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 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
280+ 60.22% |
$23.2K - $28.1K
|
745
$70.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
278+ 1.71% |
$23K - $27.9K
|
16.5K
$1.55M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
277+ 8.19% |
$22.9K - $27.8K
|
3.66K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
256New |
$21.2K - $25.7K
|
256
$24.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
250New |
$20.7K - $25.1K
|
250
$23.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
240+ 3.71% |
$19.9K - $24.1K
|
6.72K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
235+ 1.28% |
$19.5K - $23.6K
|
18.6K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
225+ 0.73% |
$18.6K - $22.6K
|
31K
$2.91M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
225+ 2.38% |
$18.6K - $22.6K
|
9.69K
$911K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
222+ 12.82% |
$18.4K - $22.3K
|
1.95K
$184K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
213+ 1.21% |
$17.6K - $21.4K
|
17.9K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
211+ 7.6% |
$17.5K - $21.2K
|
2.99K
$281K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.6K - $20.1K
|
200
$18.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
197+ 8.37% |
$16.3K - $19.8K
|
2.55K
$240K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
197New |
$16.3K - $19.8K
|
197
$18.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
196+ 6.42% |
$16.2K - $19.7K
|
3.25K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
196+ 2.66% |
$16.2K - $19.7K
|
7.55K
$711K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
193New |
$16K - $19.4K
|
193
$18.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
185+ 0.72% |
$15.3K - $18.6K
|
25.9K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184New |
$15.2K - $18.5K
|
184
$17.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179+ 1.31% |
$14.8K - $18K
|
13.9K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
177+ 4.37% |
$14.7K - $17.8K
|
4.23K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
174New |
$14.4K - $17.5K
|
174
$16.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$14.2K - $17.2K
|
171
$16.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
168+ 0.16% |
$13.9K - $16.9K
|
106K
$9.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
164+ 1.95% |
$13.6K - $16.5K
|
8.58K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
157+ 0.66% |
$13K - $15.8K
|
24K
$2.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
149New |
$12.3K - $15K
|
149
$14K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 12.73% |
$11.6K - $14.1K
|
1.24K
$117K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
125+ 7.65% |
$10.3K - $12.6K
|
1.76K
$166K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
117New |
$9.68K - $11.8K
|
117
$11K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
110New |
$9.1K - $11.1K
|
110
$10.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$8.77K - $10.7K
|
106
$9.97K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105+ 68.63% |
$8.69K - $10.6K
|
258
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
104+ 9.44% |
$8.61K - $10.5K
|
1.21K
$113K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$8.28K - $10.1K
|
100
$9.41K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
92New |
$7.61K - $9.25K
|
92
$8.66K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
89New |
$7.37K - $8.95K
|
89
$8.37K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
76+ 1.87% |
$6.29K - $7.64K
|
4.14K
$389K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
74+ 1.85% |
$6.12K - $7.44K
|
4.07K
$382K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72New |
$5.96K - $7.24K
|
72
$6.77K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 12.74% |
$5.96K - $7.24K
|
637
$59.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
71+ 0.07% |
$5.88K - $7.14K
|
96.2K
$9.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
66+ 1650.0% |
$5.46K - $6.63K
|
70
$6.59K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
66+ 0.43% |
$5.46K - $6.63K
|
15.4K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
66+ 1.09% |
$5.46K - $6.63K
|
6.09K
$573K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
62+ 3.34% |
$5.13K - $6.23K
|
1.92K
$181K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57+ 0.32% |
$4.72K - $5.73K
|
18.1K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
57New |
$4.72K - $5.73K
|
57
$5.36K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
57New |
$4.72K - $5.73K
|
57
$5.36K
|