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 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 0.84% |
$662 - $804
|
947
$89.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12- 1.23% |
$993 - $1.21K
|
960
$90.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.43% |
$1.08K - $1.31K
|
3.01K
$283K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-14- 0.75% |
$1.16K - $1.41K
|
1.86K
$175K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 48.84% |
$1.74K - $2.11K
|
22
$2.07K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 48.84% |
$1.74K - $2.11K
|
22
$2.07K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.99% |
$2.07K - $2.51K
|
1.23K
$116K
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-27- 75.0% |
$2.23K - $2.71K
|
9
$847
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32- 5.0% |
$2.65K - $3.22K
|
608
$57.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-34- 12.01% |
$2.81K - $3.42K
|
249
$23.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-37- 10.79% |
$3.06K - $3.72K
|
306
$28.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-52- 38.24% |
$4.3K - $5.23K
|
84
$7.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-55- 1.74% |
$4.55K - $5.53K
|
3.11K
$292K
|
|
|
Jan 31, 2024
Q4 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-66- 0.48% |
$5.46K - $6.63K
|
13.7K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-79- 0.82% |
$6.54K - $7.94K
|
9.59K
$903K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-90- 2.85% |
$7.45K - $9.05K
|
3.07K
$289K
|
|
|
Feb 13, 2024
Q4 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-97- 1.55% |
$8.03K - $9.75K
|
6.17K
$580K
|
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 50.0% |
$8.28K - $10.1K
|
100
$9.41K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-103- 6.13% |
$8.53K - $10.4K
|
1.58K
$148K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-111- 1.35% |
$9.19K - $11.2K
|
8.09K
$761K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-114- 67.86% |
$9.44K - $11.5K
|
54
$5.08K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-130- 3.54% |
$10.8K - $13.1K
|
3.54K
$333K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-138- 6.1% |
$11.4K - $13.9K
|
2.12K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-171- 12.6% |
$14.2K - $17.2K
|
1.19K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-194- 5.37% |
$16.1K - $19.5K
|
3.42K
$322K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-224- 38.03% |
$18.5K - $22.5K
|
365
$34.3K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-233- 0.28% |
$19.3K - $23.4K
|
83.5K
$7.86M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-242- 8.49% |
$20K - $24.3K
|
2.61K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-250- 3.94% |
$20.7K - $25.1K
|
6.1K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-277- 2.5% |
$22.9K - $27.8K
|
10.8K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-278- 0.19% |
$23K - $27.9K
|
145K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-318- 7.97% |
$26.3K - $32K
|
3.67K
$345K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-319- 60.53% |
$26.4K - $32.1K
|
208
$19.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-320- 10.39% |
$26.5K - $32.2K
|
2.76K
$260K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-322- 6.27% |
$26.7K - $32.4K
|
4.81K
$453K
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-334- 2.83% |
$27.6K - $33.6K
|
11.5K
$1.08M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-350- 5.98% |
$29K - $35.2K
|
5.51K
$518K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-377- 67.81% |
$31.2K - $37.9K
|
179
$16.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-383- 17.2% |
$31.7K - $38.5K
|
1.84K
$174K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-435- 3.7% |
$36K - $43.7K
|
11.3K
$1.07M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-449- 7.21% |
$37.2K - $45.1K
|
5.78K
$544K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 90.85% |
$37.8K - $45.9K
|
46
$4.33K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-460- 1.1% |
$38.1K - $46.2K
|
41.5K
$3.9M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-529- 20.35% |
$43.8K - $53.2K
|
2.07K
$195K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-555- 0.55% |
$45.9K - $55.8K
|
99.9K
$9.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-577- 0.3% |
$47.8K - $58K
|
189K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-605- 6.74% |
$50.1K - $60.8K
|
8.37K
$788K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-650- 18.23% |
$53.8K - $65.3K
|
2.92K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-662- 3.52% |
$54.8K - $66.5K
|
18.2K
$1.71M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-691- 1.9% |
$57.2K - $69.5K
|
35.6K
$3.35M
|