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
Mar 07, 2024 Q4 2023
Objective Capital Management, LLC

BUY
 -
931
+ 26.73%
$77.1K - $93.6K
4.41K $386K
Jan 21, 2025 Q4 2023
Life Plan Investment Advisors, Inc.

Raleigh, NC
BUY
 -
903
+ 17.05%
$74.7K - $90.8K
6.2K $542K
Feb 09, 2024 Q4 2023
Berkeley Capital Partners, LLC

BUY
 -
900
+ 2.08%
$74.5K - $90.5K
44.3K $3.87M
Feb 01, 2024 Q4 2023
Slate Stone Wealth, LLC

BUY
 -
892
+ 0.61%
$73.8K - $89.7K
148K $12.9M
Feb 12, 2024 Q4 2023
Mount Yale Investment Advisors, LLC

BUY
 -
868
+ 8.03%
$71.8K - $87.2K
11.7K $1.02M
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
BUY
 -
858
+ 6.28%
$71K - $86.2K
14.5K $1.27M
Jan 29, 2024 Q4 2023
Hartford Financial Management Inc.

BUY
 -
856
+ 86.73%
$70.9K - $86K
1.84K $161K
Mar 05, 2024 Q4 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
854
+ 9.99%
$70.7K - $85.8K
9.4K $822K
Jan 29, 2024 Q4 2023
Sutton Place Investors LLC

Katonah, NY
BUY
 -
853
+ 14.94%
$70.6K - $85.7K
6.56K $574K
Jan 31, 2024 Q4 2023
Criterion Capital Advisors, LLC

Nashville, TN
BUY
 -
790
New
$65.4K - $79.4K
790 $69K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
769
+ 11.55%
$63.7K - $77.3K
7.43K $649K
Jan 12, 2024 Q4 2023
Clearview Wealth Advisors LLC

BUY
 -
767
+ 12.59%
$63.5K - $77.1K
6.86K $600K
Sep 26, 2024 Q4 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
760
+ 8.92%
$62.9K - $76.4K
9.28K $811K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
749
+ 10.09%
$62K - $75.3K
8.18K $714K
Feb 12, 2024 Q4 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
739
+ 9.82%
$61.2K - $74.3K
8.27K $722K
Feb 27, 2025 Q4 2023
Reap Financial Group, LLC

Austin, TX
BUY
 -
724
New
$59.9K - $72.8K
724 $63.3K
Feb 14, 2024 Q4 2023
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
703
New
$58.2K - $70.7K
703 $61.4K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

BUY
 -
702
+ 14.09%
$58.1K - $70.6K
5.68K $497K
Jan 17, 2024 Q4 2023
Smith Anglin Financial, LLC

BUY
 -
695
+ 26.43%
$57.5K - $69.9K
3.33K $291K
Feb 06, 2024 Q4 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
666
+ 13.75%
$55.1K - $66.9K
5.51K $482K
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

BUY
 -
658
New
$54.5K - $66.1K
658 $57.5K
Jan 23, 2024 Q4 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
640
+ 6.8%
$53K - $64.3K
10.1K $879K
Feb 14, 2024 Q4 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
635
+ 24.24%
$52.6K - $63.8K
3.26K $284K
Jan 12, 2024 Q4 2023
Rda Financial Network

BUY
 -
619
+ 17.59%
$51.2K - $62.2K
4.14K $362K
Feb 06, 2024 Q4 2023
W Advisors, LLC

Germantown, TN
BUY
 -
608
+ 6.95%
$50.3K - $61.1K
9.36K $818K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
600
New
$49.7K - $60.3K
600 $52.4K
Feb 13, 2024 Q4 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
580
+ 108.41%
$48K - $58.3K
1.12K $97.4K
Feb 14, 2024 Q4 2023
Hollencrest Capital Management

BUY
 -
576
+ 3.54%
$47.7K - $57.9K
16.9K $1.47M
Feb 01, 2024 Q4 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
558
+ 0.9%
$46.2K - $56.1K
62.6K $5.47M
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

BUY
 -
548
+ 119.13%
$45.4K - $55.1K
1.01K $88.1K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
548
New
$45.4K - $55.1K
548 $47.9K
Jan 10, 2024 Q4 2023
Cypress Wealth Services, LLC

BUY
 -
539
+ 1.66%
$44.6K - $54.2K
33K $2.88M
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
529
+ 36.69%
$43.8K - $53.2K
1.97K $172K
Jan 12, 2024 Q4 2023
My Legacy Advisors, LLC

BUY
 -
527
+ 2.37%
$43.6K - $53K
22.7K $1.99M
Feb 08, 2024 Q4 2023
Lee Financial CO

Dallas, TX
BUY
 -
505
New
$41.8K - $50.8K
505 $44.1K
Jan 30, 2024 Q4 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
504
+ 1.93%
$41.7K - $50.7K
26.7K $2.33M
Feb 09, 2024 Q4 2023
D.A. Davidson & Co.

BUY
 -
496
+ 1.87%
$41.1K - $49.9K
27K $2.36M
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

BUY
 -
475
+ 13.16%
$39.3K - $47.7K
4.09K $357K
Feb 09, 2024 Q4 2023
Nbt Bank N A

BUY
 -
469
New
$38.8K - $47.1K
469 $41K
Feb 02, 2024 Q4 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
458
+ 0.19%
$37.9K - $46K
236K $20.6M
Feb 13, 2024 Q4 2023
Aptus Capital Advisors, LLC

BUY
 -
446
+ 70.68%
$36.9K - $44.8K
1.08K $94.1K
Feb 06, 2024 Q4 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
445
New
$36.8K - $44.7K
445 $38.9K
Jan 30, 2024 Q4 2023
True Private Wealth Advisors

BUY
 -
439
+ 3.5%
$36.3K - $44.1K
13K $1.13M
Jan 18, 2024 Q4 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
432
+ 5.72%
$35.8K - $43.4K
7.98K $698K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

BUY
 -
420
+ 2.58%
$34.8K - $42.2K
16.7K $1.46M
Jan 22, 2024 Q4 2023
Weaver Consulting Group

BUY
 -
416
+ 12.22%
$34.4K - $41.8K
3.82K $334K
Jan 29, 2024 Q4 2023
Equitec Proprietary Markets, LLC

BUY
 -
400
+ 200.0%
$33.1K - $40.2K
600 $52.4K
Feb 14, 2024 Q4 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
400
+ 20000.0%
$33.1K - $40.2K
402 $35.1K
Apr 22, 2024 Q4 2023
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
400
New
$33.1K - $40.2K
400 $35K

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