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 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2.78KNew |
$230K - $280K
|
2.78K
$262K
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.77KNew |
$229K - $278K
|
2.77K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.75K+ 3.93% |
$228K - $276K
|
72.8K
$6.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
2.74KNew |
$227K - $276K
|
2.74K
$258K
|
|
|
Feb 12, 2024
Q4 2023
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.73KNew |
$226K - $274K
|
2.73K
$256K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
2.71KNew |
$224K - $272K
|
2.71K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.69K+ 37.28% |
$222K - $270K
|
9.89K
$930K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.63K+ 19.33% |
$218K - $264K
|
16.2K
$1.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.6KNew |
$215K - $261K
|
2.6K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
2.55KNew |
$211K - $256K
|
2.55K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
2.54KNew |
$210K - $255K
|
2.54K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.53KNew |
$209K - $254K
|
2.53K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
2.52KNew |
$209K - $253K
|
2.52K
$237K
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.51KNew |
$207K - $252K
|
2.51K
$236K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
2.47KNew |
$204K - $248K
|
2.47K
$232K
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.47KNew |
$204K - $248K
|
2.47K
$232K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
2.42KNew |
$200K - $243K
|
2.42K
$228K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.39KNew |
$198K - $240K
|
2.39K
$225K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.38KNew |
$197K - $239K
|
2.38K
$224K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.37K+ 2.88% |
$196K - $239K
|
84.9K
$7.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.37KNew |
$196K - $238K
|
2.37K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.36K+ 38.99% |
$195K - $237K
|
8.41K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.34KNew |
$193K - $235K
|
2.34K
$220K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.32K+ 89.35% |
$192K - $233K
|
4.91K
$462K
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
2.3KNew |
$190K - $231K
|
2.3K
$216K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.29KNew |
$190K - $231K
|
2.29K
$216K
|
|
|
Feb 08, 2024
Q4 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.29K+ 3.21% |
$190K - $230K
|
73.8K
$6.94M
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
2.28KNew |
$188K - $229K
|
2.28K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
2.27KNew |
$188K - $228K
|
2.27K
$214K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
2.26KNew |
$187K - $227K
|
2.26K
$213K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
2.24KNew |
$185K - $225K
|
2.24K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.21KNew |
$183K - $222K
|
2.21K
$208K
|
|
|
Jan 30, 2024
Q4 2023
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
2.19KNew |
$181K - $220K
|
2.19K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.18K+ 37.21% |
$180K - $219K
|
8.04K
$756K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
2.15KNew |
$178K - $216K
|
2.15K
$203K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
2.14K+ 1.82% |
$177K - $215K
|
120K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.14K+ 88.84% |
$177K - $215K
|
4.55K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.14K+ 14.06% |
$177K - $215K
|
17.4K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.12KNew |
$176K - $213K
|
2.12K
$200K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.12KNew |
$175K - $213K
|
2.12K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
2.11KNew |
$175K - $212K
|
2.11K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.1KNew |
$174K - $211K
|
2.1K
$198K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.09K+ 83.41% |
$173K - $210K
|
4.6K
$433K
|
|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.08KNew |
$172K - $209K
|
2.08K
$195K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.07KNew |
$171K - $208K
|
2.07K
$195K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.06KNew |
$170K - $207K
|
2.06K
$193K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$170K - $206K
|
2.05K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.05K+ 58.67% |
$169K - $206K
|
5.54K
$521K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.03K+ 7.02% |
$168K - $204K
|
31K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2K+ 3.64% |
$166K - $201K
|
57K
$5.36M
|