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 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.68K- 9.49% |
$139K - $169K
|
16K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.78K- 8.7% |
$147K - $178K
|
18.6K
$1.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.82K- 4.27% |
$151K - $183K
|
40.9K
$3.57M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.91K- 5.09% |
$158K - $192K
|
35.6K
$3.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.91K- 16.37% |
$158K - $192K
|
9.76K
$853K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.92K- 23.95% |
$159K - $193K
|
6.1K
$533K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.95K- 11.19% |
$161K - $196K
|
15.5K
$1.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-2.04K- 16.25% |
$169K - $205K
|
10.5K
$919K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-2.05K- 47.34% |
$170K - $206K
|
2.28K
$199K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-2.1K- 0.59% |
$173K - $211K
|
351K
$30.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.2K- 42.38% |
$182K - $221K
|
2.99K
$261K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2.23K- 12.63% |
$185K - $224K
|
15.4K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-2.25K- 18.6% |
$186K - $226K
|
9.82K
$859K
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.28K- 17.3% |
$189K - $229K
|
10.9K
$953K
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.32K- 24.76% |
$192K - $233K
|
7.05K
$616K
|
|
|
Jan 12, 2024
Q4 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-2.38K- 6.74% |
$197K - $239K
|
32.9K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.44K- 17.39% |
$202K - $245K
|
11.6K
$1.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.48KClosed |
$205K - $249K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.55K- 5.15% |
$211K - $257K
|
47K
$4.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.57K- 18.33% |
$213K - $259K
|
11.5K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.6K- 30.57% |
$215K - $261K
|
5.91K
$516K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.67K- 74.64% |
$221K - $268K
|
907
$79.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.77K- 4.23% |
$229K - $278K
|
62.6K
$5.47M
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.77K- 45.51% |
$229K - $279K
|
3.32K
$290K
|
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.77K- 3.99% |
$230K - $279K
|
66.7K
$5.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.83K- 5.69% |
$234K - $284K
|
46.8K
$4.09M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.93K- 3.2% |
$242K - $294K
|
88.7K
$7.75M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-3.04K- 7.32% |
$252K - $306K
|
38.5K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-3.17K- 9.43% |
$262K - $318K
|
30.4K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.45K- 18.88% |
$286K - $347K
|
14.8K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-3.46K- 16.82% |
$287K - $348K
|
17.1K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.47K- 56.01% |
$287K - $349K
|
2.73K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.49K- 7.95% |
$288K - $350K
|
40.3K
$3.52M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.52K- 32.34% |
$292K - $354K
|
7.37K
$644K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-3.52K- 32.34% |
$292K - $354K
|
7.37K
$644K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.54K- 4.02% |
$293K - $355K
|
84.5K
$7.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-3.6K- 29.37% |
$298K - $362K
|
8.66K
$757K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-3.65K- 43.43% |
$302K - $366K
|
4.75K
$415K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-3.65K- 6.49% |
$302K - $367K
|
52.6K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.82K- 9.11% |
$316K - $384K
|
38.1K
$3.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-3.85K- 3.38% |
$318K - $387K
|
110K
$9.61M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.18K- 10.4% |
$346K - $420K
|
36K
$3.15M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.18K- 10.4% |
$346K - $420K
|
36K
$3.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.21K- 47.11% |
$349K - $424K
|
4.73K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-4.35K- 27.83% |
$360K - $437K
|
11.3K
$985K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.37K- 8.04% |
$362K - $439K
|
49.9K
$4.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.42K- 7.35% |
$366K - $444K
|
55.7K
$4.87M
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.58K- 29.38% |
$379K - $460K
|
11K
$962K
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.82K- 66.67% |
$399K - $484K
|
2.41K
$211K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-4.88K- 11.01% |
$404K - $490K
|
39.5K
$3.45M
|