Purchases and Sales Made in Q2 2023 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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 09, 2023 Q2 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
4.53K
New
$454K - $492K
4.53K $422K
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
4.52K
New
$453K - $491K
4.52K $421K
Aug 02, 2023 Q2 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
4.52K
+ 44.75%
$453K - $490K
14.6K $1.36M
Aug 04, 2023 Q2 2023
Tru Wealth Advisors, LLC

BUY
 -
4.49K
New
$450K - $488K
4.49K $418K
Jul 06, 2023 Q2 2023
First Hawaiian Bank

BUY
 -
4.47K
New
$448K - $485K
4.47K $416K
Aug 24, 2023 Q2 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
4.45K
New
$446K - $482K
4.45K $414K
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
4.44K
+ 165.8%
$445K - $482K
7.12K $663K
Aug 10, 2023 Q2 2023
D.A. Davidson & Co.

BUY
 -
4.42K
+ 10.07%
$443K - $479K
48.3K $4.49M
Jul 13, 2023 Q2 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
4.37K
+ 16.7%
$438K - $474K
30.5K $2.84M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
4.35K
New
$436K - $472K
4.35K $405K
Jul 13, 2023 Q2 2023
Fluent Financial, LLC

BUY
 -
4.27K
+ 12.21%
$428K - $463K
39.2K $3.65M
Aug 11, 2023 Q2 2023
Quadrant Private Wealth Management, LLC

Bethlehem, PA
BUY
 -
4.06K
+ 15.55%
$407K - $440K
30.1K $2.81M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
3.93K
+ 1046.93%
$394K - $426K
4.3K $400K
Jan 12, 2024 Q2 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
3.92K
New
$393K - $426K
3.92K $365K
Jul 24, 2023 Q2 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
3.89K
New
$390K - $423K
3.89K $362K
Jul 21, 2023 Q2 2023
Tempus Wealth Planning, LLC

BUY
 -
3.85K
New
$386K - $418K
3.85K $359K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.75K
+ 29.3%
$376K - $407K
16.6K $1.54M
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
3.74K
+ 186.13%
$375K - $406K
5.75K $536K
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
3.62K
New
$363K - $393K
3.62K $337K
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
3.6K
+ 12.88%
$361K - $391K
31.6K $2.94M
Jul 13, 2023 Q2 2023
Affinity Capital Advisors, LLC

BUY
 -
3.6K
+ 50.49%
$361K - $390K
10.7K $998K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.53K
+ 4.92%
$354K - $383K
75.2K $7M
Aug 14, 2023 Q2 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
3.44K
New
$344K - $373K
3.44K $320K
Aug 01, 2023 Q2 2023
Spinnaker Trust

BUY
 -
3.36K
+ 0.91%
$337K - $365K
374K $34.8M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
3.34K
+ 815.61%
$335K - $363K
3.75K $349K
Jul 31, 2023 Q2 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
3.29K
New
$330K - $357K
3.29K $306K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
3.26K
New
$327K - $354K
3.26K $303K
Jul 17, 2023 Q2 2023
One Plus One Wealth Management, LLC

BUY
 -
3.26K
+ 5.26%
$326K - $353K
65.2K $6.07M
Jul 27, 2023 Q2 2023
Share Andrew L.

Manchester, NH
BUY
 -
3.24K
New
$325K - $352K
3.24K $302K
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
3.22K
New
$323K - $350K
3.22K $300K
Jul 20, 2023 Q2 2023
Aurora Private Wealth, Inc.

BUY
 -
3.2K
New
$321K - $347K
3.2K $298K
Jul 10, 2023 Q2 2023
Stewardship Advisors, LLC

BUY
 -
3.18K
+ 3.38%
$319K - $345K
97.4K $9.06M
Aug 10, 2023 Q2 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
3.18K
+ 16.81%
$319K - $345K
22.1K $2.06M
Aug 04, 2023 Q2 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
3.15K
+ 47.14%
$316K - $342K
9.84K $916K
Jul 25, 2023 Q2 2023
Fifth Third Bancorp

BUY
 -
3.13K
+ 7.0%
$314K - $340K
47.9K $4.46M
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
3.04K
New
$305K - $330K
3.04K $283K
Aug 10, 2023 Q2 2023
Seaview Investment Managers LLC

BUY
 -
3.03K
+ 34.74%
$304K - $329K
11.7K $1.09M
Jul 24, 2023 Q2 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
3K
New
$301K - $326K
3K $279K
Jul 07, 2023 Q2 2023
Bellecapital International Ltd.

BUY
 -
2.9K
New
$291K - $315K
2.9K $270K
Aug 14, 2023 Q2 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
2.9K
+ 35.28%
$291K - $314K
11.1K $1.03M
Jul 27, 2023 Q2 2023
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
2.85K
+ 51.19%
$286K - $309K
8.42K $784K
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
2.82K
+ 2.6%
$283K - $306K
111K $10.4M
Aug 14, 2023 Q2 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
2.82K
New
$283K - $306K
2.82K $262K
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
2.8K
+ 5.31%
$281K - $304K
55.5K $5.17M
Aug 07, 2023 Q2 2023
Islay Capital Management, LLC

Lubbock, TX
BUY
 -
2.75K
+ 274.58%
$276K - $299K
3.76K $350K
Apr 16, 2024 Q2 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
2.73K
+ 22.13%
$274K - $297K
15.1K $1.4M
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
2.72K
+ 2.98%
$273K - $295K
94K $8.75M
Aug 15, 2023 Q2 2023
Objective Capital Management, LLC

BUY
 -
2.7K
New
$271K - $293K
2.7K $251K
Jul 11, 2023 Q2 2023
Capital Advisors Wealth Management, LLC

BUY
 -
2.65K
New
$265K - $287K
2.65K $246K

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