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 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.51K- 22.8% |
$225K - $254K
|
8.49K
$745K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.51K- 12.76% |
$226K - $254K
|
17.2K
$1.51M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.52K- 5.66% |
$226K - $255K
|
42K
$3.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 29.75% |
$236K - $266K
|
6.2K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 79.87% |
$239K - $269K
|
670
$58.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.68K- 11.62% |
$241K - $271K
|
20.4K
$1.79M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.69K- 17.63% |
$242K - $273K
|
12.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.69K- 5.44% |
$242K - $273K
|
46.8K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.69K- 7.57% |
$242K - $273K
|
32.9K
$2.89M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$42.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.78K- 7.96% |
$250K - $281K
|
32.1K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.84K- 3.31% |
$255K - $288K
|
83.1K
$7.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.93K- 1.8% |
$263K - $297K
|
160K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.94K- 34.24% |
$264K - $298K
|
5.64K
$495K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.97K- 12.01% |
$267K - $301K
|
21.7K
$1.91M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 28.61% |
$269K - $303K
|
7.47K
$656K
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.02K- 11.42% |
$272K - $306K
|
23.4K
$2.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.05K- 9.77% |
$274K - $309K
|
28.2K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3.06K- 1.45% |
$275K - $310K
|
207K
$18.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.06K- 11.6% |
$275K - $310K
|
23.3K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-3.12K- 16.87% |
$280K - $316K
|
15.4K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.18K- 13.19% |
$286K - $322K
|
20.9K
$1.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 26.08% |
$287K - $324K
|
9.06K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.44K- 12.31% |
$309K - $348K
|
24.5K
$2.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.49K- 18.9% |
$313K - $353K
|
15K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.5K- 25.07% |
$315K - $355K
|
10.5K
$918K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.52K- 3.25% |
$316K - $356K
|
105K
$9.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.54K- 11.46% |
$318K - $359K
|
27.4K
$2.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.68K- 28.32% |
$331K - $373K
|
9.32K
$818K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.74K- 77.13% |
$336K - $379K
|
1.11K
$97.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 60.35% |
$336K - $379K
|
2.46K
$216K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.81K- 21.46% |
$342K - $386K
|
13.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 20.49% |
$347K - $391K
|
15K
$1.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.87K- 14.67% |
$348K - $392K
|
22.5K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.91K- 1.33% |
$351K - $396K
|
291K
$25.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-4.04K- 9.72% |
$363K - $409K
|
37.5K
$3.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.05K- 30.14% |
$364K - $411K
|
9.4K
$825K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.44% |
$378K - $426K
|
29.6K
$2.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.24K- 12.58% |
$381K - $430K
|
29.5K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.36K- 23.22% |
$392K - $441K
|
14.4K
$1.26M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.47K- 14.29% |
$402K - $453K
|
26.8K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.49K- 10.2% |
$403K - $454K
|
39.5K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.51K- 14.46% |
$405K - $457K
|
26.7K
$2.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.6K- 17.82% |
$414K - $466K
|
21.2K
$1.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-4.65K- 60.69% |
$418K - $472K
|
3.01K
$265K
|
|
|
Nov 01, 2024
Q3 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-4.7K- 48.82% |
$422K - $476K
|
4.93K
$432K
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.73K- 6.65% |
$425K - $479K
|
66.3K
$5.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.8K- 2.74% |
$432K - $487K
|
171K
$15M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5.02K- 69.94% |
$451K - $508K
|
2.16K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Capital Markets Trading Uk LLP
London, X0 |
SELL
|
- |
-5.02K- 41.98% |
$451K - $509K
|
6.94K
$609K
|