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 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-258- 93.14% |
$22.8K - $26.6K
|
19
$1.66K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-277- 0.27% |
$24.5K - $28.5K
|
100K
$8.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-294- 98.66% |
$26K - $30.3K
|
4
$350
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-308- 17.6% |
$27.2K - $31.7K
|
1.44K
$126K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-319- 5.01% |
$28.2K - $32.8K
|
6.05K
$529K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-331- 2.25% |
$29.3K - $34.1K
|
14.4K
$1.26M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-400- 26.67% |
$35.4K - $41.2K
|
1.1K
$96.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-402- 4.96% |
$35.5K - $41.4K
|
7.7K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-410- 2.22% |
$36.2K - $42.2K
|
18K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-440- 1.38% |
$38.9K - $45.3K
|
31.4K
$2.74M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-446- 14.69% |
$39.4K - $45.9K
|
2.59K
$226K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-451- 68.33% |
$39.9K - $46.4K
|
209
$18.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-464- 72.84% |
$41K - $47.8K
|
173
$15.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-552- 9.17% |
$48.8K - $56.8K
|
5.47K
$478K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-588- 6.85% |
$52K - $60.5K
|
8K
$699K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-602- 2.8% |
$53.2K - $62K
|
20.9K
$1.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-651- 4.7% |
$57.6K - $67K
|
13.2K
$1.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-672- 2.7% |
$59.4K - $69.2K
|
24.2K
$2.12M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-705- 10.21% |
$62.3K - $72.6K
|
6.2K
$542K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-726- 5.31% |
$64.2K - $74.7K
|
12.9K
$1.13M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-745- 3.22% |
$65.9K - $76.7K
|
22.4K
$1.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-750- 2.84% |
$66.3K - $77.2K
|
25.7K
$2.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-777- 5.37% |
$68.7K - $80K
|
13.7K
$1.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-817- 18.53% |
$72.2K - $84.1K
|
3.59K
$314K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-864- 12.86% |
$76.4K - $88.9K
|
5.86K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-950- 21.51% |
$84K - $97.8K
|
3.47K
$303K
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-977- 20.24% |
$86.4K - $101K
|
3.85K
$337K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-987- 7.6% |
$87.3K - $102K
|
12K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.05K- 25.19% |
$92.5K - $108K
|
3.11K
$272K
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-1.19K- 3.85% |
$105K - $123K
|
29.8K
$2.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.31K- 3.73% |
$115K - $134K
|
33.7K
$2.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.37K- 3.27% |
$121K - $141K
|
40.4K
$3.53M
|
|
|
Oct 24, 2023
Q3 2023
|
American Asset Management Inc.
|
SELL
|
- |
-1.4K- 0.62% |
$124K - $144K
|
223K
$19.5M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.42K- 3.2% |
$125K - $146K
|
42.8K
$3.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.46K- 29.2% |
$129K - $150K
|
3.54K
$309K
|
|
|
Nov 14, 2023
Q3 2023
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.5K- 13.73% |
$133K - $154K
|
9.42K
$823K
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.51K- 7.88% |
$134K - $156K
|
17.7K
$1.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.54K- 0.41% |
$136K - $159K
|
372K
$32.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-1.6K- 5.32% |
$142K - $165K
|
28.5K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.67K- 78.08% |
$148K - $172K
|
469
$41K
|
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.71K- 79.93% |
$151K - $176K
|
429
$37.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.87K- 20.64% |
$166K - $193K
|
7.2K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$169K - $196K
|
37.3K
$3.26M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 8.46% |
$177K - $207K
|
21.7K
$1.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.02K- 13.76% |
$178K - $208K
|
12.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.1K- 24.76% |
$186K - $216K
|
6.38K
$557K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.11K- 59.49% |
$186K - $217K
|
1.44K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.24K- 8.78% |
$198K - $230K
|
23.2K
$2.03M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.27K- 26.87% |
$201K - $233K
|
6.17K
$539K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-2.39K- 24.29% |
$211K - $246K
|
7.45K
$651K
|