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 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.4KNew |
$742K - $864K
|
8.4K
$781K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
8.37K+ 9.45% |
$740K - $862K
|
97K
$9.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
8.35K+ 1.79% |
$738K - $860K
|
474K
$44.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
8.32K+ 162.5% |
$736K - $857K
|
13.4K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
8.17K+ 76.25% |
$722K - $841K
|
18.9K
$1.76M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.02KNew |
$709K - $826K
|
8.02K
$747K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
8K+ 2.94% |
$707K - $823K
|
280K
$26M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8KNew |
$707K - $823K
|
8K
$744K
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
7.83KNew |
$693K - $807K
|
7.83K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.7K+ 128.78% |
$680K - $792K
|
13.7K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.69K+ 33.57% |
$680K - $792K
|
30.6K
$2.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
7.63K+ 13.82% |
$675K - $786K
|
62.9K
$5.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
7.62K+ 10.91% |
$674K - $785K
|
77.5K
$7.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.6K+ 37.26% |
$672K - $783K
|
28K
$2.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.51K+ 123.28% |
$664K - $774K
|
13.6K
$1.27M
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
7.46K+ 28.58% |
$660K - $768K
|
33.6K
$3.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.46KNew |
$659K - $768K
|
7.46K
$694K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.43KNew |
$657K - $765K
|
7.43K
$691K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.4K+ 13216.07% |
$654K - $762K
|
7.46K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.37K+ 3.76% |
$651K - $758K
|
203K
$18.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7.16K+ 532.1% |
$633K - $737K
|
8.51K
$792K
|
|
|
Nov 14, 2023
Q3 2023
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
7.12K+ 81.11% |
$630K - $733K
|
15.9K
$1.48M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
6.89K+ 26.79% |
$609K - $710K
|
32.6K
$3.04M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.86K+ 653.33% |
$606K - $706K
|
7.91K
$736K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
6.81K+ 9.95% |
$602K - $702K
|
75.3K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
6.71KNew |
$593K - $691K
|
6.71K
$624K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.61K+ 59.54% |
$585K - $681K
|
17.7K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6.59K+ 9150.0% |
$582K - $678K
|
6.66K
$620K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.49K+ 46.45% |
$573K - $668K
|
20.4K
$1.9M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
6.44KNew |
$569K - $663K
|
6.44K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
6.42K+ 275.3% |
$568K - $661K
|
8.75K
$814K
|
|
|
Nov 14, 2023
Q3 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
6.26KNew |
$554K - $645K
|
6.26K
$583K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.12K+ 15.61% |
$541K - $630K
|
45.4K
$4.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.12KNew |
$541K - $630K
|
6.12K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.97KNew |
$528K - $615K
|
5.97K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.97KNew |
$528K - $615K
|
5.97K
$556K
|
|
|
Oct 10, 2023
Q3 2023
|
Omega Financial Group, LLC
|
BUY
|
- |
5.93KNew |
$524K - $610K
|
5.93K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.83K+ 169.88% |
$515K - $600K
|
9.26K
$861K
|
|
|
Oct 18, 2023
Q3 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
5.73K+ 103.92% |
$507K - $590K
|
11.2K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.71KNew |
$505K - $588K
|
5.71K
$531K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.62K+ 37.36% |
$497K - $579K
|
20.7K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$494K - $576K
|
5.59K
$520K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.59KNew |
$494K - $576K
|
5.59K
$520K
|
|
|
Oct 23, 2023
Q3 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5.55K+ 4.55% |
$491K - $571K
|
128K
$11.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
5.54K+ 3.62% |
$490K - $571K
|
159K
$14.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
5.52K+ 81.98% |
$488K - $568K
|
12.3K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.45KNew |
$482K - $561K
|
5.45K
$507K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
5.38K+ 237.56% |
$476K - $554K
|
7.65K
$712K
|
|
|
Nov 14, 2023
Q3 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
5.28K+ 8.15% |
$467K - $543K
|
70K
$6.52M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23K+ 5.83% |
$462K - $538K
|
94.9K
$8.83M
|