Purchases and Sales Made in Q1 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
698+ 705.05% |
$64.3K - $68.9K
|
797
$69.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
680New |
$62.7K - $67.1K
|
680
$59.4K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
679+ 2.27% |
$62.6K - $67K
|
30.6K
$2.68M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
639+ 0.98% |
$58.9K - $63.1K
|
65.7K
$5.74M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
637+ 21.3% |
$58.7K - $62.9K
|
3.63K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
615+ 12.96% |
$56.7K - $60.7K
|
5.36K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
600+ 9.97% |
$55.3K - $59.2K
|
6.62K
$578K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
600+ 100.0% |
$55.3K - $59.2K
|
1.2K
$105K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
600+ 6.2% |
$55.3K - $59.2K
|
10.3K
$899K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
589+ 8.02% |
$54.3K - $58.1K
|
7.94K
$694K
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
586+ 28.21% |
$54K - $57.8K
|
2.66K
$233K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
585+ 21.59% |
$53.9K - $57.8K
|
3.29K
$288K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
569+ 3.42% |
$52.5K - $56.2K
|
17.2K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
552New |
$50.9K - $54.5K
|
552
$48.2K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
552+ 7.76% |
$50.9K - $54.5K
|
7.67K
$670K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
546+ 22.95% |
$50.3K - $53.9K
|
2.93K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
541+ 10.26% |
$49.9K - $53.4K
|
5.82K
$508K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
516+ 17.11% |
$47.6K - $50.9K
|
3.53K
$309K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512New |
$47.2K - $50.5K
|
512
$44.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
512+ 1.09% |
$47.2K - $50.5K
|
47.3K
$4.14M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
512+ 23.73% |
$47.2K - $50.5K
|
2.67K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$44.3K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
496+ 4.54% |
$45.7K - $49K
|
11.4K
$998K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
493+ 1.9% |
$45.4K - $48.7K
|
26.4K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
489+ 163.0% |
$45.1K - $48.3K
|
789
$69K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
485+ 3.18% |
$44.7K - $47.9K
|
15.7K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
478+ 3.22% |
$44.1K - $47.2K
|
15.3K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
472+ 3.41% |
$43.5K - $46.6K
|
14.3K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
470New |
$43.3K - $46.4K
|
470
$41.1K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
468+ 900.0% |
$43.1K - $46.2K
|
520
$45.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
466+ 398.29% |
$43K - $46K
|
583
$50.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
452+ 3.19% |
$41.7K - $44.6K
|
14.6K
$1.28M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
452+ 7.3% |
$41.7K - $44.6K
|
6.64K
$581K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
450New |
$41.5K - $44.4K
|
450
$39.3K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
428+ 0.3% |
$39.5K - $42.3K
|
145K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
418+ 6.22% |
$38.5K - $41.3K
|
7.14K
$624K
|
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
415+ 12.55% |
$38.3K - $41K
|
3.72K
$325K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
413+ 4.44% |
$38.1K - $40.8K
|
9.71K
$848K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
398New |
$36.7K - $39.3K
|
398
$34.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
392+ 1.59% |
$36.1K - $38.7K
|
25K
$2.19M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
389+ 3.45% |
$35.9K - $38.4K
|
11.7K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
388New |
$35.8K - $38.3K
|
388
$33.9K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
380+ 5.21% |
$35K - $37.5K
|
7.67K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
376+ 6.79% |
$34.7K - $37.1K
|
5.91K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
357+ 0.59% |
$32.9K - $35.2K
|
60.7K
$5.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
354+ 0.92% |
$32.6K - $34.9K
|
38.8K
$3.39M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
342New |
$31.5K - $33.8K
|
342
$29.9K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
322+ 119.26% |
$29.7K - $31.8K
|
592
$51.7K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
320+ 2.18% |
$29.5K - $31.6K
|
15K
$1.31M
|