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
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.5K- 44.82% |
$221K - $258K
|
3.08K
$269K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.56K- 61.39% |
$227K - $264K
|
1.61K
$141K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.62K- 5.44% |
$232K - $270K
|
45.6K
$3.98M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-2.69K- 2.31% |
$238K - $277K
|
114K
$9.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-2.77K- 0.34% |
$245K - $286K
|
803K
$70.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-2.88K- 1.23% |
$254K - $296K
|
230K
$20.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.89K- 1.65% |
$255K - $297K
|
172K
$15.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
SELL
|
- |
-2.9K- 14.07% |
$256K - $299K
|
17.7K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3K- 95.17% |
$265K - $308K
|
152
$13.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-3.13K- 28.52% |
$276K - $322K
|
7.83K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-3.15K- 9.59% |
$278K - $324K
|
29.7K
$2.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.24K- 21.07% |
$286K - $334K
|
12.1K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-3.42K- 10.82% |
$302K - $352K
|
28.1K
$2.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3.42K- 6.45% |
$302K - $352K
|
49.6K
$4.33M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.51K- 49.61% |
$310K - $362K
|
3.57K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-3.6K- 7.51% |
$318K - $371K
|
44.3K
$3.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.62K- 4.63% |
$320K - $373K
|
74.5K
$6.51M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.66K- 12.19% |
$323K - $376K
|
26.3K
$2.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.71K- 39.08% |
$328K - $382K
|
5.78K
$505K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.96K- 45.9% |
$350K - $408K
|
4.67K
$408K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-3.97K- 47.83% |
$351K - $409K
|
4.33K
$378K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.06K- 2.39% |
$359K - $418K
|
166K
$14.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-4.23K- 3.38% |
$374K - $436K
|
121K
$10.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-4.24K- 51.04% |
$374K - $436K
|
4.06K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.24K- 19.55% |
$374K - $436K
|
17.4K
$1.52M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 20.42% |
$391K - $455K
|
17.2K
$1.51M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.57K- 49.71% |
$404K - $471K
|
4.63K
$404K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.61K- 47.42% |
$408K - $475K
|
5.12K
$447K
|
|
|
Feb 04, 2025
Q3 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-4.76K- 18.03% |
$420K - $490K
|
21.6K
$1.89M
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-4.86K- 27.92% |
$430K - $500K
|
12.6K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.9K- 37.17% |
$433K - $504K
|
8.27K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-5K- 46.33% |
$442K - $515K
|
5.79K
$506K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-5.12K- 14.25% |
$452K - $527K
|
30.8K
$2.69M
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.2K- 53.11% |
$460K - $536K
|
4.59K
$401K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.24K- 44.69% |
$463K - $539K
|
6.48K
$566K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.26K- 9.2% |
$465K - $542K
|
51.9K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
SELL
|
- |
-5.29K- 0.47% |
$468K - $545K
|
1.11M
$97M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-5.6K- 35.68% |
$495K - $576K
|
10.1K
$882K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.82K- 11.92% |
$514K - $599K
|
43K
$3.76M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.95KClosed |
$526K - $612K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6K- 29.7% |
$530K - $618K
|
14.2K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-6.11K- 32.82% |
$540K - $629K
|
12.5K
$1.09M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.12K- 44.75% |
$541K - $630K
|
7.55K
$660K
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-6.23K- 57.13% |
$550K - $641K
|
4.67K
$408K
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-6.23K- 20.73% |
$550K - $641K
|
23.8K
$2.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.25K- 69.79% |
$553K - $644K
|
2.71K
$237K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-6.32K- 11.29% |
$559K - $651K
|
49.6K
$4.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-6.53K- 40.3% |
$577K - $672K
|
9.67K
$845K
|
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-6.74K- 33.95% |
$596K - $694K
|
13.1K
$1.15M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.77K- 71.18% |
$598K - $697K
|
2.74K
$239K
|