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 13, 2024
Q2 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
149KNew |
$13.1M - $14.1M
|
149K
$13.3M
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
146KNew |
$12.8M - $13.8M
|
146K
$13M
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
140K+ 29.93% |
$12.3M - $13.3M
|
609K
$54.4M
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
140K+ 988.33% |
$12.3M - $13.2M
|
154K
$13.7M
|
|
Aug 07, 2024
Q2 2024
|
Jordan Park Group LLC
|
BUY
|
- |
134K+ 26.05% |
$11.8M - $12.7M
|
648K
$57.8M
|
|
Aug 14, 2024
Q2 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
134KNew |
$11.7M - $12.7M
|
134K
$11.9M
|
|
Jul 17, 2024
Q2 2024
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
130KNew |
$11.4M - $12.3M
|
130K
$11.6M
|
|
Jul 22, 2024
Q2 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
129KNew |
$11.3M - $12.2M
|
129K
$11.5M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
128K+ 44.7% |
$11.2M - $12.1M
|
415K
$37M
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
120KNew |
$10.6M - $11.4M
|
120K
$10.7M
|
|
Aug 14, 2024
Q2 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
120K+ 2826.86% |
$10.5M - $11.4M
|
124K
$11.1M
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
111KNew |
$9.72M - $10.5M
|
111K
$9.88M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
110K+ 6.2% |
$9.68M - $10.4M
|
1.89M
$169M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
105K+ 11.61% |
$9.23M - $9.96M
|
1.01M
$90.3M
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
99.8K+ 22.23% |
$8.76M - $9.45M
|
549K
$49M
|
|
Aug 14, 2024
Q2 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
98.3KNew |
$8.63M - $9.3M
|
98.3K
$8.77M
|
|
Aug 14, 2024
Q2 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
98.2K+ 2739.04% |
$8.62M - $9.3M
|
102K
$9.09M
|
|
Aug 13, 2024
Q2 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
95.1K+ 185.78% |
$8.35M - $9M
|
146K
$13.1M
|
|
Aug 08, 2024
Q2 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
95K+ 271.43% |
$8.34M - $8.99M
|
130K
$11.6M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.8K+ 12.65% |
$8.32M - $8.97M
|
844K
$75.4M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
94.6K+ 70.26% |
$8.3M - $8.96M
|
229K
$20.5M
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
94.5KNew |
$8.3M - $8.95M
|
94.5K
$8.44M
|
|
Aug 02, 2024
Q2 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
90KNew |
$7.9M - $8.52M
|
90K
$8.03M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
83.3K+ 83.78% |
$7.31M - $7.88M
|
183K
$16.3M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
82.7K+ 29.76% |
$7.26M - $7.83M
|
361K
$32.2M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79.5K+ 54.58% |
$6.97M - $7.52M
|
225K
$20.1M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
72.9K+ 24.92% |
$6.4M - $6.9M
|
366K
$32.6M
|
|
Aug 09, 2024
Q2 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
70.9KNew |
$6.22M - $6.71M
|
70.9K
$6.33M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
67.1KNew |
$5.89M - $6.35M
|
67.1K
$5.99M
|
|
Aug 14, 2024
Q2 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
65.6K+ 131.39% |
$5.76M - $6.21M
|
116K
$10.3M
|
|
Aug 14, 2024
Q2 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
58.8K+ 11.96% |
$5.16M - $5.56M
|
550K
$49.1M
|
|
Jul 22, 2024
Q2 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
58.6K+ 99.66% |
$5.15M - $5.55M
|
117K
$10.5M
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
57.7KNew |
$5.06M - $5.46M
|
57.7K
$5.15M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
57.7KNew |
$5.06M - $5.46M
|
57.7K
$5.15M
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
57.6K+ 53.75% |
$5.06M - $5.45M
|
165K
$14.7M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
57.3K+ 7.19% |
$5.03M - $5.42M
|
854K
$76.2M
|
|
Jul 24, 2024
Q2 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
56.2K+ 2047.61% |
$4.93M - $5.32M
|
58.9K
$5.26M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
54.1KNew |
$4.75M - $5.12M
|
54.1K
$4.83M
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51K+ 34.15% |
$4.48M - $4.83M
|
200K
$17.9M
|
|
Jul 19, 2024
Q2 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
50.6KNew |
$4.44M - $4.79M
|
50.6K
$4.52M
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
50.5K+ 114.63% |
$4.43M - $4.78M
|
94.6K
$8.44M
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
BUY
|
- |
49.5KNew |
$4.35M - $4.69M
|
49.5K
$4.42M
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
49.3KNew |
$4.32M - $4.66M
|
49.3K
$4.4M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.3K+ 53.23% |
$4.24M - $4.57M
|
139K
$12.4M
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
48K+ 413.35% |
$4.21M - $4.54M
|
59.6K
$5.32M
|
|
Aug 12, 2024
Q2 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
47.6K+ 1729.27% |
$4.17M - $4.5M
|
50.3K
$4.49M
|
|
Jul 31, 2024
Q2 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
44.3K+ 14.56% |
$3.89M - $4.19M
|
348K
$31.1M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44K+ 2.94% |
$3.86M - $4.17M
|
1.54M
$137M
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
43.9KNew |
$3.86M - $4.16M
|
43.9K
$3.92M
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.6K+ 47.16% |
$3.83M - $4.13M
|
136K
$12.1M
|