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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
18.9K+ 3137.71% |
$1.56M - $1.9M
|
19.5K
$1.81M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
18.7K+ 580.95% |
$1.54M - $1.88M
|
21.9K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
18.5K+ 19.48% |
$1.53M - $1.86M
|
113K
$10.6M
|
|
|
May 07, 2024
Q4 2023
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
18.4KNew |
$1.52M - $1.84M
|
18.4K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
18.4K+ 139.54% |
$1.52M - $1.84M
|
31.5K
$2.93M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
18.2KNew |
$1.51M - $1.83M
|
18.2K
$1.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.2K+ 281.49% |
$1.5M - $1.83M
|
24.6K
$2.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
18K+ 160.48% |
$1.49M - $1.81M
|
29.3K
$2.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
18KNew |
$1.49M - $1.8M
|
18K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
17.9K+ 20.38% |
$1.48M - $1.8M
|
106K
$9.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.9K+ 9.1% |
$1.48M - $1.8M
|
214K
$20M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
17.8KNew |
$1.48M - $1.79M
|
17.8K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
17.8K+ 512.85% |
$1.47M - $1.78M
|
21.2K
$1.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
17.5K+ 564.82% |
$1.45M - $1.76M
|
20.7K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
17.5K+ 66.26% |
$1.45M - $1.76M
|
43.9K
$4.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.3K+ 45.43% |
$1.43M - $1.74M
|
55.5K
$5.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sourcerock Group LLC
Denver, CO |
BUY
|
- |
17K+ 82.13% |
$1.41M - $1.71M
|
37.7K
$3.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
16.9K+ 9.3% |
$1.4M - $1.7M
|
199K
$18.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16.9K+ 50.63% |
$1.4M - $1.7M
|
50.3K
$4.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
16.8KNew |
$1.39M - $1.69M
|
16.8K
$1.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
16KNew |
$1.32M - $1.61M
|
16K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Reitz Capital Advisors LLC
|
BUY
|
- |
15.6K+ 301.96% |
$1.29M - $1.56M
|
20.7K
$1.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Pariax, LLC
|
BUY
|
- |
15.5K+ 29.79% |
$1.29M - $1.56M
|
67.7K
$6.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
15.4K+ 18.82% |
$1.27M - $1.55M
|
97.1K
$9.04M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
15.4KNew |
$1.27M - $1.54M
|
15.4K
$1.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
15.2KNew |
$1.26M - $1.53M
|
15.2K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Surience Private Wealth LLC
|
BUY
|
- |
15.2KNew |
$1.26M - $1.53M
|
15.2K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
15K+ 2.71% |
$1.24M - $1.51M
|
570K
$53.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
14.9K+ 38.99% |
$1.23M - $1.5M
|
53K
$4.94M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
14.8KNew |
$1.22M - $1.49M
|
14.8K
$1.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 1.48% |
$1.22M - $1.48M
|
1.01M
$94.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
14.5KNew |
$1.2M - $1.46M
|
14.5K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
14.2KNew |
$1.17M - $1.42M
|
14.2K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14K+ 7.45% |
$1.16M - $1.41M
|
202K
$18.8M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
13.5KNew |
$1.12M - $1.36M
|
13.5K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
13.5KNew |
$1.12M - $1.36M
|
13.5K
$1.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
13.5K+ 8.5% |
$1.12M - $1.36M
|
172K
$16M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
13.5K+ 43.98% |
$1.11M - $1.35M
|
44.1K
$4.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
13.3K+ 16.33% |
$1.1M - $1.34M
|
94.6K
$8.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.3KNew |
$1.1M - $1.33M
|
13.3K
$1.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
13KNew |
$1.08M - $1.31M
|
13K
$1.21M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
13K+ 6576.65% |
$1.07M - $1.3M
|
13.2K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
12.9K+ 62.56% |
$1.07M - $1.3M
|
33.5K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.8K+ 25.66% |
$1.06M - $1.28M
|
62.5K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
12.6K+ 12.41% |
$1.05M - $1.27M
|
115K
$10.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
12.6K+ 12.69% |
$1.04M - $1.27M
|
112K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ogborne Capital Management, LLC
San Francisco, CA |
BUY
|
- |
12.5KNew |
$1.03M - $1.26M
|
12.5K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
12.4K+ 207.94% |
$1.03M - $1.25M
|
18.4K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
12.4KNew |
$1.03M - $1.25M
|
12.4K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12.2KNew |
$1.01M - $1.23M
|
12.2K
$1.14M
|