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 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 4.6% |
$16.3M - $19M
|
4.19M
$390M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
179K+ 11.71% |
$15.8M - $18.4M
|
1.71M
$159M
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
176K+ 53.36% |
$15.6M - $18.2M
|
507K
$47.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
173KNew |
$15.3M - $17.8M
|
173K
$16.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
173K+ 107.68% |
$15.3M - $17.8M
|
333K
$31M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
168K+ 43.08% |
$14.9M - $17.3M
|
560K
$52.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
154K+ 178.83% |
$13.6M - $15.8M
|
240K
$22.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
145KNew |
$12.8M - $14.9M
|
145K
$13.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
135K+ 2380.39% |
$11.9M - $13.8M
|
140K
$13M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
131KNew |
$11.6M - $13.5M
|
131K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
130KNew |
$11.5M - $13.4M
|
130K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 10.93% |
$11.4M - $13.3M
|
1.31M
$122M
|
|
|
Nov 14, 2023
Q3 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
122KNew |
$10.8M - $12.5M
|
122K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
120K+ 40.65% |
$10.6M - $12.4M
|
415K
$38.6M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
119KNew |
$10.5M - $12.3M
|
119K
$11.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
114K+ 123.04% |
$10M - $11.7M
|
206K
$19.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
108K+ 14.12% |
$9.55M - $11.1M
|
873K
$81.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
107K+ 88.6% |
$9.5M - $11.1M
|
229K
$21.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
106K+ 1757.7% |
$9.39M - $10.9M
|
112K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
104K+ 117.93% |
$9.22M - $10.7M
|
193K
$17.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
101K+ 212.56% |
$8.94M - $10.4M
|
149K
$13.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
- |
100KNew |
$8.84M - $10.3M
|
100K
$9.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
99K+ 214.75% |
$8.75M - $10.2M
|
145K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.3K+ 32.44% |
$8.6M - $10M
|
397K
$37M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
96.4K+ 209.38% |
$8.52M - $9.93M
|
142K
$13.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
92.7K+ 1611.31% |
$8.2M - $9.55M
|
98.5K
$9.16M
|
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
91.6K+ 1751.68% |
$8.1M - $9.44M
|
96.9K
$9.02M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
90.7K+ 599.09% |
$8.02M - $9.34M
|
106K
$9.85M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
88.4K+ 184.84% |
$7.81M - $9.1M
|
136K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
87.9KNew |
$7.77M - $9.05M
|
87.9K
$8.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
86.9K+ 719.35% |
$7.69M - $8.95M
|
99K
$9.22M
|
|
|
Nov 01, 2023
Q3 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
86.9K+ 84.91% |
$7.69M - $8.95M
|
189K
$17.6M
|
|
|
Nov 27, 2024
Q3 2023
|
Carrhae Capital LLP
London, X0 |
BUY
|
- |
84.6KNew |
$7.48M - $8.71M
|
84.6K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
84.6K+ 13.65% |
$7.48M - $8.71M
|
704K
$65.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
84KNew |
$7.43M - $8.65M
|
84K
$7.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
84K+ 51.01% |
$7.43M - $8.65M
|
249K
$23.1M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
83.4K+ 1013.99% |
$7.37M - $8.58M
|
91.6K
$8.52M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
81.9K+ 7.99% |
$7.24M - $8.43M
|
1.11M
$103M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
81.7KNew |
$7.22M - $8.41M
|
81.7K
$7.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81.4K+ 491.98% |
$7.2M - $8.39M
|
98K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
80KNew |
$7.07M - $8.24M
|
80K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
79.1K+ 16.63% |
$7M - $8.15M
|
555K
$51.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
79.1K+ 282.75% |
$6.99M - $8.14M
|
107K
$9.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
77.8K+ 90.4% |
$6.88M - $8.01M
|
164K
$15.3M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
71.5KNew |
$6.32M - $7.36M
|
71.5K
$6.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
71.3K+ 4191.18% |
$6.3M - $7.34M
|
73K
$6.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
69.5K+ 2.89% |
$6.14M - $7.16M
|
2.47M
$230M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
68.8KNew |
$6.08M - $7.08M
|
68.8K
$6.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
68.6KNew |
$6.06M - $7.06M
|
68.6K
$6.38M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
67.5KNew |
$5.97M - $6.95M
|
67.5K
$6.28M
|