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 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.35K+ 38.13% |
$525K - $638K
|
23K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
6.3K+ 5.27% |
$521K - $633K
|
126K
$11.2M
|
|
|
Feb 15, 2024
Q4 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
6.22K+ 6.42% |
$515K - $625K
|
103K
$9.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6.21KNew |
$514K - $624K
|
6.21K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
6.21K+ 171.4% |
$514K - $624K
|
9.83K
$878K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
6.19KNew |
$513K - $622K
|
6.19K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.18KNew |
$512K - $621K
|
6.18K
$552K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.16KNew |
$510K - $619K
|
6.16K
$550K
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
6.13KNew |
$507K - $616K
|
6.13K
$547K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.13K+ 3.34% |
$507K - $616K
|
190K
$16.9M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
6.12K+ 426.62% |
$507K - $615K
|
7.56K
$675K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.08K+ 10.64% |
$503K - $611K
|
63.2K
$5.64M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
6.03K+ 41.9% |
$499K - $606K
|
20.4K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
6.02KNew |
$498K - $605K
|
6.02K
$537K
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
5.96K+ 73.97% |
$493K - $599K
|
14K
$1.25M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
5.94K+ 29.72% |
$492K - $597K
|
25.9K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.93K+ 5.53% |
$491K - $596K
|
113K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
5.92K+ 190.54% |
$490K - $595K
|
9.03K
$806K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
5.78KNew |
$478K - $581K
|
5.78K
$516K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5.63KNew |
$466K - $566K
|
5.63K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.62K+ 12.73% |
$465K - $565K
|
49.8K
$4.44M
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.62K+ 30.53% |
$465K - $565K
|
24K
$2.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
5.61K+ 1196.59% |
$465K - $564K
|
6.08K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.6KNew |
$464K - $563K
|
5.6K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
5.6K+ 10.94% |
$463K - $563K
|
56.8K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.57K+ 5.2% |
$461K - $560K
|
113K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.51KNew |
$456K - $554K
|
5.51K
$492K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.5KNew |
$455K - $553K
|
5.5K
$491K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
5.44K+ 22.2% |
$450K - $546K
|
29.9K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
5.41KNew |
$447K - $543K
|
5.41K
$483K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
5.35KNew |
$443K - $538K
|
5.35K
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
5.35KNew |
$442K - $537K
|
5.35K
$477K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.34K+ 13.65% |
$442K - $537K
|
44.5K
$3.97M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.32K+ 14.12% |
$440K - $535K
|
43K
$3.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.25KNew |
$435K - $528K
|
5.25K
$469K
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
5.2K+ 22.01% |
$430K - $523K
|
28.8K
$2.57M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
5.18K+ 100.98% |
$428K - $520K
|
10.3K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.15K+ 22.54% |
$426K - $517K
|
28K
$2.5M
|
|
|
Jan 26, 2024
Q4 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
5.04K+ 11.52% |
$417K - $507K
|
48.8K
$4.36M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5.03KNew |
$417K - $506K
|
5.03K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
5KNew |
$414K - $503K
|
5K
$447K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.97KNew |
$412K - $500K
|
4.97K
$444K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.9K+ 15.6% |
$405K - $492K
|
36.3K
$3.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
4.89K+ 11.42% |
$405K - $492K
|
47.7K
$4.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
4.88K+ 41.24% |
$404K - $490K
|
16.7K
$1.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
4.8KNew |
$397K - $482K
|
4.8K
$428K
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.71KNew |
$390K - $473K
|
4.71K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 75.29% |
$378K - $459K
|
10.6K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 6.2% |
$378K - $458K
|
78.1K
$6.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
4.4K+ 49.88% |
$364K - $442K
|
13.2K
$1.18M
|