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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
98.4KNew |
$8.14M - $9.89M
|
98.4K
$8.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
98.3K+ 29.53% |
$8.13M - $9.88M
|
431K
$38.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
97.4KNew |
$8.06M - $9.79M
|
97.4K
$8.69M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
96.9K+ 367.81% |
$8.02M - $9.73M
|
123K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
94.6K+ 56.91% |
$7.83M - $9.5M
|
261K
$23.3M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
BUY
|
- |
92.1K+ 96.82% |
$7.63M - $9.26M
|
187K
$16.7M
|
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
91.8KNew |
$7.59M - $9.22M
|
91.8K
$8.19M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
90.3KNew |
$7.47M - $9.07M
|
90.3K
$8.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
86.5K+ 19.55% |
$7.16M - $8.69M
|
529K
$47.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Gds Wealth Management
|
BUY
|
- |
85.7KNew |
$7.09M - $8.61M
|
85.7K
$7.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
85.3KNew |
$7.06M - $8.57M
|
85.3K
$7.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
80.7KNew |
$6.68M - $8.11M
|
80.7K
$7.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
79.9KNew |
$6.61M - $8.03M
|
79.9K
$7.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.3K+ 27.25% |
$6.48M - $7.87M
|
366K
$32.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
77.7KNew |
$6.43M - $7.81M
|
77.7K
$6.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
77.6KNew |
$6.42M - $7.8M
|
77.6K
$6.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
75.6K+ 1827.38% |
$6.25M - $7.59M
|
79.7K
$7.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
75KNew |
$6.21M - $7.54M
|
75K
$6.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Adroit Compliance, LLC
Rockford, IL |
BUY
|
- |
73.8KNew |
$6.11M - $7.42M
|
73.8K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
73.7K+ 6.65% |
$6.1M - $7.41M
|
1.18M
$105M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
73.4KNew |
$6.08M - $7.38M
|
73.4K
$6.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72.4K+ 2022.56% |
$6M - $7.28M
|
76K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
71.1KNew |
$5.89M - $7.15M
|
71.1K
$6.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
70.9K+ 26.76% |
$5.87M - $7.13M
|
336K
$30M
|
|
|
Feb 09, 2024
Q4 2023
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
69.5KNew |
$5.75M - $6.99M
|
69.5K
$6.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
67.3KNew |
$5.57M - $6.76M
|
67.3K
$6.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
66.6K+ 1782.12% |
$5.51M - $6.69M
|
70.3K
$6.28M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
66.2KNew |
$5.48M - $6.66M
|
66.2K
$5.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
65KNew |
$5.38M - $6.53M
|
65K
$5.8M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
64.2K+ 94.78% |
$5.31M - $6.45M
|
132K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
62.9KNew |
$5.21M - $6.32M
|
62.9K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
62.3K+ 223.79% |
$5.16M - $6.26M
|
90.1K
$8.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
60.5K+ 35.07% |
$5.01M - $6.08M
|
233K
$20.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
60.4KNew |
$5M - $6.07M
|
60.4K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59.8K+ 29.6% |
$4.95M - $6.01M
|
262K
$23.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
59.6KNew |
$4.94M - $5.99M
|
59.6K
$5.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Blue Drive Global Investors LLP
London, X0 |
BUY
|
- |
58.8KNew |
$4.87M - $5.91M
|
58.8K
$5.25M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
57.3K+ 724.75% |
$4.75M - $5.76M
|
65.2K
$5.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
57KNew |
$4.72M - $5.73M
|
57K
$5.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.1K+ 108.93% |
$4.64M - $5.63M
|
108K
$9.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
55.8K+ 1140.78% |
$4.62M - $5.61M
|
60.7K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
55.7KNew |
$4.61M - $5.6M
|
55.7K
$4.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
55.7K+ 795.26% |
$4.61M - $5.59M
|
62.7K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
55.1K+ 212.99% |
$4.56M - $5.54M
|
80.9K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
54.8K+ 4.44% |
$4.54M - $5.51M
|
1.29M
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
54.7KNew |
$4.53M - $5.5M
|
54.7K
$4.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
54.5K+ 27.69% |
$4.51M - $5.48M
|
251K
$22.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Avid Wealth Partners LLC
San Antonio, TX |
BUY
|
- |
53.4KNew |
$4.42M - $5.37M
|
53.4K
$4.77M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
52.6K+ 40.52% |
$4.35M - $5.28M
|
182K
$16.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
BUY
|
- |
51.5KNew |
$4.27M - $5.18M
|
51.5K
$4.6M
|