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 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.27K+ 6.81% |
$117K - $125K
|
19.9K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
1.26K+ 12.16% |
$117K - $125K
|
11.7K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.26KNew |
$117K - $125K
|
1.26K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.24K+ 2.5% |
$115K - $123K
|
51K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.23K+ 6.66% |
$113K - $121K
|
19.7K
$1.83M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
1.21KNew |
$111K - $119K
|
1.21K
$113K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.21K+ 6.64% |
$111K - $119K
|
19.4K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
1.19K+ 39.28% |
$110K - $118K
|
4.23K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.16K+ 17.03% |
$107K - $115K
|
7.98K
$743K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.16K+ 4.88% |
$107K - $115K
|
25K
$2.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.15K+ 1.35% |
$106K - $114K
|
86.4K
$8.04M
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
BUY
|
- |
1.12K+ 49.21% |
$103K - $111K
|
3.4K
$317K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.1K+ 0.63% |
$101K - $109K
|
176K
$16.4M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.1K+ 1.21% |
$101K - $108K
|
91.7K
$8.54M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.08K+ 153.77% |
$99.6K - $107K
|
1.78K
$166K
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.07K+ 5.88% |
$98.6K - $106K
|
19.3K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.06K+ 26.15% |
$98K - $105K
|
5.13K
$477K
|
|
|
Apr 22, 2024
Q1 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.01K+ 15.39% |
$93.1K - $99.7K
|
7.57K
$705K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1K+ 20.83% |
$92.2K - $98.7K
|
5.8K
$540K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
980+ 2.47% |
$90.3K - $96.7K
|
40.6K
$3.78M
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
970+ 3.75% |
$89.4K - $95.8K
|
26.8K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
964+ 35.48% |
$88.9K - $95.2K
|
3.68K
$343K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
922+ 2.42% |
$85K - $91K
|
39K
$3.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
919+ 2.76% |
$84.7K - $90.7K
|
34.2K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
919+ 19.53% |
$84.7K - $90.7K
|
5.63K
$523K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
BUY
|
- |
880+ 0.8% |
$81.1K - $86.9K
|
111K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
874+ 21.17% |
$80.6K - $86.3K
|
5K
$465K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
867+ 13.97% |
$79.9K - $85.6K
|
7.07K
$658K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
819+ 2.64% |
$75.5K - $80.9K
|
31.8K
$2.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
800New |
$73.7K - $79K
|
800
$74.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
BUY
|
- |
792+ 20.54% |
$73K - $78.2K
|
4.65K
$433K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
775+ 10.57% |
$71.4K - $76.5K
|
8.11K
$754K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
775+ 5.24% |
$71.4K - $76.5K
|
15.6K
$1.45M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
770+ 6.33% |
$71K - $76K
|
12.9K
$1.2M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
740+ 2.97% |
$68.2K - $73.1K
|
25.7K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
729+ 35.2% |
$67.2K - $72K
|
2.8K
$261K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
729+ 39.53% |
$67.2K - $72K
|
2.57K
$239K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
726+ 9.85% |
$66.9K - $71.7K
|
8.1K
$754K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
726+ 9.85% |
$66.9K - $71.7K
|
8.1K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
722+ 10.39% |
$66.6K - $71.3K
|
7.67K
$714K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
698+ 705.05% |
$64.3K - $68.9K
|
797
$74.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
680New |
$62.7K - $67.1K
|
680
$63.3K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
679+ 2.27% |
$62.6K - $67K
|
30.6K
$2.85M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
639+ 0.98% |
$58.9K - $63.1K
|
65.7K
$6.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
637+ 21.3% |
$58.7K - $62.9K
|
3.63K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
615+ 12.96% |
$56.7K - $60.7K
|
5.36K
$499K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
600+ 9.97% |
$55.3K - $59.2K
|
6.62K
$616K
|
|
|
Apr 26, 2024
Q1 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
600+ 100.0% |
$55.3K - $59.2K
|
1.2K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
600+ 6.2% |
$55.3K - $59.2K
|
10.3K
$957K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
589+ 8.02% |
$54.3K - $58.1K
|
7.94K
$739K
|