Purchases and Sales Made in Q3 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 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
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
894+ 20.79% |
$79K - $92K
|
5.2K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
890+ 43.91% |
$78.7K - $91.6K
|
2.92K
$255K
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
889+ 3.18% |
$78.6K - $91.5K
|
28.8K
$2.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
879+ 3.62% |
$77.7K - $90.5K
|
25.1K
$2.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
858+ 1.26% |
$75.9K - $88.3K
|
69.2K
$6.05M
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
852New |
$75.3K - $87.7K
|
852
$74.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
850+ 6.26% |
$75.1K - $87.5K
|
14.4K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
837+ 2.29% |
$74K - $86.2K
|
37.5K
$3.27M
|
|
|
Sep 26, 2024
Q3 2023
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
832+ 10.82% |
$73.6K - $85.7K
|
8.52K
$744K
|
|
|
Oct 31, 2023
Q3 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
793+ 28.03% |
$70.1K - $81.6K
|
3.62K
$317K
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
786+ 75.72% |
$69.5K - $80.9K
|
1.82K
$159K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
783+ 29.0% |
$69.2K - $80.6K
|
3.48K
$304K
|
|
|
Oct 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
774+ 3.95% |
$68.4K - $79.7K
|
20.4K
$1.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
743+ 4.99% |
$65.7K - $76.5K
|
15.6K
$1.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
648+ 5.8% |
$57.3K - $66.7K
|
11.8K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
620+ 7750.0% |
$54.8K - $63.8K
|
628
$54.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
615+ 26.38% |
$54.4K - $63.3K
|
2.95K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
593New |
$52.4K - $61K
|
593
$51.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
580+ 2636.36% |
$51.3K - $59.7K
|
602
$52.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
580+ 17.01% |
$51.3K - $59.7K
|
3.99K
$349K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
535New |
$47.3K - $55.1K
|
535
$46.8K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
530+ 2.38% |
$46.9K - $54.6K
|
22.8K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
518+ 9.7% |
$45.8K - $53.3K
|
5.86K
$512K
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
510+ 20.29% |
$45.1K - $52.5K
|
3.02K
$264K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
505+ 3.68% |
$44.6K - $52K
|
14.2K
$1.24M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
505+ 3.68% |
$44.6K - $52K
|
14.2K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
501+ 4.74% |
$44.3K - $51.6K
|
11.1K
$967K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
500+ 54.05% |
$44.2K - $51.5K
|
1.43K
$125K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
474+ 14.01% |
$41.9K - $48.8K
|
3.86K
$337K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
474+ 14.01% |
$41.9K - $48.8K
|
3.86K
$337K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
472+ 296.86% |
$41.7K - $48.6K
|
631
$55.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
410+ 440.86% |
$36.2K - $42.2K
|
503
$44K
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
400+ 12.45% |
$35.4K - $41.2K
|
3.61K
$316K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
394+ 0.21% |
$34.8K - $40.6K
|
189K
$16.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
385+ 287.31% |
$34K - $39.6K
|
519
$45.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
378+ 1.4% |
$33.4K - $38.9K
|
27.3K
$2.39M
|
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
365+ 365.0% |
$32.3K - $37.6K
|
465
$40.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
352New |
$31.1K - $36.2K
|
352
$30.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
350+ 10.74% |
$30.9K - $36K
|
3.61K
$315K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
343+ 7.68% |
$30.3K - $35.3K
|
4.81K
$420K
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
325+ 6.77% |
$28.7K - $33.5K
|
5.13K
$448K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
310+ 2.8% |
$27.4K - $31.9K
|
11.4K
$995K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
310+ 5.03% |
$27.4K - $31.9K
|
6.48K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
301+ 16.03% |
$26.6K - $31K
|
2.18K
$190K
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
283+ 0.37% |
$25K - $29.1K
|
77.2K
$6.75M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
267+ 61.66% |
$23.6K - $27.5K
|
700
$61.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
266+ 32.56% |
$23.5K - $27.4K
|
1.08K
$94.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
240+ 4.8% |
$21.2K - $24.7K
|
5.24K
$457K
|
|
|
Oct 24, 2023
Q3 2023
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
231+ 0.76% |
$20.4K - $23.8K
|
30.7K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
225+ 3.15% |
$19.9K - $23.2K
|
7.36K
$643K
|