Purchases and Sales Made in Q3 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 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 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
222
New
$19.6K - $22.9K
222 $19.4K
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
217
+ 14.83%
$19.2K - $22.3K
1.68K $147K
Oct 20, 2023 Q3 2023
Oak Family Advisors, LLC

BUY
 -
208
+ 2.05%
$18.4K - $21.4K
10.4K $906K
Apr 16, 2024 Q3 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
206
+ 1.37%
$18.2K - $21.2K
15.3K $1.34M
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
203
+ 46.45%
$17.9K - $20.9K
640 $55.9K
Oct 17, 2023 Q3 2023
Equitec Proprietary Markets, LLC

BUY
 -
200
New
$17.7K - $20.6K
200 $17.5K
Nov 14, 2023 Q3 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
199
+ 6.1%
$17.6K - $20.5K
3.46K $303K
Nov 13, 2023 Q3 2023
Rice Partnership, LLC

BUY
 -
198
+ 13.78%
$17.5K - $20.4K
1.64K $143K
Nov 14, 2023 Q3 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
195
+ 2.33%
$17.2K - $20.1K
8.55K $747K
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
184
+ 10.88%
$16.3K - $18.9K
1.88K $164K
Nov 13, 2023 Q3 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
159
+ 0.87%
$14.1K - $16.4K
18.3K $1.6M
Nov 15, 2023 Q3 2023
Atticus Wealth Management, LLC

BUY
 -
144
+ 34.95%
$12.7K - $14.8K
556 $48.6K
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
132
+ 15.37%
$11.7K - $13.6K
991 $86.6K
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
124
+ 1.59%
$11K - $12.8K
7.95K $694K
Nov 14, 2023 Q3 2023
Shelton Capital Management

Denver, CO
BUY
 -
120
+ 5.28%
$10.6K - $12.4K
2.39K $209K
Oct 10, 2023 Q3 2023
Country Trust Bank

BUY
 -
110
New
$9.73K - $11.3K
110 $9.61K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
106
+ 2.04%
$9.37K - $10.9K
5.31K $464K
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
105
+ 218.75%
$9.28K - $10.8K
153 $13.4K
Oct 13, 2023 Q3 2023
Harbor Investment Advisory, LLC

BUY
 -
104
+ 21.44%
$9.19K - $10.7K
589 $51.5K
Oct 31, 2023 Q3 2023
Straight Path Wealth Management

BUY
 -
100
+ 2.89%
$8.84K - $10.3K
3.57K $312K
Nov 13, 2023 Q3 2023
Woodard & CO Asset Management Group Inc

Bermuda Run, NC
BUY
 -
100
+ 100.0%
$8.84K - $10.3K
200 $17.5K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
86
New
$7.6K - $8.85K
86 $7.52K
Nov 13, 2023 Q3 2023
Milestone Asset Management, LLC

Pittsburgh, PA
BUY
 -
83
+ 0.54%
$7.34K - $8.54K
15.6K $1.36M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
73
+ 5.07%
$6.45K - $7.52K
1.51K $132K
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
72
+ 1.57%
$6.37K - $7.41K
4.65K $406K
Nov 14, 2023 Q3 2023
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
72
+ 2.67%
$6.37K - $7.41K
2.77K $242K
Oct 11, 2023 Q3 2023
Perkins Coie Trust CO

BUY
 -
67
New
$5.92K - $6.9K
67 $5.86K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
62
New
$5.48K - $6.38K
62 $5.42K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
62
New
$5.48K - $6.38K
62 $5.42K
Oct 06, 2023 Q3 2023
Ballew Advisors, Inc

BUY
 -
60
+ 0.29%
$5.3K - $6.18K
20.5K $1.79M
Oct 16, 2023 Q3 2023
Kingdom Financial Group Llc.

Peoria, AZ
BUY
 -
57
+ 1.73%
$5.04K - $5.87K
3.34K $292K
Oct 13, 2023 Q3 2023
Weaver Consulting Group

BUY
 -
55
+ 1.64%
$4.86K - $5.66K
3.4K $297K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
52
+ 18.64%
$4.6K - $5.35K
331 $28.9K
Nov 01, 2023 Q3 2023
Ifs Advisors, LLC

BUY
 -
50
New
$4.42K - $5.15K
50 $4.37K
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
47
+ 0.89%
$4.16K - $4.84K
5.34K $467K
Nov 07, 2023 Q3 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
45
+ 0.75%
$3.98K - $4.63K
6.03K $527K
Nov 13, 2023 Q3 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
45
+ 28.85%
$3.98K - $4.63K
201 $17.6K
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
45
New
$3.98K - $4.63K
45 $3.93K
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
45
New
$3.98K - $4.63K
45 $3.93K
Nov 01, 2023 Q3 2023
Vanguard Capital Wealth Advisors

BUY
 -
44
+ 0.86%
$3.89K - $4.53K
5.14K $449K
Nov 08, 2023 Q3 2023
Keybank National Association

BUY
 -
36
+ 0.36%
$3.18K - $3.71K
9.99K $873K
Nov 02, 2023 Q3 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
36
New
$3.18K - $3.71K
36 $3.15K
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
35
+ 0.42%
$3.09K - $3.6K
8.29K $724K
Oct 18, 2023 Q3 2023
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
35
New
$3.09K - $3.6K
35 $3.06K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
34
+ 13.65%
$3.01K - $3.5K
283 $24.7K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
29
New
$2.56K - $2.99K
29 $2.53K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
26
+ 10.16%
$2.3K - $2.68K
282 $24.6K
Oct 24, 2023 Q3 2023
Genesee Capital Advisors, LLC

BUY
 -
23
+ 0.77%
$2.03K - $2.37K
3.02K $264K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
21
+ 95.45%
$1.86K - $2.16K
43 $3.76K

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