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 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
32.9K+ 95.15% |
$2.72M - $3.31M
|
67.5K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
32.9KNew |
$2.72M - $3.3M
|
32.9K
$2.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32.8K+ 647.5% |
$2.72M - $3.3M
|
37.9K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
32K+ 8511.17% |
$2.65M - $3.22M
|
32.4K
$2.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
31.7KNew |
$2.63M - $3.19M
|
31.7K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
30.9K+ 79.09% |
$2.55M - $3.1M
|
69.9K
$6.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
30.2K+ 12.58% |
$2.5M - $3.03M
|
270K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.1K+ 31.37% |
$2.49M - $3.03M
|
126K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
29.8K+ 79.37% |
$2.47M - $3M
|
67.4K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
29.7K+ 13376.13% |
$2.46M - $2.98M
|
29.9K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
29KNew |
$2.4M - $2.91M
|
29K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
29KNew |
$2.4M - $2.91M
|
29K
$2.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
28.9K+ 647.81% |
$2.39M - $2.9M
|
33.3K
$2.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
28.6KNew |
$2.37M - $2.87M
|
28.6K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28.5K+ 341.99% |
$2.36M - $2.87M
|
36.9K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 53.25% |
$2.28M - $2.77M
|
79.4K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
27.5K+ 33.16% |
$2.27M - $2.76M
|
110K
$9.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
27.1K+ 107.67% |
$2.24M - $2.72M
|
52.2K
$4.66M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
27K+ 13.33% |
$2.24M - $2.72M
|
230K
$20.5M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26.9KNew |
$2.22M - $2.7M
|
26.9K
$2.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
26.8K+ 365.05% |
$2.22M - $2.69M
|
34.1K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
26.7KNew |
$2.21M - $2.69M
|
26.7K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26.5K+ 152.5% |
$2.19M - $2.66M
|
43.8K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
26.4K+ 35.03% |
$2.18M - $2.65M
|
102K
$9.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
26.3K+ 27.75% |
$2.18M - $2.64M
|
121K
$10.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
25.4KNew |
$2.1M - $2.55M
|
25.4K
$2.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
24.9KNew |
$2.06M - $2.51M
|
24.9K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
24.6K+ 103.85% |
$2.04M - $2.47M
|
48.3K
$4.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
24.5KNew |
$2.03M - $2.47M
|
24.5K
$2.19M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
24.2KNew |
$2.01M - $2.44M
|
24.2K
$2.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
24.2K+ 15.99% |
$2M - $2.43M
|
175K
$15.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
23.3KNew |
$1.93M - $2.34M
|
23.3K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
23.2K+ 235.14% |
$1.92M - $2.33M
|
33K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22.8K+ 749.52% |
$1.89M - $2.29M
|
25.8K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.2KNew |
$1.84M - $2.23M
|
22.2K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
21.8KNew |
$1.8M - $2.19M
|
21.8K
$1.94M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
21.3K+ 375.72% |
$1.77M - $2.14M
|
27K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
21.2K+ 29.76% |
$1.75M - $2.13M
|
92.4K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
20.9K+ 18.83% |
$1.73M - $2.1M
|
132K
$11.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
BUY
|
- |
20.9KNew |
$1.73M - $2.1M
|
20.9K
$1.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
20.6K+ 57.2% |
$1.7M - $2.07M
|
56.5K
$5.04M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
20.1KNew |
$1.67M - $2.02M
|
20.1K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.7K+ 96.51% |
$1.63M - $1.98M
|
40.2K
$3.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.6K+ 19.99% |
$1.62M - $1.97M
|
118K
$10.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
19.5K+ 94.53% |
$1.62M - $1.96M
|
40.2K
$3.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
19.5KNew |
$1.62M - $1.96M
|
19.5K
$1.74M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
19.3K+ 66.25% |
$1.6M - $1.94M
|
48.5K
$4.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
19.3KNew |
$1.6M - $1.94M
|
19.3K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
19.1K+ 20.92% |
$1.58M - $1.92M
|
111K
$9.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
19K+ 4.15% |
$1.57M - $1.91M
|
476K
$42.5M
|