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 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
288+ 4.1% |
$26.5K - $28.4K
|
7.32K
$660K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
280+ 90.32% |
$25.8K - $27.6K
|
590
$53.2K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
269+ 155.49% |
$24.8K - $26.6K
|
442
$39.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
260+ 11.49% |
$24K - $25.7K
|
2.52K
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
BUY
|
- |
251+ 0.93% |
$23.1K - $24.8K
|
27.3K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
250+ 10.37% |
$23K - $24.7K
|
2.66K
$240K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
234+ 153.95% |
$21.6K - $23.1K
|
386
$34.8K
|
|
|
May 01, 2024
Q1 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
232+ 2.88% |
$21.4K - $22.9K
|
8.29K
$748K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
222New |
$20.5K - $21.9K
|
222
$20K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
220+ 9.2% |
$20.3K - $21.7K
|
2.61K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
219+ 0.71% |
$20.2K - $21.6K
|
31.2K
$2.81M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
215New |
$19.8K - $21.2K
|
215
$19.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
213+ 3.07% |
$19.6K - $21K
|
7.16K
$645K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
212+ 3.26% |
$19.5K - $20.9K
|
6.71K
$605K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
208+ 226.09% |
$19.2K - $20.5K
|
300
$27K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
203New |
$18.7K - $20K
|
203
$18.3K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
200New |
$18.4K - $19.7K
|
200
$18K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
200+ 99.5% |
$18.4K - $19.7K
|
401
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
200+ 2.0% |
$18.4K - $19.7K
|
10.2K
$919K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
197+ 0.39% |
$18.2K - $19.4K
|
50.5K
$4.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
188+ 10.2% |
$17.3K - $18.6K
|
2.03K
$183K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
186+ 15.68% |
$17.1K - $18.4K
|
1.37K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
175+ 0.52% |
$16.1K - $17.3K
|
33.7K
$3.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
171New |
$15.8K - $16.9K
|
171
$15.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
165+ 7.55% |
$15.2K - $16.3K
|
2.35K
$212K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
165New |
$15.2K - $16.3K
|
165
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
158+ 16.68% |
$14.6K - $15.6K
|
1.11K
$99.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
154New |
$14.2K - $15.2K
|
154
$13.9K
|
|
|
May 13, 2024
Q1 2024
|
Arjuna Capital
|
BUY
|
- |
145New |
$13.4K - $14.3K
|
145
$13.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
142+ 1.37% |
$13.1K - $14K
|
10.5K
$946K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
129New |
$11.9K - $12.7K
|
129
$11.6K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
124+ 5.41% |
$11.4K - $12.2K
|
2.42K
$218K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
121+ 3.48% |
$11.2K - $11.9K
|
3.6K
$324K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
110+ 0.55% |
$10.1K - $10.9K
|
20.2K
$1.82M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
BUY
|
- |
103+ 3.8% |
$9.49K - $10.2K
|
2.81K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
101+ 3.21% |
$9.31K - $9.97K
|
3.25K
$293K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
89+ 0.61% |
$8.2K - $8.79K
|
14.6K
$1.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
88New |
$8.11K - $8.69K
|
88
$7.93K
|
|
|
May 07, 2024
Q1 2024
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
87+ 5.43% |
$8.02K - $8.59K
|
1.69K
$152K
|
|
|
May 06, 2024
Q1 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
84+ 0.15% |
$7.74K - $8.29K
|
55.8K
$5.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
77+ 16.42% |
$7.1K - $7.6K
|
546
$49.2K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
73New |
$6.73K - $7.21K
|
73
$6.58K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
71+ 0.19% |
$6.54K - $7.01K
|
36.9K
$3.33M
|
|
|
May 03, 2024
Q1 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
68+ 0.89% |
$6.27K - $6.71K
|
7.71K
$695K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
66+ 165.0% |
$6.08K - $6.52K
|
106
$9.55K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
65+ 180.56% |
$5.99K - $6.42K
|
101
$9.1K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
62New |
$5.72K - $6.12K
|
62
$5.59K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
BUY
|
- |
60+ 2.7% |
$5.53K - $5.92K
|
2.28K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
51New |
$4.7K - $5.03K
|
51
$4.6K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
50+ 227.27% |
$4.61K - $4.94K
|
72
$6.49K
|