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 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7.08K- 73.8% |
$653K - $699K
|
2.51K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.53K- 8.88% |
$694K - $744K
|
77.3K
$6.76M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.67K- 67.96% |
$707K - $757K
|
3.62K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.11K- 57.28% |
$747K - $800K
|
6.05K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.15K- 71.02% |
$751K - $804K
|
3.32K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.21K- 16.45% |
$757K - $811K
|
41.7K
$3.65M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.31K- 64.08% |
$766K - $821K
|
4.66K
$407K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.53K- 17.5% |
$786K - $842K
|
40.2K
$3.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.59K- 16.76% |
$792K - $848K
|
42.7K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8.63K- 49.73% |
$796K - $852K
|
8.73K
$763K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.7K- 13.22% |
$802K - $859K
|
57.1K
$4.99M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.82K- 38.36% |
$813K - $871K
|
14.2K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.91K- 23.98% |
$821K - $879K
|
28.2K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.15K- 35.43% |
$844K - $903K
|
16.7K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.21K- 23.06% |
$849K - $909K
|
30.7K
$2.68M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-9.25K- 19.38% |
$853K - $913K
|
38.5K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-9.28K- 4.95% |
$855K - $916K
|
178K
$15.6M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.47K- 6.17% |
$873K - $935K
|
144K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.5K- 77.55% |
$876K - $938K
|
2.75K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9.51K- 19.68% |
$877K - $939K
|
38.8K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.56K- 12.51% |
$882K - $944K
|
66.9K
$5.84M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.2K- 73.17% |
$940K - $1.01M
|
3.74K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.3K- 5.15% |
$949K - $1.02M
|
190K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.4K- 17.2% |
$963K - $1.03M
|
50.3K
$4.39M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 76.75% |
$975K - $1.04M
|
3.2K
$280K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.1K- 3.83% |
$1.02M - $1.09M
|
278K
$24.3M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 26.3% |
$1.04M - $1.12M
|
31.7K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 11.17% |
$1.05M - $1.12M
|
90.3K
$7.89M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-11.8K- 56.29% |
$1.08M - $1.16M
|
9.13K
$797K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-11.9K- 21.09% |
$1.1M - $1.18M
|
44.5K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.3K- 63.43% |
$1.14M - $1.22M
|
7.1K
$621K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.7K- 7.59% |
$1.17M - $1.25M
|
154K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 14.56% |
$1.21M - $1.3M
|
77K
$6.73M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-13.1K- 99.93% |
$1.21M - $1.3M
|
9
$787
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13.2K- 73.01% |
$1.22M - $1.3M
|
4.88K
$427K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.3K- 15.73% |
$1.23M - $1.31M
|
71.2K
$6.22M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-13.4K- 10.27% |
$1.24M - $1.32M
|
117K
$10.2M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-13.4K- 29.53% |
$1.24M - $1.32M
|
32K
$2.8M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.5K- 16.22% |
$1.25M - $1.34M
|
70K
$6.11M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-13.7K- 0.14% |
$1.26M - $1.35M
|
9.73M
$850M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14K- 4.34% |
$1.29M - $1.38M
|
309K
$27M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14K- 52.37% |
$1.29M - $1.39M
|
12.8K
$1.12M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.3K- 33.93% |
$1.32M - $1.41M
|
27.8K
$2.43M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.7K- 3.69% |
$1.35M - $1.45M
|
383K
$33.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.2K- 14.34% |
$1.4M - $1.5M
|
90.7K
$7.92M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.3K- 46.35% |
$1.41M - $1.51M
|
17.7K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.3K- 24.83% |
$1.41M - $1.51M
|
46.4K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-15.4K- 6.4% |
$1.42M - $1.52M
|
225K
$19.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-15.4K- 15.89% |
$1.42M - $1.52M
|
81.7K
$7.14M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 14.65% |
$1.44M - $1.54M
|
90.7K
$7.92M
|