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
|
Banque Cantonale Vaudoise
|
BUY
|
- |
22+ 0.64% |
$1.98K - $2.23K
|
3.43K
$301K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
21+ 2.8% |
$1.89K - $2.13K
|
770
$67.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 2.22% |
$1.8K - $2.03K
|
920
$80.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20New |
$1.8K - $2.03K
|
20
$1.76K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
19+ 0.3% |
$1.71K - $1.93K
|
6.35K
$557K
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
16New |
$1.44K - $1.62K
|
16
$1.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.05% |
$1.44K - $1.62K
|
29.4K
$2.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
16+ 0.51% |
$1.44K - $1.62K
|
3.13K
$275K
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
13+ 1300.0% |
$1.17K - $1.32K
|
14
$1.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
8+ 0.88% |
$719 - $811
|
913
$80.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
7+ 12.07% |
$629 - $709
|
65
$5.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
7New |
$629 - $709
|
7
$614
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
BUY
|
- |
3+ 12.0% |
$270 - $304
|
28
$2.46K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.94% |
$180 - $203
|
214
$18.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
2New |
$180 - $203
|
2
$176
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
1+ 0.06% |
$89.9 - $101
|
1.68K
$148K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.16% |
$89.9 - $101
|
640
$56.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.25% |
$89.9 - $101
|
406
$35.6K
|
|
|
Nov 25, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1- -0.0% |
$89.9 - $101
|
35.7K
$3.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2- 9.09% |
$180 - $203
|
20
$1.76K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-4- 0.03% |
$360 - $405
|
15.6K
$1.37M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-5- 0.19% |
$450 - $507
|
2.57K
$226K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 4.27% |
$629 - $709
|
157
$13.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7- 0.22% |
$629 - $709
|
3.21K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-13- 0.53% |
$1.17K - $1.32K
|
2.45K
$215K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-13- 0.17% |
$1.17K - $1.32K
|
7.58K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-19- 0.49% |
$1.71K - $1.93K
|
3.89K
$342K
|
|
|
Nov 12, 2024
Q3 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-19- 1.7% |
$1.71K - $1.93K
|
1.1K
$96.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 1.99% |
$1.89K - $2.13K
|
1.04K
$90.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-24- 0.09% |
$2.16K - $2.43K
|
27.2K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
SELL
|
- |
-25- 0.48% |
$2.25K - $2.53K
|
5.17K
$453K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-28- 24.78% |
$2.52K - $2.84K
|
85
$7.46K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-30- 0.56% |
$2.7K - $3.04K
|
5.3K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-39- 0.71% |
$3.51K - $3.95K
|
5.48K
$481K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-42- 0.13% |
$3.78K - $4.26K
|
31.4K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-45- 1.21% |
$4.05K - $4.56K
|
3.68K
$323K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-46- 31.94% |
$4.14K - $4.66K
|
98
$8.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-50- 22.73% |
$4.5K - $5.07K
|
170
$14.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-50- 18.45% |
$4.5K - $5.07K
|
221
$19.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-60- 0.2% |
$5.39K - $6.08K
|
30.7K
$2.69M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-64- 0.96% |
$5.75K - $6.49K
|
6.6K
$579K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-65- 2.23% |
$5.84K - $6.59K
|
2.85K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Riverwater Partners LLC
|
SELL
|
- |
-66- 2.72% |
$5.93K - $6.69K
|
2.36K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-69- 2.4% |
$6.2K - $6.99K
|
2.81K
$246K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-73- 1.11% |
$6.56K - $7.4K
|
6.53K
$573K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-75- 87.21% |
$6.74K - $7.6K
|
11
$965
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-80- 1.22% |
$7.19K - $8.11K
|
6.48K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-80- 0.42% |
$7.19K - $8.11K
|
19.1K
$1.67M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-82- 1.34% |
$7.37K - $8.31K
|
6.04K
$530K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-83- 0.21% |
$7.46K - $8.41K
|
39K
$3.42M
|