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 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-23.4K- 10.95% |
$2.16M - $2.31M
|
190K
$17.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-24.5K- 43.93% |
$2.25M - $2.41M
|
31.2K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25.1K- 9.98% |
$2.31M - $2.48M
|
226K
$21.3M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-25.3K- 45.61% |
$2.34M - $2.5M
|
30.2K
$2.84M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-27.1K- 1.52% |
$2.5M - $2.68M
|
1.75M
$165M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-27.3K- 88.76% |
$2.52M - $2.69M
|
3.46K
$325K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-28.2K- 41.7% |
$2.59M - $2.78M
|
39.4K
$3.7M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-28.2K- 32.92% |
$2.6M - $2.78M
|
57.4K
$5.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-28.7K- 69.44% |
$2.64M - $2.83M
|
12.6K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-28.8K- 7.82% |
$2.66M - $2.85M
|
340K
$32M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-28.9K- 31.27% |
$2.66M - $2.85M
|
63.5K
$5.98M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-29.5K- 14.21% |
$2.72M - $2.91M
|
178K
$16.7M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-30.3K- 53.58% |
$2.79M - $2.99M
|
26.2K
$2.47M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-30.6K- 19.36% |
$2.82M - $3.02M
|
128K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-30.9K- 49.36% |
$2.85M - $3.05M
|
31.7K
$2.99M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-31K- 75.55% |
$2.86M - $3.06M
|
10K
$945K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-31K- 90.8% |
$2.86M - $3.06M
|
3.14K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-31.3K- 96.53% |
$2.88M - $3.09M
|
1.12K
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Jb Capital LLC
|
SELL
|
- |
-31.4K- 13.68% |
$2.9M - $3.1M
|
198K
$18.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-31.4K- 91.98% |
$2.9M - $3.1M
|
2.74K
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-31.6K- 44.41% |
$2.91M - $3.12M
|
39.5K
$3.72M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-32.4K- 85.47% |
$2.99M - $3.2M
|
5.51K
$518K
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-33.8K- 18.55% |
$3.12M - $3.34M
|
148K
$14M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-38.2K- 82.98% |
$3.52M - $3.77M
|
7.83K
$737K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-38.2K- 78.03% |
$3.52M - $3.77M
|
10.8K
$1.01M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-38.4K- 95.24% |
$3.54M - $3.79M
|
1.92K
$181K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-39.2K- 11.66% |
$3.61M - $3.87M
|
297K
$27.9M
|
|
|
May 03, 2024
Q1 2024
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-40.1K- 43.65% |
$3.69M - $3.95M
|
51.7K
$4.86M
|
|
|
May 08, 2024
Q1 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-40.5K- 75.85% |
$3.73M - $4M
|
12.9K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-41.3K- 93.43% |
$3.81M - $4.08M
|
2.91K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-45.2K- 82.51% |
$4.16M - $4.46M
|
9.58K
$901K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-45.7K- 37.81% |
$4.22M - $4.52M
|
75.2K
$7.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-46.2K- 83.98% |
$4.26M - $4.56M
|
8.81K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.5K- 47.87% |
$4.74M - $5.08M
|
56.1K
$5.27M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52K- 68.42% |
$4.8M - $5.14M
|
24K
$2.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-53.5K- 60.06% |
$4.93M - $5.28M
|
35.6K
$3.35M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-55.1K- 49.47% |
$5.08M - $5.44M
|
56.3K
$5.3M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-56.1KClosed |
$5.17M - $5.53M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-56.8K- 43.94% |
$5.24M - $5.61M
|
72.5K
$6.82M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-57.3K- 52.49% |
$5.28M - $5.66M
|
51.9K
$4.88M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-58.5K- 64.8% |
$5.39M - $5.77M
|
31.8K
$2.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-59K- 69.58% |
$5.44M - $5.83M
|
25.8K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-59.2K- 52.08% |
$5.45M - $5.84M
|
54.4K
$5.12M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62.7K- 77.46% |
$5.78M - $6.19M
|
18.2K
$1.72M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63.8K- 94.68% |
$5.88M - $6.3M
|
3.59K
$337K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64.2K- 48.66% |
$5.92M - $6.34M
|
67.7K
$6.37M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.2K- 10.06% |
$6.01M - $6.44M
|
583K
$54.9M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65.4K- 94.54% |
$6.03M - $6.46M
|
3.78K
$356K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-68.4K- 65.07% |
$6.3M - $6.75M
|
36.7K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-70K- 48.27% |
$6.46M - $6.91M
|
75.1K
$7.06M
|