Purchases and Sales Made in Q4 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2023. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
20.9M+ 134.09% |
$1.73B - $2.11B
|
36.6M
$3.4B
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.55M+ 21.64% |
$708M - $860M
|
48.1M
$4.47B
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.1M+ 86.65% |
$505M - $613M
|
13.1M
$1.22B
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
5.1M+ 59.43% |
$422M - $512M
|
13.7M
$1.27B
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.38M+ 3761.2% |
$363M - $440M
|
4.5M
$419M
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.84M+ 460.6% |
$318M - $386M
|
4.68M
$435M
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.43M+ 25.63% |
$284M - $345M
|
16.8M
$1.57B
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
3.38M+ 5972.24% |
$280M - $340M
|
3.44M
$320M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.32M+ 94.67% |
$274M - $333M
|
6.82M
$634M
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.19M+ 52.29% |
$181M - $220M
|
6.38M
$594M
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
2.02M+ 26.22% |
$167M - $203M
|
9.74M
$906M
|
|
Mar 21, 2024
Q4 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
2MNew |
$166M - $201M
|
2M
$186M
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
2MNew |
$166M - $201M
|
2M
$186M
|
|
Feb 14, 2024
Q4 2023
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
1.95MNew |
$161M - $196M
|
1.95M
$181M
|
|
Feb 13, 2024
Q4 2023
|
Ws Management Lllp
Jacksonville, FL |
BUY
|
- |
1.51MNew |
$125M - $152M
|
1.51M
$140M
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.35M+ 702.34% |
$112M - $136M
|
1.55M
$144M
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.1M+ 189.97% |
$91.3M - $111M
|
1.68M
$157M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.09M+ 6.76% |
$90.2M - $110M
|
17.2M
$1.6B
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
943K+ 5860.57% |
$78.1M - $94.8M
|
959K
$89.3M
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
863K+ 200.7% |
$71.4M - $86.7M
|
1.29M
$120M
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
734K+ 1344.76% |
$60.8M - $73.8M
|
789K
$73.4M
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
708K+ 58.16% |
$58.6M - $71.2M
|
1.93M
$179M
|
|
Feb 12, 2024
Q4 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
705KNew |
$58.4M - $70.9M
|
705K
$65.6M
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
698KNew |
$57.8M - $70.2M
|
698K
$65M
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
583KNew |
$48.3M - $58.6M
|
583K
$54.3M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
558K+ 217.17% |
$46.2M - $56.1M
|
815K
$75.8M
|
|
Jan 22, 2024
Q4 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
471KNew |
$39M - $47.4M
|
471K
$43.9M
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
457K+ 1912.64% |
$37.8M - $46M
|
481K
$44.8M
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
450K+ 170.28% |
$37.2M - $45.2M
|
714K
$66.4M
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
435K+ 123.52% |
$36M - $43.7M
|
787K
$73.2M
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
422K+ 688.08% |
$35M - $42.4M
|
484K
$45M
|
|
Feb 14, 2024
Q4 2023
|
University Of Illinois Foundation
Champaign, IL |
BUY
|
- |
419KNew |
$34.7M - $42.2M
|
419K
$39M
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
411KNew |
$34M - $41.3M
|
411K
$38.2M
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
404KNew |
$33.5M - $40.6M
|
404K
$37.6M
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
397K+ 12132.42% |
$32.8M - $39.9M
|
400K
$37.2M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
362K+ 27.64% |
$30M - $36.4M
|
1.67M
$156M
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
352K+ 2171.89% |
$29.2M - $35.4M
|
368K
$34.3M
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
328KNew |
$27.1M - $32.9M
|
328K
$30.5M
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
325K+ 1317.41% |
$26.9M - $32.7M
|
350K
$32.6M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
325K+ 7.03% |
$26.9M - $32.6M
|
4.94M
$460M
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
280KNew |
$23.2M - $28.2M
|
280K
$26.1M
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
279KNew |
$23.1M - $28M
|
279K
$25.9M
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
273KNew |
$22.6M - $27.4M
|
273K
$25.4M
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
264KNew |
$21.9M - $26.6M
|
264K
$24.6M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
253K+ 62.56% |
$21M - $25.4M
|
658K
$61.2M
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
233K+ 2745.52% |
$19.3M - $23.4M
|
241K
$22.5M
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
225K+ 301.8% |
$18.6M - $22.6M
|
299K
$27.9M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
217K+ 11.87% |
$17.9M - $21.8M
|
2.04M
$190M
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
215K+ 443.89% |
$17.8M - $21.6M
|
263K
$24.5M
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
215K+ 443.89% |
$17.8M - $21.6M
|
263K
$24.5M
|