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 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
12.6K+ 109.12% |
$1.25M - $1.36M
|
24.1K
$2.24M
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
12.4KNew |
$1.23M - $1.34M
|
12.4K
$1.15M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
12.3K+ 13.17% |
$1.23M - $1.34M
|
106K
$9.85M
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.1K+ 143.51% |
$1.21M - $1.32M
|
20.6K
$1.91M
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
12K+ 30.18% |
$1.19M - $1.3M
|
51.8K
$4.82M
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
12K+ 29.27% |
$1.19M - $1.3M
|
53K
$4.93M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$1.15M - $1.25M
|
11.5K
$1.07M
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
11.2K+ 77.29% |
$1.11M - $1.22M
|
25.7K
$2.39M
|
|
Apr 24, 2023
Q1 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
11.1K+ 221.39% |
$1.11M - $1.21M
|
16.2K
$1.5M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
11K+ 65.66% |
$1.09M - $1.19M
|
27.7K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11K+ 91.38% |
$1.09M - $1.19M
|
23K
$2.14M
|
|
May 12, 2023
Q1 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
11K+ 58.43% |
$1.09M - $1.19M
|
29.8K
$2.77M
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
10.8KNew |
$1.07M - $1.17M
|
10.8K
$1M
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
10.8K+ 10.21% |
$1.07M - $1.17M
|
116K
$10.8M
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
10.2K+ 4005.88% |
$1.02M - $1.11M
|
10.5K
$974K
|
|
May 08, 2023
Q1 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
10.1KNew |
$1M - $1.09M
|
10.1K
$936K
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
9.79K+ 38.92% |
$974K - $1.06M
|
34.9K
$3.25M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
9.73K+ 49.44% |
$968K - $1.06M
|
29.4K
$2.74M
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.29K+ 140.49% |
$924K - $1.01M
|
15.9K
$1.48M
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
BUY
|
- |
9.13K+ 9.53% |
$908K - $992K
|
105K
$9.76M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.12K+ 18.96% |
$907K - $991K
|
57.2K
$5.32M
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
9.1K+ 17.58% |
$906K - $989K
|
60.9K
$5.67M
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.01KNew |
$896K - $979K
|
9.01K
$839K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9K+ 36.32% |
$895K - $978K
|
33.8K
$3.14M
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
8.88K+ 24.67% |
$883K - $965K
|
44.9K
$4.18M
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
8.77KNew |
$872K - $952K
|
8.77K
$816K
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
8.72KNew |
$867K - $947K
|
8.72K
$811K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
8.69K+ 17.27% |
$865K - $944K
|
59K
$5.49M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.61K+ 24.44% |
$857K - $935K
|
43.8K
$4.08M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
8.58K+ 44.63% |
$854K - $932K
|
27.8K
$2.59M
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
8.43KNew |
$839K - $916K
|
8.43K
$785K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.29K+ 143.75% |
$824K - $900K
|
14.1K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8.27K+ 13.87% |
$823K - $899K
|
67.9K
$6.32M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
8.18K+ 9.25% |
$814K - $889K
|
96.7K
$9M
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.16K+ 202.51% |
$812K - $887K
|
12.2K
$1.13M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.11KNew |
$807K - $881K
|
8.11K
$755K
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7.13K+ 29.81% |
$709K - $774K
|
31K
$2.89M
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.12KNew |
$708K - $774K
|
7.12K
$663K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
6.96K+ 12.15% |
$692K - $756K
|
64.2K
$5.98M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
6.9KNew |
$687K - $750K
|
6.9K
$642K
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
6.86KNew |
$682K - $745K
|
6.86K
$638K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.81K+ 11.92% |
$678K - $740K
|
63.9K
$5.95M
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.75KNew |
$671K - $733K
|
6.75K
$628K
|
|
May 05, 2023
Q1 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
6.69KNew |
$665K - $726K
|
6.69K
$622K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.64KNew |
$661K - $722K
|
6.64K
$618K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.63KNew |
$660K - $721K
|
6.63K
$617K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
6.53K+ 147.15% |
$650K - $709K
|
11K
$1.02M
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.52KNew |
$649K - $708K
|
6.52K
$607K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.25K+ 4.49% |
$621K - $678K
|
145K
$13.5M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.17K+ 14.31% |
$614K - $670K
|
49.3K
$4.58M
|