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
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
9.05K+ 74.23% |
$908K - $982K
|
21.2K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
9.03K+ 23.35% |
$906K - $980K
|
47.7K
$4.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
8.81K+ 2.87% |
$884K - $956K
|
316K
$29.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
8.48KNew |
$850K - $920K
|
8.48K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
8.35KNew |
$838K - $907K
|
8.35K
$777K
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
8.09K+ 23.91% |
$811K - $878K
|
41.9K
$3.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
8.06KNew |
$808K - $875K
|
8.06K
$750K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$744K
|
|
|
Aug 09, 2023
Q2 2023
|
Amitell Capital Pte LTD
Singapore, U0 |
BUY
|
- |
8KNew |
$802K - $868K
|
8K
$744K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7.86K+ 26.01% |
$788K - $853K
|
38.1K
$3.54M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.76K+ 27.91% |
$778K - $842K
|
35.6K
$3.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$767K - $830K
|
7.65K
$711K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
7.58K+ 140.17% |
$760K - $823K
|
13K
$1.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.55K+ 25.55% |
$757K - $819K
|
37.1K
$3.45M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.54K+ 210.38% |
$756K - $818K
|
11.1K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.38K+ 15.95% |
$740K - $801K
|
53.7K
$5M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.26K+ 9.85% |
$728K - $787K
|
80.9K
$7.53M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
7KNew |
$702K - $760K
|
7K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.97K+ 51.88% |
$699K - $757K
|
20.4K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
6.9K+ 7.13% |
$692K - $749K
|
104K
$9.65M
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
6.85KNew |
$687K - $743K
|
6.85K
$637K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.84K+ 5.98% |
$686K - $743K
|
121K
$11.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.58K+ 92.94% |
$660K - $715K
|
13.7K
$1.27M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.57K+ 91.66% |
$659K - $713K
|
13.7K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.57K+ 91.66% |
$659K - $713K
|
13.7K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
6.46KNew |
$647K - $701K
|
6.46K
$601K
|
|
|
Aug 02, 2023
Q2 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
6.38KNew |
$639K - $692K
|
6.38K
$593K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
6.12K+ 18.32% |
$613K - $664K
|
39.5K
$3.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
6.08KNew |
$610K - $660K
|
6.08K
$566K
|
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
6.06K+ 19.33% |
$608K - $658K
|
37.4K
$3.48M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6K+ 300.0% |
$602K - $651K
|
8K
$744K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
5.88KNew |
$589K - $638K
|
5.88K
$547K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.71KNew |
$573K - $620K
|
5.71K
$531K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.7K+ 14.8% |
$571K - $618K
|
44.2K
$4.11M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.5K+ 50.11% |
$551K - $596K
|
16.5K
$1.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.37KNew |
$538K - $583K
|
5.37K
$500K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
5.34KNew |
$535K - $580K
|
5.34K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
5.29K+ 19.91% |
$530K - $574K
|
31.8K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
5.07K+ 5.63% |
$509K - $550K
|
95.2K
$8.85M
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.06K+ 260.84% |
$508K - $549K
|
7K
$652K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
5.06K+ 260.84% |
$508K - $549K
|
7K
$652K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.01K+ 84.25% |
$502K - $543K
|
11K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
5K+ 32.89% |
$501K - $543K
|
20.2K
$1.88M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5KNew |
$501K - $542K
|
5K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4.95K+ 92.34% |
$496K - $537K
|
10.3K
$959K
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.94K+ 31.51% |
$496K - $536K
|
20.6K
$1.92M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
BUY
|
- |
4.87K+ 10.86% |
$489K - $529K
|
49.7K
$4.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66K+ 111.21% |
$467K - $506K
|
8.85K
$824K
|
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.62K+ 8.41% |
$463K - $501K
|
59.6K
$5.54M
|