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 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-25.2K- 86.94% |
$2.5M - $2.73M
|
3.78K
$352K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-26.5K- 28.81% |
$2.64M - $2.88M
|
65.5K
$6.09M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-30.1K- 93.74% |
$2.99M - $3.27M
|
2.01K
$187K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-30.1K- 43.31% |
$3M - $3.27M
|
39.4K
$3.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-31.8K- 50.51% |
$3.16M - $3.45M
|
31.1K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-32.2K- 66.44% |
$3.2M - $3.49M
|
16.2K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-32.2K- 2.97% |
$3.2M - $3.5M
|
1.05M
$97.9M
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-32.4K- 77.22% |
$3.23M - $3.52M
|
9.57K
$890K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-33.1K- 21.77% |
$3.29M - $3.6M
|
119K
$11.1M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-35.3K- 78.83% |
$3.51M - $3.83M
|
9.47K
$881K
|
|
|
May 04, 2023
Q1 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-38.4K- 11.7% |
$3.82M - $4.17M
|
290K
$27M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-40.5K- 6.94% |
$4.03M - $4.4M
|
543K
$50.5M
|
|
|
May 15, 2023
Q1 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-41.8K- 51.83% |
$4.16M - $4.54M
|
38.9K
$3.62M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-45.1K- 59.37% |
$4.48M - $4.89M
|
30.8K
$2.87M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-45.4K- 81.89% |
$4.52M - $4.93M
|
10K
$934K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-49.6K- 12.42% |
$4.93M - $5.38M
|
349K
$32.5M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-59.4K- 48.94% |
$5.91M - $6.45M
|
61.9K
$5.76M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-60.3K- 42.39% |
$5.99M - $6.55M
|
81.9K
$7.62M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-61.6K- 64.74% |
$6.12M - $6.69M
|
33.5K
$3.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-63.4K- 20.31% |
$6.31M - $6.89M
|
249K
$23.2M
|
|
|
May 10, 2024
Q1 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-68.1K- 84.53% |
$6.78M - $7.4M
|
12.5K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-72K- 7.29% |
$7.16M - $7.82M
|
915K
$85.2M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-73.4K- 50.45% |
$7.31M - $7.98M
|
72.1K
$6.71M
|
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-74.7K- 23.88% |
$7.43M - $8.12M
|
238K
$22.2M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-78.2K- 92.01% |
$7.78M - $8.5M
|
6.8K
$632K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-88K- 38.17% |
$8.75M - $9.56M
|
143K
$13.3M
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-88.2K- 51.7% |
$8.77M - $9.58M
|
82.4K
$7.67M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-88.7K- 95.82% |
$8.83M - $9.64M
|
3.87K
$360K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-92.2K- 71.82% |
$9.17M - $10M
|
36.2K
$3.37M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-95.4K- 86.84% |
$9.49M - $10.4M
|
14.5K
$1.34M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-104K- 91.79% |
$10.4M - $11.3M
|
9.31K
$867K
|
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-109KClosed |
$10.8M - $11.8M
|
0
$0
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-110K- 37.05% |
$10.9M - $11.9M
|
186K
$17.4M
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-114K- 9.26% |
$11.3M - $12.4M
|
1.12M
$104M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
SELL
|
- |
-127K- 45.92% |
$12.7M - $13.8M
|
150K
$14M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-137K- 27.23% |
$13.7M - $14.9M
|
367K
$34.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-148K- 8.81% |
$14.7M - $16M
|
1.53M
$142M
|
|
|
May 15, 2023
Q1 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-159K- 64.81% |
$15.8M - $17.2M
|
86.1K
$8.01M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-174K- 21.88% |
$17.3M - $18.9M
|
622K
$57.9M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-181K- 37.96% |
$18M - $19.7M
|
296K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-235K- 12.91% |
$23.3M - $25.5M
|
1.58M
$147M
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-417K- 85.26% |
$41.5M - $45.3M
|
72.1K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
SELL
|
- |
-502K- 5.39% |
$49.9M - $54.5M
|
8.81M
$820M
|
|
|
Apr 13, 2023
Q1 2023
|
Clarity Financial LLC
|
SELL
|
- |
-562K- 93.27% |
$55.9M - $61M
|
40.5K
$3.77M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-828K- 98.16% |
$82.4M - $90M
|
15.5K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-843K- 45.68% |
$83.9M - $91.6M
|
1M
$93.3M
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-911K- 83.61% |
$90.6M - $98.9M
|
179K
$16.6M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1M- 3.49% |
$99.9M - $109M
|
27.8M
$2.59B
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.38M- 98.34% |
$137M - $150M
|
23.2K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-2.77M- 75.07% |
$276M - $301M
|
920K
$85.6M
|