
$614 - $663
|
7
$657
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7- 0.19% |
$614 - $663
|
3.59K
$337K
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-8- 0.47% |
$702 - $757
|
1.68K
$158K
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-8- 1.24% |
$702 - $757
|
639
$60K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 1.11% |
$966 - $1.04K
|
980
$92K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 10.71% |
$1.05K - $1.14K
|
100
$9.39K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-14- 38.89% |
$1.23K - $1.33K
|
22
$2.07K
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16- 0.6% |
$1.4K - $1.51K
|
2.66K
$250K
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 5.56% |
$1.76K - $1.89K
|
340
$31.9K
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-21- 0.08% |
$1.84K - $1.99K
|
27.8K
$2.61M
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 30.56% |
$1.93K - $2.08K
|
50
$4.69K
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-28- 0.06% |
$2.46K - $2.65K
|
47.1K
$4.42M
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28- 0.05% |
$2.46K - $2.65K
|
52.8K
$4.95M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-30- 0.16% |
$2.63K - $2.84K
|
19.2K
$1.81M
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-31- 0.13% |
$2.72K - $2.93K
|
24.7K
$2.32M
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-38- 0.24% |
$3.34K - $3.6K
|
16.1K
$1.51M
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-39- 1.66% |
$3.42K - $3.69K
|
2.32K
$217K
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-41- 56.94% |
$3.6K - $3.88K
|
31
$2.91K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-43- 48.86% |
$3.77K - $4.07K
|
45
$4.22K
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-45- 0.17% |
$3.95K - $4.26K
|
27.2K
$2.56M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 2.25% |
$4.13K - $4.45K
|
2.04K
$192K
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-53- 68.83% |
$4.65K - $5.02K
|
24
$2.25K
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-54- 53.47% |
$4.74K - $5.11K
|
47
$4.41K
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-54- 2.29% |
$4.74K - $5.11K
|
2.3K
$216K
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-62- 0.32% |
$5.44K - $5.87K
|
19.2K
$1.8M
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-66- 0.84% |
$5.79K - $6.25K
|
7.77K
$729K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-70- 2.35% |
$6.14K - $6.63K
|
2.92K
$274K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-73- 0.95% |
$6.41K - $6.91K
|
7.6K
$713K
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-74- 1.29% |
$6.5K - $7.01K
|
5.66K
$531K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-75- 34.25% |
$6.58K - $7.1K
|
144
$13.5K
|
|
Jul 25, 2024
Q2 2024
|
Tnf LLC
|
SELL
|
- |
-79- 0.15% |
$6.93K - $7.48K
|
52K
$4.88M
|
|
Jul 19, 2024
Q2 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-88- 3.65% |
$7.72K - $8.33K
|
2.33K
$218K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-89- 29.08% |
$7.81K - $8.43K
|
217
$20.4K
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-92- 1.43% |
$8.08K - $8.71K
|
6.32K
$594K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-100- 2.75% |
$8.78K - $9.47K
|
3.53K
$331K
|