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 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.51K+ 13.37% |
$232K - $248K
|
21.3K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$230K - $247K
|
2.5K
$233K
|
|
|
Apr 23, 2024
Q1 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
2.49KNew |
$229K - $245K
|
2.49K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.47KNew |
$228K - $244K
|
2.47K
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.43K+ 22.03% |
$224K - $239K
|
13.4K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
2.38KNew |
$220K - $235K
|
2.38K
$222K
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
2.38KNew |
$219K - $235K
|
2.38K
$221K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.38KNew |
$219K - $235K
|
2.38K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
BUY
|
- |
2.36KNew |
$217K - $233K
|
2.36K
$219K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.3K+ 24.67% |
$212K - $227K
|
11.6K
$1.08M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.3K+ 2.17% |
$212K - $227K
|
108K
$10.1M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.29KNew |
$211K - $226K
|
2.29K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.27K+ 109.61% |
$209K - $224K
|
4.34K
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
2.26K+ 39.73% |
$208K - $223K
|
7.94K
$739K
|
|
|
Apr 25, 2024
Q1 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.22K+ 3.01% |
$204K - $219K
|
76K
$7.07M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.21K+ 5.48% |
$203K - $218K
|
42.4K
$3.95M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.18KNew |
$200K - $215K
|
2.18K
$202K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.15KNew |
$198K - $212K
|
2.15K
$200K
|
|
|
May 10, 2024
Q1 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
2.12K+ 9.7% |
$195K - $209K
|
23.9K
$2.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.12K+ 28.01% |
$195K - $209K
|
9.67K
$900K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.11K+ 5.39% |
$195K - $209K
|
41.3K
$3.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.1K+ 2.99% |
$194K - $208K
|
72.4K
$6.74M
|
|
|
May 06, 2024
Q1 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
2.1K+ 3.52% |
$193K - $207K
|
61.7K
$5.74M
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
2.07K+ 46.83% |
$191K - $204K
|
6.48K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.06K+ 44.05% |
$190K - $203K
|
6.73K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
2KNew |
$184K - $197K
|
2K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.99K+ 25.19% |
$183K - $196K
|
9.89K
$920K
|
|
|
Apr 26, 2024
Q1 2024
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
1.97K+ 1.14% |
$182K - $195K
|
174K
$16.2M
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.96K+ 12.77% |
$181K - $194K
|
17.3K
$1.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.91K+ 4240.0% |
$176K - $188K
|
1.95K
$182K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1.89K+ 6.3% |
$174K - $186K
|
31.8K
$2.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.84K+ 32.59% |
$169K - $181K
|
7.47K
$695K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.8K+ 25.0% |
$166K - $178K
|
9K
$838K
|
|
|
Apr 26, 2024
Q1 2024
|
White Pine Investment CO
|
BUY
|
- |
1.73K+ 7.38% |
$159K - $171K
|
25.2K
$2.34M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.72K+ 5.74% |
$158K - $170K
|
31.6K
$2.94M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.66K+ 48.61% |
$153K - $164K
|
5.08K
$473K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.6K+ 43.01% |
$148K - $158K
|
5.33K
$496K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.55K+ 28.21% |
$143K - $153K
|
7.06K
$657K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.53K+ 22.11% |
$141K - $151K
|
8.45K
$786K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 7.19% |
$139K - $149K
|
22.5K
$2.1M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.5K+ 10.31% |
$138K - $148K
|
16K
$1.49M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.47K+ 37.76% |
$136K - $145K
|
5.36K
$499K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.47K+ 1.54% |
$135K - $145K
|
96.9K
$9.02M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.47K+ 45.02% |
$135K - $145K
|
4.73K
$440K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.46K+ 17.35% |
$134K - $144K
|
9.87K
$918K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.39K+ 44.83% |
$128K - $138K
|
4.5K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.38K+ 52.7% |
$127K - $136K
|
3.98K
$371K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.36KNew |
$126K - $135K
|
1.36K
$127K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.3K+ 2.12% |
$120K - $128K
|
62.6K
$5.83M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.3K+ 1.46% |
$120K - $128K
|
90K
$8.37M
|