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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q4 2023
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
50.4KNew |
$4.17M - $5.07M
|
50.4K
$4.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
50.3K+ 13.6% |
$4.16M - $5.05M
|
420K
$39.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
50.2KNew |
$4.16M - $5.05M
|
50.2K
$4.67M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
50K+ 33.33% |
$4.14M - $5.03M
|
200K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Scoggin Management LP
New York, NY |
BUY
|
- |
50KNew |
$4.14M - $5.03M
|
50K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
50KNew |
$4.13M - $5.02M
|
50K
$4.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Berkley W R Corp
Greenwich, CT |
BUY
|
- |
49.6KNew |
$4.11M - $4.99M
|
49.6K
$4.62M
|
|
|
Feb 02, 2024
Q4 2023
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
49.2KNew |
$4.07M - $4.94M
|
49.2K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
48.4K+ 2.79% |
$4M - $4.86M
|
1.78M
$166M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
48.3KNew |
$4M - $4.85M
|
48.3K
$4.49M
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
47.2K+ 602.34% |
$3.91M - $4.74M
|
55K
$5.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
46.2K+ 26.68% |
$3.83M - $4.65M
|
220K
$20.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
45.4KNew |
$3.76M - $4.56M
|
45.4K
$4.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
45.3K+ 5.64% |
$3.75M - $4.55M
|
848K
$78.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
45KNew |
$3.73M - $4.53M
|
45K
$4.19M
|
|
|
May 10, 2024
Q4 2023
|
Sheridan Capital Management, LLC
San Rafael, CA |
BUY
|
- |
44.1KNew |
$3.65M - $4.43M
|
44.1K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
43.4K+ 18.98% |
$3.59M - $4.36M
|
272K
$25.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
41.3KNew |
$3.42M - $4.15M
|
41.3K
$3.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
41.1KNew |
$3.4M - $4.13M
|
41.1K
$3.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
41K+ 62.86% |
$3.39M - $4.12M
|
106K
$9.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40.1K+ 79.37% |
$3.32M - $4.03M
|
90.6K
$8.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
39.6KNew |
$3.28M - $3.98M
|
39.6K
$3.69M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
39.4K+ 86.89% |
$3.26M - $3.96M
|
84.8K
$7.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
39.1K+ 13.32% |
$3.24M - $3.93M
|
333K
$31M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38.7K+ 90.1% |
$3.2M - $3.89M
|
81.7K
$7.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
38.4KNew |
$3.18M - $3.86M
|
38.4K
$3.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
38.1K+ 32.98% |
$3.15M - $3.83M
|
154K
$14.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
38.1K+ 77.67% |
$3.15M - $3.83M
|
87.1K
$8.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
38K+ 55.61% |
$3.14M - $3.82M
|
106K
$9.88M
|
|
|
Feb 14, 2024
Q4 2023
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
37.5KNew |
$3.11M - $3.77M
|
37.5K
$3.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
37.5K+ 217.82% |
$3.11M - $3.77M
|
54.8K
$5.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37KNew |
$3.06M - $3.72M
|
37K
$3.45M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
37K+ 1.35% |
$3.06M - $3.72M
|
2.77M
$258M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
36.9KNew |
$3.06M - $3.71M
|
36.9K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
36.6K+ 47.7% |
$3.03M - $3.68M
|
113K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35.6K+ 924.0% |
$2.95M - $3.58M
|
39.5K
$3.68M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
35.6K+ 922.14% |
$2.94M - $3.58M
|
39.4K
$3.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
35.3K+ 42.04% |
$2.92M - $3.55M
|
119K
$11.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
34.9K+ 349.29% |
$2.89M - $3.51M
|
44.9K
$4.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
34.6KNew |
$2.86M - $3.48M
|
34.6K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
34.6K+ 46.92% |
$2.86M - $3.48M
|
108K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
34.2KNew |
$2.83M - $3.44M
|
34.2K
$3.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.1K+ 22.96% |
$2.82M - $3.43M
|
183K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
34.1K+ 233.44% |
$2.82M - $3.43M
|
48.7K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
34.1K+ 9.7% |
$2.82M - $3.42M
|
385K
$35.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
34KNew |
$2.81M - $3.41M
|
34K
$3.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
33.5KNew |
$2.78M - $3.37M
|
33.5K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
33.3K+ 80.81% |
$2.75M - $3.34M
|
74.4K
$6.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
32.9K+ 95.15% |
$2.72M - $3.31M
|
67.5K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
32.9KNew |
$2.72M - $3.3M
|
32.9K
$3.06M
|