Purchases and Sales Made in Q3 2024 in Ishares Tr 20+ Yr Treas Bd Buy (TLTW)
This table provides information about the institutional ownership of Ishares Tr 20+ Yr Treas Bd Buy (TLTW) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR 20+ YR TREAS BD BUY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
292K+ 110.98% |
N/A
|
554K
$0
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
174K+ 355.04% |
N/A
|
222K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
136K+ 6.4% |
N/A
|
2.27M
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
56KNew |
N/A
|
56K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
39.2KNew |
N/A
|
39.2K
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
36.8KNew |
N/A
|
36.8K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
36.8KNew |
N/A
|
36.8K
$0
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11.5K+ 3.56% |
N/A
|
334K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11K+ 92.22% |
N/A
|
22.9K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
8KNew |
N/A
|
8K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.43K+ 53.8% |
N/A
|
18.4K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
5.5KNew |
N/A
|
5.5K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.85K+ 36.43% |
N/A
|
10.7K
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.96K+ 24.31% |
N/A
|
10K
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 7.58% |
N/A
|
15.5K
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
897+ 5.36% |
N/A
|
17.6K
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
384+ 5.27% |
N/A
|
7.67K
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
125New |
N/A
|
125
$0
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
3+ 2.59% |
N/A
|
119
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-1.84K- 2.84% |
N/A
|
62.8K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.98K- 2.07% |
N/A
|
93.5K
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2K- 9.3% |
N/A
|
19.5K
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-7.24K- 13.79% |
N/A
|
45.3K
$0
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-7.4K- 14.64% |
N/A
|
43.1K
$0
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12.2K- 67.03% |
N/A
|
6K
$0
|