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
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
16.2KNew |
$1.62M - $1.76M
|
16.2K
$1.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.2K+ 199.15% |
$1.62M - $1.75M
|
24.3K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
16.1K+ 156.65% |
$1.62M - $1.75M
|
26.4K
$2.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
15.8K+ 20.68% |
$1.59M - $1.72M
|
92.3K
$8.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
15.8K+ 17.43% |
$1.58M - $1.71M
|
106K
$9.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
15.8K+ 111.0% |
$1.58M - $1.71M
|
30K
$2.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
15.8K+ 610.7% |
$1.58M - $1.71M
|
18.3K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
BUY
|
- |
15.4K+ 63.17% |
$1.54M - $1.67M
|
39.8K
$3.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.2KNew |
$1.53M - $1.65M
|
15.2K
$1.42M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15KNew |
$1.51M - $1.63M
|
15K
$1.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.8K+ 99.58% |
$1.48M - $1.61M
|
29.7K
$2.76M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
14.6K+ 94.43% |
$1.46M - $1.58M
|
30K
$2.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
14.1K+ 88.53% |
$1.41M - $1.53M
|
30K
$2.79M
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
14K+ 15.97% |
$1.4M - $1.51M
|
101K
$9.44M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
13.8KNew |
$1.39M - $1.5M
|
13.8K
$1.29M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.8K+ 18.47% |
$1.38M - $1.5M
|
88.6K
$8.25M
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
13.6KNew |
$1.36M - $1.47M
|
13.6K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
13.2K+ 100.45% |
$1.32M - $1.43M
|
26.3K
$2.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
12.8KNew |
$1.29M - $1.39M
|
12.8K
$1.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
12.6K+ 93.43% |
$1.26M - $1.37M
|
26.1K
$2.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
12.4K+ 15.13% |
$1.24M - $1.34M
|
94.3K
$8.78M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
12.1KNew |
$1.21M - $1.31M
|
12.1K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
12.1K+ 348.47% |
$1.21M - $1.31M
|
15.5K
$1.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 137.14% |
$1.19M - $1.28M
|
20.5K
$1.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
11.7K+ 28.41% |
$1.18M - $1.27M
|
53K
$4.93M
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
11.7KNew |
$1.18M - $1.27M
|
11.7K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 19.77% |
$1.17M - $1.27M
|
70.7K
$6.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2K+ 97.89% |
$1.13M - $1.22M
|
22.7K
$2.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.1K+ 24.67% |
$1.11M - $1.2M
|
56K
$5.21M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.1K+ 11.46% |
$1.11M - $1.2M
|
108K
$10M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
11KNew |
$1.1M - $1.19M
|
11K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9KNew |
$1.09M - $1.18M
|
10.9K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.8K+ 39.68% |
$1.08M - $1.17M
|
37.9K
$3.53M
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
10.7KNew |
$1.07M - $1.16M
|
10.7K
$995K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
10.7K+ 518.9% |
$1.07M - $1.16M
|
12.7K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.6K+ 110.33% |
$1.06M - $1.15M
|
20.1K
$1.87M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.6K+ 110.33% |
$1.06M - $1.15M
|
20.1K
$1.87M
|
|
|
Jul 25, 2023
Q2 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
10.2K+ 0.8% |
$1.02M - $1.1M
|
1.29M
$120M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
BUY
|
- |
10.2KNew |
$1.02M - $1.1M
|
10.2K
$945K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10K+ 257.1% |
$1M - $1.09M
|
13.9K
$1.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.96K+ 310.99% |
$999K - $1.08M
|
13.2K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
9.95K+ 47.33% |
$998K - $1.08M
|
31K
$2.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.93KNew |
$996K - $1.08M
|
9.93K
$924K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.86K+ 31.99% |
$989K - $1.07M
|
40.7K
$3.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
9.78K+ 25.95% |
$981K - $1.06M
|
47.5K
$4.42M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
9.73KNew |
$976K - $1.06M
|
9.73K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
9.34K+ 7913.56% |
$936K - $1.01M
|
9.46K
$880K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
9.22K+ 252.99% |
$924K - $1M
|
12.9K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.2K+ 206.07% |
$923K - $999K
|
13.7K
$1.27M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.06K+ 146.23% |
$909K - $983K
|
15.3K
$1.42M
|