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 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-115K- 72.23% |
$9.53M - $11.6M
|
44.2K
$4.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-120K- 47.96% |
$9.92M - $12M
|
130K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-122K- 45.46% |
$10.1M - $12.3M
|
146K
$13.6M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-130K- 74.32% |
$10.8M - $13.1M
|
45K
$4.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-138K- 95.48% |
$11.4M - $13.9M
|
6.54K
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-150K- 66.73% |
$12.4M - $15.1M
|
74.8K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-157K- 77.88% |
$13M - $15.8M
|
44.7K
$4.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-159K- 63.82% |
$13.1M - $16M
|
90K
$8.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-188K- 92.53% |
$15.6M - $18.9M
|
15.2K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-206K- 26.51% |
$17.1M - $20.7M
|
571K
$53.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxi Investments Cy LTD
Limassol, G4 |
SELL
|
- |
-214K- 14.47% |
$17.7M - $21.5M
|
1.26M
$117M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-225K- 21.88% |
$18.6M - $22.6M
|
804K
$74.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-263K- 38.96% |
$21.7M - $26.4M
|
412K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
SELL
|
- |
-300K- 59.99% |
$24.8M - $30.1M
|
200K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-310K- 87.08% |
$25.7M - $31.2M
|
46K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-312K- 56.04% |
$25.8M - $31.4M
|
245K
$22.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-321K- 28.74% |
$26.6M - $32.3M
|
797K
$74.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-326K- 77.25% |
$27M - $32.8M
|
96.1K
$8.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-394K- 77.79% |
$32.6M - $39.6M
|
113K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-417K- 16.16% |
$34.5M - $41.9M
|
2.16M
$201M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-426K- 89.69% |
$35.2M - $42.8M
|
48.9K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-593K- 51.61% |
$49.1M - $59.6M
|
556K
$51.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-638K- 22.35% |
$52.8M - $64.1M
|
2.22M
$206M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-920K- 56.6% |
$76.1M - $92.4M
|
705K
$65.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 2.54% |
$83.1M - $101M
|
38.5M
$3.58B
|
|
|
Feb 08, 2024
Q4 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-1.12M- 77.05% |
$92.7M - $113M
|
334K
$31.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.29M- 75.49% |
$107M - $130M
|
419K
$39M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51M- 96.88% |
$125M - $151M
|
48.6K
$4.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.55M- 46.94% |
$128M - $155M
|
1.75M
$163M
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.15M- 99.89% |
$178M - $216M
|
2.32K
$216K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.02M- 11.54% |
$415M - $505M
|
38.5M
$3.58B
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-5.18M- 87.22% |
$429M - $521M
|
759K
$70.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.66M- 69.98% |
$717M - $870M
|
3.71M
$346M
|