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
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
21.9KNew |
$1.93M - $2.08M
|
21.9K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
21.8K+ 61.0% |
$1.91M - $2.06M
|
57.4K
$5.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
21.4K+ 12.45% |
$1.88M - $2.03M
|
193K
$17.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
20.4K+ 151.76% |
$1.79M - $1.93M
|
33.9K
$3.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
BUY
|
- |
20.4K+ 2.17% |
$1.79M - $1.93M
|
961K
$85.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
20.1K+ 10.59% |
$1.76M - $1.9M
|
210K
$18.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.9K+ 7.96% |
$1.75M - $1.88M
|
270K
$24.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
19.8K+ 13.08% |
$1.74M - $1.87M
|
171K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
19.3KNew |
$1.69M - $1.83M
|
19.3K
$1.72M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
19.3K+ 198.36% |
$1.69M - $1.82M
|
29K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.2K+ 165.36% |
$1.69M - $1.82M
|
30.9K
$2.76M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.3KNew |
$1.6M - $1.73M
|
18.3K
$1.63M
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
17.9K+ 490.7% |
$1.57M - $1.7M
|
21.6K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
17.9KNew |
$1.57M - $1.69M
|
17.9K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
17.9K+ 38.3% |
$1.57M - $1.69M
|
64.5K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
17.1K+ 39.63% |
$1.5M - $1.62M
|
60.3K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.1K+ 12.09% |
$1.5M - $1.62M
|
158K
$14.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
17.1K+ 45.49% |
$1.5M - $1.62M
|
54.6K
$4.87M
|
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
16.8K+ 11.17% |
$1.48M - $1.59M
|
167K
$14.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
16.8K+ 240.09% |
$1.48M - $1.59M
|
23.8K
$2.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6K+ 140.89% |
$1.45M - $1.57M
|
28.3K
$2.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
15.8K+ 24.62% |
$1.39M - $1.5M
|
80.1K
$7.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
15.6K+ 74.04% |
$1.37M - $1.48M
|
36.7K
$3.28M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 511.82% |
$1.37M - $1.48M
|
18.7K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
15.6K+ 24.77% |
$1.37M - $1.48M
|
78.6K
$7.02M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$1.34M - $1.45M
|
15.3K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
15.3KNew |
$1.34M - $1.44M
|
15.3K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
15.1KNew |
$1.33M - $1.43M
|
15.1K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
14.6KNew |
$1.29M - $1.39M
|
14.6K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
14.5KNew |
$1.27M - $1.37M
|
14.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14.5K+ 77.66% |
$1.27M - $1.37M
|
33.1K
$2.95M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
14.1K+ 44.51% |
$1.24M - $1.34M
|
45.8K
$4.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.1K+ 16.55% |
$1.23M - $1.33M
|
99K
$8.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
14K+ 18.45% |
$1.23M - $1.33M
|
90K
$8.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14KNew |
$1.23M - $1.32M
|
14K
$1.25M
|
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
13.8K+ 8.46% |
$1.21M - $1.31M
|
177K
$15.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.8KNew |
$1.21M - $1.31M
|
13.8K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.8K+ 102.6% |
$1.21M - $1.31M
|
27.2K
$2.43M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
13.7K+ 7.22% |
$1.21M - $1.3M
|
204K
$18.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
13.7KNew |
$1.2M - $1.29M
|
13.7K
$1.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
13.5K+ 87.1% |
$1.19M - $1.28M
|
29K
$2.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
13.5K+ 28.48% |
$1.18M - $1.27M
|
60.7K
$5.42M
|
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
13.4K+ 11.43% |
$1.18M - $1.27M
|
131K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Smart Money Group LLC
|
BUY
|
- |
13.4KNew |
$1.18M - $1.27M
|
13.4K
$1.2M
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
13.2KNew |
$1.16M - $1.25M
|
13.2K
$1.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
13.2K+ 4.47% |
$1.16M - $1.25M
|
309K
$27.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
13.2K+ 6.69% |
$1.16M - $1.25M
|
211K
$18.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
13.1K+ 6.59% |
$1.15M - $1.24M
|
212K
$18.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
13KNew |
$1.14M - $1.23M
|
13K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.5K+ 100.0% |
$1.1M - $1.18M
|
25K
$2.23M
|