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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-16.8K- 10.56% |
$1.69M - $1.83M
|
142K
$13.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18.5K- 30.72% |
$1.86M - $2.01M
|
41.8K
$3.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-18.5K- 12.38% |
$1.86M - $2.01M
|
131K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
SELL
|
- |
-19.2K- 68.6% |
$1.92M - $2.08M
|
8.78K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-19.5K- 17.71% |
$1.96M - $2.12M
|
90.8K
$8.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-22.6K- 32.19% |
$2.26M - $2.45M
|
47.6K
$4.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-26.4K- 55.11% |
$2.65M - $2.87M
|
21.5K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-27.9K- 22.36% |
$2.8M - $3.03M
|
97K
$9.03M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-29K- 86.68% |
$2.91M - $3.15M
|
4.46K
$415K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-29.5K- 65.26% |
$2.96M - $3.2M
|
15.7K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-29.6K- 60.11% |
$2.97M - $3.21M
|
19.7K
$1.83M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-30.5K- 86.25% |
$3.06M - $3.31M
|
4.87K
$453K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-32K- 56.99% |
$3.21M - $3.47M
|
24.1K
$2.25M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-32K- 56.99% |
$3.21M - $3.47M
|
24.1K
$2.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-32.1K- 44.34% |
$3.22M - $3.49M
|
40.3K
$3.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-32.9K- 78.37% |
$3.3M - $3.57M
|
9.08K
$845K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-34.1K- 37.38% |
$3.42M - $3.7M
|
57.2K
$5.32M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-36.1K- 91.43% |
$3.62M - $3.92M
|
3.38K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-37.2K- 74.38% |
$3.73M - $4.04M
|
12.8K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-38.2K- 46.44% |
$3.83M - $4.15M
|
44.1K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.1K- 48.05% |
$4.02M - $4.36M
|
43.4K
$4.04M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.1K- 48.05% |
$4.02M - $4.36M
|
43.4K
$4.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40.8K- 45.54% |
$4.09M - $4.43M
|
48.8K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-43.3K- 50.32% |
$4.34M - $4.7M
|
42.8K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-48.6K- 96.05% |
$4.87M - $5.27M
|
2K
$186K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-52.4K- 17.65% |
$5.26M - $5.69M
|
245K
$22.8M
|
|
|
Jul 31, 2023
Q2 2023
|
First National Corp
|
SELL
|
- |
-58K- 38.65% |
$5.82M - $6.3M
|
92.1K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-58.2K- 90.59% |
$5.83M - $6.31M
|
6.05K
$563K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-58.4K- 23.49% |
$5.86M - $6.34M
|
190K
$17.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-64.2K- 28.45% |
$6.44M - $6.97M
|
162K
$15M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-74.7KClosed |
$7.49M - $8.11M
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-77.1K- 41.07% |
$7.73M - $8.37M
|
111K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-78.3K- 1.67% |
$7.85M - $8.5M
|
4.61M
$429M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-84.1K- 46.15% |
$8.43M - $9.12M
|
98.1K
$9.13M
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-93.1K- 71.98% |
$9.33M - $10.1M
|
36.2K
$3.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-100K- 59.2% |
$10M - $10.9M
|
69K
$6.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-124K- 33.67% |
$12.4M - $13.4M
|
244K
$22.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-132K- 95.95% |
$13.3M - $14.4M
|
5.58K
$519K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-132K- 74.18% |
$13.3M - $14.4M
|
46.1K
$4.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-134K- 72.5% |
$13.4M - $14.5M
|
50.8K
$4.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-141K- 64.31% |
$14.1M - $15.3M
|
78.1K
$7.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-146K- 27.18% |
$14.6M - $15.8M
|
391K
$36.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-148K- 3.42% |
$14.9M - $16.1M
|
4.2M
$391M
|
|
|
Jul 17, 2023
Q2 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-149K- 62.52% |
$14.9M - $16.2M
|
89.3K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-163K- 44.32% |
$16.4M - $17.7M
|
205K
$19.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-204K- 48.75% |
$20.4M - $22.1M
|
214K
$19.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-207K- 99.95% |
$20.7M - $22.5M
|
99
$9.21K
|
|
|
Aug 14, 2023
Q2 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-209K- 33.56% |
$20.9M - $22.7M
|
413K
$38.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-211K- 50.81% |
$21.1M - $22.9M
|
204K
$19M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-246K- 74.28% |
$24.6M - $26.7M
|
85K
$7.91M
|