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 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-15.6K- 45.9% |
$1.44M - $1.54M
|
18.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.8K- 12.12% |
$1.45M - $1.56M
|
114K
$10M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.4K- 20.03% |
$1.51M - $1.62M
|
65.3K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.9K- 67.68% |
$1.56M - $1.67M
|
8.09K
$707K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17K- 16.49% |
$1.57M - $1.68M
|
86.1K
$7.52M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17.1K- 72.46% |
$1.57M - $1.69M
|
6.49K
$567K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-17.3K- 24.9% |
$1.6M - $1.71M
|
52.2K
$4.56M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-17.6K- 17.88% |
$1.62M - $1.74M
|
80.8K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-17.8K- 14.4% |
$1.64M - $1.76M
|
106K
$9.24M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17.8K- 76.64% |
$1.64M - $1.76M
|
5.44K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.1K- 13.76% |
$1.67M - $1.79M
|
114K
$9.94M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 26.25% |
$1.69M - $1.81M
|
51.6K
$4.51M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-18.4K- 83.46% |
$1.7M - $1.82M
|
3.65K
$319K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.2K- 13.8% |
$1.77M - $1.9M
|
120K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-19.5K- 49.5% |
$1.8M - $1.93M
|
19.9K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.3K- 17.98% |
$1.87M - $2M
|
92.5K
$8.08M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-20.8K- 46.38% |
$1.92M - $2.05M
|
24.1K
$2.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.4K- 10.95% |
$2.16M - $2.31M
|
190K
$16.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24.5K- 43.93% |
$2.25M - $2.41M
|
31.2K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25.1K- 9.98% |
$2.31M - $2.48M
|
226K
$19.8M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25.3K- 45.61% |
$2.34M - $2.5M
|
30.2K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27.1K- 1.52% |
$2.5M - $2.68M
|
1.75M
$153M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.3K- 88.76% |
$2.52M - $2.69M
|
3.46K
$302K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.2K- 41.7% |
$2.59M - $2.78M
|
39.4K
$3.44M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-28.2K- 32.92% |
$2.6M - $2.78M
|
57.4K
$5.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.7K- 69.44% |
$2.64M - $2.83M
|
12.6K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-28.8K- 7.82% |
$2.66M - $2.85M
|
340K
$29.7M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-28.9K- 31.27% |
$2.66M - $2.85M
|
63.5K
$5.55M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29.5K- 14.21% |
$2.72M - $2.91M
|
178K
$15.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.3K- 53.58% |
$2.79M - $2.99M
|
26.2K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-30.6K- 19.36% |
$2.82M - $3.02M
|
128K
$11.2M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-30.9K- 49.36% |
$2.85M - $3.05M
|
31.7K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31K- 75.55% |
$2.86M - $3.06M
|
10K
$877K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31K- 90.8% |
$2.86M - $3.06M
|
3.14K
$275K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31.3K- 96.53% |
$2.88M - $3.09M
|
1.12K
$98.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-31.4K- 13.68% |
$2.9M - $3.1M
|
198K
$17.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-31.4K- 91.98% |
$2.9M - $3.1M
|
2.74K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-31.6K- 44.41% |
$2.91M - $3.12M
|
39.5K
$3.45M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-32K- 62.41% |
$2.95M - $3.16M
|
19.3K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32.4K- 85.47% |
$2.99M - $3.2M
|
5.51K
$481K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-33.8K- 18.55% |
$3.12M - $3.34M
|
148K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-38.2K- 82.98% |
$3.52M - $3.77M
|
7.83K
$684K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-38.2K- 78.03% |
$3.52M - $3.77M
|
10.8K
$939K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38.4K- 95.24% |
$3.54M - $3.79M
|
1.92K
$168K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.2K- 11.66% |
$3.61M - $3.87M
|
297K
$25.9M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-40.1K- 43.65% |
$3.69M - $3.95M
|
51.7K
$4.52M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-40.5K- 75.85% |
$3.73M - $4M
|
12.9K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41.3K- 93.43% |
$3.81M - $4.08M
|
2.91K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-45.2K- 82.51% |
$4.16M - $4.46M
|
9.58K
$837K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-45.7K- 37.81% |
$4.22M - $4.52M
|
75.2K
$6.58M
|