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 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4.08K- 27.42% |
$376K - $403K
|
10.8K
$945K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.08K- 1.38% |
$376K - $403K
|
293K
$25.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.36K- 18.13% |
$401K - $430K
|
19.7K
$1.72M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-4.4K- 2.18% |
$406K - $435K
|
198K
$17.3M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.42K- 19.38% |
$407K - $436K
|
18.4K
$1.61M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-4.45K- 55.71% |
$410K - $440K
|
3.54K
$310K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-4.56K- 39.35% |
$420K - $450K
|
7.02K
$614K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.61K- 26.09% |
$425K - $455K
|
13.1K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.66K- 3.02% |
$429K - $460K
|
149K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-4.77K- 25.89% |
$439K - $471K
|
13.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.77K- 54.66% |
$440K - $471K
|
3.96K
$346K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.81K- 14.1% |
$444K - $475K
|
29.3K
$2.57M
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-4.82K- 42.59% |
$444K - $476K
|
6.5K
$569K
|
|
|
May 10, 2024
Q1 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-4.86K- 11.0% |
$448K - $479K
|
39.3K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-4.89K- 18.2% |
$451K - $483K
|
22K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-4.92K- 28.72% |
$453K - $485K
|
12.2K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-5.13K- 13.03% |
$473K - $506K
|
34.2K
$3M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-5.16K- 7.38% |
$475K - $509K
|
64.7K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.22K- 13.0% |
$481K - $516K
|
35K
$3.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.23K- 8.27% |
$482K - $516K
|
58K
$5.07M
|
|
|
May 01, 2024
Q1 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-5.26K- 2.15% |
$485K - $519K
|
239K
$21M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-5.4K- 62.95% |
$498K - $533K
|
3.18K
$278K
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-5.41K- 35.65% |
$499K - $534K
|
9.76K
$854K
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-5.43K- 48.04% |
$500K - $536K
|
5.87K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.55K- 3.03% |
$511K - $548K
|
177K
$15.5M
|
|
|
May 15, 2024
Q1 2024
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-5.6K- 33.37% |
$516K - $552K
|
11.2K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-5.6K- 16.21% |
$516K - $553K
|
28.9K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-5.74K- 43.41% |
$529K - $566K
|
7.48K
$654K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-5.92K- 60.24% |
$546K - $584K
|
3.91K
$342K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.01K- 2.6% |
$554K - $593K
|
225K
$19.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-6.08K- 43.42% |
$561K - $601K
|
7.93K
$694K
|
|
|
Apr 30, 2024
Q1 2024
|
Astor Investment Management LLC
|
SELL
|
- |
-6.14K- 58.41% |
$566K - $606K
|
4.37K
$383K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.28K- 26.03% |
$579K - $620K
|
17.8K
$1.56M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.48K- 8.29% |
$597K - $639K
|
71.6K
$6.27M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.51K- 48.14% |
$600K - $643K
|
7.02K
$614K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-6.76K- 36.77% |
$623K - $667K
|
11.6K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.98K- 6.15% |
$644K - $689K
|
106K
$9.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7.08K- 73.8% |
$653K - $699K
|
2.51K
$220K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-7.53K- 8.88% |
$694K - $744K
|
77.3K
$6.77M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-7.67K- 67.96% |
$707K - $757K
|
3.62K
$316K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-8.11K- 57.28% |
$747K - $800K
|
6.05K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.15K- 71.02% |
$751K - $804K
|
3.32K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-8.21K- 16.45% |
$757K - $811K
|
41.7K
$3.65M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-8.31K- 64.08% |
$766K - $821K
|
4.66K
$408K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-8.53K- 17.5% |
$786K - $842K
|
40.2K
$3.52M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-8.59K- 16.76% |
$792K - $848K
|
42.7K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-8.63K- 49.73% |
$796K - $852K
|
8.73K
$764K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.7K- 13.22% |
$802K - $859K
|
57.1K
$5M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8.82K- 38.36% |
$813K - $871K
|
14.2K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.91K- 23.98% |
$821K - $879K
|
28.2K
$2.47M
|