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 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
59K+ 408.55% |
$5.92M - $6.41M
|
73.5K
$6.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
57.6K+ 84.82% |
$5.77M - $6.25M
|
125K
$11.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
55.7K+ 53.67% |
$5.58M - $6.04M
|
159K
$14.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
55.1K+ 3.23% |
$5.53M - $5.98M
|
1.76M
$164M
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
54.1K+ 40.51% |
$5.43M - $5.87M
|
188K
$17.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
53.1K+ 220.67% |
$5.33M - $5.76M
|
77.2K
$7.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
52.8K+ 169.6% |
$5.29M - $5.73M
|
83.9K
$7.81M
|
|
|
Jul 24, 2023
Q2 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
51.3KNew |
$5.14M - $5.56M
|
51.3K
$4.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.1K+ 9.49% |
$5.13M - $5.55M
|
590K
$54.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
50.6K+ 25.51% |
$5.07M - $5.49M
|
249K
$23.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
48.9KNew |
$4.9M - $5.31M
|
48.9K
$4.55M
|
|
|
Aug 10, 2023
Q2 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
48.8KNew |
$4.9M - $5.3M
|
48.8K
$4.55M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
47.8KNew |
$4.8M - $5.19M
|
47.8K
$4.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
47.3K+ 17.45% |
$4.75M - $5.14M
|
318K
$29.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
46.5K+ 63.13% |
$4.67M - $5.05M
|
120K
$11.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
46.1KNew |
$4.62M - $5M
|
46.1K
$4.29M
|
|
|
Jul 21, 2023
Q2 2023
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
45KNew |
$4.51M - $4.88M
|
45K
$4.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
44.9KNew |
$4.51M - $4.88M
|
44.9K
$4.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
43.3K+ 91.61% |
$4.34M - $4.7M
|
90.6K
$8.44M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
43.1K+ 15.8% |
$4.32M - $4.68M
|
316K
$29.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
42.6K+ 1796.67% |
$4.27M - $4.63M
|
45K
$4.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
40KNew |
$4.01M - $4.34M
|
40K
$3.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
39.7K+ 37.36% |
$3.98M - $4.31M
|
146K
$13.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
39.3K+ 33.04% |
$3.94M - $4.26M
|
158K
$14.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
39K+ 9.13% |
$3.91M - $4.23M
|
466K
$43.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
38.6K+ 16.35% |
$3.87M - $4.19M
|
275K
$25.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
38.2K+ 9.25% |
$3.83M - $4.14M
|
451K
$42M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
38K+ 239.07% |
$3.81M - $4.12M
|
53.8K
$5.01M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
36.6KNew |
$3.67M - $3.97M
|
36.6K
$3.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
35.9KNew |
$3.6M - $3.9M
|
35.9K
$3.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
35.1KNew |
$3.52M - $3.81M
|
35.1K
$3.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
34.9K+ 26.24% |
$3.5M - $3.79M
|
168K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
34.9K+ 242.62% |
$3.5M - $3.79M
|
49.3K
$4.59M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
34.3KNew |
$3.44M - $3.72M
|
34.3K
$3.19M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
33.4K+ 14.02% |
$3.35M - $3.62M
|
272K
$25.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
33K+ 1.99% |
$3.31M - $3.58M
|
1.69M
$157M
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
31.5K+ 210.56% |
$3.16M - $3.42M
|
46.4K
$4.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.4K+ 11.92% |
$3.15M - $3.41M
|
295K
$27.5M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
31K+ 13.28% |
$3.11M - $3.36M
|
264K
$24.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
BUY
|
- |
31K+ 2.57% |
$3.11M - $3.36M
|
1.24M
$115M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
30.9K+ 131.95% |
$3.1M - $3.35M
|
54.3K
$5.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.9K+ 82.64% |
$3.1M - $3.35M
|
68.2K
$6.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
BUY
|
- |
30.4K+ 36.9% |
$3.05M - $3.3M
|
113K
$10.5M
|
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
30.2K+ 32.86% |
$3.03M - $3.28M
|
122K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
30KNew |
$3.01M - $3.26M
|
30K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.9K+ 19.28% |
$2.9M - $3.14M
|
179K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
28.8K+ 135.17% |
$2.88M - $3.12M
|
50K
$4.66M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
28.7KNew |
$2.88M - $3.11M
|
28.7K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
28KNew |
$2.8M - $3.03M
|
28K
$2.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
27.3K+ 45.85% |
$2.74M - $2.97M
|
86.9K
$8.09M
|