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 07, 2024
Q3 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
2.89K+ 18.88% |
$260K - $293K
|
18.2K
$1.62M
|
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.87K+ 10.16% |
$258K - $291K
|
31.1K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.84KNew |
$256K - $288K
|
2.84K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.84KNew |
$255K - $287K
|
2.84K
$253K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
2.81K+ 12.4% |
$253K - $285K
|
25.5K
$2.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.76K+ 12.54% |
$248K - $280K
|
24.8K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.75K+ 3.08% |
$247K - $278K
|
92K
$8.21M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.75K+ 3.81% |
$247K - $278K
|
74.8K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.73KNew |
$246K - $277K
|
2.73K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.72KNew |
$244K - $275K
|
2.72K
$242K
|
|
|
Oct 24, 2024
Q3 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
2.71K+ 7.11% |
$244K - $275K
|
40.8K
$3.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
BUY
|
- |
2.7KNew |
$242K - $273K
|
2.7K
$241K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
2.69KNew |
$242K - $272K
|
2.69K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.64KNew |
$238K - $268K
|
2.64K
$236K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.58K+ 9.46% |
$232K - $261K
|
29.8K
$2.66M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.55K+ 32.95% |
$229K - $258K
|
10.3K
$917K
|
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
2.54KNew |
$229K - $258K
|
2.54K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
2.5K+ 14.98% |
$225K - $254K
|
19.2K
$1.71M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2.5K+ 4.91% |
$225K - $253K
|
53.4K
$4.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.5KNew |
$225K - $253K
|
2.5K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
2.5K+ 70.56% |
$225K - $253K
|
6.04K
$539K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.48K+ 42.12% |
$223K - $251K
|
8.35K
$745K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.43K+ 32.72% |
$218K - $246K
|
9.84K
$878K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
2.42K+ 8.7% |
$218K - $245K
|
30.2K
$2.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.4K+ 26.82% |
$216K - $243K
|
11.4K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
2.39K+ 119.87% |
$215K - $242K
|
4.38K
$391K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.37K+ 1.87% |
$213K - $240K
|
129K
$11.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.36K+ 42.56% |
$212K - $239K
|
7.89K
$704K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$210K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.35KNew |
$211K - $238K
|
2.35K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.34K+ 12.79% |
$210K - $237K
|
20.6K
$1.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.33KNew |
$209K - $236K
|
2.33K
$208K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
BUY
|
- |
2.28KNew |
$205K - $231K
|
2.28K
$203K
|
|
|
Oct 23, 2024
Q3 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
2.27K+ 7.2% |
$204K - $230K
|
33.7K
$3.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
2.25KNew |
$202K - $228K
|
2.25K
$201K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.24KNew |
$201K - $227K
|
2.24K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.24KNew |
$201K - $226K
|
2.24K
$200K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
2.23K+ 1.48% |
$201K - $226K
|
153K
$13.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.23KNew |
$201K - $226K
|
2.23K
$199K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.23KNew |
$200K - $226K
|
2.23K
$199K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
2.18K+ 31.8% |
$196K - $220K
|
9.02K
$805K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.15K+ 5.0% |
$193K - $218K
|
45.1K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
2.15KNew |
$193K - $217K
|
2.15K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$191K
|
|
|
Oct 10, 2024
Q3 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
2.14KNew |
$193K - $217K
|
2.14K
$191K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.13KNew |
$191K - $216K
|
2.13K
$190K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.13K+ 4.42% |
$191K - $215K
|
50.3K
$4.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.1K+ 77.61% |
$189K - $213K
|
4.81K
$429K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.07KNew |
$186K - $210K
|
2.07K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
2.07K+ 89.85% |
$186K - $210K
|
4.38K
$391K
|