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
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
67.5KNew |
$5.97M - $6.95M
|
67.5K
$6.28M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
66.7KNew |
$5.9M - $6.87M
|
66.7K
$6.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
66.3K+ 867.64% |
$5.86M - $6.83M
|
74K
$6.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
66.2K+ 80.47% |
$5.85M - $6.82M
|
148K
$13.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
65.2KNew |
$5.77M - $6.72M
|
65.2K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
64.9K+ 3.69% |
$5.74M - $6.68M
|
1.82M
$170M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
64.8K+ 17.16% |
$5.73M - $6.67M
|
442K
$41.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
64.3KNew |
$5.68M - $6.62M
|
64.3K
$5.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
62.4K+ 74.91% |
$5.51M - $6.42M
|
146K
$13.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
61.4KNew |
$5.43M - $6.32M
|
61.4K
$5.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
61.3K+ 21.7% |
$5.42M - $6.31M
|
344K
$32M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
60.2KNew |
$5.33M - $6.2M
|
60.2K
$5.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
60KNew |
$5.3M - $6.18M
|
60K
$5.58M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
58.6K+ 393.83% |
$5.18M - $6.04M
|
73.5K
$6.84M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
58.4KNew |
$5.16M - $6.01M
|
58.4K
$5.44M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
58.3KNew |
$5.15M - $6M
|
58.3K
$5.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
58.2K+ 159.39% |
$5.14M - $5.99M
|
94.7K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
BUY
|
- |
57.7KNew |
$5.1M - $5.94M
|
57.7K
$5.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
57.2K+ 160.81% |
$5.06M - $5.89M
|
92.7K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
54.6KNew |
$4.83M - $5.62M
|
54.6K
$5.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
54.3KNew |
$4.8M - $5.59M
|
54.3K
$5.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
54.2K+ 1973.84% |
$4.8M - $5.58M
|
57K
$5.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
54K+ 237.14% |
$4.78M - $5.56M
|
76.8K
$7.15M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
54K+ 378.27% |
$4.77M - $5.56M
|
68.3K
$6.35M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
53.9K+ 37.77% |
$4.76M - $5.54M
|
196K
$18.3M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
53K+ 359.73% |
$4.68M - $5.45M
|
67.7K
$6.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.5K+ 29.39% |
$4.64M - $5.41M
|
231K
$21.5M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
51.6K+ 416.02% |
$4.56M - $5.31M
|
64K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
51.6K+ 521.92% |
$4.56M - $5.31M
|
61.4K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
51.2K+ 1018.89% |
$4.52M - $5.27M
|
56.2K
$5.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
51.2K+ 91.39% |
$4.52M - $5.27M
|
107K
$9.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
50.4K+ 27.24% |
$4.46M - $5.19M
|
235K
$21.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Terrapin Asset Management, LLC
Miami, FL |
BUY
|
- |
50K+ 125.0% |
$4.42M - $5.15M
|
90K
$8.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
49.9KNew |
$4.41M - $5.14M
|
49.9K
$4.64M
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
48.8K+ 96.39% |
$4.31M - $5.02M
|
99.4K
$9.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
48.4KNew |
$4.28M - $4.99M
|
48.4K
$4.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
48.2K+ 58.39% |
$4.26M - $4.96M
|
131K
$12.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Tnf LLC
|
BUY
|
- |
48.1K+ 1185.03% |
$4.25M - $4.95M
|
52.2K
$4.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.3K+ 69.33% |
$4.18M - $4.87M
|
116K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
47K+ 54.11% |
$4.16M - $4.84M
|
134K
$12.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
46.9K+ 116.38% |
$4.15M - $4.83M
|
87.2K
$8.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
46.6K+ 203.06% |
$4.12M - $4.79M
|
69.5K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
46.4K+ 864.63% |
$4.1M - $4.78M
|
51.8K
$4.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
44.6K+ 335.01% |
$3.94M - $4.59M
|
57.9K
$5.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Nationwide Fund Advisors
|
BUY
|
- |
44.4K+ 3.44% |
$3.92M - $4.57M
|
1.33M
$124M
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
43.9K+ 18.01% |
$3.88M - $4.52M
|
287K
$26.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43.8K+ 27.71% |
$3.88M - $4.51M
|
202K
$18.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
43.4K+ 30.0% |
$3.83M - $4.46M
|
188K
$17.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
42.9K+ 300.62% |
$3.79M - $4.41M
|
57.1K
$5.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
BUY
|
- |
42.8KNew |
$3.79M - $4.41M
|
42.8K
$3.99M
|