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 08, 2023 Q2 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
1.33K
+ 1.98%
$133K - $144K
68.3K $6.36M
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.32K
+ 22.69%
$132K - $143K
7.13K $664K
Jul 31, 2023 Q2 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.29K
+ 8.47%
$129K - $140K
16.5K $1.54M
Aug 10, 2023 Q2 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.22K
+ 3.12%
$122K - $132K
40.3K $3.75M
Aug 14, 2023 Q2 2023
Garden State Investment Advisory Services LLC

Red Bank, NJ
BUY
 -
1.22K
+ 54.92%
$122K - $132K
3.43K $319K
Aug 07, 2023 Q2 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
1.19K
+ 0.65%
$120K - $129K
185K $17.2M
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.16K
+ 2.07%
$116K - $125K
56.9K $5.3M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
1.11K
New
$111K - $120K
1.11K $103K
Aug 09, 2023 Q2 2023
Running Point Capital Advisors, LLC

BUY
 -
1.08K
+ 13.43%
$108K - $117K
9.09K $846K
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.07K
+ 9.16%
$107K - $116K
12.7K $1.18M
Jul 20, 2023 Q2 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
1.03K
+ 1.99%
$104K - $112K
52.8K $4.92M
Jul 17, 2023 Q2 2023
Genesee Capital Advisors, LLC

BUY
 -
1.01K
+ 50.98%
$102K - $110K
3K $279K
Jul 31, 2023 Q2 2023
Coulter & Justus Financial Services, LLC

BUY
 -
1K
+ 45.45%
$100K - $109K
3.2K $298K
Aug 01, 2023 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
904
+ 14.15%
$90.7K - $98.1K
7.29K $679K
Aug 10, 2023 Q2 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
899
+ 17.68%
$90.2K - $97.6K
5.98K $557K
Jul 17, 2023 Q2 2023
Mbe Wealth Management, LLC

BUY
 -
870
+ 28.46%
$87.2K - $94.4K
3.93K $366K
Oct 18, 2023 Q2 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
866
+ 2.56%
$86.8K - $94K
34.6K $3.22M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
856
+ 3.88%
$85.8K - $92.9K
22.9K $2.13M
Aug 14, 2023 Q2 2023
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
852
+ 8.57%
$85.4K - $92.5K
10.8K $1M
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
844
+ 2.53%
$84.6K - $91.6K
34.2K $3.18M
Jul 17, 2023 Q2 2023
Refined Wealth Management

BUY
 -
838
+ 1.1%
$84K - $90.9K
76.9K $7.16M
May 20, 2024 Q2 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
836
+ 14.21%
$83.8K - $90.7K
6.72K $625K
Aug 08, 2023 Q2 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
823
+ 37.82%
$82.5K - $89.3K
3K $279K
Aug 14, 2023 Q2 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
819
+ 1.3%
$82.1K - $88.9K
63.6K $5.92M
Aug 04, 2023 Q2 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
816
+ 17.37%
$81.8K - $88.6K
5.51K $513K
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
773
+ 0.36%
$77.5K - $83.9K
217K $20.2M
Aug 09, 2023 Q2 2023
Wade Financial Advisory, Inc

BUY
 -
768
+ 18.27%
$77K - $83.4K
4.97K $463K
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
733
New
$73.5K - $79.6K
733 $68.2K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
731
+ 5.4%
$73.3K - $79.3K
14.3K $1.33M
Jul 10, 2023 Q2 2023
Signature Wealth Management Group

BUY
 -
731
+ 14.77%
$73.3K - $79.3K
5.68K $529K
Jul 24, 2023 Q2 2023
Migdal Insurance & Financial Holdings Ltd.

BUY
 -
700
New
$70.2K - $76K
700 $65.2K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
682
+ 6.79%
$68.4K - $74K
10.7K $998K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
682
+ 6.79%
$68.4K - $74K
10.7K $998K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
679
+ 7.02%
$68.1K - $73.7K
10.4K $964K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
660
New
$66.2K - $71.6K
660 $61.4K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
657
New
$65.9K - $71.3K
657 $61.2K
Jul 18, 2023 Q2 2023
Lake Street Financial LLC

BUY
 -
609
+ 2.37%
$61.1K - $66.1K
26.3K $2.45M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
605
+ 1.8%
$60.7K - $65.7K
34.1K $3.18M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
600
New
$60.2K - $65.1K
600 $55.8K
Jul 14, 2023 Q2 2023
4 Thought Financial Group Inc.

BUY
 -
587
+ 7.36%
$58.9K - $63.7K
8.56K $797K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
584
+ 7.3%
$58.6K - $63.4K
8.58K $799K
Jul 13, 2023 Q2 2023
Mayflower Financial Advisors, LLC

BUY
 -
580
+ 12.78%
$58.2K - $62.9K
5.12K $477K
Jul 14, 2023 Q2 2023
Joule Financial, LLC

BUY
 -
577
+ 0.94%
$57.9K - $62.6K
62K $5.77M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
557
+ 18.75%
$55.9K - $60.5K
3.53K $328K
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
546
+ 1.5%
$54.8K - $59.3K
37K $3.45M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
544
+ 11.6%
$54.6K - $59K
5.23K $487K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
541
New
$54.3K - $58.7K
541 $50.4K
Jul 13, 2023 Q2 2023
First Premier Bank

BUY
 -
535
+ 54.37%
$53.6K - $58.1K
1.52K $141K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
517
+ 14.96%
$51.8K - $56.1K
3.97K $370K

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