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 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.01K- 5.66% |
$88.7K - $95.6K
|
16.8K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.04K- 8.01% |
$91.4K - $98.6K
|
12K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.05K- 14.68% |
$92K - $99.2K
|
6.09K
$544K
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.1K- 21.48% |
$96.6K - $104K
|
4.02K
$359K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.18K- 22.98% |
$103K - $112K
|
3.95K
$353K
|
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.22K- 8.07% |
$107K - $115K
|
13.9K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.26K- 33.76% |
$111K - $120K
|
2.48K
$221K
|
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.27K- 26.73% |
$111K - $120K
|
3.47K
$309K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.3K- 9.8% |
$114K - $123K
|
12K
$1.07M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.31K- 5.12% |
$115K - $124K
|
24.3K
$2.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.35K- 0.47% |
$118K - $127K
|
282K
$25.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 4.66% |
$120K - $129K
|
28K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.39K- 55.4% |
$122K - $131K
|
1.12K
$99.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.39K- 1.92% |
$122K - $132K
|
71K
$6.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.41K- 17.19% |
$123K - $133K
|
6.77K
$604K
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.42K- 70.06% |
$125K - $135K
|
608
$54.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.43K- 9.53% |
$126K - $136K
|
13.6K
$1.21M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 12.11% |
$128K - $138K
|
10.6K
$942K
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.47K- 8.54% |
$129K - $139K
|
15.7K
$1.4M
|
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-1.5K- 9.48% |
$132K - $142K
|
14.3K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.5K- 46.88% |
$132K - $142K
|
1.7K
$152K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$132K - $142K
|
29.7K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.52K- 6.3% |
$134K - $144K
|
22.6K
$2.02M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.56K- 4.92% |
$137K - $147K
|
30.1K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.59K- 1.0% |
$139K - $150K
|
157K
$14M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.65K- 23.09% |
$145K - $156K
|
5.51K
$492K
|
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.66K- 2.97% |
$145K - $157K
|
54.1K
$4.83M
|
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.67K- 32.87% |
$147K - $158K
|
3.41K
$304K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.73K- 24.44% |
$151K - $163K
|
5.33K
$476K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 21.42% |
$152K - $164K
|
6.35K
$567K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.74K- 74.17% |
$153K - $165K
|
606
$54.1K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.81K- 30.22% |
$158K - $171K
|
4.17K
$372K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-1.82K- 53.56% |
$160K - $172K
|
1.58K
$141K
|
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.83K- 39.35% |
$161K - $173K
|
2.82K
$252K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.91K- 0.85% |
$168K - $181K
|
224K
$20M
|
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.98K- 5.91% |
$174K - $187K
|
31.5K
$2.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.98K- 38.49% |
$174K - $187K
|
3.16K
$282K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.99K- 21.78% |
$174K - $188K
|
7.14K
$637K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-2.07K- 7.82% |
$181K - $196K
|
24.4K
$2.17M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.14K- 9.19% |
$188K - $202K
|
21.1K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.15K- 3.01% |
$188K - $203K
|
69K
$6.16M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.16K- 34.96% |
$190K - $204K
|
4.02K
$359K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.16K- 20.92% |
$190K - $205K
|
8.18K
$730K
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2.2K- 32.35% |
$193K - $208K
|
4.6K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 4.77% |
$196K - $211K
|
44.5K
$3.97M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 9.09% |
$200K - $215K
|
22.8K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.32K- 51.51% |
$203K - $219K
|
2.18K
$195K
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.35K- 2.95% |
$206K - $222K
|
77.1K
$6.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.41K- 2.18% |
$212K - $228K
|
108K
$9.67M
|
|
|
Jul 26, 2024
Q2 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.42K- 6.16% |
$212K - $229K
|
36.8K
$3.29M
|