Purchases and Sales Made in Q1 2023 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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 24, 2023 Q1 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
23.6K
New
$2.34M - $2.56M
23.6K $2.19M
May 15, 2023 Q1 2023
Valley Financial Management, Inc.

New York, NY
BUY
 -
23.5K
New
$2.34M - $2.55M
23.5K $2.19M
May 15, 2023 Q1 2023
Townsend & Associates, Inc

BUY
 -
23.1K
+ 157.73%
$2.3M - $2.51M
37.8K $3.51M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
23.1K
+ 14.49%
$2.29M - $2.51M
182K $17M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
22.3K
+ 32.36%
$2.22M - $2.42M
91.3K $8.5M
May 15, 2023 Q1 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
22.1K
New
$2.2M - $2.4M
22.1K $2.06M
May 15, 2023 Q1 2023
Ascendant Capital Management, LLC

Los Angeles, CA
BUY
 -
21.5K
New
$2.14M - $2.34M
21.5K $2M
May 15, 2023 Q1 2023
Blue Investment Partners LLC

Alamo, CA
BUY
 -
21.3K
New
$2.12M - $2.31M
21.3K $1.98M
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
21.2K
+ 963.45%
$2.11M - $2.3M
23.4K $2.18M
May 02, 2023 Q1 2023
Xr Securities LLC

BUY
 -
20.8K
+ 272.42%
$2.06M - $2.25M
28.4K $2.64M
Apr 19, 2023 Q1 2023
Astor Investment Management LLC

BUY
 -
20.4K
New
$2.03M - $2.21M
20.4K $1.9M
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
20.1K
+ 81.19%
$2M - $2.19M
44.9K $4.18M
May 02, 2023 Q1 2023
Bcm Advisors, LLC

BUY
 -
20.1K
+ 7.0%
$2M - $2.18M
307K $28.6M
Apr 24, 2023 Q1 2023
Financial Sense Advisors, Inc.

BUY
 -
19.8K
+ 150.17%
$1.97M - $2.15M
33K $3.07M
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
BUY
 -
19.8K
+ 182.85%
$1.96M - $2.15M
30.6K $2.84M
Apr 10, 2023 Q1 2023
Mechanics Bank Trust Department

BUY
 -
19.7K
+ 36.62%
$1.96M - $2.14M
73.7K $6.86M
Apr 28, 2023 Q1 2023
Aj Wealth Strategies, LLC

BUY
 -
19.1K
New
$1.9M - $2.08M
19.1K $1.78M
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
18.4K
+ 153.22%
$1.83M - $1.99M
30.3K $2.82M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
18.3K
+ 4.65%
$1.82M - $1.99M
413K $38.4M
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
18.2K
+ 4.73%
$1.82M - $1.98M
404K $37.6M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
18K
+ 36.23%
$1.79M - $1.96M
67.7K $6.3M
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
17.8K
New
$1.77M - $1.94M
17.8K $1.66M
Jun 05, 2023 Q1 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
17.7K
New
$1.76M - $1.92M
17.7K $1.65M
May 02, 2023 Q1 2023
One Day In July LLC

BUY
 -
17.5K
+ 6.75%
$1.74M - $1.9M
277K $25.8M
May 15, 2023 Q1 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
17.4K
+ 1.06%
$1.73M - $1.89M
1.66M $154M
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
16.8K
+ 46.59%
$1.67M - $1.82M
52.7K $4.91M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
16.8K
New
$1.67M - $1.82M
16.8K $1.56M
May 15, 2023 Q1 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
16.7K
+ 179.45%
$1.67M - $1.82M
26.1K $2.43M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
16.2K
+ 19.03%
$1.61M - $1.76M
101K $9.42M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
16K
+ 16.31%
$1.6M - $1.74M
114K $10.6M
May 09, 2023 Q1 2023
Principal Financial Group Inc

Des Moines, IA
BUY
 -
15.9K
New
$1.58M - $1.73M
15.9K $1.48M
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

BUY
 -
15.8K
+ 25.21%
$1.57M - $1.72M
78.6K $7.31M
May 12, 2023 Q1 2023
Km Capital Management Ltd.

Austin, TX
BUY
 -
15.6K
+ 286.47%
$1.55M - $1.69M
21K $1.96M
May 11, 2023 Q1 2023
Commons Capital, LLC

Needham, MA
BUY
 -
15.4K
New
$1.53M - $1.67M
15.4K $1.43M
May 09, 2023 Q1 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
15.3K
New
$1.52M - $1.66M
15.3K $1.43M
May 10, 2023 Q1 2023
Dudley Capital Management, LLC

Middleburg, VA
BUY
 -
15.3K
New
$1.52M - $1.66M
15.3K $1.42M
May 15, 2023 Q1 2023
Cinctive Capital Management LP

New York, NY
BUY
 -
15.1K
New
$1.5M - $1.64M
15.1K $1.41M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
15K
+ 13.45%
$1.49M - $1.63M
127K $11.8M
Apr 28, 2023 Q1 2023
Wealth Trust Asset Management, LLC

Destin, FL
BUY
 -
14.9K
New
$1.48M - $1.62M
14.9K $1.39M
Apr 24, 2023 Q1 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
14.8K
+ 171.63%
$1.47M - $1.6M
23.4K $2.17M
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
14.6K
+ 157.09%
$1.45M - $1.58M
23.9K $2.22M
May 15, 2023 Q1 2023
Paloma Partners Management CO

Greenwich, CT
BUY
 -
14.5K
+ 17.05%
$1.44M - $1.57M
99.5K $9.26M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
14.2K
+ 15.03%
$1.41M - $1.54M
108K $10.1M
May 15, 2023 Q1 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
14K
+ 58.94%
$1.39M - $1.52M
37.7K $3.51M
May 09, 2023 Q1 2023
Blackhawk Capital Partners Llc.

Thiensville, WI
BUY
 -
13.8K
New
$1.37M - $1.5M
13.8K $1.28M
May 11, 2023 Q1 2023
Icon Wealth Partners, LLC

BUY
 -
13.7K
+ 75.81%
$1.37M - $1.49M
31.9K $2.97M
May 15, 2023 Q1 2023
Glovista Investments LLC

Jersey City, NJ
BUY
 -
13.7K
New
$1.36M - $1.49M
13.7K $1.27M
Apr 10, 2023 Q1 2023
Clarus Wealth Advisors

BUY
 -
13.6K
+ 142.34%
$1.35M - $1.48M
23.2K $2.16M
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
13.2K
+ 7.66%
$1.31M - $1.44M
186K $17.3M

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