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
May 12, 2023 Q1 2023
Nwam LLC

Mercer Island, WA
BUY
 -
6.17K
+ 14.31%
$614K - $670K
49.3K $4.4M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
6.07K
+ 112.07%
$604K - $660K
11.5K $1.03M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
6.02K
New
$598K - $653K
6.02K $537K
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
5.99K
+ 7.2%
$595K - $650K
89.1K $7.96M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
5.94K
New
$591K - $645K
5.94K $530K
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
5.93K
+ 18.86%
$590K - $644K
37.3K $3.33M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
5.92K
+ 70.58%
$589K - $643K
14.3K $1.28M
Apr 10, 2023 Q1 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
5.89K
+ 63.13%
$586K - $640K
15.2K $1.36M
May 08, 2023 Q1 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
5.61K
New
$558K - $609K
5.61K $501K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
5.31K
+ 36.28%
$528K - $576K
19.9K $1.78M
May 04, 2023 Q1 2023
Palumbo Wealth Management LLC

Great Neck, NY
BUY
 -
5.2K
+ 4.06%
$517K - $565K
133K $11.9M
May 09, 2023 Q1 2023
Hanlon Investment Management, Inc.

BUY
 -
5.18K
+ 7.59%
$516K - $563K
73.4K $6.55M
May 15, 2023 Q1 2023
Drw Securities, LLC

Chicago, IL
BUY
 -
5.16K
New
$513K - $560K
5.16K $460K
May 09, 2023 Q1 2023
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
5.13K
+ 66.11%
$510K - $557K
12.9K $1.15M
May 12, 2023 Q1 2023
Roger Wittlin Investment Advisory, LLC

BUY
 -
4.84K
+ 80.6%
$481K - $525K
10.8K $967K
May 15, 2023 Q1 2023
Yoder Wealth Management, Inc.

Walnut Creek, CA
BUY
 -
4.7K
New
$467K - $510K
4.7K $419K
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.65K
New
$462K - $505K
4.65K $415K
May 10, 2023 Q1 2023
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
4.63K
+ 987.85%
$461K - $503K
5.1K $455K
May 19, 2023 Q1 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
4.63K
+ 987.85%
$461K - $503K
5.1K $455K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
4.61K
+ 11.07%
$459K - $501K
46.3K $4.13M
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

BUY
 -
4.6K
+ 180.57%
$458K - $500K
7.15K $638K
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
4.51K
+ 42.47%
$449K - $490K
15.1K $1.35M
May 12, 2023 Q1 2023
Central Asset Investments & Management Holdings (Hk) LTD

BUY
 -
4.5K
New
$448K - $489K
4.5K $402K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
4.5K
+ 6.49%
$447K - $488K
73.7K $6.58M
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
4.49K
+ 0.56%
$447K - $488K
809K $72.3M
May 08, 2023 Q1 2023
Brown Advisory Inc

BUY
 -
4.47K
New
$444K - $485K
4.47K $399K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
4.45K
New
$443K - $484K
4.45K $397K
May 12, 2023 Q1 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
4.45K
+ 7.45%
$442K - $483K
64.1K $5.72M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
4.37K
+ 156.18%
$435K - $475K
7.17K $640K
May 15, 2023 Q1 2023
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.34K
New
$431K - $471K
4.34K $387K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
4.28K
+ 12.31%
$426K - $465K
39.1K $3.49M
Apr 07, 2023 Q1 2023
Wade Financial Advisory, Inc

BUY
 -
4.2K
New
$418K - $457K
4.2K $375K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
4.19K
New
$417K - $455K
4.19K $374K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
4.18K
+ 18182.61%
$416K - $454K
4.21K $375K
Apr 20, 2023 Q1 2023
Wbh Advisory Inc

BUY
 -
4.06K
+ 73.94%
$404K - $441K
9.56K $853K
May 15, 2023 Q1 2023
Keebeck Wealth Management, LLC

Chicago, IL
BUY
 -
3.97K
+ 71.34%
$395K - $431K
9.54K $851K
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
3.96K
+ 853.66%
$394K - $430K
4.43K $395K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
3.92K
+ 38.0%
$390K - $426K
14.3K $1.27M
Apr 21, 2023 Q1 2023
Cardinal Strategic Wealth Guidance

BUY
 -
3.92K
+ 18.68%
$390K - $426K
24.9K $2.22M
May 01, 2023 Q1 2023
Csenge Advisory Group

BUY
 -
3.89K
+ 13.43%
$387K - $423K
32.9K $2.93M
Apr 26, 2023 Q1 2023
Rede Wealth, LLC

BUY
 -
3.87K
New
$385K - $420K
3.87K $345K
May 01, 2023 Q1 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
3.86K
+ 81.09%
$384K - $420K
8.63K $770K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
3.82K
New
$380K - $415K
3.82K $341K
May 05, 2023 Q1 2023
Good Life Advisors, LLC

BUY
 -
3.71K
+ 157.83%
$369K - $403K
6.06K $541K
Apr 27, 2023 Q1 2023
Stratos Wealth Advisors, LLC

BUY
 -
3.69K
+ 22.63%
$367K - $401K
20K $1.79M
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
3.65K
+ 3646.0%
$363K - $396K
3.75K $334K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
3.62K
+ 36.67%
$360K - $393K
13.5K $1.2M
Apr 25, 2023 Q1 2023
Nationwide Fund Advisors

BUY
 -
3.5K
+ 0.27%
$348K - $381K
1.28M $114M
May 15, 2023 Q1 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
3.47K
+ 23.78%
$345K - $377K
18.1K $1.61M

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