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 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
5.23K
+ 5.83%
$462K - $538K
94.9K $8.84M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
5.16K
+ 169.44%
$456K - $531K
8.2K $763K
Oct 16, 2023 Q3 2023
Reitz Capital Advisors LLC

BUY
 -
5.15K
New
$455K - $530K
5.15K $479K
Nov 13, 2023 Q3 2023
Amitell Capital Pte LTD

Singapore, U0
BUY
 -
5.15K
+ 64.38%
$455K - $530K
13.2K $1.22M
Nov 14, 2023 Q3 2023
Tcp Asset Management, LLC

Columbus, OH
BUY
 -
5.12K
+ 11.12%
$453K - $527K
51.2K $4.76M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
5K
+ 62.5%
$442K - $515K
13K $1.21M
Oct 13, 2023 Q3 2023
Gilman Hill Asset Management, LLC

BUY
 -
5K
+ 190.48%
$442K - $515K
7.63K $710K
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
4.89K
New
$433K - $504K
4.89K $456K
Nov 03, 2023 Q3 2023
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
4.85K
New
$428K - $499K
4.85K $451K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
4.67K
+ 356.22%
$413K - $481K
5.98K $557K
Nov 03, 2023 Q3 2023
D.B. Root & Company, LLC

BUY
 -
4.64K
New
$410K - $477K
4.64K $431K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
4.58K
+ 23.03%
$405K - $472K
24.5K $2.28M
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
4.57K
+ 45.8%
$404K - $470K
14.5K $1.35M
Nov 09, 2023 Q3 2023
Truepoint, Inc.

BUY
 -
4.44K
New
$392K - $457K
4.44K $413K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
4.38K
+ 36.27%
$387K - $451K
16.4K $1.53M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
4.34K
New
$384K - $447K
4.34K $404K
Nov 14, 2023 Q3 2023
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
4.27K
+ 38.98%
$377K - $439K
15.2K $1.42M
Nov 13, 2023 Q3 2023
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
4.23K
+ 123.09%
$374K - $435K
7.66K $713K
Nov 02, 2023 Q3 2023
Sage Advisory Services, Ltd.Co.

BUY
 -
4.2K
+ 28.72%
$371K - $432K
18.8K $1.75M
Nov 13, 2023 Q3 2023
Ethos Financial Group, LLC

King Of Prussia, PA
BUY
 -
4.14K
New
$366K - $426K
4.14K $385K
Oct 18, 2023 Q3 2023
Measured Wealth Private Client Group, LLC

BUY
 -
4.11K
+ 7.35%
$364K - $423K
60.1K $5.59M
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
4.06K
New
$359K - $418K
4.06K $378K
Oct 19, 2023 Q3 2023
Western Financial Corp/Ca

San Diego, CA
BUY
 -
4.05K
New
$358K - $417K
4.05K $377K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
4.01K
New
$354K - $412K
4.01K $373K
Oct 31, 2023 Q3 2023
Cardinal Strategic Wealth Guidance

BUY
 -
3.96K
+ 15.84%
$350K - $408K
29K $2.7M
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
3.92K
+ 19.83%
$347K - $404K
23.7K $2.21M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
3.91K
New
$346K - $402K
3.91K $364K
Nov 14, 2023 Q3 2023
Royal Harbor Partners, LLC

BUY
 -
3.86K
+ 3.81%
$341K - $397K
105K $9.8M
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
3.79K
New
$335K - $390K
3.79K $353K
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
3.74K
New
$330K - $385K
3.74K $348K
Nov 07, 2023 Q3 2023
Executive Wealth Management, LLC

BUY
 -
3.67K
+ 4.72%
$324K - $378K
81.3K $7.57M
Nov 07, 2023 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
3.6K
+ 49.4%
$319K - $371K
10.9K $1.01M
Aug 28, 2024 Q3 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
3.6K
+ 49.4%
$319K - $371K
10.9K $1.01M
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
3.57K
+ 7.48%
$316K - $368K
51.3K $4.77M
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

BUY
 -
3.55K
+ 9.97%
$313K - $365K
39.1K $3.64M
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
3.49K
New
$309K - $360K
3.49K $325K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

BUY
 -
3.49K
New
$308K - $359K
3.49K $325K
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
3.43K
New
$303K - $353K
3.43K $319K
Nov 14, 2023 Q3 2023
Prelude Capital Management, LLC

New York, NY
BUY
 -
3.37K
New
$298K - $347K
3.37K $313K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
3.36K
+ 504.2%
$297K - $346K
4.02K $375K
Nov 07, 2023 Q3 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
3.33K
New
$295K - $343K
3.33K $310K
Oct 18, 2023 Q3 2023
Syntegra Private Wealth Group, LLC

Chesterfield, MO
BUY
 -
3.33K
New
$294K - $343K
3.33K $310K
Oct 24, 2023 Q3 2023
Spectrum Planning & Advisory Services Inc.

BUY
 -
3.33K
New
$294K - $342K
3.33K $309K
Nov 09, 2023 Q3 2023
Rs Crum Inc.

BUY
 -
3.32K
+ 3.0%
$294K - $342K
114K $10.6M
Nov 13, 2023 Q3 2023
Clear Street Markets LLC

BUY
 -
3.27K
New
$289K - $337K
3.27K $304K
Nov 01, 2023 Q3 2023
Renasant Bank

BUY
 -
3.26K
New
$288K - $335K
3.26K $303K
Oct 16, 2023 Q3 2023
Beacon Financial Group

BUY
 -
3.21K
New
$284K - $331K
3.21K $299K
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3.18K
+ 8.58%
$281K - $328K
40.3K $3.75M
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
3.16K
New
$280K - $326K
3.16K $294K

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