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 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 90.85% |
$37.8K - $45.9K
|
46
$4.15K
|
|
|
Jan 30, 2024
Q4 2023
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-460- 1.1% |
$38.1K - $46.2K
|
41.5K
$3.74M
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-529- 20.35% |
$43.8K - $53.2K
|
2.07K
$187K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-555- 0.55% |
$45.9K - $55.8K
|
99.9K
$9.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-577- 0.3% |
$47.8K - $58K
|
189K
$17M
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-605- 6.74% |
$50.1K - $60.8K
|
8.37K
$754K
|
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-650- 18.23% |
$53.8K - $65.3K
|
2.92K
$263K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-662- 3.52% |
$54.8K - $66.5K
|
18.2K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-691- 1.9% |
$57.2K - $69.5K
|
35.6K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
SELL
|
- |
-696- 99.43% |
$57.6K - $70K
|
4
$361
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-714- 5.52% |
$59.1K - $71.8K
|
12.2K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-719- 1.68% |
$59.5K - $72.3K
|
42.1K
$3.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-719- 14.05% |
$59.5K - $72.3K
|
4.4K
$396K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-729- 37.93% |
$60.3K - $73.3K
|
1.19K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-775- 0.43% |
$64.1K - $77.9K
|
177K
$16M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-849- 4.86% |
$70.3K - $85.3K
|
16.6K
$1.5M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-898- 16.08% |
$74.3K - $90.3K
|
4.69K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-978- 9.52% |
$80.9K - $98.3K
|
9.29K
$838K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 94.09% |
$84.3K - $102K
|
64
$5.77K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.04K- 30.01% |
$86.1K - $105K
|
2.43K
$219K
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.04K- 0.98% |
$86.3K - $105K
|
105K
$9.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.05K- 14.34% |
$87.1K - $106K
|
6.29K
$567K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.13K- 11.12% |
$93.4K - $113K
|
9.01K
$812K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.13K- 19.22% |
$93.4K - $113K
|
4.75K
$428K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.18K- 32.9% |
$97.8K - $119K
|
2.41K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.19K- 29.6% |
$98.6K - $120K
|
2.83K
$255K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.2K- 68.17% |
$99.1K - $120K
|
559
$50.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.21K- 80.18% |
$100K - $122K
|
300
$27K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.3K- 18.51% |
$108K - $131K
|
5.73K
$517K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 2.98% |
$110K - $133K
|
43.2K
$3.89M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.38K- 3.24% |
$115K - $139K
|
41.4K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.38K- 99.86% |
$115K - $139K
|
2
$180
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.4K- 25.19% |
$116K - $141K
|
4.17K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 6.27% |
$116K - $141K
|
21K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.44K- 23.59% |
$119K - $145K
|
4.67K
$421K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.48K- 27.35% |
$122K - $149K
|
3.93K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.52K- 83.55% |
$126K - $153K
|
300
$27K
|
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.54K- 10.67% |
$127K - $155K
|
12.9K
$1.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.58K- 37.3% |
$131K - $159K
|
2.65K
$239K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
SELL
|
- |
-1.59K- 4.12% |
$131K - $159K
|
36.9K
$3.32M
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.6K- 34.52% |
$132K - $161K
|
3.04K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.61K- 26.04% |
$133K - $162K
|
4.58K
$413K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.64K- 0.7% |
$136K - $165K
|
231K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.67K- 39.76% |
$138K - $168K
|
2.53K
$228K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.67K- 0.13% |
$138K - $168K
|
1.26M
$113M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.68K- 9.49% |
$139K - $169K
|
16K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.78K- 8.7% |
$147K - $178K
|
18.6K
$1.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.82K- 4.27% |
$151K - $183K
|
40.9K
$3.68M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.91K- 5.09% |
$158K - $192K
|
35.6K
$3.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.91K- 16.37% |
$158K - $192K
|
9.76K
$880K
|