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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6.18K- 34.55% |
$512K - $622K
|
11.7K
$1.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.24K- 22.18% |
$517K - $627K
|
21.9K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.36K- 21.06% |
$526K - $639K
|
23.8K
$2.24M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.41K- 14.13% |
$530K - $644K
|
38.9K
$3.66M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-7.44K- 61.97% |
$615K - $747K
|
4.56K
$429K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.54K- 11.51% |
$624K - $758K
|
58K
$5.46M
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-7.6K- 29.58% |
$629K - $764K
|
18.1K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-7.69K- 5.93% |
$636K - $773K
|
122K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.12K- 2.45% |
$672K - $816K
|
323K
$30.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-8.21K- 46.79% |
$679K - $825K
|
9.34K
$878K
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-8.67K- 21.07% |
$718K - $871K
|
32.5K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-8.71K- 89.05% |
$721K - $875K
|
1.07K
$101K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.96K- 6.04% |
$742K - $901K
|
140K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-9.17K- 48.57% |
$759K - $922K
|
9.72K
$914K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-9.42K- 34.76% |
$780K - $947K
|
17.7K
$1.66M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.55K- 13.78% |
$791K - $960K
|
59.8K
$5.62M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.59K- 22.41% |
$794K - $964K
|
33.2K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.91K- 6.05% |
$820K - $996K
|
154K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-10.1K- 25.25% |
$837K - $1.02M
|
30K
$2.82M
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
SELL
|
- |
-10.2K- 4.58% |
$846K - $1.03M
|
213K
$20M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-10.5K- 6.22% |
$869K - $1.06M
|
158K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.7K- 60.32% |
$885K - $1.07M
|
7.03K
$662K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-11.2K- 19.37% |
$930K - $1.13M
|
46.8K
$4.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11.2K- 68.36% |
$930K - $1.13M
|
5.2K
$490K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-11.6K- 5.05% |
$962K - $1.17M
|
218K
$20.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-12.3K- 24.41% |
$1.02M - $1.23M
|
38K
$3.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-12.3K- 34.59% |
$1.02M - $1.24M
|
23.3K
$2.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-12.9K- 61.12% |
$1.07M - $1.29M
|
8.18K
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-13.3K- 54.86% |
$1.1M - $1.33M
|
10.9K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-13.8K- 23.8% |
$1.14M - $1.38M
|
44.1K
$4.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-14K- 17.05% |
$1.16M - $1.41M
|
68.3K
$6.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-14.7K- 86.9% |
$1.22M - $1.48M
|
2.22K
$209K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.9K- 40.66% |
$1.24M - $1.5M
|
21.8K
$2.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-15K- 50.58% |
$1.24M - $1.51M
|
14.7K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.5K- 27.8% |
$1.28M - $1.55M
|
40.2K
$3.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-15.8K- 77.04% |
$1.31M - $1.59M
|
4.7K
$443K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16K- 70.13% |
$1.33M - $1.61M
|
6.83K
$643K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5K- 11.86% |
$1.45M - $1.76M
|
130K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-17.6K- 5.4% |
$1.46M - $1.77M
|
308K
$29M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.7K- 57.27% |
$1.55M - $1.88M
|
13.9K
$1.31M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19.5K- 95.31% |
$1.61M - $1.96M
|
960
$90.3K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-20.7K- 47.05% |
$1.71M - $2.08M
|
23.3K
$2.19M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.9K- 1.07% |
$1.81M - $2.2M
|
2.02M
$190M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-22.5K- 85.24% |
$1.87M - $2.26M
|
3.9K
$367K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-22.6K- 19.75% |
$1.87M - $2.27M
|
91.9K
$8.65M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 57.61% |
$1.93M - $2.34M
|
17.1K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-23.5K- 9.94% |
$1.95M - $2.36M
|
213K
$20M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24K- 57.26% |
$1.99M - $2.41M
|
17.9K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-24.1K- 74.04% |
$2M - $2.42M
|
8.45K
$795K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.4K- 74.45% |
$2.02M - $2.45M
|
8.38K
$789K
|