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 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
12.2KNew |
$1.01M - $1.22M
|
12.2K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
12.1KNew |
$998K - $1.21M
|
12.1K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
11.9K+ 6.34% |
$987K - $1.2M
|
200K
$18.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
11.8KNew |
$974K - $1.18M
|
11.8K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
11.6KNew |
$962K - $1.17M
|
11.6K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
11.6K+ 73.5% |
$962K - $1.17M
|
27.4K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
11.6KNew |
$958K - $1.16M
|
11.6K
$1.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
11.5K+ 27.65% |
$951K - $1.16M
|
53.1K
$4.94M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 90.84% |
$951K - $1.15M
|
24.1K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
11.4KNew |
$947K - $1.15M
|
11.4K
$1.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
11.4KNew |
$941K - $1.14M
|
11.4K
$1.06M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
11.3KNew |
$937K - $1.14M
|
11.3K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.3KNew |
$934K - $1.13M
|
11.3K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.1K+ 35.87% |
$919K - $1.12M
|
42K
$3.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.1K+ 82.38% |
$916K - $1.11M
|
24.5K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.9K+ 372.53% |
$899K - $1.09M
|
13.8K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
10.8K+ 8.0% |
$891K - $1.08M
|
145K
$13.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.7KNew |
$888K - $1.08M
|
10.7K
$998K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
10.7KNew |
$887K - $1.08M
|
10.7K
$997K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
10.7K+ 37.46% |
$885K - $1.07M
|
39.2K
$3.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
10.5KNew |
$869K - $1.06M
|
10.5K
$977K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.5KNew |
$869K - $1.05M
|
10.5K
$977K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
10.5KNew |
$867K - $1.05M
|
10.5K
$975K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$861K - $1.05M
|
10.4K
$968K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$841K - $1.02M
|
10.2K
$946K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
10KNew |
$832K - $1.01M
|
10K
$935K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.98K+ 7.58% |
$826K - $1M
|
142K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
9.98K+ 3.75% |
$826K - $1M
|
276K
$25.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
9.91K+ 215.61% |
$820K - $996K
|
14.5K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
9.85KNew |
$815K - $990K
|
9.85K
$917K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
BUY
|
- |
9.71K+ 12.8% |
$804K - $976K
|
85.6K
$7.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
9.7K+ 32.58% |
$803K - $975K
|
39.5K
$3.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.69K+ 600.99% |
$802K - $974K
|
11.3K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.37KNew |
$776K - $942K
|
9.37K
$872K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
9.35K+ 52.96% |
$774K - $940K
|
27K
$2.51M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
9.31K+ 152.52% |
$771K - $936K
|
15.4K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
9.14K+ 58.51% |
$757K - $919K
|
24.8K
$2.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
9.08K+ 4.7% |
$752K - $913K
|
202K
$18.8M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
9.03KNew |
$747K - $908K
|
9.03K
$840K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.96K+ 68.37% |
$742K - $900K
|
22.1K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
8.53KNew |
$706K - $858K
|
8.53K
$794K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
8.5K+ 16.56% |
$703K - $854K
|
59.8K
$5.56M
|
|
|
Jan 26, 2024
Q4 2023
|
White Pine Investment CO
|
BUY
|
- |
8.36K+ 55.48% |
$692K - $841K
|
23.4K
$2.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
8.28K+ 61.07% |
$685K - $832K
|
21.8K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.27K+ 125.18% |
$685K - $831K
|
14.9K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
8.17K+ 21.95% |
$676K - $821K
|
45.4K
$4.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
8.17K+ 15.81% |
$676K - $821K
|
59.8K
$5.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.06KNew |
$667K - $810K
|
8.06K
$750K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.04KNew |
$666K - $808K
|
8.04K
$748K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
7.99KNew |
$661K - $803K
|
7.99K
$744K
|