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 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.12K+ 25.37% |
$380K - $407K
|
20.4K
$1.89M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
4.07K+ 1.22% |
$376K - $402K
|
337K
$31.3M
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
4.06K+ 62.15% |
$374K - $401K
|
10.6K
$985K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
3.98KNew |
$367K - $393K
|
3.98K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.93K+ 70.13% |
$362K - $388K
|
9.53K
$887K
|
|
|
Apr 26, 2024
Q1 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.87K+ 3.97% |
$357K - $382K
|
101K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.83K+ 53.52% |
$353K - $378K
|
11K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
3.79KNew |
$350K - $374K
|
3.79K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.75K+ 25.21% |
$346K - $370K
|
18.6K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.72K+ 81.55% |
$343K - $367K
|
8.28K
$771K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
3.69K+ 25.45% |
$340K - $364K
|
18.2K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
3.63K+ 147.08% |
$334K - $358K
|
6.09K
$567K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.55K+ 30.14% |
$327K - $350K
|
15.3K
$1.43M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
3.54KNew |
$326K - $349K
|
3.54K
$329K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.51K+ 50.85% |
$323K - $346K
|
10.4K
$968K
|
|
|
Apr 29, 2024
Q1 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
3.49K+ 10.59% |
$321K - $344K
|
36.4K
$3.39M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
3.49KNew |
$321K - $344K
|
3.49K
$325K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.46K+ 2.34% |
$319K - $342K
|
152K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.46KNew |
$319K - $341K
|
3.46K
$322K
|
|
|
May 08, 2024
Q1 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.35KNew |
$309K - $331K
|
3.35K
$312K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
3.29K+ 21.37% |
$304K - $325K
|
18.7K
$1.74M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.29KNew |
$303K - $325K
|
3.29K
$306K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.29K+ 33.82% |
$303K - $324K
|
13K
$1.21M
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
3.23KNew |
$298K - $319K
|
3.23K
$301K
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.16KNew |
$292K - $312K
|
3.16K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.15KNew |
$290K - $311K
|
3.15K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
3.14KNew |
$290K - $310K
|
3.14K
$292K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.11K+ 13.63% |
$287K - $307K
|
25.9K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.11K+ 92.64% |
$287K - $307K
|
6.47K
$602K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.07K+ 2.51% |
$283K - $303K
|
125K
$11.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
3.07K+ 22.22% |
$283K - $303K
|
16.9K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.01K+ 48.86% |
$278K - $297K
|
9.18K
$854K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3K+ 8.67% |
$277K - $296K
|
37.6K
$3.5M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
3K+ 7.89% |
$276K - $296K
|
41K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
2.98K+ 1.57% |
$274K - $294K
|
192K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
2.89K+ 15.57% |
$267K - $286K
|
21.5K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.89K+ 42.13% |
$266K - $285K
|
9.74K
$906K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.89KNew |
$266K - $285K
|
2.89K
$269K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2.87KNew |
$264K - $283K
|
2.87K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.83KNew |
$261K - $279K
|
2.83K
$263K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.81K+ 3.62% |
$259K - $277K
|
80.4K
$7.48M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
2.79KNew |
$257K - $276K
|
2.79K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.76KNew |
$254K - $272K
|
2.76K
$256K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.76K+ 2.46% |
$254K - $272K
|
115K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 5.98% |
$243K - $260K
|
46.7K
$4.35M
|
|
|
May 15, 2024
Q1 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
2.63K+ 19.49% |
$243K - $260K
|
16.1K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
BUY
|
- |
2.63KNew |
$242K - $260K
|
2.63K
$245K
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.6KNew |
$240K - $257K
|
2.6K
$242K
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.57KNew |
$236K - $253K
|
2.57K
$239K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.53KNew |
$233K - $250K
|
2.53K
$235K
|