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 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-324K- 98.73% |
$32.5M - $35.1M
|
4.15K
$387K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-404KClosed |
$40.5M - $43.9M
|
0
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-884K- 79.15% |
$88.6M - $95.9M
|
233K
$21.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-985K- 60.35% |
$98.8M - $107M
|
647K
$60.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.08M- 47.7% |
$108M - $117M
|
1.18M
$110M
|
|
|
Sep 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.98M- 97.38% |
$198M - $214M
|
53.1K
$4.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-2.08M- 99.06% |
$209M - $226M
|
19.8K
$1.84M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.22M- 67.39% |
$423M - $458M
|
2.04M
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.22M- 67.39% |
$423M - $458M
|
2.04M
$190M
|