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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-31.6K- 73.82% |
$2.79M - $3.25M
|
11.2K
$978K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-31.7K- 18.58% |
$2.81M - $3.27M
|
139K
$12.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-31.8K- 41.2% |
$2.81M - $3.27M
|
45.4K
$3.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31.8K- 42.66% |
$2.81M - $3.28M
|
42.8K
$3.74M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-31.9K- 83.99% |
$2.82M - $3.29M
|
6.09K
$532K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-34.8K- 37.62% |
$3.08M - $3.59M
|
57.7K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-35.2K- 99.42% |
$3.11M - $3.63M
|
206
$18K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-35.5K- 21.45% |
$3.14M - $3.65M
|
130K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-36.4K- 15.6% |
$3.22M - $3.74M
|
197K
$17.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-36.7K- 51.99% |
$3.25M - $3.78M
|
33.9K
$2.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-37.6K- 79.26% |
$3.33M - $3.87M
|
9.85K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-38.6K- 45.62% |
$3.41M - $3.97M
|
46K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-41K- 54.68% |
$3.63M - $4.22M
|
34K
$2.97M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-41.2K- 35.22% |
$3.65M - $4.25M
|
75.9K
$6.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-41.5K- 55.35% |
$3.67M - $4.28M
|
33.5K
$2.93M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-44.7K- 91.35% |
$3.95M - $4.6M
|
4.23K
$370K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-47K- 56.02% |
$4.15M - $4.84M
|
36.9K
$3.22M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-50.2K- 80.93% |
$4.44M - $5.17M
|
11.8K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Pacific Wealth Management
|
SELL
|
- |
-50.3K- 89.04% |
$4.44M - $5.18M
|
6.19K
$541K
|
|
|
May 19, 2025
Q3 2023
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-51.9K- 64.98% |
$4.59M - $5.34M
|
28K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-57K- 89.61% |
$5.04M - $5.87M
|
6.61K
$577K
|
|
|
Nov 09, 2023
Q3 2023
|
Cowen And Company, LLC
|
SELL
|
- |
-58.4K- 64.89% |
$5.16M - $6.01M
|
31.6K
$2.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-59.4K- 16.52% |
$5.25M - $6.12M
|
300K
$26.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-60.9K- 31.94% |
$5.38M - $6.27M
|
130K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-62.3K- 15.06% |
$5.5M - $6.41M
|
351K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-65.9K- 72.57% |
$5.82M - $6.78M
|
24.9K
$2.18M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-66.1K- 90.43% |
$5.85M - $6.81M
|
7K
$612K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-80.3K- 72.33% |
$7.1M - $8.27M
|
30.7K
$2.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-80.4K- 55.08% |
$7.1M - $8.27M
|
65.5K
$5.73M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-82K- 70.32% |
$7.25M - $8.44M
|
34.6K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-84.9K- 49.93% |
$7.51M - $8.74M
|
85.2K
$7.44M
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-87.2K- 97.24% |
$7.71M - $8.98M
|
2.48K
$217K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-102K- 70.82% |
$8.99M - $10.5M
|
41.9K
$3.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-114K- 38.86% |
$10.1M - $11.8M
|
180K
$15.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-123K- 95.26% |
$10.8M - $12.6M
|
6.1K
$533K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-127K- 98.59% |
$11.3M - $13.1M
|
1.82K
$159K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-131K- 24.48% |
$11.6M - $13.5M
|
405K
$35.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-134K- 54.65% |
$11.8M - $13.8M
|
111K
$9.69M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-148K- 23.14% |
$13.1M - $15.2M
|
492K
$43M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-150K- 50.0% |
$13.3M - $15.4M
|
150K
$13.1M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-152K- 12.89% |
$13.5M - $15.7M
|
1.03M
$89.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-169K- 78.86% |
$14.9M - $17.4M
|
45.3K
$3.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-177K- 94.53% |
$15.7M - $18.3M
|
10.3K
$898K
|
|
|
Oct 12, 2023
Q3 2023
|
Imc Chicago, LLC
|
SELL
|
- |
-177K- 40.19% |
$15.7M - $18.3M
|
264K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-185K- 80.81% |
$16.4M - $19.1M
|
44K
$3.84M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-201K- 92.51% |
$17.8M - $20.7M
|
16.3K
$1.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-212K- 10.2% |
$18.8M - $21.9M
|
1.87M
$163M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-242K- 91.63% |
$21.4M - $24.9M
|
22.1K
$1.93M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-247K- 70.31% |
$21.9M - $25.5M
|
105K
$9.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-303K- 67.23% |
$26.8M - $31.2M
|
148K
$12.9M
|