Purchases and Sales Made in Q4 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2023
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.08KNew |
$172K - $209K
|
2.08K
$182K
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.07KNew |
$171K - $208K
|
2.07K
$181K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.06KNew |
$170K - $207K
|
2.06K
$180K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
2.05KNew |
$170K - $206K
|
2.05K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
2.05K+ 58.67% |
$169K - $206K
|
5.54K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.03K+ 7.02% |
$168K - $204K
|
31K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
2K+ 3.64% |
$166K - $201K
|
57K
$4.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2K+ 2530.38% |
$165K - $201K
|
2.08K
$182K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.99K+ 12.13% |
$165K - $200K
|
18.4K
$1.61M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.96K+ 40.86% |
$163K - $197K
|
6.77K
$593K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.92K+ 106.37% |
$159K - $193K
|
3.73K
$326K
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
1.84K+ 2.38% |
$152K - $185K
|
79K
$6.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.83K+ 20.17% |
$152K - $184K
|
10.9K
$956K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.82K+ 33.32% |
$151K - $183K
|
7.29K
$638K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.77KNew |
$147K - $178K
|
1.77K
$155K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.68K+ 1.15% |
$139K - $169K
|
147K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.63KNew |
$135K - $164K
|
1.63K
$143K
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
1.63K+ 19.39% |
$135K - $164K
|
10K
$878K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 56.52% |
$134K - $163K
|
4.49K
$393K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.62K+ 299.63% |
$134K - $163K
|
2.16K
$189K
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
1.58K+ 48.53% |
$131K - $159K
|
4.84K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.58K+ 19.85% |
$131K - $159K
|
9.52K
$833K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
1.58K+ 6.16% |
$130K - $158K
|
27.2K
$2.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.57K+ 33.63% |
$130K - $158K
|
6.24K
$546K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.56KNew |
$129K - $156K
|
1.56K
$136K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.47K+ 24.66% |
$122K - $148K
|
7.45K
$652K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.45K+ 56.27% |
$120K - $146K
|
4.04K
$353K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.44K+ 17.99% |
$119K - $145K
|
9.43K
$826K
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.42K+ 99.37% |
$117K - $142K
|
2.84K
$249K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.28K+ 1.3% |
$106K - $129K
|
100K
$8.78M
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.18K+ 15.41% |
$97.3K - $118K
|
8.8K
$770K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.15K+ 1.67% |
$95.3K - $116K
|
69.9K
$6.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.15K+ 350.61% |
$95.2K - $116K
|
1.48K
$129K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.13K+ 21.02% |
$93.4K - $113K
|
6.5K
$569K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
1.08K+ 32.55% |
$89.6K - $109K
|
4.41K
$386K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.06K+ 36.12% |
$88.1K - $107K
|
4.01K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.06K+ 5.77% |
$87.7K - $106K
|
19.4K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
1.05K+ 6.7% |
$87.2K - $106K
|
16.8K
$1.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.03K+ 1.4% |
$85K - $103K
|
74.5K
$6.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.03K+ 15.3% |
$84.9K - $103K
|
7.73K
$677K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.02K+ 384.53% |
$84.3K - $102K
|
1.28K
$112K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 195.38% |
$83.9K - $102K
|
1.53K
$134K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
1.01K+ 3.14% |
$83.3K - $101K
|
33.1K
$2.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
975+ 155.25% |
$80.7K - $98K
|
1.6K
$140K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
957+ 2.49% |
$79.2K - $96.2K
|
39.4K
$3.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
935+ 21.54% |
$77.4K - $94K
|
5.28K
$462K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
931+ 26.73% |
$77.1K - $93.6K
|
4.41K
$386K
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
903+ 17.05% |
$74.7K - $90.8K
|
6.2K
$543K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
900+ 2.08% |
$74.5K - $90.5K
|
44.3K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
892+ 0.61% |
$73.8K - $89.7K
|
148K
$13M
|