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 13, 2024
Q4 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
348+ 3.64% |
$28.8K - $35K
|
9.91K
$893K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
341+ 1.63% |
$28.2K - $34.3K
|
21.3K
$1.92M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
329+ 9.89% |
$27.2K - $33.1K
|
3.65K
$329K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
326+ 5.52% |
$27K - $32.8K
|
6.23K
$562K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
318+ 11.61% |
$26.3K - $32K
|
3.06K
$276K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
311+ 12.93% |
$25.7K - $31.3K
|
2.72K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
298+ 12.52% |
$24.7K - $30K
|
2.68K
$241K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
288New |
$23.8K - $28.9K
|
288
$26K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
280+ 60.22% |
$23.2K - $28.1K
|
745
$67.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
278+ 1.71% |
$23K - $27.9K
|
16.5K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
277+ 8.19% |
$22.9K - $27.8K
|
3.66K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
256New |
$21.2K - $25.7K
|
256
$23.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
250New |
$20.7K - $25.1K
|
250
$22.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
240+ 3.71% |
$19.9K - $24.1K
|
6.72K
$605K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
235+ 1.28% |
$19.5K - $23.6K
|
18.6K
$1.67M
|
|
|
Jan 18, 2024
Q4 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
225+ 0.73% |
$18.6K - $22.6K
|
31K
$2.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
225+ 2.38% |
$18.6K - $22.6K
|
9.69K
$873K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
222+ 12.82% |
$18.4K - $22.3K
|
1.95K
$176K
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
213+ 1.21% |
$17.6K - $21.4K
|
17.9K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
211+ 7.6% |
$17.5K - $21.2K
|
2.99K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
200New |
$16.6K - $20.1K
|
200
$18K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
197+ 8.37% |
$16.3K - $19.8K
|
2.55K
$230K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
197New |
$16.3K - $19.8K
|
197
$17.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
196+ 6.42% |
$16.2K - $19.7K
|
3.25K
$293K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
196+ 2.66% |
$16.2K - $19.7K
|
7.55K
$681K
|
|
|
Jan 31, 2024
Q4 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
193New |
$16K - $19.4K
|
193
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
185+ 0.72% |
$15.3K - $18.6K
|
25.9K
$2.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
184New |
$15.2K - $18.5K
|
184
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179+ 1.31% |
$14.8K - $18K
|
13.9K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
177+ 4.37% |
$14.7K - $17.8K
|
4.23K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
174New |
$14.4K - $17.5K
|
174
$15.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
171New |
$14.2K - $17.2K
|
171
$15.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
168+ 0.16% |
$13.9K - $16.9K
|
106K
$9.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
164+ 1.95% |
$13.6K - $16.5K
|
8.58K
$774K
|
|
|
Feb 14, 2024
Q4 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
157+ 0.66% |
$13K - $15.8K
|
24K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
149New |
$12.3K - $15K
|
149
$13.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
140+ 12.73% |
$11.6K - $14.1K
|
1.24K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
BUY
|
- |
125+ 7.65% |
$10.3K - $12.6K
|
1.76K
$159K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
117New |
$9.68K - $11.8K
|
117
$10.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
110New |
$9.1K - $11.1K
|
110
$9.92K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
106New |
$8.77K - $10.7K
|
106
$9.55K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
105+ 68.63% |
$8.69K - $10.6K
|
258
$23.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
104+ 9.44% |
$8.61K - $10.5K
|
1.21K
$109K
|
|
|
Jan 16, 2024
Q4 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100New |
$8.28K - $10.1K
|
100
$9.01K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
92New |
$7.61K - $9.25K
|
92
$8.29K
|
|
|
May 15, 2024
Q4 2023
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
89New |
$7.37K - $8.95K
|
89
$8.02K
|
|
|
Feb 02, 2024
Q4 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
76+ 1.87% |
$6.29K - $7.64K
|
4.14K
$373K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
74+ 1.85% |
$6.12K - $7.44K
|
4.07K
$366K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
72New |
$5.96K - $7.24K
|
72
$6.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
72+ 12.74% |
$5.96K - $7.24K
|
637
$57.4K
|