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 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
146K+ 649.83% |
$14.5M - $15.8M
|
168K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
144K+ 567.91% |
$14.3M - $15.6M
|
169K
$15.7M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
143K+ 153.44% |
$14.2M - $15.5M
|
236K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
138KNew |
$13.7M - $15M
|
138K
$12.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
125KNew |
$12.5M - $13.6M
|
125K
$11.7M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
123K+ 2.7% |
$12.3M - $13.4M
|
4.69M
$437M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
122K+ 110.14% |
$12.2M - $13.3M
|
233K
$21.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
122K+ 1025.49% |
$12.1M - $13.2M
|
134K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
117K+ 174.31% |
$11.6M - $12.7M
|
184K
$17.1M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
114K+ 91.59% |
$11.3M - $12.4M
|
238K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
113K+ 61.05% |
$11.2M - $12.2M
|
297K
$27.6M
|
|
|
May 15, 2023
Q1 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
110KNew |
$11M - $12M
|
110K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
109KNew |
$10.8M - $11.8M
|
109K
$10.1M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
94.3K+ 53.3% |
$9.38M - $10.2M
|
271K
$25.2M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
91.6K+ 177.56% |
$9.11M - $9.95M
|
143K
$13.3M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
91.6K+ 172.95% |
$9.11M - $9.95M
|
144K
$13.4M
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
90.2K+ 57.34% |
$8.97M - $9.8M
|
248K
$23M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
90.1KNew |
$8.96M - $9.79M
|
90.1K
$8.38M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
88.1K+ 6056.98% |
$8.77M - $9.57M
|
89.6K
$8.34M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
85.6K+ 415.21% |
$8.51M - $9.3M
|
106K
$9.89M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84.7K+ 444.92% |
$8.42M - $9.2M
|
104K
$9.65M
|
|
|
May 04, 2023
Q1 2023
|
Ttp Investments, Inc.
|
BUY
|
- |
81.7K+ 98.87% |
$8.13M - $8.88M
|
164K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
80.6K+ 604.3% |
$8.02M - $8.76M
|
93.9K
$8.74M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80.3K+ 77.6% |
$7.99M - $8.73M
|
184K
$17.1M
|
|
|
May 08, 2023
Q1 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
77.6K+ 163.69% |
$7.72M - $8.43M
|
125K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
76.1K+ 40.57% |
$7.57M - $8.27M
|
264K
$24.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
BUY
|
- |
76.1KNew |
$7.57M - $8.26M
|
76.1K
$7.08M
|
|
|
May 15, 2023
Q1 2023
|
Amundi
Paris, I0 |
BUY
|
- |
75.8K+ 125.7% |
$7.54M - $8.23M
|
136K
$12.7M
|
|
|
Feb 02, 2024
Q1 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
74.7KNew |
$7.43M - $8.11M
|
74.7K
$6.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
73.2K+ 2237.6% |
$7.28M - $7.95M
|
76.5K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
71.7K+ 678.91% |
$7.14M - $7.79M
|
82.3K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
71.7KNew |
$7.13M - $7.79M
|
71.7K
$6.67M
|
|
|
May 15, 2023
Q1 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
71.1K+ 285.33% |
$7.08M - $7.73M
|
96.1K
$8.94M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
68.9KNew |
$6.85M - $7.48M
|
68.9K
$6.41M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
68.5KNew |
$6.81M - $7.44M
|
68.5K
$6.37M
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
68.2K+ 208.28% |
$6.78M - $7.4M
|
101K
$9.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
62.6KNew |
$6.22M - $6.8M
|
62.6K
$5.82M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61.7K+ 8.0% |
$6.14M - $6.7M
|
832K
$77.5M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
61.2K+ 38.81% |
$6.09M - $6.65M
|
219K
$20.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
60.9K+ 266.5% |
$6.06M - $6.62M
|
83.8K
$7.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59.8K+ 12.49% |
$5.95M - $6.49M
|
539K
$50.1M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
59.1K+ 439.77% |
$5.87M - $6.42M
|
72.5K
$6.75M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
58.5K+ 432.0% |
$5.82M - $6.36M
|
72.1K
$6.71M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
BUY
|
- |
58K+ 159.96% |
$5.77M - $6.3M
|
94.2K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
55.1K+ 39.36% |
$5.48M - $5.99M
|
195K
$18.2M
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
54.4KNew |
$5.42M - $5.91M
|
54.4K
$5.07M
|
|
|
May 11, 2023
Q1 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
54.1KNew |
$5.38M - $5.88M
|
54.1K
$5.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
53.9K+ 14.46% |
$5.37M - $5.86M
|
427K
$39.8M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
53.6K+ 14.78% |
$5.33M - $5.82M
|
416K
$38.8M
|
|
|
May 05, 2023
Q1 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
51.9K+ 19.36% |
$5.16M - $5.63M
|
320K
$29.7M
|