Purchases and Sales Made in Q2 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
541New |
$54.3K - $58.7K
|
541
$47.3K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
535+ 54.37% |
$53.6K - $58.1K
|
1.52K
$133K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
517+ 14.96% |
$51.8K - $56.1K
|
3.97K
$347K
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
508+ 1.28% |
$50.9K - $55.1K
|
40.1K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
505+ 3.2% |
$50.6K - $54.8K
|
16.3K
$1.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
504New |
$50.5K - $54.7K
|
504
$44K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500+ 1562.5% |
$50.1K - $54.3K
|
532
$46.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
492New |
$49.3K - $53.4K
|
492
$43K
|
|
|
Feb 05, 2025
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
485+ 7.53% |
$48.6K - $52.6K
|
6.92K
$605K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
479+ 303.16% |
$48K - $52K
|
637
$55.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
440+ 15.87% |
$44.1K - $47.8K
|
3.21K
$281K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
433New |
$43.4K - $47K
|
433
$37.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
426+ 1.61% |
$42.7K - $46.2K
|
26.9K
$2.35M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
418+ 623.88% |
$41.9K - $45.4K
|
485
$42.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
413+ 20.36% |
$41.4K - $44.8K
|
2.44K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
406+ 4.29% |
$40.7K - $44.1K
|
9.88K
$863K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
375New |
$37.6K - $40.7K
|
375
$32.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
360+ 12.04% |
$36.1K - $39.1K
|
3.35K
$293K
|
|
|
Sep 26, 2024
Q2 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
342+ 4.66% |
$34.3K - $37.1K
|
7.69K
$672K
|
|
|
Jul 14, 2023
Q2 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
341+ 8.36% |
$34.2K - $37K
|
4.42K
$386K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
326+ 29.24% |
$32.7K - $35.4K
|
1.44K
$126K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
315New |
$31.6K - $34.2K
|
315
$27.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
300+ 25.0% |
$30.1K - $32.6K
|
1.5K
$131K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
288New |
$28.9K - $31.3K
|
288
$25.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
280+ 3.63% |
$28.1K - $30.4K
|
8K
$699K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
277New |
$27.8K - $30.1K
|
277
$24.2K
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
270New |
$27.1K - $29.3K
|
270
$23.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
270New |
$27.1K - $29.3K
|
270
$23.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
270New |
$27.1K - $29.3K
|
270
$23.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
263+ 29.13% |
$26.4K - $28.5K
|
1.17K
$102K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
254New |
$25.5K - $27.6K
|
254
$22.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
244+ 182.09% |
$24.5K - $26.5K
|
378
$33K
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
241+ 10.13% |
$24.2K - $26.2K
|
2.62K
$229K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
240+ 272.73% |
$24.1K - $26K
|
328
$28.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
235+ 34.06% |
$23.6K - $25.5K
|
925
$80.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
228+ 52.29% |
$22.9K - $24.7K
|
664
$58K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
224+ 276.54% |
$22.5K - $24.3K
|
305
$26.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
221+ 1.56% |
$22.2K - $24K
|
14.4K
$1.26M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200New |
$20.1K - $21.7K
|
200
$17.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 44.15% |
$20.1K - $21.7K
|
653
$57.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Empire Life Investments Inc.
|
BUY
|
- |
200+ 34.66% |
$20.1K - $21.7K
|
777
$67.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
200+ 3.89% |
$20.1K - $21.7K
|
5.35K
$467K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
199+ 19900.0% |
$20K - $21.6K
|
200
$17.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
189+ 9.0% |
$19K - $20.5K
|
2.29K
$200K
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
189+ 7.94% |
$19K - $20.5K
|
2.57K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
168New |
$16.8K - $18.2K
|
168
$14.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
156+ 156.0% |
$15.6K - $16.9K
|
256
$22.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
153+ 2.57% |
$15.3K - $16.6K
|
6.1K
$533K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
151+ 9.81% |
$15.1K - $16.4K
|
1.69K
$148K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
147+ 5.48% |
$14.7K - $16K
|
2.83K
$247K
|