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 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
115KNew |
$10.6M - $11.4M
|
115K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
105KNew |
$9.69M - $10.4M
|
105K
$9.2M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
103K+ 12.87% |
$9.53M - $10.2M
|
906K
$79.3M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
BUY
|
- |
103K+ 2646.96% |
$9.52M - $10.2M
|
107K
$9.38M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
102K+ 4303.34% |
$9.39M - $10.1M
|
104K
$9.12M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
101KNew |
$9.33M - $9.99M
|
101K
$8.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
99.7KNew |
$9.19M - $9.84M
|
99.7K
$8.72M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
99.1K+ 1992.34% |
$9.13M - $9.78M
|
104K
$9.11M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
96.9K+ 565.49% |
$8.93M - $9.56M
|
114K
$9.98M
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
96.7KNew |
$8.91M - $9.54M
|
96.7K
$8.46M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
92.4K+ 10.9% |
$8.52M - $9.13M
|
940K
$82.3M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
90.3KNew |
$8.32M - $8.91M
|
90.3K
$7.9M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
84.5K+ 344.28% |
$7.79M - $8.34M
|
109K
$9.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
84.4K+ 106.47% |
$7.78M - $8.34M
|
164K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
83.5KNew |
$7.7M - $8.25M
|
83.5K
$7.31M
|
|
|
May 09, 2024
Q1 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
80.6KNew |
$7.43M - $7.95M
|
80.6K
$7.05M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
80.4K+ 525.52% |
$7.41M - $7.94M
|
95.7K
$8.37M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.8K+ 18.27% |
$7.26M - $7.78M
|
510K
$44.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
73.2K+ 28382.17% |
$6.75M - $7.23M
|
73.5K
$6.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
71.4K+ 1542.73% |
$6.59M - $7.05M
|
76.1K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
71.1K+ 3063.38% |
$6.55M - $7.02M
|
73.4K
$6.43M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
70K+ 86.74% |
$6.45M - $6.91M
|
151K
$13.2M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
69.3K+ 58.97% |
$6.39M - $6.85M
|
187K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
68.2K+ 28.89% |
$6.28M - $6.73M
|
304K
$26.6M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
64.2K+ 29.26% |
$5.92M - $6.34M
|
284K
$24.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
64.1K+ 23.55% |
$5.91M - $6.33M
|
336K
$29.4M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
59.7K+ 556.69% |
$5.5M - $5.89M
|
70.4K
$6.16M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57KNew |
$5.25M - $5.62M
|
57K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
56.4K+ 5236.58% |
$5.2M - $5.57M
|
57.5K
$5.03M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
55.8K+ 20.44% |
$5.15M - $5.51M
|
329K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.7K+ 2.49% |
$4.95M - $5.31M
|
2.22M
$194M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
52.1K+ 14.87% |
$4.81M - $5.15M
|
403K
$35.2M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
49.6KNew |
$4.57M - $4.89M
|
49.6K
$4.34M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
49.2K+ 135.07% |
$4.54M - $4.86M
|
85.7K
$7.5M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
46.7KNew |
$4.3M - $4.61M
|
46.7K
$4.08M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
44.6K+ 11.02% |
$4.11M - $4.4M
|
449K
$39.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
44.1KNew |
$4.06M - $4.35M
|
44.1K
$3.86M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
43.8KNew |
$4.03M - $4.32M
|
43.8K
$3.83M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43.1K+ 240.44% |
$3.97M - $4.25M
|
61K
$5.34M
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
42.7KNew |
$3.94M - $4.21M
|
42.7K
$3.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.3K+ 53.32% |
$3.9M - $4.18M
|
122K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
42.1K+ 118.09% |
$3.88M - $4.16M
|
77.8K
$6.81M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
41.8KNew |
$3.85M - $4.13M
|
41.8K
$3.66M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
40.9KNew |
$3.77M - $4.04M
|
40.9K
$3.58M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
40.4K+ 4.6% |
$3.72M - $3.99M
|
919K
$80.4M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
BUY
|
- |
40.1KNew |
$3.7M - $3.96M
|
40.1K
$3.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
BUY
|
- |
38.1K+ 44.44% |
$3.51M - $3.76M
|
124K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
38KNew |
$3.51M - $3.75M
|
38K
$3.33M
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
37.9K+ 152.78% |
$3.49M - $3.74M
|
62.7K
$5.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
37.1KNew |
$3.42M - $3.66M
|
37.1K
$3.25M
|