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 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
53+ 278.95% |
$4.39K - $5.33K
|
72
$6.77K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
52+ 0.82% |
$4.3K - $5.23K
|
6.43K
$605K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
52New |
$4.3K - $5.23K
|
52
$4.89K
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
50+ 2.0% |
$4.14K - $5.03K
|
2.55K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
47+ 0.08% |
$3.89K - $4.72K
|
55.5K
$5.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
47+ 1.37% |
$3.89K - $4.72K
|
3.48K
$327K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46New |
$3.81K - $4.62K
|
46
$4.33K
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
45New |
$3.72K - $4.52K
|
45
$4.23K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
40New |
$3.31K - $4.02K
|
40
$3.76K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
39New |
$3.23K - $3.92K
|
39
$3.67K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
37New |
$3.06K - $3.72K
|
37
$3.48K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
36New |
$2.98K - $3.62K
|
36
$3.39K
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
34+ 1.12% |
$2.81K - $3.42K
|
3.06K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
34+ 0.29% |
$2.81K - $3.42K
|
11.8K
$1.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
33+ 0.33% |
$2.73K - $3.32K
|
10.1K
$953K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
32New |
$2.65K - $3.22K
|
32
$3.01K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
30+ 0.78% |
$2.48K - $3.02K
|
3.88K
$365K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
30+ 10.64% |
$2.48K - $3.02K
|
312
$29.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
29+ 8.26% |
$2.4K - $2.91K
|
380
$35.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
28New |
$2.32K - $2.81K
|
28
$2.63K
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
27+ 1.12% |
$2.23K - $2.71K
|
2.45K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
23New |
$1.9K - $2.31K
|
23
$2.16K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
22New |
$1.82K - $2.21K
|
22
$2.07K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
21New |
$1.74K - $2.11K
|
21
$1.98K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
20New |
$1.66K - $2.01K
|
20
$1.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
19+ 0.05% |
$1.57K - $1.91K
|
39.9K
$3.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18New |
$1.49K - $1.81K
|
18
$1.69K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
18New |
$1.49K - $1.81K
|
18
$1.69K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 1500.0% |
$1.24K - $1.51K
|
16
$1.51K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
13+ 0.16% |
$1.08K - $1.31K
|
8.01K
$754K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
13+ 0.29% |
$1.08K - $1.31K
|
4.54K
$427K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
11New |
$910 - $1.11K
|
11
$1.03K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
11+ 0.31% |
$910 - $1.11K
|
3.58K
$337K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
11New |
$910 - $1.11K
|
11
$1.03K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6New |
$497 - $603
|
6
$565
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
5+ 0.11% |
$414 - $503
|
4.63K
$436K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 1.51% |
$414 - $503
|
336
$31.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.21% |
$331 - $402
|
1.93K
$182K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.2% |
$331 - $402
|
2.03K
$191K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.08% |
$331 - $402
|
4.75K
$447K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.5% |
$331 - $402
|
270
$25.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.63% |
$331 - $402
|
640
$60.2K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$331 - $402
|
4
$376
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$248 - $302
|
3
$282
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$166 - $201
|
2
$188
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.86% |
$82.8 - $101
|
36
$3.39K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-5- 1.59% |
$414 - $503
|
310
$29.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 2.43% |
$414 - $503
|
201
$18.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$579 - $704
|
10.4K
$974K
|