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 10, 2024
Q1 2024
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-46.2K- 83.98% |
$4.26M - $4.56M
|
8.81K
$770K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.5K- 47.87% |
$4.74M - $5.08M
|
56.1K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-52K- 68.42% |
$4.8M - $5.14M
|
24K
$2.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-53.5K- 60.06% |
$4.93M - $5.28M
|
35.6K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-55.1K- 49.47% |
$5.08M - $5.44M
|
56.3K
$4.92M
|
|
|
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
$6.33M
|
|
|
Apr 23, 2024
Q1 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-57.3K- 52.49% |
$5.28M - $5.66M
|
51.9K
$4.53M
|
|
|
May 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-58.5K- 64.8% |
$5.39M - $5.77M
|
31.8K
$2.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
SELL
|
- |
-59K- 69.58% |
$5.44M - $5.83M
|
25.8K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-59.2K- 52.08% |
$5.45M - $5.84M
|
54.4K
$4.76M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-62.7K- 77.46% |
$5.78M - $6.19M
|
18.2K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-63.8K- 94.68% |
$5.88M - $6.3M
|
3.59K
$313K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64.2K- 48.66% |
$5.92M - $6.34M
|
67.7K
$5.92M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.2K- 10.06% |
$6.01M - $6.44M
|
583K
$51M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65.4K- 94.54% |
$6.03M - $6.46M
|
3.78K
$331K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-68.4K- 65.07% |
$6.3M - $6.75M
|
36.7K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-70K- 48.27% |
$6.46M - $6.91M
|
75.1K
$6.56M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70.6K- 27.01% |
$6.51M - $6.97M
|
191K
$16.7M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-70.7K- 76.92% |
$6.52M - $6.98M
|
21.2K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.4K- 22.43% |
$6.67M - $7.15M
|
250K
$21.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-72.7K- 66.53% |
$6.7M - $7.18M
|
36.6K
$3.19M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-73.5K- 5.86% |
$6.78M - $7.26M
|
1.18M
$103M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-83.5K- 41.42% |
$7.7M - $8.25M
|
118K
$10.3M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-86.3K- 6.87% |
$7.95M - $8.52M
|
1.17M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-91.8K- 15.74% |
$8.46M - $9.06M
|
491K
$42.9M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-93.3K- 35.41% |
$8.6M - $9.21M
|
170K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94.1K- 22.47% |
$8.67M - $9.29M
|
325K
$28.4M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-98.3K- 31.89% |
$9.06M - $9.7M
|
210K
$18.3M
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-106K- 60.65% |
$9.73M - $10.4M
|
68.5K
$5.98M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-108K- 50.83% |
$9.98M - $10.7M
|
105K
$9.15M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-114K- 23.68% |
$10.5M - $11.2M
|
367K
$32.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-121K- 45.79% |
$11.2M - $11.9M
|
143K
$12.5M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-129K- 40.99% |
$11.9M - $12.7M
|
186K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-129K- 96.64% |
$11.9M - $12.8M
|
4.49K
$393K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-135K- 6.76% |
$12.5M - $13.4M
|
1.87M
$163M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-137K- 8.87% |
$12.6M - $13.5M
|
1.41M
$123M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-140K- 96.43% |
$12.9M - $13.8M
|
5.18K
$452K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-140K- 29.14% |
$12.9M - $13.8M
|
341K
$29.8M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-143K- 97.44% |
$13.2M - $14.1M
|
3.75K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-152K- 82.22% |
$14M - $15M
|
32.9K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155K- 8.06% |
$14.3M - $15.3M
|
1.77M
$155M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-158K- 97.66% |
$14.5M - $15.6M
|
3.78K
$331K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-172K- 16.94% |
$15.8M - $17M
|
843K
$73.7M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-174K- 36.01% |
$16.1M - $17.2M
|
309K
$27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176K- 30.83% |
$16.2M - $17.4M
|
395K
$34.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178K- 10.62% |
$16.4M - $17.5M
|
1.5M
$131M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-183K- 6.7% |
$16.9M - $18.1M
|
2.55M
$223M
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-190K- 99.06% |
$17.5M - $18.8M
|
1.8K
$157K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194K- 9.83% |
$17.9M - $19.1M
|
1.78M
$155M
|