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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
7.72K+ 18.96% |
$694K - $782K
|
48.4K
$4.32M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
7.67KNew |
$689K - $777K
|
7.67K
$685K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.6K+ 108.42% |
$683K - $770K
|
14.6K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
7.31K+ 6.48% |
$657K - $741K
|
120K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.85KNew |
$616K - $694K
|
6.85K
$611K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
6.75K+ 64.55% |
$607K - $684K
|
17.2K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$604K - $681K
|
6.72K
$600K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
6.66K+ 75.23% |
$599K - $675K
|
15.5K
$1.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.66K+ 67.61% |
$598K - $674K
|
16.5K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
6.61KNew |
$594K - $669K
|
6.61K
$590K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.56K+ 23.17% |
$590K - $665K
|
34.9K
$3.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.44K+ 21.15% |
$579K - $652K
|
36.9K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.34K+ 16.81% |
$570K - $642K
|
44K
$3.93M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.2KNew |
$558K - $628K
|
6.2K
$554K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
6.19KNew |
$557K - $628K
|
6.19K
$553K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
6KNew |
$539K - $608K
|
6K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.95K+ 13827.91% |
$535K - $603K
|
5.99K
$535K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.83K+ 54.29% |
$524K - $591K
|
16.6K
$1.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
5.76KNew |
$518K - $583K
|
5.76K
$514K
|
|
|
Oct 17, 2024
Q3 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.62KNew |
$505K - $569K
|
5.62K
$502K
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
5.57K+ 3.1% |
$501K - $564K
|
185K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.52KNew |
$497K - $560K
|
5.52K
$493K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.49K+ 57.35% |
$493K - $556K
|
15.1K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
5.48KNew |
$492K - $555K
|
5.48K
$489K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.46K+ 16.39% |
$490K - $553K
|
38.7K
$3.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
5.4K+ 8.37% |
$485K - $547K
|
69.9K
$6.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
5.39K+ 25.71% |
$485K - $546K
|
26.4K
$2.35M
|
|
|
Jan 10, 2025
Q3 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
5.35KNew |
$481K - $542K
|
5.35K
$477K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.31K+ 15.6% |
$478K - $538K
|
39.4K
$3.51M
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
5.21K+ 25.36% |
$469K - $528K
|
25.8K
$2.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.21K+ 7.41% |
$468K - $528K
|
75.5K
$6.74M
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
5.17K+ 5.23% |
$465K - $524K
|
104K
$9.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
5.17KNew |
$465K - $524K
|
5.17K
$461K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.14KNew |
$462K - $521K
|
5.14K
$459K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.13K+ 155.83% |
$461K - $520K
|
8.42K
$752K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
5.03K+ 1.48% |
$453K - $510K
|
345K
$30.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
4.87K+ 2.14% |
$438K - $493K
|
232K
$20.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
4.85KNew |
$436K - $491K
|
4.85K
$433K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.83K+ 75.95% |
$434K - $489K
|
11.2K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.81K+ 77.3% |
$433K - $488K
|
11K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$432K - $486K
|
4.8K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.74KNew |
$427K - $481K
|
4.74K
$423K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.68KNew |
$420K - $474K
|
4.68K
$417K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.64KNew |
$417K - $470K
|
4.64K
$414K
|
|
|
Oct 21, 2024
Q3 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.61K+ 6.86% |
$415K - $467K
|
71.9K
$6.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.57KNew |
$411K - $463K
|
4.57K
$408K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.53K+ 24.91% |
$408K - $459K
|
22.7K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
4.52K+ 11.49% |
$407K - $458K
|
43.9K
$3.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
4.44KNew |
$399K - $449K
|
4.44K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.24KNew |
$381K - $429K
|
4.24K
$378K
|