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 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14+ 0.55% |
$1.23K - $1.33K
|
2.57K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.34% |
$966 - $1.04K
|
3.22K
$287K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11New |
$966 - $1.04K
|
11
$982
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.43% |
$878 - $947
|
2.34K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$614 - $663
|
10.5K
$938K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
6+ 0.15% |
$527 - $568
|
3.97K
$354K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
6+ 1.36% |
$527 - $568
|
448
$40K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
6+ 1.5% |
$527 - $568
|
407
$36.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
6+ 0.19% |
$527 - $568
|
3.24K
$289K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5+ 0.05% |
$439 - $473
|
10.3K
$917K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5+ 0.22% |
$439 - $473
|
2.3K
$205K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 1.86% |
$351 - $379
|
219
$19.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4New |
$351 - $379
|
4
$357
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3+ 0.0% |
$263 - $284
|
65.3K
$5.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3+ 0.08% |
$263 - $284
|
3.73K
$333K
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.95% |
$176 - $189
|
212
$18.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.5% |
$87.8 - $94.7
|
203
$18.1K
|
|
|
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
$665K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2- 0.9% |
$176 - $189
|
220
$19.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-5- 0.16% |
$439 - $473
|
3.17K
$283K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-5- 0.21% |
$439 - $473
|
2.37K
$212K
|
|
|
Jul 17, 2024
Q2 2024
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-6- 0.24% |
$527 - $568
|
2.48K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-7- 50.0% |
$614 - $663
|
7
$625
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7- 0.19% |
$614 - $663
|
3.59K
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-8- 0.47% |
$702 - $757
|
1.68K
$150K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-8- 1.24% |
$702 - $757
|
639
$57K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11- 1.11% |
$966 - $1.04K
|
980
$87.5K
|
|
|
Feb 05, 2025
Q2 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-12- 0.06% |
$1.05K - $1.14K
|
18.7K
$1.67M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
SELL
|
- |
-12- 10.71% |
$1.05K - $1.14K
|
100
$8.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-14- 38.89% |
$1.23K - $1.33K
|
22
$1.96K
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16- 0.6% |
$1.4K - $1.51K
|
2.66K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
Gould Capital, LLC
|
SELL
|
- |
-20- 5.56% |
$1.76K - $1.89K
|
340
$30.4K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-21- 0.08% |
$1.84K - $1.99K
|
27.8K
$2.48M
|
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-22- 30.56% |
$1.93K - $2.08K
|
50
$4.46K
|
|
|
Aug 14, 2024
Q2 2024
|
Sourcerock Group LLC
Denver, CO |
SELL
|
- |
-28- 0.06% |
$2.46K - $2.65K
|
47.1K
$4.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-28- 0.05% |
$2.46K - $2.65K
|
52.8K
$4.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-30- 0.16% |
$2.63K - $2.84K
|
19.2K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-31- 0.13% |
$2.72K - $2.93K
|
24.7K
$2.21M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-34- 0.84% |
$2.98K - $3.22K
|
4K
$357K
|
|
|
Aug 13, 2024
Q2 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-38- 0.24% |
$3.34K - $3.6K
|
16.1K
$1.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-39- 1.66% |
$3.42K - $3.69K
|
2.32K
$207K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-41- 56.94% |
$3.6K - $3.88K
|
31
$2.77K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-43- 48.86% |
$3.77K - $4.07K
|
45
$4.02K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-45- 0.17% |
$3.95K - $4.26K
|
27.2K
$2.43M
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-47- 2.25% |
$4.13K - $4.45K
|
2.04K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-53- 68.83% |
$4.65K - $5.02K
|
24
$2.14K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-54- 53.47% |
$4.74K - $5.11K
|
47
$4.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-54- 2.29% |
$4.74K - $5.11K
|
2.3K
$206K
|
|
|
Aug 07, 2024
Q2 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-62- 0.32% |
$5.44K - $5.87K
|
19.2K
$1.71M
|