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 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$221K
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.28KNew |
$205K - $231K
|
2.28K
$214K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.24KNew |
$201K - $227K
|
2.24K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.24KNew |
$201K - $226K
|
2.24K
$210K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$201K - $226K
|
2.23K
$210K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.23K+ 1.48% |
$201K - $226K
|
153K
$14.4M
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.23KNew |
$200K - $226K
|
2.23K
$209K
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 31.8% |
$196K - $220K
|
9.02K
$846K
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$201K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.06KNew |
$185K - $208K
|
2.06K
$193K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1.99KNew |
$179K - $201K
|
1.99K
$187K
|
|
Oct 21, 2024
Q3 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.99K+ 2.76% |
$179K - $201K
|
74.1K
$6.96M
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1.64K+ 29.61% |
$147K - $166K
|
7.18K
$674K
|
|
Oct 18, 2024
Q3 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
1.63K+ 65.75% |
$147K - $165K
|
4.11K
$386K
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.51K+ 5.79% |
$135K - $153K
|
27.5K
$2.58M
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
BUY
|
- |
1.41K+ 1.66% |
$126K - $142K
|
86.1K
$8.08M
|
|
Oct 15, 2024
Q3 2024
|
Grant
|
BUY
|
- |
1.3K+ 5.61% |
$117K - $132K
|
24.6K
$2.31M
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.3K+ 2.51% |
$117K - $132K
|
53K
$4.98M
|
|
Oct 16, 2024
Q3 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.23K+ 12.35% |
$110K - $124K
|
11.2K
$1.05M
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
1.22K+ 19.76% |
$110K - $124K
|
7.41K
$695K
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 195.54% |
$107K - $120K
|
1.79K
$168K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1KNew |
$90.2K - $102K
|
1K
$94.2K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1K+ 6.6% |
$89.9K - $101K
|
16.1K
$1.52M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
998+ 7.92% |
$89.7K - $101K
|
13.6K
$1.28M
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
982+ 7.14% |
$88.3K - $99.5K
|
14.7K
$1.38M
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
926+ 3.21% |
$83.3K - $93.8K
|
29.8K
$2.79M
|
|
Oct 18, 2024
Q3 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
890+ 2.27% |
$80K - $90.2K
|
40.1K
$3.76M
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
880+ 1.0% |
$79.1K - $89.2K
|
88.5K
$8.3M
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
879+ 0.35% |
$79K - $89.1K
|
250K
$23.5M
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
879New |
$79K - $89.1K
|
879
$82.5K
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
878+ 1.55% |
$78.9K - $89K
|
57.5K
$5.4M
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
852+ 4.91% |
$76.6K - $86.3K
|
18.2K
$1.71M
|
|
Oct 15, 2024
Q3 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
807+ 9.75% |
$72.6K - $81.8K
|
9.09K
$853K
|
|
Oct 17, 2024
Q3 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
785+ 2.32% |
$70.6K - $79.5K
|
34.7K
$3.25M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
781+ 0.84% |
$70.2K - $79.1K
|
93.5K
$8.78M
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
707+ 1812.82% |
$63.6K - $71.6K
|
746
$70K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
608+ 1.31% |
$54.7K - $61.6K
|
47.2K
$4.43M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
602New |
$54.1K - $61K
|
602
$56.5K
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
515+ 51.09% |
$46.3K - $52.2K
|
1.52K
$143K
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
467+ 2.64% |
$42K - $47.3K
|
18.1K
$1.7M
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
451+ 100.67% |
$40.5K - $45.7K
|
899
$84.4K
|
|
Oct 15, 2024
Q3 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
423+ 14.19% |
$38K - $42.9K
|
3.4K
$320K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
411+ 20.22% |
$37K - $41.6K
|
2.44K
$229K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
388+ 5.29% |
$34.9K - $39.3K
|
7.73K
$726K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
376+ 14.84% |
$33.8K - $38.1K
|
2.91K
$273K
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
358+ 2.5% |
$32.2K - $36.3K
|
14.7K
$1.38M
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
357New |
$32.1K - $36.2K
|
357
$33.5K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
330+ 7.81% |
$29.7K - $33.4K
|
4.56K
$428K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
328+ 11.92% |
$29.5K - $33.2K
|
3.08K
$289K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
288+ 27.09% |
$25.9K - $29.2K
|
1.35K
$127K
|