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
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
2.6K
+ 0.74%
$261K - $282K
352K $32.8M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
2.59K
New
$260K - $282K
2.59K $241K
Aug 10, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
2.58K
+ 42.72%
$259K - $280K
8.63K $803K
Nov 13, 2023 Q2 2023
Hancock Whitney Corp

BUY
 -
2.58K
+ 42.72%
$259K - $280K
8.63K $803K
Jul 14, 2023 Q2 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
2.53K
+ 19.67%
$254K - $274K
15.4K $1.43M
Aug 14, 2023 Q2 2023
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
2.53K
+ 31.43%
$253K - $274K
10.6K $984K
Dec 12, 2023 Q2 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
2.51K
+ 1.46%
$252K - $273K
175K $16.3M
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
2.51K
+ 10.84%
$252K - $273K
25.7K $2.39M
Jul 31, 2023 Q2 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
2.51K
New
$252K - $273K
2.51K $234K
Aug 03, 2023 Q2 2023
Delta Investment Management, LLC

BUY
 -
2.48K
New
$248K - $269K
2.48K $231K
Aug 08, 2023 Q2 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2.44K
+ 106.74%
$244K - $265K
4.72K $440K
Jul 21, 2023 Q2 2023
E&G Advisors, LP

BUY
 -
2.42K
+ 15.09%
$243K - $263K
18.5K $1.72M
Aug 08, 2023 Q2 2023
Pekin Hardy Strauss, Inc.

BUY
 -
2.42K
New
$242K - $262K
2.42K $225K
Aug 08, 2023 Q2 2023
Legacy Trust

Grand Rapids, MI
BUY
 -
2.38K
New
$239K - $259K
2.38K $222K
Aug 11, 2023 Q2 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
2.36K
New
$236K - $256K
2.36K $219K
Aug 04, 2023 Q2 2023
Citizens Financial Group Inc

BUY
 -
2.3K
+ 6.08%
$230K - $249K
40.1K $3.73M
Aug 11, 2023 Q2 2023
Blair William & CO

Chicago, IL
BUY
 -
2.27K
+ 18.04%
$228K - $247K
14.9K $1.38M
Jul 17, 2023 Q2 2023
Bridge Advisory, LLC

BUY
 -
2.27K
New
$227K - $246K
2.27K $211K
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
2.23K
New
$224K - $242K
2.23K $208K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.21K
New
$222K - $240K
2.21K $206K
Aug 10, 2023 Q2 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
2.2K
+ 16.31%
$221K - $239K
15.7K $1.46M
Jul 31, 2023 Q2 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
2.17K
+ 16.81%
$217K - $235K
15.1K $1.4M
Aug 09, 2023 Q2 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
2.05K
New
$206K - $222K
2.05K $191K
Aug 01, 2023 Q2 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
2.05K
New
$205K - $222K
2.05K $190K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.03K
New
$203K - $220K
2.03K $189K
Jul 20, 2023 Q2 2023
Clientfirst Wealth Management, LLC

Little Rock, AR
BUY
 -
2K
New
$201K - $217K
2K $186K
Jul 26, 2023 Q2 2023
Clean Yield Group

BUY
 -
2K
+ 31.75%
$201K - $217K
8.3K $773K
Aug 14, 2023 Q2 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
2K
+ 3.77%
$201K - $217K
55K $5.12M
Aug 14, 2023 Q2 2023
Wedbush Securities Inc

BUY
 -
1.94K
+ 6.66%
$195K - $211K
31.1K $2.9M
Aug 04, 2023 Q2 2023
Members Advisory Group LLC

Williamsville, NY
BUY
 -
1.94K
+ 1.28%
$194K - $210K
153K $14.3M
Aug 10, 2023 Q2 2023
Stone House Investment Management, LLC

BUY
 -
1.9K
+ 61.05%
$191K - $207K
5.02K $468K
Aug 08, 2023 Q2 2023
Glassman Wealth Services

BUY
 -
1.88K
New
$188K - $204K
1.88K $175K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1.87K
+ 147.17%
$188K - $203K
3.14K $293K
Aug 10, 2023 Q2 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
1.84K
+ 34.66%
$185K - $200K
7.15K $665K
Jul 24, 2023 Q2 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
1.78K
+ 46.13%
$179K - $194K
5.65K $526K
Aug 28, 2024 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.77K
+ 32.05%
$177K - $192K
7.29K $679K
Jul 31, 2023 Q2 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
1.76K
+ 2.6%
$176K - $191K
69.3K $6.45M
Jul 14, 2023 Q2 2023
Vanguard Capital Wealth Advisors

BUY
 -
1.74K
+ 51.77%
$174K - $189K
5.09K $474K
Jul 17, 2023 Q2 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
1.72K
+ 3.22%
$173K - $187K
55.2K $5.14M
Jul 11, 2023 Q2 2023
Affiance Financial, LLC

BUY
 -
1.71K
+ 14.91%
$171K - $185K
13.2K $1.22M
Aug 14, 2023 Q2 2023
Marathon Trading Investment Management LLC

Radnor, PA
BUY
 -
1.7K
New
$170K - $185K
1.7K $158K
Jul 25, 2023 Q2 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
1.62K
+ 15.44%
$162K - $175K
12.1K $1.13M
Jul 28, 2023 Q2 2023
Invst, LLC

Indianapolis, IN
BUY
 -
1.6K
+ 3.27%
$161K - $174K
50.6K $4.71M
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.57K
+ 27.16%
$158K - $171K
7.36K $685K
Jul 18, 2023 Q2 2023
American Asset Management Inc.

BUY
 -
1.54K
+ 0.69%
$154K - $167K
224K $20.9M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
1.46K
New
$147K - $159K
1.46K $136K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
1.4K
+ 20.21%
$140K - $151K
8.3K $772K
Aug 09, 2023 Q2 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.39K
+ 29.87%
$139K - $150K
6.02K $560K
Jul 26, 2023 Q2 2023
Time Scale Financial, Inc.

BUY
 -
1.34K
+ 1277.14%
$134K - $146K
1.45K $135K

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