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 13, 2024
Q1 2024
|
Ridgepath Capital Management LLC
Knoxville, TN |
BUY
|
- |
36.4KNew |
$3.36M - $3.59M
|
36.4K
$3.39M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.1K+ 19.02% |
$3.33M - $3.56M
|
226K
$21M
|
|
|
Apr 25, 2024
Q1 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
35.9KNew |
$3.31M - $3.55M
|
35.9K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Teilinger Capital Ltd.
Houston, TX |
BUY
|
- |
35KNew |
$3.23M - $3.46M
|
35K
$3.26M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34.5KNew |
$3.18M - $3.4M
|
34.5K
$3.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
34K+ 49.8% |
$3.13M - $3.36M
|
102K
$9.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.8KNew |
$3.03M - $3.24M
|
32.8K
$3.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
32.1KNew |
$2.95M - $3.16M
|
32.1K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
31.7K+ 962.23% |
$2.92M - $3.13M
|
35K
$3.25M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31.2K+ 5.9% |
$2.88M - $3.08M
|
560K
$52.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
31.1K+ 25.89% |
$2.87M - $3.07M
|
151K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
30.9KNew |
$2.85M - $3.05M
|
30.9K
$2.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Ma Private Wealth
|
BUY
|
- |
30.7KNew |
$2.83M - $3.03M
|
30.7K
$2.86M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
30.2K+ 10.93% |
$2.78M - $2.98M
|
306K
$28.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
29.7K+ 23.52% |
$2.73M - $2.93M
|
156K
$14.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.1K+ 6.94% |
$2.59M - $2.77M
|
433K
$40.3M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
28KNew |
$2.58M - $2.76M
|
28K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
27KNew |
$2.49M - $2.67M
|
27K
$2.52M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
26.3K+ 1189.6% |
$2.43M - $2.6M
|
28.5K
$2.65M
|
|
|
Oct 17, 2024
Q1 2024
|
Joule Financial, LLC
|
BUY
|
- |
25.8KNew |
$2.38M - $2.55M
|
25.8K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
25.5KNew |
$2.35M - $2.52M
|
25.5K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
25KNew |
$2.3M - $2.47M
|
25K
$2.33M
|
|
|
May 15, 2024
Q1 2024
|
Scoggin Management LP
New York, NY |
BUY
|
- |
25K+ 50.0% |
$2.3M - $2.47M
|
75K
$6.98M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
24.9KNew |
$2.3M - $2.46M
|
24.9K
$2.32M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
24.9K+ 237.06% |
$2.29M - $2.46M
|
35.4K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
24KNew |
$2.21M - $2.37M
|
24K
$2.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
23.5K+ 124.67% |
$2.17M - $2.32M
|
42.4K
$3.95M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
23.4KNew |
$2.15M - $2.31M
|
23.4K
$2.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
23.2KNew |
$2.14M - $2.29M
|
23.2K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
23.2K+ 302.54% |
$2.14M - $2.29M
|
30.9K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
23K+ 425.07% |
$2.12M - $2.27M
|
28.4K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
22.5KNew |
$2.07M - $2.22M
|
22.5K
$2.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.1KNew |
$2.04M - $2.18M
|
22.1K
$2.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
21.9K+ 19.3% |
$2.01M - $2.16M
|
135K
$12.6M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
21.8KNew |
$2.01M - $2.15M
|
21.8K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
21.4K+ 1.66% |
$1.97M - $2.11M
|
1.31M
$122M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
21.2K+ 18.73% |
$1.96M - $2.1M
|
135K
$12.5M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
20.9K+ 5.97% |
$1.93M - $2.07M
|
371K
$34.5M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
20.5K+ 90.49% |
$1.89M - $2.02M
|
43.2K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
20.4K+ 96.33% |
$1.88M - $2.02M
|
41.7K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
20.2KNew |
$1.86M - $2M
|
20.2K
$1.88M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
20K+ 291.09% |
$1.84M - $1.97M
|
26.8K
$2.5M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20KNew |
$1.84M - $1.97M
|
20K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
19.8KNew |
$1.83M - $1.96M
|
19.8K
$1.85M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
19.7K+ 163.07% |
$1.81M - $1.94M
|
31.7K
$2.95M
|
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
19.6K+ 3.53% |
$1.81M - $1.94M
|
576K
$53.6M
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
19.5K+ 2031.25% |
$1.8M - $1.93M
|
20.5K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
19.3K+ 19.31% |
$1.78M - $1.9M
|
119K
$11.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
18.9K+ 78.15% |
$1.75M - $1.87M
|
43.2K
$4.02M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
18.9KNew |
$1.74M - $1.86M
|
18.9K
$1.76M
|