Purchases and Sales Made in Q1 2024 in Ishares Barclays 20+ Year Trea (TLT)
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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-705- 6.2% |
$65K - $69.6K
|
10.7K
$933K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-722- 11.65% |
$66.6K - $71.3K
|
5.48K
$479K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-748- 0.14% |
$69K - $73.8K
|
533K
$46.7M
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-751- 12.32% |
$69.2K - $74.1K
|
5.34K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-754- 1.48% |
$69.5K - $74.4K
|
50.1K
$4.39M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-795- 7.02% |
$73.3K - $78.5K
|
10.5K
$921K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-803- 17.64% |
$74K - $79.3K
|
3.75K
$328K
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
SELL
|
- |
-808- 2.27% |
$74.5K - $79.8K
|
34.7K
$3.04M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-820- 9.92% |
$75.6K - $81K
|
7.45K
$652K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-824- 3.0% |
$76K - $81.3K
|
26.6K
$2.33M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-839- 25.29% |
$77.3K - $82.8K
|
2.48K
$217K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-846- 14.13% |
$78K - $83.5K
|
5.14K
$450K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-859- 7.05% |
$79.2K - $84.8K
|
11.3K
$991K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-897- 19.97% |
$82.7K - $88.6K
|
3.6K
$315K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-899- 6.35% |
$82.9K - $88.7K
|
13.2K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 0.66% |
$83K - $88.8K
|
135K
$11.8M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-910- 26.9% |
$83.9K - $89.8K
|
2.47K
$216K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-912- 26.8% |
$84.1K - $90K
|
2.49K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-921- 16.72% |
$84.9K - $90.9K
|
4.59K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-941- 2.9% |
$86.7K - $92.9K
|
31.5K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-970- 55.11% |
$89.4K - $95.8K
|
790
$69.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-982- 24.34% |
$90.5K - $96.9K
|
3.05K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-997- 10.57% |
$91.9K - $98.4K
|
8.44K
$738K
|
|
|
May 03, 2024
Q1 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-1.01K- 13.44% |
$92.6K - $99.2K
|
6.47K
$566K
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.04K- 6.53% |
$96K - $103K
|
14.9K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.06K- 17.11% |
$97.5K - $104K
|
5.13K
$448K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.23K- 34.43% |
$114K - $122K
|
2.35K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.24K- 28.07% |
$114K - $122K
|
3.17K
$278K
|
|
|
Jul 17, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-1.27K- 19.68% |
$117K - $126K
|
5.19K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.3K- 3.57% |
$119K - $128K
|
35K
$3.06M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1.39K- 49.1% |
$128K - $137K
|
1.44K
$126K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.4K- 27.9% |
$129K - $138K
|
3.61K
$316K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.4K- 27.88% |
$129K - $139K
|
3.63K
$318K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 43.37% |
$130K - $139K
|
1.84K
$161K
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.42K- 12.27% |
$131K - $140K
|
10.2K
$888K
|
|
|
May 09, 2024
Q1 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1.46K- 3.11% |
$135K - $144K
|
45.6K
$3.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.48K- 6.03% |
$136K - $146K
|
23K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-1.49K- 13.65% |
$137K - $147K
|
9.42K
$824K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.52K- 19.61% |
$140K - $150K
|
6.22K
$544K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.55K- 99.94% |
$143K - $153K
|
1
$87.5
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.56K- 21.01% |
$144K - $154K
|
5.87K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.62K- 39.23% |
$149K - $159K
|
2.5K
$219K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.63K- 13.58% |
$150K - $161K
|
10.4K
$909K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-1.65K- 19.91% |
$152K - $163K
|
6.63K
$580K
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.68K- 4.06% |
$155K - $166K
|
39.7K
$3.48M
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.7K- 5.39% |
$157K - $168K
|
29.9K
$2.61M
|
|
|
May 06, 2024
Q1 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.71K- 10.18% |
$158K - $169K
|
15.1K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.72K- 1.17% |
$158K - $170K
|
146K
$12.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.81K- 86.96% |
$167K - $178K
|
271
$23.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-1.81K- 42.89% |
$167K - $179K
|
2.41K
$211K
|