Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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 16, 2024 Q2 2024
Great Valley Advisor Group, Inc.

BUY
 -
3.87K
+ 13.93%
$339K - $366K
31.6K $2.82M
Aug 13, 2024 Q2 2024
Paradigm Financial Partners, LLC

BUY
 -
3.83K
+ 88.25%
$336K - $363K
8.17K $730K
Aug 13, 2024 Q2 2024
Hollow Brook Wealth Management LLC

BUY
 -
3.78K
+ 6.22%
$331K - $357K
64.5K $5.76M
Aug 13, 2024 Q2 2024
Hamilton Wealth, LLC

BUY
 -
3.75K
New
$329K - $355K
3.75K $334K
Aug 14, 2024 Q2 2024
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
3.73K
+ 11.74%
$328K - $353K
35.5K $3.17M
Jul 25, 2024 Q2 2024
Roger Wittlin Investment Advisory, LLC

BUY
 -
3.71K
+ 38.53%
$326K - $352K
13.4K $1.19M
Aug 14, 2024 Q2 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
3.7K
+ 4.81%
$325K - $351K
80.7K $7.2M
Aug 12, 2024 Q2 2024
Ieq Capital, LLC

BUY
 -
3.59K
+ 144.16%
$315K - $340K
6.08K $543K
Aug 07, 2024 Q2 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
3.58K
+ 57.09%
$314K - $339K
9.84K $879K
Aug 13, 2024 Q2 2024
Cerity Partners LLC

New York, NY
BUY
 -
3.57K
+ 24.41%
$313K - $338K
18.2K $1.62M
Aug 14, 2024 Q2 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
3.53K
+ 5.28%
$310K - $334K
70.4K $6.28M
Aug 13, 2024 Q2 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
3.52K
+ 19.01%
$309K - $333K
22K $1.96M
Aug 12, 2024 Q2 2024
Summit Financial Wealth Advisors, LLC

BUY
 -
3.5K
New
$307K - $331K
3.5K $312K
Jul 19, 2024 Q2 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
3.49K
+ 4.52%
$306K - $330K
80.7K $7.21M
Aug 06, 2024 Q2 2024
Choreo, LLC

Minneapolis, MN
BUY
 -
3.45K
+ 104.83%
$303K - $327K
6.75K $602K
Jul 31, 2024 Q2 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
3.43K
+ 57.51%
$301K - $325K
9.4K $839K
Jul 30, 2024 Q2 2024
Bcgm Wealth Management, LLC

BUY
 -
3.43K
+ 12.26%
$301K - $325K
31.4K $2.8M
Jul 31, 2024 Q2 2024
Montag A & Associates Inc

Atlanta, GA
BUY
 -
3.42K
+ 2278.0%
$300K - $323K
3.57K $318K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
3.36K
+ 1.24%
$295K - $318K
275K $24.5M
Aug 02, 2024 Q2 2024
Mayflower Financial Advisors, LLC

BUY
 -
3.35K
+ 14.52%
$294K - $317K
26.4K $2.35M
Aug 02, 2024 Q2 2024
Aveo Capital Partners, LLC

BUY
 -
3.32K
+ 12.65%
$291K - $314K
29.6K $2.64M
Aug 02, 2024 Q2 2024
Fsb Premier Wealth Management, Inc.

BUY
 -
3.3K
New
$289K - $312K
3.3K $294K
Jul 05, 2024 Q2 2024
Hbw Advisory Services LLC

BUY
 -
3.29K
New
$289K - $312K
3.29K $294K
Jul 10, 2024 Q2 2024
Rda Financial Network

BUY
 -
3.29K
+ 86.61%
$288K - $311K
7.08K $632K
Jul 24, 2024 Q2 2024
Joseph P. Lucia & Associates, LLC

BUY
 -
3.19K
+ 18.73%
$280K - $302K
20.2K $1.8M
Jul 15, 2024 Q2 2024
Lex Aurum Advisors, LLC

BUY
 -
3.18K
+ 30.22%
$279K - $301K
13.7K $1.22M
Jul 26, 2024 Q2 2024
Mendel Capital Management LLC

BUY
 -
3.14K
New
$275K - $297K
3.14K $280K
Aug 02, 2024 Q2 2024
Bcm Advisors, LLC

BUY
 -
3.12K
+ 0.93%
$274K - $295K
340K $30.3M
Jul 24, 2024 Q2 2024
My Legacy Advisors, LLC

BUY
 -
3.08K
+ 13.57%
$271K - $292K
25.8K $2.3M
Jul 19, 2024 Q2 2024
Boomfish Wealth Group, LLC

Alpharetta, GA
BUY
 -
3.08K
+ 54.28%
$270K - $292K
8.75K $781K
Jul 23, 2024 Q2 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
3.08K
+ 2.93%
$270K - $291K
108K $9.64M
Jul 23, 2024 Q2 2024
Keystone Financial Services

BUY
 -
3.03K
+ 7.86%
$266K - $286K
41.5K $3.71M
Aug 14, 2024 Q2 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.02K
+ 9.81%
$265K - $285K
33.7K $3.01M
Aug 14, 2024 Q2 2024
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
3.01K
+ 14.73%
$265K - $285K
23.5K $2.1M
Aug 12, 2024 Q2 2024
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
2.97K
+ 10.42%
$261K - $281K
31.5K $2.81M
Aug 06, 2024 Q2 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
2.97K
+ 7.9%
$261K - $281K
40.6K $3.62M
Aug 15, 2024 Q2 2024
High Falls Advisors, Inc

Rochester, NY
BUY
 -
2.97K
+ 3.44%
$260K - $281K
89.1K $7.95M
Aug 14, 2024 Q2 2024
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
2.95K
+ 20.6%
$259K - $279K
17.3K $1.54M
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.94K
+ 1.91%
$258K - $278K
157K $14M
Jul 16, 2024 Q2 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
2.92K
+ 13.7%
$256K - $276K
24.2K $2.16M
Jul 12, 2024 Q2 2024
Alterna Wealth Management, Inc

Houston, TX
BUY
 -
2.9K
+ 46.6%
$254K - $274K
9.11K $814K
Jul 11, 2024 Q2 2024
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
2.88K
New
$253K - $273K
2.88K $257K
Oct 23, 2024 Q2 2024
Merkkuri Wealth Advisors LLC

Hicksville, NY
BUY
 -
2.88K
New
$252K - $272K
2.88K $257K
Jul 24, 2024 Q2 2024
Catalyst Private Wealth, LLC

BUY
 -
2.87K
+ 36.18%
$252K - $272K
10.8K $964K
Aug 12, 2024 Q2 2024
Tritonpoint Wealth, LLC

Chevy Chase, MD
BUY
 -
2.85K
+ 30.18%
$250K - $270K
12.3K $1.1M
Jul 19, 2024 Q2 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
2.83K
+ 4.9%
$249K - $268K
60.6K $5.41M
Jul 23, 2024 Q2 2024
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
2.78K
+ 6.8%
$244K - $263K
43.7K $3.9M
Aug 13, 2024 Q2 2024
Ever Source Wealth Advisors, LLC

BUY
 -
2.76K
+ 150.14%
$243K - $262K
4.61K $411K
Aug 13, 2024 Q2 2024
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
2.75K
New
$242K - $261K
2.75K $246K

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