Purchases and Sales Made in Q3 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
408KNew |
$36.7M - $41.3M
|
408K
$38.3M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
370K+ 1556.55% |
$33.3M - $37.5M
|
394K
$37M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
355K+ 25.44% |
$31.9M - $35.9M
|
1.75M
$164M
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
349KNew |
$31.4M - $35.4M
|
349K
$32.8M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344K+ 15.89% |
$30.9M - $34.9M
|
2.51M
$236M
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
270K+ 15878.29% |
$24.3M - $27.4M
|
272K
$25.5M
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
263K+ 156.87% |
$23.6M - $26.6M
|
430K
$40.4M
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
145K+ 99.34% |
$13M - $14.7M
|
291K
$27.3M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
115KNew |
$10.3M - $11.6M
|
115K
$10.8M
|
|
Oct 09, 2024
Q3 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
105KNew |
$9.43M - $10.6M
|
105K
$9.84M
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
99.3K+ 54.3% |
$8.93M - $10.1M
|
282K
$26.5M
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
64.5KNew |
$5.8M - $6.54M
|
64.5K
$6.06M
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62KNew |
$5.58M - $6.29M
|
62K
$5.82M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.3K+ 136.72% |
$5.51M - $6.21M
|
106K
$9.96M
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.8KNew |
$5.38M - $6.06M
|
59.8K
$5.61M
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
56.6KNew |
$5.09M - $5.74M
|
56.6K
$5.31M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54.5KNew |
$4.9M - $5.52M
|
54.5K
$5.12M
|
|
Oct 18, 2024
Q3 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
54.1K+ 46.04% |
$4.86M - $5.48M
|
172K
$16.1M
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
50.8KNew |
$4.56M - $5.14M
|
50.8K
$4.77M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
46.4K+ 21.99% |
$4.17M - $4.7M
|
257K
$24.2M
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
45.7K+ 29.91% |
$4.11M - $4.63M
|
198K
$18.6M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
44.2K+ 405.71% |
$3.98M - $4.48M
|
55.1K
$5.17M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.8K+ 2.09% |
$3.58M - $4.04M
|
1.94M
$182M
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.5KNew |
$3.46M - $3.9M
|
38.5K
$3.61M
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
37.8K+ 17.68% |
$3.4M - $3.83M
|
252K
$23.6M
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37.2K+ 56.6% |
$3.35M - $3.77M
|
103K
$9.67M
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
36.1K+ 99.66% |
$3.24M - $3.65M
|
72.3K
$6.78M
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
34.9K+ 43.26% |
$3.14M - $3.54M
|
116K
$10.8M
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
34K+ 201.32% |
$3.05M - $3.44M
|
50.8K
$4.77M
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
30.9KNew |
$2.78M - $3.13M
|
30.9K
$2.9M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
29.5K+ 548.83% |
$2.65M - $2.99M
|
34.9K
$3.27M
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
29.2KNew |
$2.62M - $2.96M
|
29.2K
$2.74M
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
29K+ 2887.54% |
$2.6M - $2.93M
|
30K
$2.81M
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
28K+ 424.4% |
$2.52M - $2.84M
|
34.6K
$3.25M
|
|
Oct 15, 2024
Q3 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
27.8K+ 317.92% |
$2.5M - $2.82M
|
36.6K
$3.43M
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.4K+ 94.73% |
$2.47M - $2.78M
|
56.4K
$5.29M
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
26.5KNew |
$2.38M - $2.69M
|
26.5K
$2.49M
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
26.2K+ 28.18% |
$2.35M - $2.65M
|
119K
$11.2M
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
BUY
|
- |
20.1K+ 6.94% |
$1.81M - $2.03M
|
309K
$29M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.9K+ 193.44% |
$1.79M - $2.02M
|
30.2K
$2.83M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
19.6K+ 74.34% |
$1.77M - $1.99M
|
46.1K
$4.33M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
18.3K+ 75.12% |
$1.65M - $1.85M
|
42.7K
$4M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18K+ 96.32% |
$1.62M - $1.82M
|
36.7K
$3.44M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
17.2K+ 14.74% |
$1.55M - $1.75M
|
134K
$12.6M
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
BUY
|
- |
16.9KNew |
$1.52M - $1.71M
|
16.9K
$1.59M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15.8K+ 59.06% |
$1.42M - $1.6M
|
42.6K
$4M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
15K+ 89.02% |
$1.35M - $1.52M
|
31.8K
$2.99M
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
14.8K+ 19.38% |
$1.33M - $1.5M
|
91K
$8.54M
|
|
Oct 10, 2024
Q3 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
14.3K+ 494.69% |
$1.28M - $1.45M
|
17.2K
$1.61M
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
14.2K+ 32.36% |
$1.27M - $1.44M
|
57.9K
$5.44M
|