Purchases and Sales Made in Q1 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
33+ 18.44% |
$3.04K - $3.26K
|
212
$19.9K
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
31+ 0.49% |
$2.86K - $3.06K
|
6.42K
$602K
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
29+ 0.06% |
$2.67K - $2.86K
|
48.3K
$4.53M
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
28+ 0.36% |
$2.58K - $2.76K
|
7.78K
$730K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
27+ 32.14% |
$2.49K - $2.67K
|
111
$10.4K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
27+ 10.55% |
$2.49K - $2.67K
|
283
$26.6K
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
26New |
$2.4K - $2.57K
|
26
$2.44K
|
|
May 14, 2024
Q1 2024
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
23+ 0.23% |
$2.12K - $2.27K
|
9.93K
$932K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
22New |
$2.03K - $2.17K
|
22
$2.07K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
21New |
$1.94K - $2.07K
|
21
$1.97K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20+ 35.09% |
$1.84K - $1.97K
|
77
$7.23K
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
19+ 0.75% |
$1.75K - $1.88K
|
2.56K
$240K
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
19+ 0.58% |
$1.75K - $1.88K
|
3.27K
$307K
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
17+ 0.56% |
$1.57K - $1.68K
|
3.07K
$289K
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.41K
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
15New |
$1.38K - $1.48K
|
15
$1.41K
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
14+ 0.65% |
$1.29K - $1.38K
|
2.17K
$203K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
14+ 63.64% |
$1.29K - $1.38K
|
36
$3.38K
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
13+ 0.57% |
$1.2K - $1.28K
|
2.31K
$217K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.22K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
13New |
$1.2K - $1.28K
|
13
$1.22K
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
10+ 4.78% |
$922 - $987
|
219
$20.6K
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
7+ 1.09% |
$645 - $691
|
647
$60.7K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6+ 0.23% |
$553 - $592
|
2.61K
$245K
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
4New |
$369 - $395
|
4
$375
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
3+ 16.67% |
$277 - $296
|
21
$1.97K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.96% |
$184 - $197
|
210
$19.7K
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.02% |
$184 - $197
|
10.8K
$1.01M
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$93.9
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1New |
$92.2 - $98.7
|
1
$93.9
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 7.69% |
$92.2 - $98.7
|
14
$1.31K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.06% |
$92.2 - $98.7
|
1.58K
$148K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.25% |
$92.2 - $98.7
|
401
$37.6K
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.5% |
$92.2 - $98.7
|
202
$19K
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1+ 16.67% |
$92.2 - $98.7
|
7
$657
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-7- 1.92% |
$645 - $691
|
358
$33.6K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-8- 0.18% |
$737 - $790
|
4.54K
$426K
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-12- 0.1% |
$1.11K - $1.18K
|
11.5K
$1.08M
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-12- 0.03% |
$1.11K - $1.18K
|
37K
$3.47M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-15- 93.75% |
$1.38K - $1.48K
|
1
$93.9
|
|
May 02, 2024
Q1 2024
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-15- 0.36% |
$1.38K - $1.48K
|
4.15K
$390K
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-17- 0.04% |
$1.57K - $1.68K
|
44.7K
$4.2M
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 18.18% |
$1.84K - $1.97K
|
90
$8.45K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.63% |
$2.67K - $2.86K
|
351
$32.9K
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-29- 0.47% |
$2.67K - $2.86K
|
6.13K
$575K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-30- 1.48% |
$2.77K - $2.96K
|
2K
$188K
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-31- 1.11% |
$2.86K - $3.06K
|
2.75K
$258K
|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
SELL
|
- |
-38- 0.02% |
$3.5K - $3.75K
|
213K
$20M
|
|
Apr 26, 2024
Q1 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-45- 0.28% |
$4.15K - $4.44K
|
15.9K
$1.5M
|