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 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.39K- 10.21% |
$312K - $335K
|
29.8K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.4K- 1.3% |
$313K - $335K
|
258K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.45KClosed |
$318K - $340K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.62K- 36.63% |
$334K - $358K
|
6.27K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.63K- 16.55% |
$334K - $358K
|
18.3K
$1.6M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.63K- 94.65% |
$335K - $358K
|
205
$17.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-3.68K- 6.6% |
$340K - $364K
|
52.1K
$4.55M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.69K- 39.33% |
$340K - $364K
|
5.69K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.73K- 54.57% |
$344K - $368K
|
3.1K
$271K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.75K- 46.92% |
$345K - $370K
|
4.24K
$370K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.75K- 43.98% |
$346K - $370K
|
4.78K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.86K- 11.69% |
$355K - $381K
|
29.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.98K- 25.26% |
$366K - $392K
|
11.8K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.08K- 27.42% |
$376K - $403K
|
10.8K
$944K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 1.38% |
$376K - $403K
|
293K
$25.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.36K- 18.13% |
$401K - $430K
|
19.7K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 2.18% |
$406K - $435K
|
198K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 19.38% |
$407K - $436K
|
18.4K
$1.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.45K- 55.71% |
$410K - $440K
|
3.54K
$309K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-4.56K- 39.35% |
$420K - $450K
|
7.02K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.61K- 26.09% |
$425K - $455K
|
13.1K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.66K- 3.02% |
$429K - $460K
|
149K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.77K- 25.89% |
$439K - $471K
|
13.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.77K- 54.66% |
$440K - $471K
|
3.96K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 14.1% |
$444K - $475K
|
29.3K
$2.56M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.82K- 42.59% |
$444K - $476K
|
6.5K
$568K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-4.86K- 11.0% |
$448K - $479K
|
39.3K
$3.43M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.89K- 18.2% |
$451K - $483K
|
22K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.92K- 28.72% |
$453K - $485K
|
12.2K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.13K- 13.03% |
$473K - $506K
|
34.2K
$2.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5.16K- 7.38% |
$475K - $509K
|
64.7K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.22K- 13.0% |
$481K - $516K
|
35K
$3.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.23K- 8.27% |
$482K - $516K
|
58K
$5.07M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-5.26K- 2.15% |
$485K - $519K
|
239K
$20.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.4K- 62.95% |
$498K - $533K
|
3.18K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.41K- 35.65% |
$499K - $534K
|
9.76K
$853K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.43K- 48.04% |
$500K - $536K
|
5.87K
$513K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.55K- 3.03% |
$511K - $548K
|
177K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-5.6K- 33.37% |
$516K - $552K
|
11.2K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.6K- 16.21% |
$516K - $553K
|
28.9K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.74K- 43.41% |
$529K - $566K
|
7.48K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.92K- 60.24% |
$546K - $584K
|
3.91K
$341K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.01K- 2.6% |
$554K - $593K
|
225K
$19.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-6.08K- 43.42% |
$561K - $601K
|
7.93K
$693K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-6.14K- 58.41% |
$566K - $606K
|
4.37K
$382K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.28K- 26.03% |
$579K - $620K
|
17.8K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.48K- 8.29% |
$597K - $639K
|
71.6K
$6.26M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.51K- 48.14% |
$600K - $643K
|
7.02K
$613K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.76K- 36.77% |
$623K - $667K
|
11.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.98K- 6.15% |
$644K - $689K
|
106K
$9.31M
|