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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
69.1K+ 1295.89% |
$6.21M - $7M
|
74.4K
$6.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
66.7K+ 1206.45% |
$6M - $6.76M
|
72.3K
$6.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
64.5KNew |
$5.8M - $6.54M
|
64.5K
$5.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.6K+ 41.83% |
$5.63M - $6.35M
|
212K
$19M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
BUY
|
- |
62KNew |
$5.58M - $6.29M
|
62K
$5.54M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
61.6K+ 754.47% |
$5.53M - $6.24M
|
69.7K
$6.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61.3K+ 136.72% |
$5.51M - $6.21M
|
106K
$9.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
BUY
|
- |
60.9K+ 1.55% |
$5.47M - $6.17M
|
4M
$357M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
60.7KNew |
$5.46M - $6.15M
|
60.7K
$5.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
60.4KNew |
$5.43M - $6.12M
|
60.4K
$5.39M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.8KNew |
$5.38M - $6.06M
|
59.8K
$5.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.5K+ 89.23% |
$5.17M - $5.83M
|
122K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
57.4K+ 49.46% |
$5.16M - $5.81M
|
173K
$15.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.9K+ 112.24% |
$5.12M - $5.77M
|
108K
$9.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
56.8K+ 44708.66% |
$5.11M - $5.75M
|
56.9K
$5.08M
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
56.6KNew |
$5.09M - $5.74M
|
56.6K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.6KNew |
$5M - $5.64M
|
55.6K
$4.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
55.6K+ 26.51% |
$5M - $5.63M
|
265K
$23.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
54.9KNew |
$4.93M - $5.56M
|
54.9K
$4.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
54.5KNew |
$4.9M - $5.52M
|
54.5K
$4.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
54.1K+ 46.04% |
$4.86M - $5.48M
|
172K
$15.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
53.4K+ 5.28% |
$4.8M - $5.41M
|
1.06M
$95.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
52.6K+ 69.57% |
$4.73M - $5.33M
|
128K
$11.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
51.3K+ 2101.6% |
$4.61M - $5.2M
|
53.7K
$4.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
50.8KNew |
$4.56M - $5.14M
|
50.8K
$4.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
50.1K+ 971.65% |
$4.51M - $5.08M
|
55.3K
$4.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
48.7K+ 14841.46% |
$4.38M - $4.93M
|
49K
$4.37M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
48.2KNew |
$4.33M - $4.88M
|
48.2K
$4.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
47.4KNew |
$4.26M - $4.8M
|
47.4K
$4.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
46.4K+ 13.33% |
$4.18M - $4.71M
|
395K
$35.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
46.4K+ 21.99% |
$4.17M - $4.7M
|
257K
$23M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
46K+ 82.56% |
$4.14M - $4.66M
|
102K
$9.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
45.7K+ 29.91% |
$4.11M - $4.63M
|
198K
$17.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
44.2K+ 405.71% |
$3.98M - $4.48M
|
55.1K
$4.92M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
42.9K+ 250.43% |
$3.86M - $4.35M
|
60K
$5.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Clear Street Derivatives LLC
New York, NY |
BUY
|
- |
42.9KNew |
$3.85M - $4.34M
|
42.9K
$3.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Ategra Capital Management, LLC
Vienna, VA |
BUY
|
- |
42.4KNew |
$3.81M - $4.3M
|
42.4K
$3.79M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
42.1K+ 11090.26% |
$3.79M - $4.27M
|
42.5K
$3.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
42.1K+ 47.26% |
$3.78M - $4.26M
|
131K
$11.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
41.9KNew |
$3.77M - $4.25M
|
41.9K
$3.74M
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
41.8K+ 386.97% |
$3.76M - $4.24M
|
52.6K
$4.7M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
41.8K+ 386.97% |
$3.76M - $4.24M
|
52.6K
$4.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
41.7KNew |
$3.75M - $4.22M
|
41.7K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
41K+ 75.4% |
$3.69M - $4.16M
|
95.5K
$8.52M
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
40.9K+ 49.01% |
$3.68M - $4.15M
|
124K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39.8K+ 2.09% |
$3.58M - $4.04M
|
1.94M
$173M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.5KNew |
$3.46M - $3.9M
|
38.5K
$3.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
37.9K+ 45.64% |
$3.41M - $3.84M
|
121K
$10.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
37.8K+ 17.68% |
$3.4M - $3.83M
|
252K
$22.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
37.2K+ 56.6% |
$3.35M - $3.77M
|
103K
$9.19M
|