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 25, 2023
Q2 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
162K+ 2365.47% |
$16.3M - $17.6M
|
169K
$15.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
155K+ 48.39% |
$15.6M - $16.8M
|
476K
$44.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
153K+ 6713.64% |
$15.3M - $16.6M
|
155K
$14.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
150K+ 3.78% |
$15.1M - $16.3M
|
4.12M
$384M
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
BUY
|
- |
131K+ 19.38% |
$13.1M - $14.2M
|
805K
$74.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
129K+ 306.26% |
$12.9M - $14M
|
171K
$15.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
126K+ 74.92% |
$12.6M - $13.7M
|
294K
$27.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
123K+ 181.01% |
$12.3M - $13.3M
|
190K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
121K+ 57.56% |
$12.1M - $13.1M
|
331K
$30.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
117K+ 20.77% |
$11.7M - $12.7M
|
679K
$63.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
BUY
|
- |
116KNew |
$11.7M - $12.6M
|
116K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
111K+ 636.28% |
$11.1M - $12M
|
128K
$11.9M
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
106KNew |
$10.6M - $11.5M
|
106K
$9.82M
|
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
106KNew |
$10.6M - $11.5M
|
106K
$9.82M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
105K+ 24.39% |
$10.5M - $11.4M
|
536K
$49.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
103KNew |
$10.3M - $11.1M
|
103K
$9.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
98.8KNew |
$9.91M - $10.7M
|
98.8K
$9.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
92.8K+ 399.26% |
$9.3M - $10.1M
|
116K
$10.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Cowen And Company, LLC
|
BUY
|
- |
90KNew |
$9.03M - $9.77M
|
90K
$8.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
89.6K+ 228.52% |
$8.98M - $9.72M
|
129K
$12M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
88.5K+ 500.29% |
$8.87M - $9.6M
|
106K
$9.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
88.4K+ 8838800.0% |
$8.86M - $9.59M
|
88.4K
$8.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
88.1KNew |
$8.84M - $9.57M
|
88.1K
$8.2M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
87.9K+ 60.5% |
$8.81M - $9.54M
|
233K
$21.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
84.3KNew |
$8.45M - $9.15M
|
84.3K
$7.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
81.4K+ 274.64% |
$8.16M - $8.83M
|
111K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
78.4K+ 3329.77% |
$7.86M - $8.51M
|
80.8K
$7.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
78.2K+ 222.62% |
$7.84M - $8.48M
|
113K
$10.5M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
78K+ 436.39% |
$7.82M - $8.47M
|
95.9K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
77.2K+ 1457.21% |
$7.74M - $8.38M
|
82.5K
$7.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
76.9K+ 76.2% |
$7.71M - $8.34M
|
178K
$16.5M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
75.8K+ 53.16% |
$7.6M - $8.22M
|
218K
$20.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
74.6KNew |
$7.48M - $8.1M
|
74.6K
$6.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
74.2KNew |
$7.44M - $8.05M
|
74.2K
$6.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
72.7K+ 122.89% |
$7.29M - $7.89M
|
132K
$12.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
72.3K+ 86.24% |
$7.25M - $7.84M
|
156K
$14.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
71.6K+ 99.28% |
$7.18M - $7.77M
|
144K
$13.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
71.5K+ 80.26% |
$7.17M - $7.77M
|
161K
$15M
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
69.9K+ 24.11% |
$7.01M - $7.59M
|
360K
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
69.9KNew |
$7.01M - $7.58M
|
69.9K
$6.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
69K+ 1147.53% |
$6.92M - $7.49M
|
75K
$6.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
68K+ 22.96% |
$6.82M - $7.38M
|
364K
$33.9M
|
|
|
Jul 21, 2023
Q2 2023
|
West End Advisors, LLC
|
BUY
|
- |
67.9K+ 6.48% |
$6.8M - $7.36M
|
1.12M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
67.6K+ 21.83% |
$6.78M - $7.34M
|
377K
$35.1M
|
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
66.8K+ 87.67% |
$6.7M - $7.25M
|
143K
$13.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
65.2K+ 65.55% |
$6.54M - $7.08M
|
165K
$15.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.2K+ 35.39% |
$6.54M - $7.08M
|
249K
$23.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
64.6K+ 171.11% |
$6.48M - $7.01M
|
102K
$9.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Ferguson Shapiro LLC
|
BUY
|
- |
63.3KNew |
$6.35M - $6.87M
|
63.3K
$5.89M
|
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
60.4K+ 130.71% |
$6.06M - $6.55M
|
107K
$9.92M
|