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
Apr 19, 2023 Q1 2023
Herold Advisors, Inc.

BUY
 -
3.41K
New
$339K - $370K
3.41K $317K
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3.31K
New
$329K - $359K
3.31K $308K
Apr 13, 2023 Q1 2023
Joule Financial, LLC

BUY
 -
3.26K
+ 5.61%
$325K - $354K
61.4K $5.72M
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
3.23K
New
$322K - $351K
3.23K $301K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
3.2K
New
$319K - $348K
3.2K $298K
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
3.18K
+ 42.75%
$317K - $346K
10.6K $989K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

BUY
 -
3.18K
+ 806.35%
$316K - $345K
3.57K $332K
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
3.17K
New
$315K - $344K
3.17K $295K
May 15, 2023 Q1 2023
Stephens Inc

BUY
 -
3.16K
+ 5.64%
$314K - $343K
59.2K $5.51M
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
3.13K
+ 23.65%
$311K - $340K
16.4K $1.52M
Apr 20, 2023 Q1 2023
Mbe Wealth Management, LLC

BUY
 -
3.06K
New
$304K - $332K
3.06K $285K
May 04, 2023 Q1 2023
One Charles Private Wealth Services, LLC

BUY
 -
3.04K
+ 18.45%
$302K - $330K
19.5K $1.82M
May 02, 2023 Q1 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
3.03K
+ 2.88%
$302K - $329K
109K $10.1M
May 09, 2023 Q1 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
3.03K
+ 110.1%
$302K - $329K
5.78K $538K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
2.99K
+ 5.21%
$297K - $325K
60.3K $5.61M
May 01, 2023 Q1 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
2.97K
New
$295K - $323K
2.97K $276K
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
2.93K
New
$292K - $319K
2.93K $273K
May 09, 2023 Q1 2023
Wedbush Securities Inc

BUY
 -
2.89K
+ 10.98%
$287K - $313K
29.2K $2.71M
May 04, 2023 Q1 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
2.86K
New
$285K - $311K
2.86K $266K
May 15, 2023 Q1 2023
Moneta Group Investment Advisors LLC

St Louis, MO
BUY
 -
2.84K
New
$283K - $309K
2.84K $265K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
2.84K
+ 17.67%
$283K - $309K
18.9K $1.76M
Apr 19, 2023 Q1 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
2.75K
+ 27.23%
$274K - $299K
12.9K $1.2M
May 12, 2023 Q1 2023
Meridian Wealth Management, LLC

BUY
 -
2.72K
+ 18.11%
$271K - $296K
17.8K $1.65M
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
2.72K
+ 388.43%
$270K - $295K
3.42K $318K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.61K
+ 28.83%
$260K - $283K
11.7K $1.09M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.59K
+ 23.64%
$257K - $281K
13.5K $1.26M
Apr 03, 2023 Q1 2023
Boltwood Capital Management

BUY
 -
2.56K
+ 7.7%
$254K - $278K
35.7K $3.32M
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.5K
New
$248K - $271K
2.5K $232K
Apr 24, 2023 Q1 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.42K
+ 3.72%
$241K - $263K
67.5K $6.29M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

BUY
 -
2.41K
New
$240K - $262K
2.41K $224K
May 02, 2023 Q1 2023
Security Financial Services, Inc.

BUY
 -
2.38K
+ 39.33%
$237K - $259K
8.44K $786K
May 09, 2023 Q1 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
2.37K
New
$236K - $258K
2.37K $221K
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.36K
New
$234K - $256K
2.36K $219K
Apr 28, 2023 Q1 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
2.32K
+ 1.55%
$230K - $251K
151K $14.1M
May 11, 2023 Q1 2023
Financial Advisory Group

Houston, TX
BUY
 -
2.31K
+ 20.67%
$230K - $251K
13.5K $1.26M
Apr 27, 2023 Q1 2023
Bensler, LLC

Bellevue, WA
BUY
 -
2.31K
New
$230K - $251K
2.31K $215K
Apr 10, 2023 Q1 2023
Bms Financial Advisors, LLC

BUY
 -
2.3K
New
$229K - $250K
2.3K $214K
May 10, 2023 Q1 2023
Huntington National Bank

Columbus, OH
BUY
 -
2.25K
+ 11.34%
$223K - $244K
22.1K $2.05M
May 11, 2023 Q1 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
2.21K
New
$220K - $241K
2.21K $206K
May 15, 2023 Q1 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
2.21K
+ 4.92%
$220K - $240K
47.1K $4.39M
May 05, 2023 Q1 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.2K
+ 58.95%
$219K - $239K
5.94K $553K
May 05, 2023 Q1 2023
Coulter & Justus Financial Services, LLC

BUY
 -
2.2K
New
$219K - $239K
2.2K $205K
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

BUY
 -
2.18K
+ 29.47%
$217K - $237K
9.57K $891K
May 10, 2023 Q1 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
2.18K
New
$216K - $236K
2.18K $203K
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
2.16K
+ 23.29%
$215K - $235K
11.4K $1.07M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
2.16K
+ 76.37%
$214K - $234K
4.98K $463K
May 11, 2023 Q1 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
2.14K
+ 4.96%
$212K - $232K
45.2K $4.21M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
BUY
 -
2.13K
+ 20.28%
$211K - $231K
12.6K $1.17M
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
2.05K
New
$204K - $223K
2.05K $191K

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