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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
4.89K+ 11.42% |
$405K - $492K
|
47.7K
$4.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
4.88K+ 41.24% |
$404K - $490K
|
16.7K
$1.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.8KNew |
$397K - $482K
|
4.8K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.71KNew |
$390K - $473K
|
4.71K
$411K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 75.29% |
$378K - $459K
|
10.6K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 6.2% |
$378K - $458K
|
78.1K
$6.82M
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
4.45K+ 3.9% |
$368K - $447K
|
118K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.4K+ 49.88% |
$364K - $442K
|
13.2K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.34KNew |
$360K - $437K
|
4.34K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.33K+ 7.59% |
$358K - $435K
|
61.3K
$5.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
4.25KNew |
$352K - $427K
|
4.25K
$371K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4.17KNew |
$345K - $419K
|
4.17K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
4.11K+ 19.61% |
$340K - $413K
|
25.1K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.01K+ 203.29% |
$332K - $403K
|
5.99K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4KNew |
$331K - $402K
|
4K
$350K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
4KNew |
$331K - $402K
|
4K
$349K
|
|
|
Feb 08, 2024
Q4 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
4K+ 3.8% |
$331K - $402K
|
109K
$9.55M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.91K+ 71.83% |
$324K - $393K
|
9.36K
$818K
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.86KNew |
$319K - $388K
|
3.86K
$337K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
3.77K+ 6.14% |
$312K - $379K
|
65.2K
$5.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3.76K+ 33.03% |
$311K - $378K
|
15.1K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.74KNew |
$310K - $376K
|
3.74K
$327K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.74KNew |
$309K - $376K
|
3.74K
$327K
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.71KNew |
$307K - $373K
|
3.71K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.69K+ 859.67% |
$305K - $371K
|
4.12K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.69KNew |
$305K - $370K
|
3.69K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Tnf LLC
|
BUY
|
- |
3.6K+ 6.9% |
$298K - $362K
|
55.8K
$4.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.6K+ 15.51% |
$298K - $362K
|
26.8K
$2.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.57K+ 23.3% |
$295K - $359K
|
18.9K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
3.45KNew |
$285K - $347K
|
3.45K
$301K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
3.44K+ 7.6% |
$285K - $346K
|
48.7K
$4.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.41K+ 12.5% |
$283K - $343K
|
30.7K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.4KNew |
$282K - $342K
|
3.4K
$297K
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.4K+ 10.07% |
$281K - $342K
|
37.1K
$3.25M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.4K+ 7.45% |
$281K - $341K
|
49K
$4.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
3.38KNew |
$280K - $340K
|
3.38K
$296K
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
3.36KNew |
$278K - $337K
|
3.36K
$293K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
3.31KNew |
$274K - $332K
|
3.31K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.29KNew |
$272K - $331K
|
3.29K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.27KNew |
$271K - $329K
|
3.27K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.26KNew |
$270K - $328K
|
3.26K
$285K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.26KNew |
$270K - $328K
|
3.26K
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.2KNew |
$265K - $322K
|
3.2K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
3.19K+ 57.42% |
$264K - $320K
|
8.73K
$763K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.19K+ 14.92% |
$264K - $320K
|
24.5K
$2.14M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.18K+ 20.8% |
$263K - $320K
|
18.5K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
3.15KNew |
$260K - $316K
|
3.15K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.06KNew |
$254K - $308K
|
3.06K
$268K
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.03KNew |
$251K - $304K
|
3.03K
$265K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02KNew |
$250K - $303K
|
3.02K
$264K
|