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 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
18.7KNew |
$1.73M - $1.85M
|
18.7K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.6K+ 278.37% |
$1.72M - $1.84M
|
25.3K
$2.36M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
18.4KNew |
$1.7M - $1.82M
|
18.4K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
18.4K+ 46.59% |
$1.69M - $1.81M
|
57.8K
$5.38M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
18.3KNew |
$1.69M - $1.81M
|
18.3K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
18.2K+ 4.36% |
$1.68M - $1.8M
|
435K
$40.5M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.2K+ 14.76% |
$1.68M - $1.8M
|
141K
$13.2M
|
|
|
May 08, 2024
Q1 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
18.2K+ 184.58% |
$1.68M - $1.8M
|
28K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
17.9K+ 389.89% |
$1.65M - $1.77M
|
22.5K
$2.1M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
17.7K+ 2381.74% |
$1.64M - $1.75M
|
18.5K
$1.72M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
17.7KNew |
$1.63M - $1.75M
|
17.7K
$1.65M
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
17.4KNew |
$1.6M - $1.72M
|
17.4K
$1.62M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
17.3KNew |
$1.59M - $1.7M
|
17.3K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
17.2K+ 6.19% |
$1.59M - $1.7M
|
296K
$27.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
17.2K+ 25.59% |
$1.59M - $1.7M
|
84.5K
$7.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.2K+ 61.46% |
$1.59M - $1.7M
|
45.2K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
16.2K+ 70.62% |
$1.5M - $1.6M
|
39.2K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
16K+ 30.45% |
$1.47M - $1.58M
|
68.6K
$6.38M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
15.8K+ 8.16% |
$1.46M - $1.56M
|
210K
$19.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.4K+ 4.69% |
$1.42M - $1.52M
|
344K
$32M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
15.3K+ 25.52% |
$1.41M - $1.51M
|
75K
$6.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15K+ 14.12% |
$1.38M - $1.48M
|
121K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
14.7K+ 20.88% |
$1.35M - $1.45M
|
85K
$7.91M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14.7K+ 912.57% |
$1.35M - $1.45M
|
16.3K
$1.51M
|
|
|
May 06, 2024
Q1 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
14.4K+ 28.66% |
$1.33M - $1.43M
|
64.9K
$6.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
14.1KNew |
$1.3M - $1.4M
|
14.1K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
14.1K+ 105.98% |
$1.3M - $1.39M
|
27.4K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
14K+ 18.84% |
$1.29M - $1.38M
|
88.5K
$8.24M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
13.8K+ 21.74% |
$1.27M - $1.36M
|
77.1K
$7.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.24M - $1.33M
|
13.5K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
13.5K+ 9.25% |
$1.24M - $1.33M
|
159K
$14.8M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
13.4KNew |
$1.24M - $1.33M
|
13.4K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13K+ 24.52% |
$1.2M - $1.28M
|
66.1K
$6.15M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
13KNew |
$1.2M - $1.28M
|
13K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13K+ 52.95% |
$1.2M - $1.28M
|
37.5K
$3.49M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12.9KNew |
$1.19M - $1.28M
|
12.9K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
12.9KNew |
$1.19M - $1.27M
|
12.9K
$1.2M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.7K+ 5.92% |
$1.17M - $1.25M
|
227K
$21.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
12.6KNew |
$1.16M - $1.25M
|
12.6K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 31.11% |
$1.16M - $1.24M
|
52.9K
$4.92M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.2K+ 27.77% |
$1.12M - $1.2M
|
56K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
11.6KNew |
$1.07M - $1.15M
|
11.6K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.4K+ 578.54% |
$1.05M - $1.13M
|
13.4K
$1.24M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
11.3K+ 6.89% |
$1.04M - $1.12M
|
176K
$16.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
11.1K+ 236.1% |
$1.02M - $1.1M
|
15.8K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
11.1K+ 66.42% |
$1.02M - $1.09M
|
27.8K
$2.58M
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
10.9K+ 17.39% |
$1M - $1.07M
|
73.5K
$6.84M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.8K+ 4.16% |
$1M - $1.07M
|
272K
$25.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
10.8K+ 92.0% |
$993K - $1.06M
|
22.5K
$2.09M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
10.8K+ 8.27% |
$991K - $1.06M
|
141K
$13.1M
|