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
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6.23K+ 21.51% |
$575K - $615K
|
35.2K
$3.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
6.21KNew |
$572K - $613K
|
6.21K
$543K
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
6.2KNew |
$572K - $612K
|
6.2K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.19K+ 60.05% |
$570K - $611K
|
16.5K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.1K+ 65.89% |
$562K - $602K
|
15.4K
$1.34M
|
|
|
May 15, 2024
Q1 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
6.08K+ 8.57% |
$560K - $600K
|
77K
$6.73M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
6.06K+ 5.59% |
$559K - $598K
|
114K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.01K+ 16.7% |
$554K - $593K
|
42K
$3.67M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
5.97K+ 10.46% |
$550K - $589K
|
63K
$5.5M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
5.87K+ 13.03% |
$541K - $580K
|
50.9K
$4.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.84KNew |
$538K - $576K
|
5.84K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
5.71K+ 10.77% |
$526K - $564K
|
58.7K
$5.13M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
BUY
|
- |
5.71K+ 2.57% |
$526K - $564K
|
228K
$19.9M
|
|
|
May 03, 2024
Q1 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
5.67KNew |
$523K - $560K
|
5.67K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.64KNew |
$520K - $557K
|
5.64K
$493K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
5.41K+ 24.83% |
$499K - $534K
|
27.2K
$2.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Edge Wealth Management LLC
|
BUY
|
- |
5.4KNew |
$498K - $533K
|
5.4K
$472K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.4K+ 26.41% |
$497K - $533K
|
25.8K
$2.26M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.35KNew |
$493K - $528K
|
5.35K
$468K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.31K+ 7.38% |
$489K - $524K
|
77.2K
$6.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.3K+ 11.68% |
$489K - $523K
|
50.7K
$4.43M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5.3K+ 1576.79% |
$488K - $523K
|
5.63K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
5.29KNew |
$487K - $522K
|
5.29K
$462K
|
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
5.28KNew |
$486K - $521K
|
5.28K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.22K+ 139.46% |
$481K - $515K
|
8.96K
$783K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
5.21K+ 246.36% |
$481K - $515K
|
7.33K
$640K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
5.13KNew |
$473K - $506K
|
5.13K
$448K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
5.07KNew |
$467K - $500K
|
5.07K
$443K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.01K+ 48.26% |
$462K - $495K
|
15.4K
$1.35M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
BUY
|
- |
4.98K+ 22.76% |
$459K - $492K
|
26.9K
$2.35M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.97K+ 18.4% |
$458K - $491K
|
32K
$2.8M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4.96K+ 7.6% |
$457K - $489K
|
70.2K
$6.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.94KNew |
$455K - $488K
|
4.94K
$432K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.93K+ 50.48% |
$454K - $486K
|
14.7K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.82K+ 4.36% |
$444K - $476K
|
115K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4.77KNew |
$439K - $470K
|
4.77K
$417K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.76K+ 6.4% |
$439K - $470K
|
79.2K
$6.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.75K+ 54.87% |
$438K - $469K
|
13.4K
$1.17M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.72K+ 3.98% |
$435K - $466K
|
123K
$10.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
4.7KNew |
$433K - $464K
|
4.7K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.7KNew |
$433K - $464K
|
4.7K
$410K
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
4.69K+ 24.94% |
$433K - $463K
|
23.5K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.64K+ 3.5% |
$428K - $458K
|
137K
$12M
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
4.62K+ 5.84% |
$426K - $456K
|
83.6K
$7.31M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.61K+ 4.59% |
$425K - $455K
|
105K
$9.17M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.58KNew |
$422K - $452K
|
4.58K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
4.57KNew |
$421K - $451K
|
4.57K
$399K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4.54K+ 43.89% |
$418K - $448K
|
14.9K
$1.3M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
4.53KNew |
$418K - $447K
|
4.53K
$396K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.53K+ 5.69% |
$418K - $447K
|
84.2K
$7.36M
|