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 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-265- 0.24% |
$24.4K - $26.2K
|
110K
$10.4M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-272- 44.74% |
$25.1K - $26.9K
|
336
$31.6K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-279- 27.76% |
$25.7K - $27.5K
|
726
$68.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-279- 9.11% |
$25.7K - $27.5K
|
2.78K
$262K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-282- 10.63% |
$26K - $27.8K
|
2.37K
$223K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-323- 1.81% |
$29.8K - $31.9K
|
17.5K
$1.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-331- 6.88% |
$30.5K - $32.7K
|
4.48K
$422K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-344- 0.66% |
$31.7K - $34K
|
51.9K
$4.88M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-345- 8.34% |
$31.8K - $34.1K
|
3.79K
$357K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-350- 23.68% |
$32.3K - $34.6K
|
1.13K
$106K
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-352- 1.32% |
$32.4K - $34.7K
|
26.4K
$2.48M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-355- 28.63% |
$32.7K - $35K
|
885
$83.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-360- 8.63% |
$33.2K - $35.5K
|
3.81K
$359K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-365- 3.33% |
$33.6K - $36K
|
10.6K
$998K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-370- 2.47% |
$34.1K - $36.5K
|
14.6K
$1.38M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-395- 2.65% |
$36.4K - $39K
|
14.5K
$1.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-396- 2.56% |
$36.5K - $39.1K
|
15K
$1.42M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-397- 2.57% |
$36.6K - $39.2K
|
15K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-417- 4.15% |
$38.4K - $41.2K
|
9.64K
$907K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-426- 10.29% |
$39.3K - $42.1K
|
3.71K
$349K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-459- 18.0% |
$42.3K - $45.3K
|
2.09K
$197K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-461- 7.17% |
$42.5K - $45.5K
|
5.97K
$562K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-464- 36.14% |
$42.8K - $45.8K
|
820
$77.2K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-469- 11.73% |
$43.2K - $46.3K
|
3.53K
$332K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-471- 9.93% |
$43.4K - $46.5K
|
4.27K
$402K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-472- 8.16% |
$43.5K - $46.6K
|
5.31K
$500K
|
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-474- 16.26% |
$43.7K - $46.8K
|
2.44K
$230K
|
|
|
Jun 13, 2024
Q1 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-484- 7.04% |
$44.6K - $47.8K
|
6.39K
$602K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-485- 0.4% |
$44.7K - $47.9K
|
122K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 9.22% |
$46.8K - $50.1K
|
5K
$471K
|
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-508- 1.89% |
$46.8K - $50.1K
|
26.4K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-521- 17.44% |
$48K - $51.4K
|
2.47K
$232K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-541- 19.83% |
$49.9K - $53.4K
|
2.19K
$206K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-551- 28.21% |
$50.8K - $54.4K
|
1.4K
$132K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-554- 28.84% |
$51.1K - $54.7K
|
1.37K
$129K
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-560- 1.35% |
$51.6K - $55.3K
|
40.9K
$3.85M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-568- 47.1% |
$52.4K - $56.1K
|
638
$60K
|
|
|
May 01, 2024
Q1 2024
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-570- 4.15% |
$52.5K - $56.3K
|
13.2K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Savior LLC
|
SELL
|
- |
-570- 2.92% |
$52.5K - $56.3K
|
18.9K
$1.78M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-573- 66.94% |
$52.8K - $56.6K
|
283
$26.6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-585- 12.32% |
$53.9K - $57.8K
|
4.16K
$392K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-600- 50.0% |
$55.3K - $59.2K
|
600
$56.5K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-612- 1.31% |
$56.4K - $60.4K
|
46.1K
$4.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-622- 15.82% |
$57.3K - $61.4K
|
3.31K
$311K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-624- 7.76% |
$57.5K - $61.6K
|
7.41K
$698K
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-630- 22.52% |
$58.1K - $62.2K
|
2.17K
$204K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-637- 19.52% |
$58.7K - $62.9K
|
2.63K
$247K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-659- 36.29% |
$60.7K - $65.1K
|
1.16K
$109K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-684- 44.62% |
$63.1K - $67.5K
|
849
$79.9K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-705- 6.2% |
$65K - $69.6K
|
10.7K
$1M
|