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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4+ 0.21% |
$331 - $402
|
1.93K
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
4+ 0.2% |
$331 - $402
|
2.03K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
4+ 0.08% |
$331 - $402
|
4.75K
$415K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 1.5% |
$331 - $402
|
270
$23.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
4+ 0.63% |
$331 - $402
|
640
$55.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
4New |
$331 - $402
|
4
$350
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3New |
$248 - $302
|
3
$262
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$166 - $201
|
2
$175
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 2.86% |
$82.8 - $101
|
36
$3.15K
|
|
|
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
$27.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-5- 2.43% |
$414 - $503
|
201
$17.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-7- 0.07% |
$579 - $704
|
10.4K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 0.84% |
$662 - $804
|
947
$82.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12- 1.23% |
$993 - $1.21K
|
960
$83.9K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.43% |
$1.08K - $1.31K
|
3.01K
$263K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-14- 0.75% |
$1.16K - $1.41K
|
1.86K
$163K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 48.84% |
$1.74K - $2.11K
|
22
$1.92K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 48.84% |
$1.74K - $2.11K
|
22
$1.92K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.99% |
$2.07K - $2.51K
|
1.23K
$108K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-27- 75.0% |
$2.23K - $2.71K
|
9
$787
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 5.0% |
$2.65K - $3.22K
|
608
$53.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-34- 12.01% |
$2.81K - $3.42K
|
249
$21.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-37- 10.79% |
$3.06K - $3.72K
|
306
$26.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-52- 38.24% |
$4.3K - $5.23K
|
84
$7.34K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-55- 1.74% |
$4.55K - $5.53K
|
3.11K
$272K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-66- 0.48% |
$5.46K - $6.63K
|
13.7K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-79- 0.82% |
$6.54K - $7.94K
|
9.59K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 2.85% |
$7.45K - $9.05K
|
3.07K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-97- 1.55% |
$8.03K - $9.75K
|
6.17K
$539K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 50.0% |
$8.28K - $10.1K
|
100
$8.74K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-103- 6.13% |
$8.53K - $10.4K
|
1.58K
$138K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-111- 1.35% |
$9.19K - $11.2K
|
8.09K
$707K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-114- 67.86% |
$9.44K - $11.5K
|
54
$4.72K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-130- 3.54% |
$10.8K - $13.1K
|
3.54K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-138- 6.1% |
$11.4K - $13.9K
|
2.12K
$186K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-171- 12.6% |
$14.2K - $17.2K
|
1.19K
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-194- 5.37% |
$16.1K - $19.5K
|
3.42K
$299K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-224- 38.03% |
$18.5K - $22.5K
|
365
$31.9K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-233- 0.28% |
$19.3K - $23.4K
|
83.5K
$7.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-242- 8.49% |
$20K - $24.3K
|
2.61K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-250- 3.94% |
$20.7K - $25.1K
|
6.1K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-277- 2.5% |
$22.9K - $27.8K
|
10.8K
$943K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-278- 0.19% |
$23K - $27.9K
|
145K
$12.6M
|
|
|
Feb 05, 2025
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-309- 4.47% |
$25.6K - $31.1K
|
6.6K
$577K
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-318- 7.97% |
$26.3K - $32K
|
3.67K
$321K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-319- 60.53% |
$26.4K - $32.1K
|
208
$18.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-320- 10.39% |
$26.5K - $32.2K
|
2.76K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-322- 6.27% |
$26.7K - $32.4K
|
4.81K
$421K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-334- 2.83% |
$27.6K - $33.6K
|
11.5K
$1M
|