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 04, 2023
Q1 2023
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
48.8KNew |
$4.86M - $5.3M
|
48.8K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
47.9KNew |
$4.77M - $5.2M
|
47.9K
$4.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
46.4K+ 3758.01% |
$4.62M - $5.05M
|
47.7K
$4.44M
|
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
46.2KNew |
$4.6M - $5.02M
|
46.2K
$4.3M
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
44.6KNew |
$4.44M - $4.85M
|
44.6K
$4.15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
43.8K+ 28.33% |
$4.35M - $4.75M
|
198K
$18.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
43KNew |
$4.28M - $4.67M
|
43K
$4M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
42.6K+ 251.47% |
$4.24M - $4.63M
|
59.6K
$5.55M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
42KNew |
$4.18M - $4.57M
|
42K
$3.91M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
42K+ 19.41% |
$4.18M - $4.56M
|
258K
$24M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
41.2K+ 670.17% |
$4.09M - $4.47M
|
47.3K
$4.4M
|
|
|
Sep 25, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
40.1K+ 92.49% |
$3.99M - $4.36M
|
83.5K
$7.77M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
40.1K+ 47.28% |
$3.99M - $4.35M
|
125K
$11.6M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
37.8KNew |
$3.76M - $4.11M
|
37.8K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
37.7K+ 69.56% |
$3.75M - $4.1M
|
91.9K
$8.55M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
37.7K+ 75.67% |
$3.75M - $4.09M
|
87.4K
$8.14M
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
37.2K+ 80.41% |
$3.7M - $4.04M
|
83.5K
$7.77M
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
36.9K+ 69.91% |
$3.67M - $4.01M
|
89.8K
$8.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
36.5KNew |
$3.63M - $3.96M
|
36.5K
$3.4M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
36K+ 44.19% |
$3.58M - $3.91M
|
117K
$10.9M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.7K+ 62.85% |
$3.55M - $3.88M
|
92.5K
$8.61M
|
|
|
May 15, 2023
Q1 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
35.6K+ 237.2% |
$3.54M - $3.87M
|
50.6K
$4.71M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
35.4KNew |
$3.52M - $3.85M
|
35.4K
$3.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
35.1KNew |
$3.49M - $3.81M
|
35.1K
$3.27M
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
BUY
|
- |
35KNew |
$3.48M - $3.8M
|
35K
$3.25M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
34.4K+ 96.27% |
$3.42M - $3.74M
|
70.2K
$6.53M
|
|
|
May 08, 2023
Q1 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
34.4K+ 85.17% |
$3.42M - $3.74M
|
74.8K
$6.96M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32.8K+ 358.79% |
$3.26M - $3.56M
|
42K
$3.9M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
32.7K+ 544.78% |
$3.25M - $3.55M
|
38.7K
$3.6M
|
|
|
May 09, 2023
Q1 2023
|
Columbia Advisory Partners LLC
|
BUY
|
- |
31.4KNew |
$3.13M - $3.42M
|
31.4K
$2.93M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
31.4K+ 26.48% |
$3.12M - $3.41M
|
150K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
31.3KNew |
$3.12M - $3.41M
|
31.3K
$2.92M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
30.1K+ 917.84% |
$2.99M - $3.27M
|
33.4K
$3.11M
|
|
|
May 15, 2023
Q1 2023
|
Bayberry Capital Partners LP
New York, NY |
BUY
|
- |
30KNew |
$2.98M - $3.26M
|
30K
$2.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
29.9K+ 10.16% |
$2.97M - $3.24M
|
324K
$30.1M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
29.2KNew |
$2.91M - $3.17M
|
29.2K
$2.72M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
29.1K+ 652.5% |
$2.89M - $3.16M
|
33.5K
$3.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
28.7K+ 14.57% |
$2.86M - $3.12M
|
226K
$21M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28.4KNew |
$2.83M - $3.09M
|
28.4K
$2.65M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
28KNew |
$2.78M - $3.04M
|
28K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
27.8K+ 72.56% |
$2.76M - $3.02M
|
66K
$6.14M
|
|
|
May 12, 2023
Q1 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
26.8K+ 115.75% |
$2.67M - $2.91M
|
50K
$4.65M
|
|
|
Apr 06, 2023
Q1 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
26.5KNew |
$2.64M - $2.88M
|
26.5K
$2.47M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
26.3K+ 247.34% |
$2.62M - $2.86M
|
37K
$3.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
26.3K+ 79.94% |
$2.62M - $2.86M
|
59.3K
$5.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
25.3KNew |
$2.52M - $2.75M
|
25.3K
$2.36M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.5K+ 17.23% |
$2.43M - $2.66M
|
166K
$15.5M
|
|
|
May 15, 2023
Q1 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
24.2K+ 130.06% |
$2.4M - $2.63M
|
42.8K
$3.98M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
23.9K+ 137.98% |
$2.38M - $2.6M
|
41.3K
$3.84M
|
|
|
May 15, 2023
Q1 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
23.7K+ 563.01% |
$2.36M - $2.58M
|
28K
$2.6M
|