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 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-163- 0.33% |
$15K - $16.1K
|
49K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-171- 8.85% |
$15.8K - $16.9K
|
1.76K
$157K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-184- 3.89% |
$17K - $18.2K
|
4.55K
$406K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-200- 7.92% |
$18.4K - $19.7K
|
2.33K
$208K
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-202- 0.74% |
$18.6K - $19.9K
|
26.9K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-210- 0.67% |
$19.4K - $20.7K
|
31.3K
$2.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-219- 1.79% |
$20.2K - $21.6K
|
12K
$1.07M
|
|
|
May 07, 2024
Q1 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-220- 1.2% |
$20.3K - $21.7K
|
18.1K
$1.62M
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-238- 2.54% |
$21.9K - $23.5K
|
9.12K
$814K
|
|
|
Sep 26, 2024
Q1 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-247- 2.66% |
$22.8K - $24.4K
|
9.03K
$806K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-250- 2.07% |
$23K - $24.7K
|
11.8K
$1.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-255- 3.12% |
$23.5K - $25.2K
|
7.93K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-256- 1.53% |
$23.6K - $25.3K
|
16.4K
$1.47M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-257- 2.42% |
$23.7K - $25.4K
|
10.4K
$926K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-262- 6.75% |
$24.2K - $25.9K
|
3.62K
$323K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-264- 1.24% |
$24.3K - $26.1K
|
21K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-265- 0.24% |
$24.4K - $26.2K
|
110K
$9.83M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-272- 44.74% |
$25.1K - $26.9K
|
336
$30K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-279- 27.76% |
$25.7K - $27.5K
|
726
$64.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-279- 9.11% |
$25.7K - $27.5K
|
2.78K
$248K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-282- 10.63% |
$26K - $27.8K
|
2.37K
$212K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-323- 1.81% |
$29.8K - $31.9K
|
17.5K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-331- 6.88% |
$30.5K - $32.7K
|
4.48K
$400K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-344- 0.66% |
$31.7K - $34K
|
51.9K
$4.63M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-345- 8.34% |
$31.8K - $34.1K
|
3.79K
$339K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-350- 23.68% |
$32.3K - $34.6K
|
1.13K
$101K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-352- 1.32% |
$32.4K - $34.7K
|
26.4K
$2.35M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-355- 28.63% |
$32.7K - $35K
|
885
$79K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-360- 8.63% |
$33.2K - $35.5K
|
3.81K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-365- 3.33% |
$33.6K - $36K
|
10.6K
$947K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-370- 2.47% |
$34.1K - $36.5K
|
14.6K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-395- 2.65% |
$36.4K - $39K
|
14.5K
$1.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-396- 2.56% |
$36.5K - $39.1K
|
15K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-397- 2.57% |
$36.6K - $39.2K
|
15K
$1.34M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-417- 4.15% |
$38.4K - $41.2K
|
9.64K
$860K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-426- 10.29% |
$39.3K - $42.1K
|
3.71K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-459- 18.0% |
$42.3K - $45.3K
|
2.09K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-461- 7.17% |
$42.5K - $45.5K
|
5.97K
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-464- 36.14% |
$42.8K - $45.8K
|
820
$73.2K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-469- 11.73% |
$43.2K - $46.3K
|
3.53K
$315K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-471- 9.93% |
$43.4K - $46.5K
|
4.27K
$381K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-472- 8.16% |
$43.5K - $46.6K
|
5.31K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-474- 16.26% |
$43.7K - $46.8K
|
2.44K
$218K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-484- 7.04% |
$44.6K - $47.8K
|
6.39K
$571K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-485- 0.4% |
$44.7K - $47.9K
|
122K
$10.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 9.22% |
$46.8K - $50.1K
|
5K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-508- 1.89% |
$46.8K - $50.1K
|
26.4K
$2.36M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-521- 17.44% |
$48K - $51.4K
|
2.47K
$220K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-541- 19.83% |
$49.9K - $53.4K
|
2.19K
$195K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-551- 28.21% |
$50.8K - $54.4K
|
1.4K
$125K
|