Purchases and Sales Made in Q3 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 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
Nov 08, 2024 Q3 2024
Moors & Cabot, Inc.

Boston, MA
BUY
 -
163
+ 1.81%
$14.7K - $16.5K
9.18K $809K
Nov 13, 2024 Q3 2024
Capital Square, LLC

BUY
 -
157
+ 1.7%
$14.1K - $15.9K
9.4K $828K
Oct 11, 2024 Q3 2024
Empirical Asset Management, LLC

BUY
 -
152
+ 2.5%
$13.7K - $15.4K
6.22K $548K
Oct 25, 2024 Q3 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
148
+ 1.99%
$13.3K - $15K
7.59K $669K
Nov 14, 2024 Q3 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
147
+ 6.32%
$13.2K - $14.9K
2.47K $218K
Nov 14, 2024 Q3 2024
Financial Gravity Companies, Inc.

Lakeway, TX
BUY
 -
144
New
$12.9K - $14.6K
144 $12.7K
Oct 04, 2024 Q3 2024
Goelzer Investment Management, Inc.

BUY
 -
143
+ 0.95%
$12.9K - $14.5K
15.2K $1.34M
Oct 18, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
142
+ 35.68%
$12.8K - $14.4K
540 $47.6K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

BUY
 -
138
+ 13800.0%
$12.4K - $14K
139 $12.3K
Nov 07, 2024 Q3 2024
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
137
+ 0.78%
$12.3K - $13.9K
17.8K $1.57M
Nov 14, 2024 Q3 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
136
+ 2.67%
$12.2K - $13.8K
5.24K $462K
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
128
+ 32.65%
$11.5K - $13K
520 $45.8K
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
128
New
$11.5K - $13K
128 $11.3K
Oct 18, 2024 Q3 2024
Stephens Consulting, LLC

Flint, MI
BUY
 -
125
New
$11.2K - $12.7K
125 $11K
Nov 12, 2024 Q3 2024
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
125
+ 1.14%
$11.2K - $12.7K
11.1K $974K
Oct 28, 2024 Q3 2024
Reston Wealth Management LLC

BUY
 -
117
New
$10.5K - $11.9K
117 $10.3K
Oct 30, 2024 Q3 2024
Divergent Wealth Advisors

BUY
 -
117
+ 1.09%
$10.5K - $11.9K
10.9K $958K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
106
+ 16.11%
$9.53K - $10.7K
764 $67.3K
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
103
+ 1.4%
$9.26K - $10.4K
7.48K $659K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
103
+ 5.69%
$9.26K - $10.4K
1.91K $169K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
103
+ 1.03%
$9.26K - $10.4K
10.1K $894K
Nov 08, 2024 Q3 2024
Absolute Capital Management, LLC

BUY
 -
102
+ 2.73%
$9.17K - $10.3K
3.85K $339K
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
100
+ 50.0%
$8.99K - $10.1K
300 $26.4K
Nov 12, 2024 Q3 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
100
+ 2.34%
$8.99K - $10.1K
4.37K $386K
Oct 21, 2024 Q3 2024
Fsc Wealth Advisors, LLC

BUY
 -
92
+ 4.55%
$8.27K - $9.32K
2.11K $186K
Nov 08, 2024 Q3 2024
Old Point Trust & Financial Services N A

BUY
 -
89
New
$8K - $9.02K
89 $7.84K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
85
New
$7.64K - $8.61K
85 $7.49K
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
81
New
$7.28K - $8.21K
81 $7.14K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
75
+ 0.07%
$6.74K - $7.6K
107K $9.45M
Nov 07, 2024 Q3 2024
Auxano Advisors, LLC

BUY
 -
75
+ 0.96%
$6.74K - $7.6K
7.88K $694K
Nov 05, 2024 Q3 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
72
+ 0.42%
$6.47K - $7.3K
17.4K $1.54M
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
72
New
$6.47K - $7.3K
72 $6.35K
Nov 05, 2024 Q3 2024
Pfg Private Wealth Management, LLC

BUY
 -
68
New
$6.11K - $6.89K
68 $5.99K
Nov 13, 2024 Q3 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
65
+ 0.7%
$5.84K - $6.59K
9.41K $830K
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
63
+ 3.29%
$5.66K - $6.38K
1.98K $175K
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
63
+ 0.04%
$5.66K - $6.38K
178K $15.7M
Oct 09, 2024 Q3 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
62
+ 1.05%
$5.57K - $6.28K
5.95K $525K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
57
New
$5.12K - $5.78K
57 $5.02K
Oct 15, 2024 Q3 2024
Asset Dedication, LLC

BUY
 -
56
New
$5.03K - $5.67K
56 $4.94K
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
54
+ 1.36%
$4.86K - $5.47K
4.02K $354K
Oct 31, 2024 Q3 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
51
+ 1.26%
$4.59K - $5.17K
4.09K $360K
Nov 04, 2024 Q3 2024
Patten & Patten Inc

BUY
 -
51
+ 1.28%
$4.59K - $5.17K
4.04K $356K
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
49
+ 0.24%
$4.41K - $4.97K
20.9K $1.84M
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
47
+ 1.33%
$4.23K - $4.76K
3.58K $315K
Oct 28, 2024 Q3 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
47
+ 0.74%
$4.23K - $4.76K
6.37K $561K
Oct 07, 2024 Q3 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
44
+ 0.95%
$3.96K - $4.46K
4.67K $412K
Dec 02, 2024 Q3 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
44
+ 169.23%
$3.96K - $4.46K
70 $6.17K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
38
New
$3.42K - $3.85K
38 $3.35K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
37
+ 5.02%
$3.33K - $3.75K
774 $68.2K

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