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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-4.98K- 23.14% |
$496K - $541K
|
16.6K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-5.46K- 61.92% |
$543K - $593K
|
3.36K
$312K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.76K- 12.81% |
$573K - $625K
|
39.2K
$3.65M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-5.92K- 13.25% |
$589K - $643K
|
38.8K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6K- 29.69% |
$597K - $652K
|
14.2K
$1.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-6K- 19.77% |
$597K - $652K
|
24.4K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.26K- 39.4% |
$623K - $680K
|
9.63K
$896K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-6.31K- 10.11% |
$628K - $686K
|
56.1K
$5.23M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-6.31K- 10.11% |
$628K - $686K
|
56.1K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.53K- 29.7% |
$649K - $709K
|
15.4K
$1.44M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.65K- 18.03% |
$661K - $722K
|
30.2K
$2.81M
|
|
|
May 05, 2023
Q1 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-6.88K- 11.12% |
$685K - $748K
|
55K
$5.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.89K- 12.28% |
$686K - $749K
|
49.2K
$4.58M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.97K- 53.55% |
$693K - $757K
|
6.04K
$562K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.97K- 53.55% |
$693K - $757K
|
6.04K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-7.87K- 49.46% |
$783K - $855K
|
8.04K
$748K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.15K- 10.84% |
$811K - $885K
|
67K
$6.24M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-8.62K- 35.34% |
$858K - $937K
|
15.8K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8.71K- 45.45% |
$866K - $946K
|
10.4K
$972K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.91K- 39.88% |
$887K - $968K
|
13.4K
$1.25M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.06K- 59.39% |
$901K - $984K
|
6.2K
$577K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9.46K- 38.59% |
$941K - $1.03M
|
15K
$1.4M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-9.47K- 12.76% |
$942K - $1.03M
|
64.7K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-9.91K- 10.49% |
$986K - $1.08M
|
84.6K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-10.4K- 20.52% |
$1.03M - $1.12M
|
40.1K
$3.73M
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-10.8K- 32.2% |
$1.08M - $1.18M
|
22.8K
$2.12M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-11K- 45.63% |
$1.09M - $1.19M
|
13.1K
$1.22M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-11.1K- 19.79% |
$1.1M - $1.2M
|
44.9K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-12.5K- 60.34% |
$1.24M - $1.36M
|
8.21K
$764K
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-12.5K- 47.86% |
$1.25M - $1.36M
|
13.7K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.8K- 8.2% |
$1.27M - $1.39M
|
143K
$13.3M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-13.2K- 86.3% |
$1.32M - $1.44M
|
2.1K
$195K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.5K- 68.52% |
$1.34M - $1.47M
|
6.2K
$577K
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-14.6K- 33.0% |
$1.45M - $1.59M
|
29.6K
$2.76M
|
|
|
May 04, 2023
Q1 2023
|
American Assets Investment Management, LLC
|
SELL
|
- |
-15K- 88.24% |
$1.49M - $1.63M
|
2K
$186K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16K- 22.32% |
$1.59M - $1.74M
|
55.7K
$5.19M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-16.1K- 90.38% |
$1.6M - $1.75M
|
1.71K
$159K
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-18K- 43.94% |
$1.79M - $1.96M
|
23K
$2.14M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-18.1K- 99.69% |
$1.8M - $1.96M
|
56
$5.21K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-18.2K- 22.83% |
$1.81M - $1.98M
|
61.5K
$5.72M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-18.2K- 11.37% |
$1.81M - $1.98M
|
142K
$13.2M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-18.6K- 16.91% |
$1.85M - $2.02M
|
91.3K
$8.49M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 48.78% |
$1.91M - $2.08M
|
20.1K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-19.5K- 99.32% |
$1.94M - $2.12M
|
134
$12.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-19.7K- 83.84% |
$1.96M - $2.14M
|
3.8K
$354K
|
|
|
Apr 10, 2023
Q1 2023
|
Pacific Wealth Management
|
SELL
|
- |
-20.6K- 26.25% |
$2.05M - $2.23M
|
57.8K
$5.38M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-23.4K- 14.96% |
$2.32M - $2.54M
|
133K
$12.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Trellus Management Company, LLC
|
SELL
|
- |
-24.1K- 70.17% |
$2.4M - $2.62M
|
10.2K
$954K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-24.4K- 19.94% |
$2.43M - $2.65M
|
97.9K
$9.11M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.5K- 14.7% |
$2.43M - $2.66M
|
142K
$13.2M
|