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 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-15.5K- 27.8% |
$1.28M - $1.55M
|
40.2K
$3.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-15.8K- 77.04% |
$1.31M - $1.59M
|
4.7K
$411K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-16K- 70.13% |
$1.33M - $1.61M
|
6.83K
$597K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.5K- 11.86% |
$1.45M - $1.76M
|
130K
$11.4M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
SELL
|
- |
-17.6K- 5.4% |
$1.46M - $1.77M
|
308K
$26.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-18.7K- 57.27% |
$1.55M - $1.88M
|
13.9K
$1.22M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-19.5K- 95.31% |
$1.61M - $1.96M
|
960
$83.9K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-20.7K- 47.05% |
$1.71M - $2.08M
|
23.3K
$2.03M
|
|
|
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
$177M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-22.5K- 85.24% |
$1.87M - $2.26M
|
3.9K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-22.6K- 19.75% |
$1.87M - $2.27M
|
91.9K
$8.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-23.3K- 57.61% |
$1.93M - $2.34M
|
17.1K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-23.5K- 9.94% |
$1.95M - $2.36M
|
213K
$18.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-24K- 57.26% |
$1.99M - $2.41M
|
17.9K
$1.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-24.1K- 74.04% |
$2M - $2.42M
|
8.45K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-24.4K- 74.45% |
$2.02M - $2.45M
|
8.38K
$732K
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24.6K- 25.66% |
$2.04M - $2.48M
|
71.4K
$6.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.4K- 29.14% |
$2.1M - $2.55M
|
61.8K
$5.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-28.8K- 44.12% |
$2.38M - $2.89M
|
36.5K
$3.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 90.03% |
$2.53M - $3.07M
|
3.38K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30.7K- 11.62% |
$2.54M - $3.08M
|
233K
$20.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32.4K- 92.29% |
$2.68M - $3.26M
|
2.71K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-34.7K- 89.38% |
$2.88M - $3.49M
|
4.13K
$361K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36.3K- 36.83% |
$3M - $3.65M
|
62.2K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.4K- 38.74% |
$3.01M - $3.66M
|
57.5K
$5.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-37K- 71.34% |
$3.07M - $3.72M
|
14.9K
$1.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-37.2K- 55.1% |
$3.08M - $3.74M
|
30.3K
$2.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-37.6K- 62.39% |
$3.11M - $3.78M
|
22.7K
$1.98M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-38.5KClosed |
$3.19M - $3.87M
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-40.1K- 47.12% |
$3.32M - $4.03M
|
45K
$3.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-41K- 3.08% |
$3.39M - $4.12M
|
1.29M
$113M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.3K- 3.94% |
$3.42M - $4.15M
|
1.01M
$88M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-42.1K- 32.08% |
$3.48M - $4.23M
|
89.1K
$7.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-46.6K- 6.61% |
$3.85M - $4.68M
|
658K
$57.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-47.7K- 5.16% |
$3.95M - $4.8M
|
878K
$76.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-48.3K- 37.86% |
$4M - $4.86M
|
79.3K
$6.93M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-48.8KClosed |
$4.04M - $4.9M
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-51.7K- 35.14% |
$4.28M - $5.2M
|
95.5K
$8.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-53.6K- 41.2% |
$4.43M - $5.38M
|
76.4K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-54.4K- 33.93% |
$4.5M - $5.46M
|
106K
$9.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-55.4K- 51.95% |
$4.59M - $5.57M
|
51.3K
$4.48M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-56.6K- 96.89% |
$4.68M - $5.69M
|
1.82K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-59K- 63.66% |
$4.89M - $5.93M
|
33.7K
$2.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-59.8K- 45.75% |
$4.95M - $6.01M
|
70.9K
$6.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-60.7K- 83.21% |
$5.02M - $6.1M
|
12.3K
$1.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-61K- 69.38% |
$5.05M - $6.13M
|
26.9K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-64.4K- 21.45% |
$5.33M - $6.47M
|
236K
$20.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-65.5K- 98.49% |
$5.42M - $6.58M
|
1.01K
$87.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65.6K- 88.62% |
$5.43M - $6.59M
|
8.42K
$735K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68.2K- 48.68% |
$5.65M - $6.86M
|
71.9K
$6.29M
|