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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
SELL
|
- |
-38- 0.02% |
$3.5K - $3.75K
|
213K
$20M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-45- 0.28% |
$4.15K - $4.44K
|
15.9K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 27.46% |
$4.89K - $5.23K
|
140
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-54- 2.24% |
$4.98K - $5.33K
|
2.36K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-56- 8.51% |
$5.16K - $5.53K
|
602
$56.6K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 94.29% |
$6.08K - $6.52K
|
4
$376
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-69- 39.66% |
$6.36K - $6.81K
|
105
$9.88K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-72- 11.3% |
$6.64K - $7.11K
|
565
$53.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-76- 1.46% |
$7.01K - $7.5K
|
5.13K
$482K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-77- 9.75% |
$7.1K - $7.6K
|
713
$67.1K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-81- 2.21% |
$7.47K - $8K
|
3.59K
$338K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-82- 2.24% |
$7.56K - $8.1K
|
3.58K
$337K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-85- 2.77% |
$7.84K - $8.39K
|
2.99K
$281K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-89- 14.83% |
$8.2K - $8.79K
|
511
$48.1K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-91- 2.27% |
$8.39K - $8.98K
|
3.91K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.43% |
$8.57K - $9.18K
|
3.73K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 11.03% |
$9.22K - $9.87K
|
807
$75.9K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-103- 1.41% |
$9.49K - $10.2K
|
7.19K
$677K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-107- 2.21% |
$9.86K - $10.6K
|
4.73K
$445K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-110- 4.46% |
$10.1K - $10.9K
|
2.36K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-111- 1.78% |
$10.2K - $11K
|
6.12K
$576K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 35.9% |
$10.3K - $11.1K
|
200
$18.8K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-112- 10.47% |
$10.3K - $11.1K
|
958
$90.1K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 9.39% |
$10.3K - $11.1K
|
1.08K
$102K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-121- 5.4% |
$11.2K - $11.9K
|
2.12K
$199K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-137- 55.02% |
$12.6K - $13.5K
|
112
$10.5K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-138- 3.9% |
$12.7K - $13.6K
|
3.41K
$320K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-140- 1.34% |
$12.9K - $13.8K
|
10.3K
$973K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 50.0% |
$13.8K - $14.8K
|
150
$14.1K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-154- 0.79% |
$14.2K - $15.2K
|
19.3K
$1.81M
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-155- 0.67% |
$14.3K - $15.3K
|
23.1K
$2.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 1.93% |
$14.6K - $15.6K
|
8.02K
$754K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-160- 5.8% |
$14.7K - $15.8K
|
2.6K
$245K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-163- 0.99% |
$15K - $16.1K
|
16.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-163- 0.33% |
$15K - $16.1K
|
49K
$4.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-171- 8.85% |
$15.8K - $16.9K
|
1.76K
$166K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-184- 3.89% |
$17K - $18.2K
|
4.55K
$428K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 7.92% |
$18.4K - $19.7K
|
2.33K
$219K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-202- 0.74% |
$18.6K - $19.9K
|
26.9K
$2.53M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-210- 0.67% |
$19.4K - $20.7K
|
31.3K
$2.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-219- 1.79% |
$20.2K - $21.6K
|
12K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-220- 1.2% |
$20.3K - $21.7K
|
18.1K
$1.71M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-238- 2.54% |
$21.9K - $23.5K
|
9.12K
$858K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-247- 2.66% |
$22.8K - $24.4K
|
9.03K
$850K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-250- 2.07% |
$23K - $24.7K
|
11.8K
$1.11M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-255- 3.12% |
$23.5K - $25.2K
|
7.93K
$746K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-256- 1.53% |
$23.6K - $25.3K
|
16.4K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-257- 2.42% |
$23.7K - $25.4K
|
10.4K
$976K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-262- 6.75% |
$24.2K - $25.9K
|
3.62K
$341K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-264- 1.24% |
$24.3K - $26.1K
|
21K
$1.98M
|