Purchases and Sales Made in Q3 2023 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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
Discovery Capital Management, LLC

South Norwalk, CT
BUY
 -
22.9K
New
$2.02M - $2.35M
22.9K $2.13M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
22.7K
+ 778.67%
$2M - $2.33M
25.6K $2.38M
Nov 13, 2023 Q3 2023
Goelzer Investment Management, Inc.

BUY
 -
22.4K
+ 20.81%
$1.98M - $2.31M
130K $12.1M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
22.1K
+ 249.53%
$1.95M - $2.27M
30.9K $2.88M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
21.6K
New
$1.91M - $2.23M
21.6K $2.01M
Nov 14, 2023 Q3 2023
Centiva Capital, LP

New York, NY
BUY
 -
21.4K
New
$1.89M - $2.2M
21.4K $1.99M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
21K
New
$1.85M - $2.16M
21K $1.95M
Nov 13, 2023 Q3 2023
Sourcerock Group LLC

Denver, CO
BUY
 -
20.7K
New
$1.83M - $2.13M
20.7K $1.93M
Nov 14, 2023 Q3 2023
Boothbay Fund Management, LLC

New York, NY
BUY
 -
20.7K
+ 362.52%
$1.83M - $2.13M
26.4K $2.46M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
20.7K
+ 101.08%
$1.83M - $2.13M
41.1K $3.83M
Oct 10, 2023 Q3 2023
Vontobel Holding Ltd.

BUY
 -
20K
+ 99.58%
$1.77M - $2.06M
40.2K $3.74M
Jun 03, 2024 Q3 2023
Vontobel Holding Ltd.

BUY
 -
20K
+ 99.58%
$1.77M - $2.06M
40.2K $3.74M
Nov 03, 2023 Q3 2023
Black Swift Group, LLC

Boulder, CO
BUY
 -
20K
New
$1.77M - $2.06M
20K $1.86M
Oct 19, 2023 Q3 2023
Davis Rea Ltd.

BUY
 -
20K
New
$1.77M - $2.06M
20K $1.86M
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
19.9K
+ 232.29%
$1.76M - $2.05M
28.5K $2.65M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
19.8K
+ 0.33%
$1.75M - $2.04M
5.94M $553M
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
19.5K
+ 30.44%
$1.73M - $2.01M
83.8K $7.79M
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
19.5K
+ 139.88%
$1.72M - $2M
33.4K $3.11M
Oct 26, 2023 Q3 2023
Altfest L J & CO Inc

BUY
 -
18.9K
New
$1.67M - $1.94M
18.9K $1.76M
Oct 12, 2023 Q3 2023
Slate Stone Wealth, LLC

BUY
 -
18.9K
+ 14.69%
$1.67M - $1.94M
147K $13.7M
Oct 31, 2023 Q3 2023
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
18.4K
New
$1.63M - $1.89M
18.4K $1.71M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
18.4K
New
$1.62M - $1.89M
18.4K $1.71M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

BUY
 -
18K
+ 320.68%
$1.59M - $1.85M
23.6K $2.2M
Oct 20, 2023 Q3 2023
My Legacy Advisors, LLC

BUY
 -
17.8K
+ 401.85%
$1.57M - $1.83M
22.2K $2.07M
Nov 15, 2023 Q3 2023
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
17.7K
New
$1.56M - $1.82M
17.7K $1.64M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
17.5K
+ 10.89%
$1.55M - $1.8M
178K $16.6M
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
17.3K
New
$1.53M - $1.78M
17.3K $1.61M
Oct 24, 2023 Q3 2023
Foster & Motley Inc

Cincinnati, OH
BUY
 -
17.1K
+ 37.96%
$1.51M - $1.76M
62.1K $5.78M
Nov 09, 2023 Q3 2023
Investment House LLC

Las Vegas, NV
BUY
 -
17K
New
$1.51M - $1.75M
17K $1.59M
Oct 13, 2023 Q3 2023
Collective Family Office LLC

BUY
 -
17K
New
$1.5M - $1.75M
17K $1.58M
Oct 18, 2023 Q3 2023
Timber Creek Capital Management LLC

BUY
 -
16.7K
+ 33.62%
$1.48M - $1.72M
66.5K $6.19M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
16.5K
+ 82550.0%
$1.46M - $1.7M
16.5K $1.54M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
16.4K
+ 6.58%
$1.45M - $1.68M
265K $24.7M
Nov 02, 2023 Q3 2023
Lwmg, LLC

Lake Elmo, MN
BUY
 -
16.2K
+ 18.95%
$1.44M - $1.67M
102K $9.48M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
16K
+ 403.22%
$1.42M - $1.65M
20K $1.86M
Oct 26, 2023 Q3 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
15.9K
+ 155.49%
$1.41M - $1.64M
26.2K $2.43M
Oct 19, 2023 Q3 2023
Simplicity Wealth,Llc

BUY
 -
15.8K
New
$1.4M - $1.63M
15.8K $1.47M
Nov 14, 2023 Q3 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
15.8K
+ 15.24%
$1.4M - $1.63M
120K $11.1M
Nov 02, 2023 Q3 2023
Certus Wealth Management, LLC

Redwood City, CA
BUY
 -
15.7K
New
$1.39M - $1.62M
15.7K $1.46M
Nov 14, 2023 Q3 2023
Bos Asset Management, LLC

Springfield, IL
BUY
 -
15.6K
New
$1.38M - $1.61M
15.6K $1.45M
Nov 13, 2023 Q3 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
15.5K
+ 211.04%
$1.37M - $1.6M
22.9K $2.13M
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
15.3K
New
$1.35M - $1.58M
15.3K $1.43M
Oct 27, 2023 Q3 2023
White Pine Investment CO

BUY
 -
15.1K
New
$1.33M - $1.55M
15.1K $1.4M
Nov 14, 2023 Q3 2023
Creative Financial Designs Inc

BUY
 -
14.9K
+ 16.46%
$1.32M - $1.54M
106K $9.82M
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
14.4K
+ 41.44%
$1.27M - $1.48M
49K $4.56M
Nov 14, 2023 Q3 2023
Bluefin Capital Management, LLC

New York, NY
BUY
 -
14.1K
New
$1.25M - $1.45M
14.1K $1.31M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
14K
New
$1.24M - $1.45M
14K $1.31M
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
14K
+ 17.06%
$1.24M - $1.44M
96K $8.93M
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
13.6K
+ 482.2%
$1.2M - $1.4M
16.4K $1.53M

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