Purchases and Sales Made in Q4 2023 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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 12, 2024 Q4 2023
Clearview Wealth Advisors LLC

BUY
 -
767
+ 12.59%
$63.5K - $77.1K
6.86K $646K
Sep 26, 2024 Q4 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
760
+ 8.92%
$62.9K - $76.4K
9.28K $873K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
749
+ 10.09%
$62K - $75.3K
8.18K $769K
Feb 12, 2024 Q4 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
739
+ 9.82%
$61.2K - $74.3K
8.27K $778K
Feb 14, 2024 Q4 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
703
New
$58.2K - $70.7K
703 $66.1K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
702
+ 14.09%
$58.1K - $70.6K
5.68K $535K
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

BUY
 -
695
+ 26.43%
$57.5K - $69.9K
3.33K $313K
Feb 06, 2024 Q4 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
666
+ 13.75%
$55.1K - $66.9K
5.51K $519K
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

BUY
 -
658
New
$54.5K - $66.1K
658 $61.9K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
640
+ 6.8%
$53K - $64.3K
10.1K $946K
Jan 12, 2024 Q4 2023
Rda Financial Network

BUY
 -
619
+ 17.59%
$51.2K - $62.2K
4.14K $389K
Feb 06, 2024 Q4 2023
W Advisors, LLC

Germantown, TN
BUY
 -
608
+ 6.95%
$50.3K - $61.1K
9.36K $881K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
600
New
$49.7K - $60.3K
600 $56.5K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
580
+ 108.41%
$48K - $58.3K
1.12K $105K
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
576
+ 3.54%
$47.7K - $57.9K
16.9K $1.59M
Feb 01, 2024 Q4 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
558
+ 0.9%
$46.2K - $56.1K
62.6K $5.89M
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
548
+ 119.13%
$45.4K - $55.1K
1.01K $94.8K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
548
New
$45.4K - $55.1K
548 $51.6K
Jan 10, 2024 Q4 2023
Cypress Wealth Services, LLC

BUY
 -
539
+ 1.66%
$44.6K - $54.2K
33K $3.1M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
529
+ 36.69%
$43.8K - $53.2K
1.97K $185K
Jan 12, 2024 Q4 2023
My Legacy Advisors, LLC

BUY
 -
527
+ 2.37%
$43.6K - $53K
22.7K $2.14M
Feb 08, 2024 Q4 2023
Lee Financial CO

Dallas, TX
BUY
 -
505
New
$41.8K - $50.8K
505 $47.5K
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
504
+ 1.93%
$41.7K - $50.7K
26.7K $2.51M
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
496
+ 1.87%
$41.1K - $49.9K
27K $2.54M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
475
+ 13.16%
$39.3K - $47.7K
4.09K $384K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
469
New
$38.8K - $47.1K
469 $44.1K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
458
+ 0.19%
$37.9K - $46K
236K $22.2M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
446
+ 70.68%
$36.9K - $44.8K
1.08K $101K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
445
New
$36.8K - $44.7K
445 $41.9K
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

BUY
 -
439
+ 3.5%
$36.3K - $44.1K
13K $1.22M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
432
+ 5.72%
$35.8K - $43.4K
7.98K $751K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
420
+ 2.58%
$34.8K - $42.2K
16.7K $1.57M
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
416
+ 12.22%
$34.4K - $41.8K
3.82K $359K
Jan 29, 2024 Q4 2023
Equitec Proprietary Markets, LLC

BUY
 -
400
+ 200.0%
$33.1K - $40.2K
600 $56.5K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
400
+ 20000.0%
$33.1K - $40.2K
402 $37.8K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
400
New
$33.1K - $40.2K
400 $37.6K
Jan 09, 2024 Q4 2023
Affiance Financial, LLC

BUY
 -
388
+ 2.5%
$32.1K - $39K
15.9K $1.5M
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

BUY
 -
387
+ 11.04%
$32K - $38.9K
3.89K $366K
Feb 14, 2024 Q4 2023
Caitlin John, LLC

Brighton, MI
BUY
 -
385
New
$31.9K - $38.7K
385 $36.2K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
370
+ 3.15%
$30.6K - $37.2K
12.1K $1.14M
Jan 12, 2024 Q4 2023
Rosenberg Matthew Hamilton

BUY
 -
353
+ 8825.0%
$29.2K - $35.5K
357 $33.6K
Feb 13, 2024 Q4 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
348
+ 3.64%
$28.8K - $35K
9.91K $932K
Jan 05, 2024 Q4 2023
Pacifica Partners Inc.

BUY
 -
341
+ 1.63%
$28.2K - $34.3K
21.3K $2M
Jan 18, 2024 Q4 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
329
+ 9.89%
$27.2K - $33.1K
3.65K $344K
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
326
+ 5.52%
$27K - $32.8K
6.23K $586K
Jan 11, 2024 Q4 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
318
+ 11.61%
$26.3K - $32K
3.06K $288K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
311
+ 12.93%
$25.7K - $31.3K
2.72K $256K
Feb 02, 2024 Q4 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
298
+ 12.52%
$24.7K - $30K
2.68K $252K
Jan 12, 2024 Q4 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
288
New
$23.8K - $28.9K
288 $27.1K

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