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 08, 2024
Q2 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-5.77K- 15.6% |
$507K - $547K
|
31.2K
$2.93M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.81K- 13.83% |
$510K - $550K
|
36.2K
$3.4M
|
|
Jul 23, 2024
Q2 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-5.9K- 21.7% |
$518K - $559K
|
21.3K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.05K- 2.68% |
$531K - $572K
|
219K
$20.6M
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-6.16K- 25.67% |
$541K - $583K
|
17.8K
$1.68M
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-6.27K- 14.78% |
$550K - $594K
|
36.2K
$3.39M
|
|
Jul 23, 2024
Q2 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-6.49K- 26.02% |
$569K - $614K
|
18.4K
$1.73M
|
|
Aug 14, 2024
Q2 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.72K- 12.61% |
$590K - $636K
|
46.6K
$4.37M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.07K- 10.76% |
$621K - $670K
|
58.6K
$5.5M
|
|
Aug 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-7.46K- 26.59% |
$654K - $706K
|
20.6K
$1.93M
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.72K- 49.89% |
$678K - $731K
|
7.76K
$728K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-7.82K- 4.93% |
$687K - $741K
|
151K
$14.2M
|
|
Aug 14, 2024
Q2 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-7.83K- 42.61% |
$687K - $741K
|
10.5K
$990K
|
|
Aug 13, 2024
Q2 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-7.99K- 23.51% |
$701K - $756K
|
26K
$2.44M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-8.09K- 15.85% |
$710K - $766K
|
42.9K
$4.03M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.14K- 44.3% |
$714K - $770K
|
10.2K
$960K
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-8.22K- 10.96% |
$722K - $778K
|
66.8K
$6.27M
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-8.31K- 77.29% |
$729K - $787K
|
2.44K
$229K
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-8.61K- 32.08% |
$756K - $815K
|
18.2K
$1.71M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.7K- 12.84% |
$763K - $823K
|
59K
$5.54M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-8.7K- 44.17% |
$764K - $824K
|
11K
$1.03M
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-9.08K- 29.65% |
$797K - $860K
|
21.6K
$2.02M
|
|
Jul 19, 2024
Q2 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-9.08K- 34.39% |
$797K - $860K
|
17.3K
$1.63M
|
|
Jul 23, 2024
Q2 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-9.28K- 19.2% |
$814K - $878K
|
39K
$3.66M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.61K- 16.83% |
$844K - $910K
|
47.5K
$4.46M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-10.3K- 13.55% |
$905K - $976K
|
65.8K
$6.17M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-10.5K- 0.9% |
$921K - $993K
|
1.16M
$109M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-10.5K- 78.52% |
$926K - $999K
|
2.89K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-11K- 2.88% |
$969K - $1.04M
|
371K
$34.9M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-11K- 60.5% |
$969K - $1.04M
|
7.21K
$676K
|
|
Jul 24, 2024
Q2 2024
|
Nationwide Fund Advisors
|
SELL
|
- |
-11.1K- 0.84% |
$971K - $1.05M
|
1.3M
$122M
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-11.1K- 6.79% |
$976K - $1.05M
|
153K
$14.3M
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.2K- 54.9% |
$981K - $1.06M
|
9.18K
$862K
|
|
Jul 26, 2024
Q2 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-11.8K- 33.22% |
$1.04M - $1.12M
|
23.8K
$2.23M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-12.2K- 23.04% |
$1.07M - $1.15M
|
40.7K
$3.82M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-12.6K- 40.09% |
$1.1M - $1.19M
|
18.8K
$1.76M
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-12.9K- 10.95% |
$1.13M - $1.22M
|
105K
$9.82M
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-13.1K- 25.65% |
$1.15M - $1.24M
|
37.9K
$3.55M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-13.1K- 42.52% |
$1.15M - $1.24M
|
17.7K
$1.67M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.2K- 17.03% |
$1.16M - $1.25M
|
64.5K
$6.06M
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-13.7K- 77.52% |
$1.2M - $1.3M
|
3.98K
$373K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.7K- 12.89% |
$1.2M - $1.3M
|
92.8K
$8.71M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-14K- 43.72% |
$1.23M - $1.32M
|
18K
$1.69M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-15K- 43.71% |
$1.31M - $1.42M
|
19.3K
$1.81M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.2K- 11.11% |
$1.34M - $1.44M
|
122K
$11.4M
|
|
Jul 18, 2024
Q2 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-15.7K- 10.59% |
$1.38M - $1.49M
|
133K
$12.5M
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-17.2K- 37.67% |
$1.51M - $1.63M
|
28.4K
$2.67M
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-17.4K- 72.55% |
$1.53M - $1.65M
|
6.59K
$619K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4K- 32.75% |
$1.61M - $1.74M
|
37.7K
$3.54M
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-18.6K- 69.15% |
$1.63M - $1.76M
|
8.28K
$777K
|