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
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
13.8K+ 63.11% |
$1.25M - $1.4M
|
35.8K
$3.36M
|
|
Oct 21, 2024
Q3 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
13.6K+ 586.24% |
$1.23M - $1.38M
|
16K
$1.5M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
13K+ 12.44% |
$1.17M - $1.32M
|
118K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
12.8K+ 3.49% |
$1.15M - $1.29M
|
378K
$35.5M
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.6K+ 2.3% |
$1.14M - $1.28M
|
561K
$52.7M
|
|
Oct 21, 2024
Q3 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.2K+ 12168.0% |
$1.09M - $1.23M
|
12.3K
$1.15M
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
10.8K+ 8.17% |
$975K - $1.1M
|
144K
$13.5M
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
10.8K+ 343.6% |
$974K - $1.1M
|
14K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10.8K+ 28.45% |
$968K - $1.09M
|
48.6K
$4.56M
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
10.6KNew |
$957K - $1.08M
|
10.6K
$999K
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
10.3K+ 187.07% |
$924K - $1.04M
|
15.8K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Joule Financial, LLC
|
BUY
|
- |
10.1K+ 46.92% |
$907K - $1.02M
|
31.6K
$2.97M
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
8.68K+ 9.17% |
$780K - $879K
|
103K
$9.69M
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
8.66K+ 35.74% |
$779K - $878K
|
32.9K
$3.09M
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.5KNew |
$764K - $861K
|
8.5K
$798K
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
8.28K+ 179.89% |
$744K - $839K
|
12.9K
$1.21M
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
7.86K+ 36.48% |
$707K - $796K
|
29.4K
$2.76M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.77K+ 3.47% |
$699K - $788K
|
232K
$21.8M
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.31K+ 6.48% |
$657K - $741K
|
120K
$11.3M
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$604K - $681K
|
6.72K
$631K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.66K+ 75.23% |
$599K - $675K
|
15.5K
$1.46M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.66K+ 67.61% |
$598K - $674K
|
16.5K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$558K - $628K
|
6.2K
$582K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.83K+ 54.29% |
$524K - $591K
|
16.6K
$1.56M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$518K - $583K
|
5.76K
$540K
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.62KNew |
$505K - $569K
|
5.62K
$527K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.49K+ 57.35% |
$493K - $556K
|
15.1K
$1.41M
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.48KNew |
$492K - $555K
|
5.48K
$514K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 7.41% |
$468K - $528K
|
75.5K
$7.09M
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.14KNew |
$462K - $521K
|
5.14K
$483K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.13K+ 155.83% |
$461K - $520K
|
8.42K
$791K
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.85KNew |
$436K - $491K
|
4.85K
$455K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.74KNew |
$427K - $481K
|
4.74K
$445K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.64KNew |
$417K - $470K
|
4.64K
$436K
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.61K+ 6.86% |
$415K - $467K
|
71.9K
$6.75M
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.14K+ 35.69% |
$372K - $419K
|
15.7K
$1.48M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.06K+ 6.21% |
$365K - $411K
|
69.4K
$6.51M
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
3.74KNew |
$336K - $379K
|
3.74K
$351K
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.64K+ 69.95% |
$327K - $369K
|
8.85K
$830K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58KNew |
$322K - $363K
|
3.58K
$336K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.15K+ 2.92% |
$283K - $319K
|
111K
$10.4M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.09KNew |
$277K - $313K
|
3.09K
$290K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
3.05K+ 128.12% |
$274K - $309K
|
5.43K
$509K
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
3.03K+ 0.71% |
$272K - $307K
|
431K
$40.5M
|
|
Oct 21, 2024
Q3 2024
|
Gfg Capital, LLC
|
BUY
|
- |
2.95K+ 2.4% |
$266K - $299K
|
126K
$11.8M
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 10.16% |
$258K - $291K
|
31.1K
$2.92M
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
2.7KNew |
$242K - $273K
|
2.7K
$253K
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.5K+ 14.98% |
$225K - $254K
|
19.2K
$1.8M
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.5K+ 4.91% |
$225K - $253K
|
53.4K
$5.02M
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.56% |
$212K - $239K
|
7.89K
$741K
|