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 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-8- 0.18% |
$737 - $790
|
4.54K
$396K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 1.52% |
$1.01K - $1.09K
|
713
$62.3K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.1% |
$1.11K - $1.18K
|
11.5K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.03% |
$1.11K - $1.18K
|
37K
$3.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 93.75% |
$1.38K - $1.48K
|
1
$87.4
|
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-15- 0.36% |
$1.38K - $1.48K
|
4.15K
$363K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-17- 0.04% |
$1.57K - $1.68K
|
44.7K
$3.91M
|
|
|
Apr 08, 2025
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-17- 0.04% |
$1.57K - $1.68K
|
44.7K
$3.91M
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 18.18% |
$1.84K - $1.97K
|
90
$7.87K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.63% |
$2.67K - $2.86K
|
351
$30.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-29- 0.47% |
$2.67K - $2.86K
|
6.13K
$536K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 1.48% |
$2.77K - $2.96K
|
2K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-31- 1.11% |
$2.86K - $3.06K
|
2.75K
$240K
|
|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
SELL
|
- |
-38- 0.02% |
$3.5K - $3.75K
|
213K
$18.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-45- 0.28% |
$4.15K - $4.44K
|
15.9K
$1.39M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 27.46% |
$4.89K - $5.23K
|
140
$12.2K
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-54- 2.24% |
$4.98K - $5.33K
|
2.36K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-56- 8.51% |
$5.16K - $5.53K
|
602
$52.6K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 94.29% |
$6.08K - $6.52K
|
4
$350
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-69- 39.66% |
$6.36K - $6.81K
|
105
$9.18K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-72- 11.3% |
$6.64K - $7.11K
|
565
$49.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-76- 1.46% |
$7.01K - $7.5K
|
5.13K
$448K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-77- 9.75% |
$7.1K - $7.6K
|
713
$62.3K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-81- 2.21% |
$7.47K - $8K
|
3.59K
$314K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-82- 2.24% |
$7.56K - $8.1K
|
3.58K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-85- 2.77% |
$7.84K - $8.39K
|
2.99K
$261K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-89- 14.83% |
$8.2K - $8.79K
|
511
$44.7K
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-91- 2.27% |
$8.39K - $8.98K
|
3.91K
$342K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.43% |
$8.57K - $9.18K
|
3.73K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-100- 11.03% |
$9.22K - $9.87K
|
807
$70.5K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-103- 1.41% |
$9.49K - $10.2K
|
7.19K
$628K
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
SELL
|
- |
-107- 2.21% |
$9.86K - $10.6K
|
4.73K
$414K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-110- 4.46% |
$10.1K - $10.9K
|
2.36K
$206K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-111- 1.78% |
$10.2K - $11K
|
6.12K
$535K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 35.9% |
$10.3K - $11.1K
|
200
$17.5K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-112- 10.47% |
$10.3K - $11.1K
|
958
$83.7K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-112- 9.39% |
$10.3K - $11.1K
|
1.08K
$94.5K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-121- 5.4% |
$11.2K - $11.9K
|
2.12K
$185K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-137- 55.02% |
$12.6K - $13.5K
|
112
$9.79K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-138- 3.9% |
$12.7K - $13.6K
|
3.41K
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-140- 1.34% |
$12.9K - $13.8K
|
10.3K
$904K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-150- 50.0% |
$13.8K - $14.8K
|
150
$13.1K
|
|
|
May 14, 2024
Q1 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-154- 0.79% |
$14.2K - $15.2K
|
19.3K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-155- 0.67% |
$14.3K - $15.3K
|
23.1K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-158- 1.93% |
$14.6K - $15.6K
|
8.02K
$701K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-160- 5.8% |
$14.7K - $15.8K
|
2.6K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-163- 0.99% |
$15K - $16.1K
|
16.4K
$1.43M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-163- 0.33% |
$15K - $16.1K
|
49K
$4.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-171- 8.85% |
$15.8K - $16.9K
|
1.76K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-184- 3.89% |
$17K - $18.2K
|
4.55K
$397K
|