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
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
26.9K+ 18.8% |
$2.7M - $2.92M
|
170K
$15.8M
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26.9K+ 18.73% |
$2.69M - $2.91M
|
170K
$15.8M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
25.9KNew |
$2.6M - $2.81M
|
25.9K
$2.41M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.1K+ 6.03% |
$2.52M - $2.73M
|
441K
$41.1M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
24.9K+ 80.3% |
$2.5M - $2.71M
|
56K
$5.21M
|
|
Jul 14, 2023
Q2 2023
|
Trellus Management Company, LLC
|
BUY
|
- |
24.8K+ 241.56% |
$2.48M - $2.69M
|
35K
$3.26M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
24.5K+ 39.9% |
$2.46M - $2.66M
|
86K
$8.01M
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
24.5K+ 42.78% |
$2.45M - $2.66M
|
81.7K
$7.6M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.2K+ 36.95% |
$2.43M - $2.63M
|
89.7K
$8.35M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 581.27% |
$2.34M - $2.54M
|
27.4K
$2.55M
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
23.3KNew |
$2.34M - $2.53M
|
23.3K
$2.17M
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
22.8K+ 167.09% |
$2.29M - $2.48M
|
36.5K
$3.4M
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
22.6KNew |
$2.27M - $2.46M
|
22.6K
$2.11M
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
22.6K+ 24.07% |
$2.27M - $2.45M
|
117K
$10.8M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
22.4KNew |
$2.24M - $2.43M
|
22.4K
$2.08M
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
22K+ 34.35% |
$2.21M - $2.39M
|
86.1K
$8.01M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
22K+ 580.53% |
$2.2M - $2.38M
|
25.7K
$2.39M
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
21.9K+ 99.25% |
$2.2M - $2.38M
|
44K
$4.1M
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
21.9K+ 64.18% |
$2.19M - $2.37M
|
56K
$5.21M
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
21.6KNew |
$2.17M - $2.35M
|
21.6K
$2.01M
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
21.6K+ 355.69% |
$2.16M - $2.34M
|
27.6K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
21.5K+ 131.03% |
$2.16M - $2.34M
|
37.9K
$3.53M
|
|
Aug 07, 2023
Q2 2023
|
Pariax, LLC
|
BUY
|
- |
21.5KNew |
$2.16M - $2.33M
|
21.5K
$2M
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
21.4KNew |
$2.15M - $2.33M
|
21.4K
$1.99M
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
20.7K+ 133.68% |
$2.08M - $2.25M
|
36.2K
$3.37M
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
20.3K+ 107.29% |
$2.04M - $2.2M
|
39.2K
$3.65M
|
|
Jul 21, 2023
Q2 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
19.6KNew |
$1.97M - $2.13M
|
19.6K
$1.83M
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
19.3K+ 6.19% |
$1.93M - $2.09M
|
331K
$30.8M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
19K+ 114.79% |
$1.91M - $2.06M
|
35.6K
$3.31M
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.8K+ 541.13% |
$1.89M - $2.04M
|
22.3K
$2.08M
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
18.7K+ 655.09% |
$1.88M - $2.03M
|
21.6K
$2.01M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
18.3K+ 28.66% |
$1.84M - $1.99M
|
82.3K
$7.66M
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
17.9K+ 88.77% |
$1.79M - $1.94M
|
38K
$3.54M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
17.8K+ 14.22% |
$1.78M - $1.93M
|
143K
$13.3M
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.6KNew |
$1.76M - $1.91M
|
17.6K
$1.63M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
17.5KNew |
$1.75M - $1.9M
|
17.5K
$1.63M
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
17.4K+ 6.26% |
$1.74M - $1.88M
|
295K
$27.4M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
17.2K+ 26.11% |
$1.73M - $1.87M
|
83.3K
$7.75M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
17.2KNew |
$1.73M - $1.87M
|
17.2K
$1.6M
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
17.1K+ 108.46% |
$1.72M - $1.86M
|
32.9K
$3.06M
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
17.1K+ 36.19% |
$1.71M - $1.85M
|
64.2K
$5.98M
|
|
Jul 26, 2023
Q2 2023
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
17K+ 30.89% |
$1.7M - $1.84M
|
72K
$6.7M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
17K+ 61.21% |
$1.7M - $1.84M
|
44.7K
$4.16M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
16.8K+ 27.29% |
$1.69M - $1.83M
|
78.6K
$7.31M
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
16.8K+ 24.39% |
$1.68M - $1.82M
|
85.7K
$7.97M
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.7K+ 32.87% |
$1.68M - $1.81M
|
67.6K
$6.29M
|
|
Aug 10, 2023
Q2 2023
|
Sbb Research Group LLC
|
BUY
|
- |
16.7K+ 41.59% |
$1.67M - $1.81M
|
56.8K
$5.28M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 82.58% |
$1.66M - $1.79M
|
36.5K
$3.4M
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.2K+ 175.31% |
$1.63M - $1.76M
|
25.5K
$2.37M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16.2K+ 175.31% |
$1.63M - $1.76M
|
25.5K
$2.37M
|