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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.82K- 38.36% |
$813K - $871K
|
14.2K
$1.26M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.91K- 23.98% |
$821K - $879K
|
28.2K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.15K- 35.43% |
$844K - $903K
|
16.7K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.21K- 23.06% |
$849K - $909K
|
30.7K
$2.74M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
SELL
|
- |
-9.25K- 19.38% |
$853K - $913K
|
38.5K
$3.44M
|
|
|
May 13, 2024
Q1 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-9.28K- 4.95% |
$855K - $916K
|
178K
$15.9M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.47K- 6.17% |
$873K - $935K
|
144K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-9.5K- 77.55% |
$876K - $938K
|
2.75K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-9.51K- 19.68% |
$877K - $939K
|
38.8K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.56K- 12.51% |
$882K - $944K
|
66.9K
$5.97M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-10.2K- 73.17% |
$940K - $1.01M
|
3.74K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-10.3K- 5.15% |
$949K - $1.02M
|
190K
$16.9M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.4K- 17.2% |
$963K - $1.03M
|
50.3K
$4.49M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.6K- 76.75% |
$975K - $1.04M
|
3.2K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.1K- 3.83% |
$1.02M - $1.09M
|
278K
$24.8M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.3K- 26.3% |
$1.04M - $1.12M
|
31.7K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-11.4K- 11.17% |
$1.05M - $1.12M
|
90.3K
$8.06M
|
|
|
May 08, 2024
Q1 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-11.8K- 56.29% |
$1.08M - $1.16M
|
9.13K
$815K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.3K- 63.43% |
$1.14M - $1.22M
|
7.1K
$634K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-12.7K- 7.59% |
$1.17M - $1.25M
|
154K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-13.1K- 14.56% |
$1.21M - $1.3M
|
77K
$6.87M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-13.1K- 99.93% |
$1.21M - $1.3M
|
9
$803
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-13.2K- 73.01% |
$1.22M - $1.3M
|
4.88K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13.3K- 15.73% |
$1.23M - $1.31M
|
71.2K
$6.35M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-13.4K- 10.27% |
$1.24M - $1.32M
|
117K
$10.4M
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-13.4K- 29.53% |
$1.24M - $1.32M
|
32K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-13.5K- 16.22% |
$1.25M - $1.34M
|
70K
$6.25M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-13.7K- 0.14% |
$1.26M - $1.35M
|
9.73M
$868M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-14K- 4.34% |
$1.29M - $1.38M
|
309K
$27.6M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14K- 52.37% |
$1.29M - $1.39M
|
12.8K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-14.3K- 33.93% |
$1.32M - $1.41M
|
27.8K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-14.7K- 3.69% |
$1.35M - $1.45M
|
383K
$34.1M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.2K- 14.34% |
$1.4M - $1.5M
|
90.7K
$8.09M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-15.3K- 46.35% |
$1.41M - $1.51M
|
17.7K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-15.3K- 24.83% |
$1.41M - $1.51M
|
46.4K
$4.15M
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-15.4K- 6.4% |
$1.42M - $1.52M
|
225K
$20.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-15.4K- 15.89% |
$1.42M - $1.52M
|
81.7K
$7.29M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15.6K- 14.65% |
$1.44M - $1.54M
|
90.7K
$8.09M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-15.6K- 45.9% |
$1.44M - $1.54M
|
18.4K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-15.8K- 12.12% |
$1.45M - $1.56M
|
114K
$10.2M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.4K- 20.03% |
$1.51M - $1.62M
|
65.3K
$5.83M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-16.9K- 67.68% |
$1.56M - $1.67M
|
8.09K
$722K
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-17K- 16.49% |
$1.57M - $1.68M
|
86.1K
$7.69M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-17.1K- 72.46% |
$1.57M - $1.69M
|
6.49K
$579K
|
|
|
May 08, 2024
Q1 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-17.3K- 24.9% |
$1.6M - $1.71M
|
52.2K
$4.66M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-17.6K- 17.88% |
$1.62M - $1.74M
|
80.8K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-17.8K- 14.4% |
$1.64M - $1.76M
|
106K
$9.44M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-17.8K- 76.64% |
$1.64M - $1.76M
|
5.44K
$485K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.1K- 13.76% |
$1.67M - $1.79M
|
114K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-18.4K- 26.25% |
$1.69M - $1.81M
|
51.6K
$4.6M
|