Purchases and Sales Made in Q1 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-112- 30.52% |
$11.1K - $12.2K
|
255
$22.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-116- 4.98% |
$11.5K - $12.6K
|
2.21K
$198K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-133- 41.56% |
$13.2K - $14.4K
|
187
$16.7K
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-171- 6.6% |
$17K - $18.6K
|
2.42K
$216K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-176- 7.71% |
$17.5K - $19.1K
|
2.11K
$188K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-188- 18.84% |
$18.7K - $20.4K
|
810
$72.3K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-190- 0.14% |
$18.9K - $20.6K
|
139K
$12.4M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-200- 14.29% |
$19.9K - $21.7K
|
1.2K
$107K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-212- 3.41% |
$21.1K - $23K
|
6.01K
$536K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-294- 9.59% |
$29.2K - $31.9K
|
2.77K
$248K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-317- 13.68% |
$31.5K - $34.4K
|
2K
$179K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-319- 1.54% |
$31.7K - $34.7K
|
20.4K
$1.82M
|
|
|
Sep 26, 2024
Q1 2023
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-329- 4.29% |
$32.7K - $35.7K
|
7.35K
$656K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-330- 2.02% |
$32.8K - $35.8K
|
16K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-355- 10.01% |
$35.3K - $38.6K
|
3.19K
$285K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-356- 9.28% |
$35.4K - $38.7K
|
3.48K
$311K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-384- 3.06% |
$38.2K - $41.7K
|
12.2K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-388- 84.72% |
$38.6K - $42.1K
|
70
$6.25K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-395- 5.49% |
$39.3K - $42.9K
|
6.8K
$607K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-399- 2.21% |
$39.7K - $43.3K
|
17.7K
$1.58M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-399- 0.17% |
$39.7K - $43.3K
|
235K
$21M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-473- 17.99% |
$47.1K - $51.4K
|
2.16K
$192K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-500- 2.02% |
$49.7K - $54.3K
|
24.2K
$2.16M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-515- 10.3% |
$51.2K - $55.9K
|
4.48K
$400K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-529- 6.22% |
$52.6K - $57.5K
|
7.98K
$712K
|
|
|
Apr 05, 2023
Q1 2023
|
Avondale Wealth Management
|
SELL
|
- |
-532- 70.93% |
$52.9K - $57.8K
|
218
$19.5K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-544- 12.99% |
$54.1K - $59.1K
|
3.64K
$325K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-577- 22.98% |
$57.4K - $62.7K
|
1.93K
$173K
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-636- 98.3% |
$63.3K - $69.1K
|
11
$982
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-653- 3.82% |
$65K - $70.9K
|
16.4K
$1.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-680- 3.72% |
$67.6K - $73.9K
|
17.6K
$1.57M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-709- 16.92% |
$70.5K - $77K
|
3.48K
$311K
|
|
|
May 10, 2023
Q1 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-732- 1.74% |
$72.8K - $79.5K
|
41.3K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-763- 2.63% |
$75.9K - $82.9K
|
28.3K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-767- 2.8% |
$76.3K - $83.3K
|
26.6K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-770- 25.21% |
$76.6K - $83.6K
|
2.28K
$204K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-780- 23.49% |
$77.6K - $84.7K
|
2.54K
$227K
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-782- 15.38% |
$77.8K - $84.9K
|
4.3K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-792- 4.75% |
$78.8K - $86K
|
15.9K
$1.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-825- 18.72% |
$82.1K - $89.6K
|
3.58K
$320K
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
SELL
|
- |
-834- 0.37% |
$83K - $90.6K
|
223K
$19.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-874- 3.88% |
$86.9K - $94.9K
|
21.6K
$1.93M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-914- 17.03% |
$90.9K - $99.3K
|
4.45K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-927- 14.76% |
$92.2K - $101K
|
5.36K
$478K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-934- 1.36% |
$92.9K - $101K
|
67.9K
$6.06M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 98.11% |
$93.1K - $102K
|
18
$1.61K
|
|
|
Apr 11, 2023
Q1 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-949- 0.49% |
$94.4K - $103K
|
191K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-983- 46.74% |
$97.8K - $107K
|
1.12K
$100K
|
|
|
Apr 19, 2023
Q1 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-988- 3.66% |
$98.3K - $107K
|
26K
$2.32M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-1.01K- 9.2% |
$100K - $109K
|
9.95K
$888K
|