Purchases and Sales Made in Q1 2024 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 2024. 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
Jul 03, 2024 Q1 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
36
New
$3.32K - $3.55K
36 $3.15K
May 10, 2024 Q1 2024
Divergent Wealth Advisors

BUY
 -
35
+ 0.36%
$3.23K - $3.46K
9.87K $863K
Apr 23, 2024 Q1 2024
United Asset Strategies, Inc.

Garden City, NY
BUY
 -
34
+ 0.5%
$3.13K - $3.36K
6.81K $596K
Apr 17, 2024 Q1 2024
Atticus Wealth Management, LLC

BUY
 -
33
+ 18.44%
$3.04K - $3.26K
212 $18.6K
May 13, 2024 Q1 2024
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
31
+ 0.49%
$2.86K - $3.06K
6.42K $561K
Apr 09, 2024 Q1 2024
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
29
+ 0.06%
$2.67K - $2.86K
48.3K $4.23M
May 02, 2024 Q1 2024
Auxano Advisors, LLC

BUY
 -
28
+ 0.36%
$2.58K - $2.76K
7.78K $681K
Apr 18, 2024 Q1 2024
Farmers & Merchants Investments Inc

BUY
 -
27
+ 32.14%
$2.49K - $2.67K
111 $9.71K
May 02, 2024 Q1 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
27
+ 10.55%
$2.49K - $2.67K
283 $24.8K
May 10, 2024 Q1 2024
Covestor LTD

Boston, MA
BUY
 -
26
New
$2.4K - $2.57K
26 $2.28K
Apr 24, 2024 Q1 2024
Christopher J. Hasenberg, Inc

Eau Claire, WI
BUY
 -
22
New
$2.03K - $2.17K
22 $1.93K
Apr 08, 2024 Q1 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
21
New
$1.94K - $2.07K
21 $1.84K
May 13, 2024 Q1 2024
Tidemark, LLC

San Diego, CA
BUY
 -
20
+ 35.09%
$1.84K - $1.97K
77 $6.74K
Apr 30, 2024 Q1 2024
Gem Asset Management, LLC

Plymouth, MI
BUY
 -
19
+ 0.75%
$1.75K - $1.88K
2.56K $224K
May 14, 2024 Q1 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
19
+ 0.58%
$1.75K - $1.88K
3.27K $287K
Apr 22, 2024 Q1 2024
Genesee Capital Advisors, LLC

BUY
 -
17
+ 0.56%
$1.57K - $1.68K
3.07K $269K
Apr 25, 2024 Q1 2024
First Personal Financial Services

BUY
 -
15
New
$1.38K - $1.48K
15 $1.31K
May 08, 2024 Q1 2024
New Square Capital LLC

BUY
 -
15
New
$1.38K - $1.48K
15 $1.31K
Apr 29, 2024 Q1 2024
Ram Investment Partners, LLC

Bellevue, WA
BUY
 -
14
+ 0.65%
$1.29K - $1.38K
2.17K $190K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

BUY
 -
14
+ 63.64%
$1.29K - $1.38K
36 $3.15K
Apr 10, 2024 Q1 2024
Walker Asset Management, LLC

BUY
 -
13
+ 0.57%
$1.2K - $1.28K
2.31K $202K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
13
New
$1.2K - $1.28K
13 $1.14K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

BUY
 -
13
New
$1.2K - $1.28K
13 $1.14K
Apr 09, 2024 Q1 2024
Northwest Capital Management Inc

BUY
 -
10
+ 4.78%
$922 - $987
219 $19.2K
May 10, 2024 Q1 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
7
+ 1.09%
$645 - $691
647 $56.6K
May 10, 2024 Q1 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
6
+ 0.23%
$553 - $592
2.61K $228K
Apr 18, 2024 Q1 2024
Piscataqua Savings Bank

BUY
 -
4
New
$369 - $395
4 $350
May 17, 2024 Q1 2024
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
3
+ 16.67%
$277 - $296
21 $1.84K
Apr 23, 2024 Q1 2024
West Branch Capital LLC

BUY
 -
2
+ 0.96%
$184 - $197
210 $18.4K
May 15, 2024 Q1 2024
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2
+ 0.02%
$184 - $197
10.8K $945K
Apr 16, 2024 Q1 2024
Asset Dedication, LLC

BUY
 -
1
New
$92.2 - $98.7
1 $87.5
Apr 17, 2024 Q1 2024
Iron Horse Wealth Management, LLC

BUY
 -
1
New
$92.2 - $98.7
1 $87.5
Apr 17, 2024 Q1 2024
Pay Pay Securities Corp

Tokyo, M0
BUY
 -
1
+ 7.69%
$92.2 - $98.7
14 $1.23K
Apr 29, 2024 Q1 2024
Hazlett, Burt & Watson, Inc.

BUY
 -
1
+ 0.06%
$92.2 - $98.7
1.58K $138K
May 06, 2024 Q1 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
1
+ 0.25%
$92.2 - $98.7
401 $35.1K
May 09, 2024 Q1 2024
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1
+ 0.5%
$92.2 - $98.7
202 $17.7K
May 15, 2024 Q1 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
1
+ 16.67%
$92.2 - $98.7
7 $613
Apr 24, 2024 Q1 2024
Iag Wealth Partners, LLC

BUY
 -
0
New
$0 - $0
0 $0
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

SELL
 -
-7
- 1.92%
$645 - $691
358 $31.3K
Apr 25, 2024 Q1 2024
L.M. Kohn & Company

SELL
 -
-8
- 0.18%
$737 - $790
4.54K $397K
May 06, 2024 Q1 2024
Accretive Wealth Partners, LLC

Parsippany, NJ
SELL
 -
-12
- 0.1%
$1.11K - $1.18K
11.5K $1.01M
May 06, 2024 Q1 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
SELL
 -
-12
- 0.03%
$1.11K - $1.18K
37K $3.24M
Apr 23, 2024 Q1 2024
Morton Brown Family Wealth, LLC

SELL
 -
-15
- 93.75%
$1.38K - $1.48K
1 $87.5
May 02, 2024 Q1 2024
Andrew Hill Investment Advisors, Inc.

Naples, FL
SELL
 -
-15
- 0.36%
$1.38K - $1.48K
4.15K $363K
May 15, 2024 Q1 2024
I A Global Asset Management Inc.

Quebec, A8
SELL
 -
-17
- 0.04%
$1.57K - $1.68K
44.7K $3.91M
Apr 17, 2024 Q1 2024
Coston, Mc Isaac & Partners

Bar Harbor, ME
SELL
 -
-20
- 18.18%
$1.84K - $1.97K
90 $7.88K
Apr 22, 2024 Q1 2024
Hanson & Doremus Investment Management

SELL
 -
-29
- 7.63%
$2.67K - $2.86K
351 $30.7K
Apr 22, 2024 Q1 2024
Aurora Private Wealth, Inc.

SELL
 -
-29
- 0.47%
$2.67K - $2.86K
6.13K $536K
May 03, 2024 Q1 2024
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-30
- 1.48%
$2.77K - $2.96K
2K $175K

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