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 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
10.8K+ 55.72% |
$991K - $1.06M
|
30K
$2.8M
|
|
|
May 14, 2024
Q1 2024
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.7K+ 14.67% |
$984K - $1.05M
|
83.4K
$7.77M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.6K+ 9.98% |
$974K - $1.04M
|
116K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
10.4K+ 89.61% |
$960K - $1.03M
|
22K
$2.05M
|
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
10.3K+ 40.54% |
$948K - $1.02M
|
35.7K
$3.32M
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10.3KNew |
$947K - $1.01M
|
10.3K
$956K
|
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
10.1KNew |
$935K - $1M
|
10.1K
$944K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.87KNew |
$910K - $974K
|
9.87K
$919K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.82K+ 6.93% |
$905K - $969K
|
151K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
9.38K+ 24.88% |
$865K - $926K
|
47.1K
$4.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
9.3K+ 29.31% |
$857K - $918K
|
41K
$3.82M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
9.29K+ 8.11% |
$857K - $918K
|
124K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
9.28K+ 2.63% |
$856K - $916K
|
362K
$33.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
9.24K+ 14.76% |
$852K - $913K
|
71.9K
$6.69M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9KNew |
$830K - $888K
|
9K
$838K
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
9KNew |
$829K - $888K
|
9K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.88K+ 20.22% |
$818K - $877K
|
52.8K
$4.91M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8.74K+ 3.7% |
$806K - $863K
|
245K
$22.8M
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.64K+ 95.64% |
$796K - $853K
|
17.7K
$1.64M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
8.59K+ 21.77% |
$792K - $848K
|
48K
$4.47M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
8.3KNew |
$765K - $819K
|
8.3K
$772K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
8.28K+ 4.17% |
$763K - $817K
|
207K
$19.3M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
8.18KNew |
$754K - $807K
|
8.18K
$761K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
8.09K+ 11.33% |
$746K - $798K
|
79.5K
$7.39M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
8.03K+ 36.16% |
$740K - $793K
|
30.2K
$2.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
7.89K+ 9.06% |
$727K - $779K
|
95K
$8.84M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.81K+ 12.49% |
$720K - $771K
|
70.3K
$6.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7.68KNew |
$708K - $758K
|
7.68K
$715K
|
|
|
May 03, 2024
Q1 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
7.6K+ 12.69% |
$700K - $750K
|
67.4K
$6.28M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
7.45KNew |
$687K - $735K
|
7.45K
$693K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.41K+ 9.54% |
$683K - $732K
|
85.1K
$7.92M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.22KNew |
$666K - $713K
|
7.22K
$672K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.13K+ 16.17% |
$657K - $703K
|
51.2K
$4.76M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
7.08K+ 17.64% |
$653K - $699K
|
47.2K
$4.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
7KNew |
$645K - $691K
|
7K
$651K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
6.95K+ 277.17% |
$640K - $686K
|
9.45K
$880K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.91K+ 20.5% |
$637K - $682K
|
40.6K
$3.78M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.76KNew |
$623K - $668K
|
6.76K
$629K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
6.71K+ 24.84% |
$619K - $663K
|
33.7K
$3.14M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.53K+ 62.23% |
$602K - $645K
|
17K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
6.53K+ 14.75% |
$602K - $645K
|
50.8K
$4.73M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
6.38KNew |
$588K - $629K
|
6.38K
$593K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.25K+ 7.82% |
$576K - $617K
|
86.1K
$8.01M
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.23K+ 21.51% |
$575K - $615K
|
35.2K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.21KNew |
$572K - $613K
|
6.21K
$578K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.2KNew |
$572K - $612K
|
6.2K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.19K+ 60.05% |
$570K - $611K
|
16.5K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.1K+ 65.89% |
$562K - $602K
|
15.4K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.08K+ 8.57% |
$560K - $600K
|
77K
$7.17M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.06K+ 5.59% |
$559K - $598K
|
114K
$10.6M
|