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 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-24.6K- 25.66% |
$2.04M - $2.48M
|
71.4K
$6.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-25.4K- 29.14% |
$2.1M - $2.55M
|
61.8K
$5.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-28.8K- 44.12% |
$2.38M - $2.89M
|
36.5K
$3.39M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-30.5K- 90.03% |
$2.53M - $3.07M
|
3.38K
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30.7K- 11.62% |
$2.54M - $3.08M
|
233K
$21.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-32.4K- 92.29% |
$2.68M - $3.26M
|
2.71K
$252K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-34.7K- 89.38% |
$2.88M - $3.49M
|
4.13K
$384K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-36.3K- 36.83% |
$3M - $3.65M
|
62.2K
$5.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-36.4K- 38.74% |
$3.01M - $3.66M
|
57.5K
$5.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-37K- 71.34% |
$3.07M - $3.72M
|
14.9K
$1.38M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-37.2K- 55.1% |
$3.08M - $3.74M
|
30.3K
$2.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-37.6K- 62.39% |
$3.11M - $3.78M
|
22.7K
$2.11M
|
|
|
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
$4.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Nationwide Fund Advisors
|
SELL
|
- |
-41K- 3.08% |
$3.39M - $4.12M
|
1.29M
$120M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.3K- 3.94% |
$3.42M - $4.15M
|
1.01M
$93.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-42.1K- 32.08% |
$3.48M - $4.23M
|
89.1K
$8.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-46.6K- 6.61% |
$3.85M - $4.68M
|
658K
$61.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-47.7K- 5.16% |
$3.95M - $4.8M
|
878K
$81.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-48.3K- 37.86% |
$4M - $4.86M
|
79.3K
$7.38M
|
|
|
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
$8.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-53.6K- 41.2% |
$4.43M - $5.38M
|
76.4K
$7.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-54.4K- 33.93% |
$4.5M - $5.46M
|
106K
$9.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-55.4K- 51.95% |
$4.59M - $5.57M
|
51.3K
$4.77M
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-56.6K- 96.89% |
$4.68M - $5.69M
|
1.82K
$169K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-59K- 63.66% |
$4.89M - $5.93M
|
33.7K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-59.8K- 45.75% |
$4.95M - $6.01M
|
70.9K
$6.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-60.7K- 83.21% |
$5.02M - $6.1M
|
12.3K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-61K- 69.38% |
$5.05M - $6.13M
|
26.9K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-64.4K- 21.45% |
$5.33M - $6.47M
|
236K
$22M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-65.5K- 98.49% |
$5.42M - $6.58M
|
1.01K
$93.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65.6K- 88.62% |
$5.43M - $6.59M
|
8.42K
$783K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68.2K- 48.68% |
$5.65M - $6.86M
|
71.9K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.9K- 29.78% |
$5.7M - $6.92M
|
162K
$15.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-72.1K- 74.41% |
$5.97M - $7.25M
|
24.8K
$2.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-73.3K- 82.74% |
$6.07M - $7.37M
|
15.3K
$1.42M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-74.3K- 18.71% |
$6.15M - $7.47M
|
323K
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-79.1K- 14.13% |
$6.54M - $7.95M
|
481K
$44.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-81.2K- 74.94% |
$6.72M - $8.16M
|
27.1K
$2.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-83.1K- 58.35% |
$6.88M - $8.35M
|
59.3K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-85.6K- 70.65% |
$7.09M - $8.6M
|
35.6K
$3.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-87K- 17.69% |
$7.2M - $8.74M
|
405K
$37.7M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-101K- 73.81% |
$8.32M - $10.1M
|
35.7K
$3.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-102K- 96.52% |
$8.48M - $10.3M
|
3.69K
$343K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-108K- 14.93% |
$8.95M - $10.9M
|
616K
$57.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-109K- 91.6% |
$9.02M - $11M
|
10K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-111K- 2.76% |
$9.19M - $11.2M
|
3.91M
$364M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-114K- 82.01% |
$9.44M - $11.5M
|
25K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-114K- 87.76% |
$9.46M - $11.5M
|
15.9K
$1.48M
|