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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
215K+ 443.89% |
$17.8M - $21.6M
|
263K
$23.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
210K+ 200.91% |
$17.4M - $21.1M
|
314K
$28.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
209K+ 402.09% |
$17.3M - $21M
|
261K
$23.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
206K+ 34.5% |
$17M - $20.7M
|
803K
$71.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
203K+ 45.55% |
$16.8M - $20.4M
|
649K
$57.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
191K+ 180.33% |
$15.8M - $19.2M
|
297K
$26.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
191K+ 17349.27% |
$15.8M - $19.2M
|
192K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
185KNew |
$15.3M - $18.6M
|
185K
$16.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
184KNew |
$15.2M - $18.5M
|
184K
$16.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
180K+ 30.24% |
$14.9M - $18.1M
|
777K
$69.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
167K+ 26.24% |
$13.8M - $16.8M
|
803K
$71.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
164KNew |
$13.6M - $16.5M
|
164K
$14.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
163K+ 86.12% |
$13.5M - $16.4M
|
352K
$31.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
163KNew |
$13.5M - $16.4M
|
163K
$14.5M
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
161KNew |
$13.4M - $16.2M
|
161K
$14.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
159K+ 3.63% |
$13.1M - $16M
|
4.53M
$404M
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
157K+ 629.99% |
$13M - $15.8M
|
182K
$16.2M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
155K+ 115.69% |
$12.8M - $15.6M
|
289K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
149K+ 82.62% |
$12.3M - $14.9M
|
329K
$29.3M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
145KNew |
$12M - $14.6M
|
145K
$13M
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
145KNew |
$12M - $14.6M
|
145K
$13M
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
144K+ 12.94% |
$11.9M - $14.4M
|
1.25M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
144K+ 618.17% |
$11.9M - $14.4M
|
167K
$14.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
141K+ 125.49% |
$11.7M - $14.2M
|
253K
$22.6M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
137K+ 49.16% |
$11.4M - $13.8M
|
417K
$37.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
135K+ 7.36% |
$11.2M - $13.6M
|
1.97M
$176M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
135K+ 39.31% |
$11.2M - $13.6M
|
479K
$42.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
134K+ 7.17% |
$11.1M - $13.5M
|
2.01M
$179M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
134KNew |
$11.1M - $13.4M
|
134K
$11.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
133KNew |
$11M - $13.4M
|
133K
$11.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Dsc Meridian Capital LP
New York, NY |
BUY
|
- |
131KNew |
$10.9M - $13.2M
|
131K
$11.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
130KNew |
$10.8M - $13.1M
|
130K
$11.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
130KNew |
$10.8M - $13.1M
|
130K
$11.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Ursa Fund Management, LLC
|
BUY
|
- |
130KNew |
$10.7M - $13M
|
130K
$11.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
129KNew |
$10.7M - $12.9M
|
129K
$11.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
121K+ 3.03% |
$10M - $12.2M
|
4.12M
$368M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
120K+ 3607.98% |
$9.95M - $12.1M
|
124K
$11M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
BUY
|
- |
120KNew |
$9.95M - $12.1M
|
120K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
119K+ 28.67% |
$9.85M - $12M
|
534K
$47.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116KNew |
$9.62M - $11.7M
|
116K
$10.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
114K+ 4.35% |
$9.42M - $11.4M
|
2.73M
$244M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
112K+ 6142.14% |
$9.25M - $11.2M
|
114K
$10.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
111KNew |
$9.23M - $11.2M
|
111K
$9.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
109KNew |
$9.05M - $11M
|
109K
$9.76M
|
|
|
Feb 06, 2024
Q4 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
109KNew |
$9.04M - $11M
|
109K
$9.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Rs Crum Inc.
|
BUY
|
- |
108K+ 95.08% |
$8.97M - $10.9M
|
222K
$19.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
106K+ 400.13% |
$8.77M - $10.7M
|
132K
$11.8M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
106KNew |
$8.76M - $10.6M
|
106K
$9.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
105K+ 153.69% |
$8.72M - $10.6M
|
174K
$15.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
104K+ 418.42% |
$8.64M - $10.5M
|
129K
$11.5M
|