Purchases and Sales Made in Q1 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 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 |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
20New |
$1.99K - $2.17K
|
20
$1.88K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
17+ 43.59% |
$1.69K - $1.85K
|
56
$5.27K
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
14New |
$1.39K - $1.52K
|
14
$1.32K
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
11+ 0.05% |
$1.09K - $1.19K
|
20.2K
$1.9M
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
11New |
$1.09K - $1.19K
|
11
$1.03K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.37% |
$1.09K - $1.19K
|
3.01K
$283K
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11New |
$1.09K - $1.19K
|
11
$1.03K
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10+ 0.33% |
$995 - $1.09K
|
3.01K
$283K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
9New |
$895 - $978
|
9
$847
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$796 - $869
|
8
$753
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
6+ 0.07% |
$597 - $652
|
8.95K
$842K
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
6New |
$597 - $652
|
6
$565
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
6+ 0.2% |
$597 - $652
|
3.01K
$283K
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.39% |
$199 - $217
|
518
$48.7K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 6.9% |
$199 - $217
|
31
$2.92K
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 7.14% |
$99.5 - $109
|
15
$1.41K
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1New |
$99.5 - $109
|
1
$94.1
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$99.5 - $109
|
519
$48.8K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3- 0.47% |
$298 - $326
|
630
$59.3K
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7- 0.86% |
$696 - $760
|
805
$75.7K
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
SELL
|
- |
-7- 24.14% |
$696 - $760
|
22
$2.07K
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-8- 0.91% |
$796 - $869
|
869
$81.8K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-9- 1.78% |
$895 - $978
|
498
$46.9K
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-10- 5.95% |
$995 - $1.09K
|
158
$14.9K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-12- 48.0% |
$1.19K - $1.3K
|
13
$1.22K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-14- 0.09% |
$1.39K - $1.52K
|
15.8K
$1.48M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-15- 1.27% |
$1.49K - $1.63K
|
1.16K
$109K
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 2.7% |
$1.69K - $1.85K
|
612
$57.6K
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-17- 2.7% |
$1.69K - $1.85K
|
612
$57.6K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-20- 5.51% |
$1.99K - $2.17K
|
343
$32.3K
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 25.0% |
$2.49K - $2.72K
|
75
$7.06K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-28Closed |
$2.79K - $3.04K
|
0
$0
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 2.02% |
$3.98K - $4.35K
|
1.94K
$183K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-41- 0.02% |
$4.08K - $4.45K
|
273K
$25.7M
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-43- 1.03% |
$4.28K - $4.67K
|
4.11K
$387K
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-44- 1.39% |
$4.38K - $4.78K
|
3.12K
$293K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-45- 1.87% |
$4.48K - $4.89K
|
2.36K
$222K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 24.14% |
$4.87K - $5.32K
|
154
$14.5K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-58- 17.96% |
$5.77K - $6.3K
|
265
$24.9K
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-64- 19.51% |
$6.37K - $6.95K
|
264
$24.8K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-78- 15.18% |
$7.76K - $8.47K
|
436
$41K
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-90- 2.84% |
$8.95K - $9.78K
|
3.08K
$290K
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-92- 3.44% |
$9.15K - $9.99K
|
2.58K
$243K
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-99- 99.0% |
$9.85K - $10.8K
|
1
$94.1
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-102- 95.33% |
$10.1K - $11.1K
|
5
$470
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-103- 21.15% |
$10.2K - $11.2K
|
384
$36.1K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-103- 2.89% |
$10.2K - $11.2K
|
3.46K
$325K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-108- 0.6% |
$10.7K - $11.7K
|
18K
$1.69M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-112- 30.52% |
$11.1K - $12.2K
|
255
$24K
|