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 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-64.2K- 48.66% |
$5.92M - $6.34M
|
67.7K
$6.04M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65.2K- 10.06% |
$6.01M - $6.44M
|
583K
$52.1M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-65.4K- 94.54% |
$6.03M - $6.46M
|
3.78K
$338K
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-68.4K- 65.07% |
$6.3M - $6.75M
|
36.7K
$3.28M
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-70K- 48.27% |
$6.46M - $6.91M
|
75.1K
$6.7M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-70.6K- 27.01% |
$6.51M - $6.97M
|
191K
$17M
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-70.7K- 76.92% |
$6.52M - $6.98M
|
21.2K
$1.89M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-72.4K- 22.43% |
$6.67M - $7.15M
|
250K
$22.4M
|
|
Apr 29, 2024
Q1 2024
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-72.7K- 66.53% |
$6.7M - $7.18M
|
36.6K
$3.26M
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-73.5K- 5.86% |
$6.78M - $7.26M
|
1.18M
$105M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-83.5K- 41.42% |
$7.7M - $8.25M
|
118K
$10.5M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-86.3K- 6.87% |
$7.95M - $8.52M
|
1.17M
$104M
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-91.8K- 15.74% |
$8.46M - $9.06M
|
491K
$43.9M
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-93.3K- 35.41% |
$8.6M - $9.21M
|
170K
$15.2M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-94.1K- 22.47% |
$8.67M - $9.29M
|
325K
$29M
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
SELL
|
- |
-98.3K- 31.89% |
$9.06M - $9.7M
|
210K
$18.7M
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-106K- 60.65% |
$9.73M - $10.4M
|
68.5K
$6.11M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-108K- 50.83% |
$9.98M - $10.7M
|
105K
$9.35M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-114K- 23.68% |
$10.5M - $11.2M
|
367K
$32.7M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-121K- 45.79% |
$11.2M - $11.9M
|
143K
$12.8M
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-129K- 40.99% |
$11.9M - $12.7M
|
186K
$16.6M
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-129K- 96.64% |
$11.9M - $12.8M
|
4.49K
$401K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-135K- 6.76% |
$12.5M - $13.4M
|
1.87M
$167M
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-137K- 8.87% |
$12.6M - $13.5M
|
1.41M
$126M
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-140K- 96.43% |
$12.9M - $13.8M
|
5.18K
$462K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-140K- 29.14% |
$12.9M - $13.8M
|
341K
$30.4M
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-143K- 97.44% |
$13.2M - $14.1M
|
3.75K
$334K
|
|
Apr 29, 2024
Q1 2024
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-152K- 82.22% |
$14M - $15M
|
32.9K
$2.94M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-155K- 8.06% |
$14.3M - $15.3M
|
1.77M
$158M
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-158K- 97.66% |
$14.5M - $15.6M
|
3.78K
$338K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-172K- 16.94% |
$15.8M - $17M
|
843K
$75.3M
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-174K- 36.01% |
$16.1M - $17.2M
|
309K
$27.6M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-176K- 30.83% |
$16.2M - $17.4M
|
395K
$35.3M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-178K- 10.62% |
$16.4M - $17.5M
|
1.5M
$133M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-183K- 6.7% |
$16.9M - $18.1M
|
2.55M
$228M
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-190K- 99.06% |
$17.5M - $18.8M
|
1.8K
$161K
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-194K- 9.83% |
$17.9M - $19.1M
|
1.78M
$159M
|
|
May 14, 2024
Q1 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-200K- 78.95% |
$18.4M - $19.7M
|
53.3K
$4.76M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-219K- 10.73% |
$20.2M - $21.6M
|
1.82M
$163M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-232K- 99.58% |
$21.4M - $22.9M
|
973
$86.9K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-252K- 24.99% |
$23.2M - $24.9M
|
756K
$67.5M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-264K- 97.78% |
$24.3M - $26.1M
|
6.01K
$536K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-300K- 6.62% |
$27.6M - $29.6M
|
4.23M
$378M
|
|
May 14, 2024
Q1 2024
|
Ws Management Lllp
Jacksonville, FL |
SELL
|
- |
-305K- 20.22% |
$28.1M - $30.1M
|
1.2M
$107M
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-312K- 75.85% |
$28.8M - $30.8M
|
99.4K
$8.87M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-323K- 40.18% |
$29.8M - $31.9M
|
481K
$42.9M
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-396K- 69.44% |
$36.5M - $39.1M
|
174K
$15.6M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-406K- 8.23% |
$37.5M - $40.1M
|
4.53M
$405M
|
|
May 01, 2024
Q1 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-406K- 98.98% |
$37.5M - $40.1M
|
4.17K
$372K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-426K- 89.03% |
$39.3M - $42.1M
|
52.5K
$4.69M
|