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
Oct 04, 2024 Q3 2024
Goelzer Investment Management, Inc.

BUY
 -
143
+ 0.95%
$12.9K - $14.5K
15.2K $1.36M
Oct 18, 2024 Q3 2024
Gilliland Jeter Wealth Management LLC

Little Rock, AR
BUY
 -
142
+ 35.68%
$12.8K - $14.4K
540 $48.2K
Nov 01, 2024 Q3 2024
Lindbrook Capital, LLC

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

Chicago, IL
BUY
 -
137
+ 0.78%
$12.3K - $13.9K
17.8K $1.59M
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
137
+ 13.98%
$12.3K - $13.9K
1.12K $99.7K
Nov 14, 2024 Q3 2024
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
136
+ 2.67%
$12.2K - $13.8K
5.24K $468K
Nov 01, 2024 Q3 2024
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
128
+ 32.65%
$11.5K - $13K
520 $46.4K
Nov 13, 2024 Q3 2024
Safe Harbor Fiduciary, LLC

Pensacola, FL
BUY
 -
128
New
$11.5K - $13K
128 $11.4K
Oct 18, 2024 Q3 2024
Stephens Consulting, LLC

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

Milford, PA
BUY
 -
125
+ 1.14%
$11.2K - $12.7K
11.1K $987K
Oct 30, 2024 Q3 2024
Divergent Wealth Advisors

BUY
 -
117
+ 1.09%
$10.5K - $11.9K
10.9K $970K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
106
+ 16.11%
$9.53K - $10.7K
764 $68.2K
Nov 12, 2024 Q3 2024
Mosley Wealth Management

Anaheim, CA
BUY
 -
103
+ 1.4%
$9.26K - $10.4K
7.48K $667K
Nov 12, 2024 Q3 2024
Larson Financial Group LLC

BUY
 -
103
+ 5.69%
$9.26K - $10.4K
1.91K $171K
Nov 14, 2024 Q3 2024
Bokf, Na

Tulsa, OK
BUY
 -
103
+ 1.03%
$9.26K - $10.4K
10.1K $906K
Nov 08, 2024 Q3 2024
Absolute Capital Management, LLC

BUY
 -
102
+ 2.73%
$9.17K - $10.3K
3.85K $343K
Oct 24, 2024 Q3 2024
Salomon & Ludwin, LLC

BUY
 -
100
+ 50.0%
$8.99K - $10.1K
300 $26.8K
Nov 12, 2024 Q3 2024
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
100
+ 2.34%
$8.99K - $10.1K
4.37K $390K
Oct 21, 2024 Q3 2024
Fsc Wealth Advisors, LLC

BUY
 -
92
+ 4.55%
$8.27K - $9.32K
2.11K $189K
Nov 08, 2024 Q3 2024
Old Point Trust & Financial Services N A

BUY
 -
89
New
$8K - $9.02K
89 $7.95K
Oct 24, 2024 Q3 2024
Tru North Capital Management, LLC

Kalamazoo, MI
BUY
 -
85
New
$7.64K - $8.61K
85 $7.59K
Nov 07, 2024 Q3 2024
Atlantic Private Wealth, LLC

BUY
 -
81
New
$7.28K - $8.21K
81 $7.23K
Oct 28, 2024 Q3 2024
Creative Financial Designs Inc

BUY
 -
75
+ 0.07%
$6.74K - $7.6K
107K $9.57M
Nov 07, 2024 Q3 2024
Auxano Advisors, LLC

BUY
 -
75
+ 0.96%
$6.74K - $7.6K
7.88K $703K
Nov 05, 2024 Q3 2024
Wakefield Asset Management Lllp

Englewood, CO
BUY
 -
72
+ 0.42%
$6.47K - $7.3K
17.4K $1.56M
Nov 08, 2024 Q3 2024
Darwin Advisors, LLC

BUY
 -
72
New
$6.47K - $7.3K
72 $6.43K
Nov 05, 2024 Q3 2024
Pfg Private Wealth Management, LLC

BUY
 -
68
New
$6.11K - $6.89K
68 $6.07K
Nov 13, 2024 Q3 2024
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
65
+ 0.7%
$5.84K - $6.59K
9.41K $840K
Oct 10, 2024 Q3 2024
Kings Path Partners LLC

Sugar Land, TX
BUY
 -
63
+ 3.29%
$5.66K - $6.38K
1.98K $177K
Oct 31, 2024 Q3 2024
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
63
+ 0.04%
$5.66K - $6.38K
178K $15.9M
Oct 09, 2024 Q3 2024
Foguth Wealth Management, Llc.

Brighton, MI
BUY
 -
62
+ 1.05%
$5.57K - $6.28K
5.95K $531K
Oct 25, 2024 Q3 2024
Evermay Wealth Management LLC

Arlington, VA
BUY
 -
57
New
$5.12K - $5.78K
57 $5.09K
Oct 15, 2024 Q3 2024
Asset Dedication, LLC

BUY
 -
56
New
$5.03K - $5.67K
56 $5K
Nov 14, 2024 Q3 2024
Jt Stratford LLC

Gainesville, GA
BUY
 -
54
+ 1.36%
$4.86K - $5.47K
4.02K $359K
Oct 31, 2024 Q3 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
51
+ 1.26%
$4.59K - $5.17K
4.09K $365K
Nov 04, 2024 Q3 2024
Patten & Patten Inc

BUY
 -
51
+ 1.28%
$4.59K - $5.17K
4.04K $361K
Oct 07, 2024 Q3 2024
Pacifica Partners Inc.

BUY
 -
49
+ 0.24%
$4.41K - $4.97K
20.9K $1.87M
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
47
+ 1.33%
$4.23K - $4.76K
3.58K $319K
Oct 28, 2024 Q3 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
47
+ 0.74%
$4.23K - $4.76K
6.37K $569K
Oct 07, 2024 Q3 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
44
+ 0.95%
$3.96K - $4.46K
4.67K $417K
Dec 02, 2024 Q3 2024
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
44
+ 169.23%
$3.96K - $4.46K
70 $6.25K
Oct 24, 2024 Q3 2024
Fortitude Family Office, LLC

Scottsdale, AZ
BUY
 -
38
New
$3.42K - $3.85K
38 $3.39K
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
37
+ 5.02%
$3.33K - $3.75K
774 $69.1K
Oct 31, 2024 Q3 2024
Walkner Condon Financial Advisors LLC

BUY
 -
34
+ 1.28%
$3.06K - $3.45K
2.69K $240K
Nov 08, 2024 Q3 2024
Td Capital Management LLC

Memphis, TN
BUY
 -
34
New
$3.06K - $3.45K
34 $3.04K
Nov 20, 2024 Q3 2024
Westside Investment Management, Inc.

BUY
 -
33
+ 0.2%
$2.97K - $3.34K
17K $1.51M
Oct 25, 2024 Q3 2024
Abich Financial Wealth Management LLC

Ashburn, VA
BUY
 -
31
+ 1550.0%
$2.79K - $3.14K
33 $2.95K
Nov 06, 2024 Q3 2024
Peterson Financial Group, Inc.

BUY
 -
31
New
$2.79K - $3.14K
31 $2.77K
Oct 23, 2024 Q3 2024
Element Wealth, LLC

BUY
 -
28
+ 12.79%
$2.52K - $2.84K
247 $22K

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