Purchases and Sales Made in Q1 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 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
Dec 12, 2023 Q1 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
13.2K
+ 7.66%
$1.31M - $1.44M
186K $16.6M
May 01, 2023 Q1 2023
Grant

BUY
 -
12.6K
+ 109.12%
$1.25M - $1.36M
24.1K $2.15M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
12.4K
New
$1.23M - $1.34M
12.4K $1.1M
Apr 24, 2023 Q1 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
12.3K
+ 13.17%
$1.23M - $1.34M
106K $9.45M
Apr 22, 2024 Q1 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
12.1K
+ 143.51%
$1.21M - $1.32M
20.6K $1.84M
Apr 24, 2023 Q1 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
12K
+ 30.18%
$1.19M - $1.3M
51.8K $4.62M
May 15, 2023 Q1 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
12K
+ 29.27%
$1.19M - $1.3M
53K $4.73M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
11.5K
New
$1.15M - $1.25M
11.5K $1.03M
Apr 17, 2023 Q1 2023
Lake Street Financial LLC

BUY
 -
11.2K
+ 77.29%
$1.11M - $1.22M
25.7K $2.29M
Apr 24, 2023 Q1 2023
K.J. Harrison & Partners Inc

BUY
 -
11.1K
+ 221.39%
$1.11M - $1.21M
16.2K $1.44M
May 15, 2023 Q1 2023
Cohen & Steers, Inc.

New York, NY
BUY
 -
11K
+ 91.38%
$1.09M - $1.19M
23K $2.05M
May 12, 2023 Q1 2023
Ciovacco Capital Management LLC

Atlanta, GA
BUY
 -
11K
+ 58.43%
$1.09M - $1.19M
29.8K $2.66M
May 15, 2023 Q1 2023
Detalus Advisors, LLC

BUY
 -
10.8K
New
$1.07M - $1.17M
10.8K $962K
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
10.8K
+ 10.21%
$1.07M - $1.17M
116K $10.4M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
10.2K
+ 4005.88%
$1.02M - $1.11M
10.5K $935K
May 08, 2023 Q1 2023
Howard Capital Management Inc.

BUY
 -
10.1K
New
$1M - $1.09M
10.1K $898K
Apr 20, 2023 Q1 2023
Antonetti Capital Management LLC

BUY
 -
9.79K
+ 38.92%
$974K - $1.06M
34.9K $3.12M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
9.73K
+ 49.44%
$968K - $1.06M
29.4K $2.62M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
9.29K
+ 140.49%
$924K - $1.01M
15.9K $1.42M
Aug 11, 2023 Q1 2023
Rs Crum Inc.

BUY
 -
9.13K
+ 9.53%
$908K - $992K
105K $9.37M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
9.12K
+ 18.96%
$907K - $991K
57.2K $5.11M
Aug 18, 2023 Q1 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
9.1K
+ 17.58%
$906K - $989K
60.9K $5.43M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
9.01K
New
$896K - $979K
9.01K $804K
Apr 28, 2023 Q1 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
9K
+ 36.32%
$895K - $978K
33.8K $3.02M
Apr 06, 2023 Q1 2023
Timber Creek Capital Management LLC

BUY
 -
8.88K
+ 24.67%
$883K - $965K
44.9K $4.01M
Apr 26, 2023 Q1 2023
Wespac Advisors, LLC

BUY
 -
8.77K
New
$872K - $952K
8.77K $782K
May 11, 2023 Q1 2023
Seaview Investment Managers LLC

BUY
 -
8.72K
New
$867K - $947K
8.72K $778K
May 12, 2023 Q1 2023
Main Management LLC

San Francisco, CA
BUY
 -
8.69K
+ 17.27%
$865K - $944K
59K $5.27M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
8.61K
+ 24.44%
$857K - $935K
43.8K $3.91M
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
8.58K
+ 44.63%
$854K - $932K
27.8K $2.48M
Apr 04, 2023 Q1 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
8.43K
New
$839K - $916K
8.43K $753K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
8.29K
+ 143.75%
$824K - $900K
14.1K $1.25M
May 12, 2023 Q1 2023
Hcr Wealth Advisors

Los Angeles, CA
BUY
 -
8.27K
+ 13.87%
$823K - $899K
67.9K $6.06M
Apr 27, 2023 Q1 2023
Goelzer Investment Management, Inc.

BUY
 -
8.18K
+ 9.25%
$814K - $889K
96.7K $8.63M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
8.16K
+ 202.51%
$812K - $887K
12.2K $1.09M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
8.11K
New
$807K - $881K
8.11K $724K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
7.13K
+ 29.81%
$709K - $774K
31K $2.77M
Apr 11, 2023 Q1 2023
Affinity Capital Advisors, LLC

BUY
 -
7.12K
New
$708K - $774K
7.12K $636K
May 15, 2023 Q1 2023
Verition Fund Management LLC

Greenwich, CT
BUY
 -
6.96K
+ 12.15%
$692K - $756K
64.2K $5.73M
May 15, 2023 Q1 2023
Bison Wealth, LLC

BUY
 -
6.9K
New
$687K - $750K
6.9K $616K
May 03, 2023 Q1 2023
Privium Fund Management (Uk) LTD

BUY
 -
6.86K
New
$682K - $745K
6.86K $612K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
6.81K
+ 11.92%
$678K - $740K
63.9K $5.71M
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
6.75K
New
$671K - $733K
6.75K $603K
May 05, 2023 Q1 2023
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
6.69K
New
$665K - $726K
6.69K $597K
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
6.64K
New
$661K - $722K
6.64K $593K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
6.63K
New
$660K - $721K
6.63K $592K
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
6.53K
+ 147.15%
$650K - $709K
11K $979K
May 09, 2023 Q1 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
6.52K
New
$649K - $708K
6.52K $582K
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
6.25K
+ 4.49%
$621K - $678K
145K $13M

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