Purchases and Sales Made in Q2 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
786+ 20.1% |
$69K - $74.4K
|
4.7K
$419K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
779+ 3.53% |
$68.4K - $73.7K
|
22.8K
$2.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
778+ 3.84% |
$68.3K - $73.7K
|
21K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
737+ 22.27% |
$64.7K - $69.8K
|
4.05K
$361K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
731+ 10.89% |
$64.2K - $69.2K
|
7.44K
$665K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
724+ 19.43% |
$63.6K - $68.5K
|
4.45K
$397K
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
709+ 2.8% |
$62.2K - $67.1K
|
26K
$2.32M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
697+ 2.12% |
$61.2K - $66K
|
33.5K
$2.99M
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
693+ 1.73% |
$60.8K - $65.6K
|
40.8K
$3.64M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
682+ 1.99% |
$59.9K - $64.6K
|
34.9K
$3.12M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
677+ 19.59% |
$59.4K - $64.1K
|
4.13K
$369K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
673+ 1.69% |
$59.1K - $63.7K
|
40.4K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
645+ 6.27% |
$56.6K - $61.1K
|
10.9K
$976K
|
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
638+ 8.53% |
$56K - $60.4K
|
8.12K
$725K
|
|
|
Jul 22, 2024
Q2 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
635+ 2.0% |
$55.7K - $60.1K
|
32.4K
$2.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
632+ 17.58% |
$55.5K - $59.8K
|
4.23K
$377K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
630+ 9.48% |
$55.3K - $59.6K
|
7.27K
$649K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
625+ 7.41% |
$54.9K - $59.2K
|
9.06K
$809K
|
|
|
Jul 12, 2024
Q2 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
605+ 25.46% |
$53.1K - $57.3K
|
2.98K
$266K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
603+ 12.75% |
$52.9K - $57.1K
|
5.33K
$476K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
600+ 14.12% |
$52.7K - $56.8K
|
4.85K
$433K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
600New |
$52.7K - $56.8K
|
600
$53.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
573+ 202.47% |
$50.3K - $54.2K
|
856
$76.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
569+ 11.38% |
$49.9K - $53.9K
|
5.57K
$497K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
567New |
$49.8K - $53.7K
|
567
$50.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
565+ 3.77% |
$49.6K - $53.5K
|
15.6K
$1.39M
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
562+ 3.44% |
$49.3K - $53.2K
|
16.9K
$1.51M
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
561New |
$49.2K - $53.1K
|
561
$50.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
546+ 9.24% |
$47.9K - $51.7K
|
6.46K
$577K
|
|
|
Aug 06, 2024
Q2 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
540+ 2.79% |
$47.4K - $51.1K
|
19.9K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
534+ 4.95% |
$46.9K - $50.6K
|
11.3K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
531+ 9.94% |
$46.6K - $50.3K
|
5.87K
$524K
|
|
|
Jul 19, 2024
Q2 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
530+ 4.54% |
$46.5K - $50.2K
|
12.2K
$1.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
521+ 5.47% |
$45.7K - $49.3K
|
10K
$897K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
512+ 10.39% |
$44.9K - $48.5K
|
5.44K
$486K
|
|
|
Aug 12, 2024
Q2 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
496+ 7.76% |
$43.5K - $47K
|
6.89K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
491+ 5.25% |
$43.1K - $46.5K
|
9.84K
$878K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
490+ 7.55% |
$43K - $46.4K
|
6.98K
$623K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
486+ 2.09% |
$42.7K - $46K
|
23.7K
$2.12M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
484+ 13.69% |
$42.5K - $45.8K
|
4.02K
$359K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
481+ 2.92% |
$42.2K - $45.5K
|
17K
$1.51M
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
478+ 8.73% |
$42K - $45.3K
|
5.95K
$532K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
473+ 6.34% |
$41.5K - $44.8K
|
7.94K
$709K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
470New |
$41.3K - $44.5K
|
470
$42K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
466+ 11.0% |
$40.9K - $44.1K
|
4.7K
$420K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
465+ 7.29% |
$40.8K - $44K
|
6.84K
$611K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
453New |
$39.8K - $42.9K
|
453
$40.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
451+ 10.69% |
$39.6K - $42.7K
|
4.67K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
423+ 0.92% |
$37.1K - $40K
|
46.6K
$4.16M
|
|
|
Jul 17, 2024
Q2 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
419+ 1.31% |
$36.8K - $39.7K
|
32.5K
$2.9M
|