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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
858+ 6.28% |
$71K - $86.2K
|
14.5K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
856+ 86.73% |
$70.9K - $86K
|
1.84K
$166K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
854+ 9.99% |
$70.7K - $85.8K
|
9.4K
$847K
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
853+ 14.94% |
$70.6K - $85.7K
|
6.56K
$592K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
790New |
$65.4K - $79.4K
|
790
$71.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
774+ 5.79% |
$64.1K - $77.8K
|
14.1K
$1.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
769+ 11.55% |
$63.7K - $77.3K
|
7.43K
$670K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
767+ 12.59% |
$63.5K - $77.1K
|
6.86K
$618K
|
|
|
Sep 26, 2024
Q4 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
760+ 8.92% |
$62.9K - $76.4K
|
9.28K
$836K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
749+ 10.09% |
$62K - $75.3K
|
8.18K
$737K
|
|
|
Feb 12, 2024
Q4 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
739+ 9.82% |
$61.2K - $74.3K
|
8.27K
$745K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
724New |
$59.9K - $72.8K
|
724
$65.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
703New |
$58.2K - $70.7K
|
703
$63.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
702+ 14.09% |
$58.1K - $70.6K
|
5.68K
$512K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
695+ 26.43% |
$57.5K - $69.9K
|
3.33K
$300K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
666+ 13.75% |
$55.1K - $66.9K
|
5.51K
$497K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
658New |
$54.5K - $66.1K
|
658
$59.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
640+ 6.8% |
$53K - $64.3K
|
10.1K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
635+ 24.24% |
$52.6K - $63.8K
|
3.26K
$293K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
619+ 17.59% |
$51.2K - $62.2K
|
4.14K
$373K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
608+ 6.95% |
$50.3K - $61.1K
|
9.36K
$844K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
600New |
$49.7K - $60.3K
|
600
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
580+ 108.41% |
$48K - $58.3K
|
1.12K
$101K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
576+ 3.54% |
$47.7K - $57.9K
|
16.9K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
558+ 0.9% |
$46.2K - $56.1K
|
62.6K
$5.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
548+ 119.13% |
$45.4K - $55.1K
|
1.01K
$90.9K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
548New |
$45.4K - $55.1K
|
548
$49.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
539+ 1.66% |
$44.6K - $54.2K
|
33K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
529+ 36.69% |
$43.8K - $53.2K
|
1.97K
$178K
|
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
527+ 2.37% |
$43.6K - $53K
|
22.7K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
505New |
$41.8K - $50.8K
|
505
$45.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
504+ 1.93% |
$41.7K - $50.7K
|
26.7K
$2.4M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
496+ 1.87% |
$41.1K - $49.9K
|
27K
$2.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
475+ 13.16% |
$39.3K - $47.7K
|
4.09K
$368K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
469New |
$38.8K - $47.1K
|
469
$42.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
458+ 0.19% |
$37.9K - $46K
|
236K
$21.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
446+ 70.68% |
$36.9K - $44.8K
|
1.08K
$97.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
445New |
$36.8K - $44.7K
|
445
$40.1K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
439+ 3.5% |
$36.3K - $44.1K
|
13K
$1.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
432+ 5.72% |
$35.8K - $43.4K
|
7.98K
$720K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
420+ 2.58% |
$34.8K - $42.2K
|
16.7K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
416+ 12.22% |
$34.4K - $41.8K
|
3.82K
$344K
|
|
|
Jan 29, 2024
Q4 2023
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
400+ 200.0% |
$33.1K - $40.2K
|
600
$54.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
400+ 20000.0% |
$33.1K - $40.2K
|
402
$36.2K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400New |
$33.1K - $40.2K
|
400
$36.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
388+ 2.5% |
$32.1K - $39K
|
15.9K
$1.43M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
387+ 11.04% |
$32K - $38.9K
|
3.89K
$351K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
385New |
$31.9K - $38.7K
|
385
$34.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
370+ 3.15% |
$30.6K - $37.2K
|
12.1K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
353+ 8825.0% |
$29.2K - $35.5K
|
357
$32.2K
|