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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
586+ 28.21% |
$54K - $57.8K
|
2.66K
$251K
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
585+ 21.59% |
$53.9K - $57.8K
|
3.29K
$310K
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
569+ 3.42% |
$52.5K - $56.2K
|
17.2K
$1.62M
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
552New |
$50.9K - $54.5K
|
552
$51.9K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
552+ 7.76% |
$50.9K - $54.5K
|
7.67K
$722K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
546+ 22.95% |
$50.3K - $53.9K
|
2.93K
$275K
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
541+ 10.26% |
$49.9K - $53.4K
|
5.82K
$547K
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
537+ 17.57% |
$49.5K - $53K
|
3.59K
$338K
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
516+ 17.11% |
$47.6K - $50.9K
|
3.53K
$332K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
512New |
$47.2K - $50.5K
|
512
$48.2K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
512+ 1.09% |
$47.2K - $50.5K
|
47.3K
$4.45M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
512+ 23.73% |
$47.2K - $50.5K
|
2.67K
$251K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
507New |
$46.7K - $50.1K
|
507
$47.7K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
496+ 4.54% |
$45.7K - $49K
|
11.4K
$1.07M
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
493+ 1.9% |
$45.4K - $48.7K
|
26.4K
$2.49M
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
489+ 163.0% |
$45.1K - $48.3K
|
789
$74.2K
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
485+ 3.18% |
$44.7K - $47.9K
|
15.7K
$1.48M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
478+ 3.22% |
$44.1K - $47.2K
|
15.3K
$1.44M
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
472+ 3.41% |
$43.5K - $46.6K
|
14.3K
$1.35M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
470New |
$43.3K - $46.4K
|
470
$44.2K
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
468+ 900.0% |
$43.1K - $46.2K
|
520
$48.9K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
466+ 398.29% |
$43K - $46K
|
583
$54.9K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
452+ 3.19% |
$41.7K - $44.6K
|
14.6K
$1.37M
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
452+ 7.3% |
$41.7K - $44.6K
|
6.64K
$625K
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
450New |
$41.5K - $44.4K
|
450
$42.3K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
428+ 0.3% |
$39.5K - $42.3K
|
145K
$13.7M
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
418+ 6.22% |
$38.5K - $41.3K
|
7.14K
$672K
|
|
Apr 19, 2024
Q1 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
415+ 12.55% |
$38.3K - $41K
|
3.72K
$350K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
413+ 4.44% |
$38.1K - $40.8K
|
9.71K
$913K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
398New |
$36.7K - $39.3K
|
398
$37.4K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
392+ 1.59% |
$36.1K - $38.7K
|
25K
$2.35M
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
389+ 3.45% |
$35.9K - $38.4K
|
11.7K
$1.1M
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
388New |
$35.8K - $38.3K
|
388
$36.5K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
380+ 5.21% |
$35K - $37.5K
|
7.67K
$722K
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
376+ 6.79% |
$34.7K - $37.1K
|
5.91K
$556K
|
|
May 15, 2024
Q1 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
357+ 0.59% |
$32.9K - $35.2K
|
60.7K
$5.71M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
354+ 0.92% |
$32.6K - $34.9K
|
38.8K
$3.65M
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
342New |
$31.5K - $33.8K
|
342
$32.2K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
322+ 119.26% |
$29.7K - $31.8K
|
592
$55.7K
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
BUY
|
- |
320+ 2.18% |
$29.5K - $31.6K
|
15K
$1.41M
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
314+ 11.05% |
$28.9K - $31K
|
3.16K
$297K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
300+ 1.98% |
$27.7K - $29.6K
|
15.4K
$1.45M
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
294+ 1400.0% |
$27.1K - $29K
|
315
$29.6K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
292+ 1.73% |
$26.9K - $28.8K
|
17.1K
$1.61M
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
290+ 12.42% |
$26.7K - $28.6K
|
2.63K
$247K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
288+ 4.1% |
$26.5K - $28.4K
|
7.32K
$689K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
280+ 90.32% |
$25.8K - $27.6K
|
590
$55.5K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
269+ 155.49% |
$24.8K - $26.6K
|
442
$41.6K
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$237K
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
251+ 0.93% |
$23.1K - $24.8K
|
27.3K
$2.57M
|