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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
8.06KNew |
$667K - $810K
|
8.06K
$720K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
8.04KNew |
$666K - $808K
|
8.04K
$718K
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
7.99KNew |
$661K - $803K
|
7.99K
$713K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
7.88K+ 132.93% |
$652K - $792K
|
13.8K
$1.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
7.82K+ 3.8% |
$647K - $786K
|
214K
$19.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
7.82K+ 211.44% |
$647K - $786K
|
11.5K
$1.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
7.76K+ 32.61% |
$643K - $780K
|
31.6K
$2.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.76K+ 6.77% |
$642K - $780K
|
122K
$10.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.76K+ 300.7% |
$642K - $779K
|
10.3K
$923K
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
7.75KNew |
$641K - $779K
|
7.75K
$692K
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
BUY
|
- |
7.68K+ 24.96% |
$636K - $772K
|
38.5K
$3.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.67KNew |
$635K - $771K
|
7.67K
$685K
|
|
|
Feb 06, 2024
Q4 2023
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
7.65KNew |
$633K - $768K
|
7.65K
$683K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.64K+ 50.44% |
$632K - $768K
|
22.8K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
7.53K+ 278.2% |
$623K - $757K
|
10.2K
$914K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
BUY
|
- |
7.5K+ 187.5% |
$621K - $754K
|
11.5K
$1.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
7.48KNew |
$619K - $752K
|
7.48K
$667K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.48K+ 100.25% |
$619K - $751K
|
14.9K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.47K+ 256.19% |
$619K - $751K
|
10.4K
$928K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.45K+ 11.85% |
$617K - $749K
|
70.3K
$6.28M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.35K+ 12.73% |
$608K - $739K
|
65.1K
$5.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.35KNew |
$608K - $738K
|
7.35K
$656K
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
7.33KNew |
$607K - $737K
|
7.33K
$655K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
7.29KNew |
$604K - $733K
|
7.29K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
7.14K+ 3.82% |
$591K - $717K
|
194K
$17.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
7.12KNew |
$589K - $715K
|
7.12K
$635K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.05K+ 826.88% |
$583K - $708K
|
7.9K
$705K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
7.02KNew |
$581K - $705K
|
7.02K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
7K+ 82.35% |
$579K - $704K
|
15.5K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.95K+ 132.74% |
$575K - $698K
|
12.2K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.95KNew |
$575K - $698K
|
6.95K
$620K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.92KNew |
$573K - $696K
|
6.92K
$618K
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
6.91K+ 55.27% |
$572K - $695K
|
19.4K
$1.73M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
6.9KNew |
$571K - $693K
|
6.9K
$616K
|
|
|
Feb 12, 2024
Q4 2023
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
6.88KNew |
$569K - $691K
|
6.88K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
6.87KNew |
$568K - $690K
|
6.87K
$613K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
6.85KNew |
$567K - $689K
|
6.85K
$612K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.8K+ 5.5% |
$563K - $683K
|
130K
$11.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.79KNew |
$562K - $682K
|
6.79K
$606K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.73K+ 81.31% |
$557K - $676K
|
15K
$1.34M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
6.72KNew |
$556K - $675K
|
6.72K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
6.69KNew |
$554K - $672K
|
6.69K
$597K
|
|
|
Jan 09, 2024
Q4 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
6.69KNew |
$554K - $672K
|
6.69K
$597K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
6.68K+ 55.03% |
$553K - $671K
|
18.8K
$1.68M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
6.57K+ 11.58% |
$544K - $660K
|
63.3K
$5.65M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6.53KNew |
$540K - $656K
|
6.53K
$583K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.49KNew |
$537K - $652K
|
6.49K
$579K
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
6.46K+ 52.31% |
$534K - $649K
|
18.8K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
6.38KNew |
$528K - $642K
|
6.38K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
6.38K+ 31.2% |
$528K - $641K
|
26.8K
$2.39M
|