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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-1.82K- 25.96% |
$168K - $180K
|
5.19K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.83K- 3.15% |
$169K - $180K
|
56.2K
$4.92M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.83K- 1.54% |
$169K - $181K
|
118K
$10.3M
|
|
|
May 16, 2024
Q1 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-1.94K- 24.8% |
$179K - $192K
|
5.89K
$516K
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.95K- 2.94% |
$180K - $193K
|
64.3K
$5.62M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.99K- 4.6% |
$183K - $196K
|
41.2K
$3.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-2K- 22.73% |
$184K - $197K
|
6.8K
$595K
|
|
|
May 13, 2024
Q1 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.02K- 5.68% |
$186K - $200K
|
33.5K
$2.93M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-2.05K- 31.69% |
$189K - $202K
|
4.42K
$387K
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-2.09K- 6.87% |
$192K - $206K
|
28.3K
$2.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
SELL
|
- |
-2.16K- 13.47% |
$199K - $213K
|
13.9K
$1.21M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.17K- 21.22% |
$200K - $214K
|
8.07K
$706K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.23K- 9.57% |
$206K - $220K
|
21.1K
$1.85M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.27K- 28.38% |
$210K - $224K
|
5.74K
$502K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.28K- 4.16% |
$210K - $225K
|
52.5K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-2.33K- 45.61% |
$215K - $230K
|
2.78K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 19.98% |
$215K - $230K
|
9.35K
$818K
|
|
|
Apr 11, 2024
Q1 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.41K- 4.93% |
$222K - $237K
|
46.4K
$4.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.42K- 8.9% |
$223K - $239K
|
24.7K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-2.5K- 26.62% |
$231K - $247K
|
6.9K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2.52K- 9.47% |
$233K - $249K
|
24.1K
$2.11M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.53K- 30.56% |
$233K - $250K
|
5.75K
$503K
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.58K- 14.27% |
$238K - $255K
|
15.5K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.63K- 34.75% |
$242K - $259K
|
4.93K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.65K- 38.57% |
$244K - $262K
|
4.22K
$369K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.67K- 6.34% |
$246K - $263K
|
39.4K
$3.45M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.71K- 10.52% |
$250K - $268K
|
23.1K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-2.74K- 8.93% |
$253K - $271K
|
28K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.84K- 31.49% |
$262K - $280K
|
6.18K
$540K
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-2.9K- 3.02% |
$267K - $286K
|
93.1K
$8.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.91K- 5.99% |
$268K - $287K
|
45.6K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-2.91K- 7.88% |
$268K - $287K
|
34K
$2.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-2.94K- 50.85% |
$271K - $290K
|
2.84K
$249K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3K- 11.95% |
$276K - $296K
|
22.1K
$1.93M
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.02K- 13.83% |
$278K - $298K
|
18.8K
$1.64M
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.17K- 11.0% |
$292K - $313K
|
25.6K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.17K- 7.13% |
$292K - $313K
|
41.3K
$3.61M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.39K- 36.21% |
$312K - $335K
|
5.97K
$523K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.39K- 10.21% |
$312K - $335K
|
29.8K
$2.61M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.4K- 1.3% |
$313K - $335K
|
258K
$22.6M
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.45KClosed |
$318K - $340K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.62K- 36.63% |
$334K - $358K
|
6.27K
$548K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.63K- 16.55% |
$334K - $358K
|
18.3K
$1.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-3.68K- 6.6% |
$340K - $364K
|
52.1K
$4.56M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-3.69K- 39.33% |
$340K - $364K
|
5.69K
$497K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.73K- 54.57% |
$344K - $368K
|
3.1K
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.75K- 46.92% |
$345K - $370K
|
4.24K
$371K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-3.75K- 43.98% |
$346K - $370K
|
4.78K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.86K- 11.69% |
$355K - $381K
|
29.1K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.98K- 25.26% |
$366K - $392K
|
11.8K
$1.03M
|