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
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
2.05K
New
$204K - $223K
2.05K $183K
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
2.03K
New
$202K - $221K
2.03K $182K
Apr 12, 2023 Q1 2023
Rda Financial Network

BUY
 -
2.03K
New
$202K - $220K
2.03K $181K
Apr 13, 2023 Q1 2023
Smith & Howard Wealth Management, LLC

BUY
 -
2K
New
$199K - $217K
2K $179K
May 03, 2023 Q1 2023
Quantinno Capital Management LP

New York, NY
BUY
 -
2K
New
$199K - $217K
2K $179K
Apr 18, 2023 Q1 2023
Genesee Capital Advisors, LLC

BUY
 -
1.99K
New
$198K - $216K
1.99K $177K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.98K
+ 24.5%
$197K - $215K
10K $896K
Apr 26, 2023 Q1 2023
Paragon Wealth Strategies, LLC

BUY
 -
1.97K
+ 1.25%
$196K - $214K
159K $14.2M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
1.96K
+ 48.88%
$194K - $212K
5.96K $532K
May 15, 2023 Q1 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
1.94K
New
$193K - $211K
1.94K $173K
May 12, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.81K
+ 24.36%
$180K - $197K
9.25K $825K
Dec 13, 2023 Q1 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.81K
+ 24.36%
$180K - $197K
9.25K $825K
May 16, 2023 Q1 2023
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
1.8K
+ 1.89%
$179K - $196K
96.8K $8.64M
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.77K
+ 22.41%
$176K - $192K
9.68K $864K
Apr 28, 2023 Q1 2023
Invst, LLC

Indianapolis, IN
BUY
 -
1.76K
+ 3.71%
$175K - $191K
49K $4.38M
May 03, 2023 Q1 2023
Optimum Investment Advisors

BUY
 -
1.7K
+ 17.75%
$169K - $185K
11.3K $1.01M
Apr 13, 2023 Q1 2023
Allspring Global Investments Holdings, LLC

BUY
 -
1.7K
+ 1.15%
$169K - $185K
150K $13.4M
May 15, 2023 Q1 2023
Hunting Hill Global Capital, LLC

New York, NY
BUY
 -
1.64K
+ 19.7%
$163K - $178K
9.94K $887K
Apr 06, 2023 Q1 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.62K
+ 2.17%
$161K - $176K
76.2K $6.81M
May 04, 2023 Q1 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
1.6K
+ 52.75%
$159K - $174K
4.64K $414K
May 11, 2023 Q1 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
1.53K
+ 6.13%
$152K - $166K
26.5K $2.37M
May 08, 2023 Q1 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
1.51K
+ 14.87%
$150K - $163K
11.6K $1.04M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.49K
New
$148K - $162K
1.49K $133K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1.47K
+ 1.65%
$146K - $160K
90.6K $8.09M
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.45K
+ 11.71%
$145K - $158K
13.9K $1.24M
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.43K
+ 0.46%
$142K - $156K
310K $27.7M
May 08, 2023 Q1 2023
L.M. Kohn & Company

BUY
 -
1.42K
+ 27.95%
$141K - $154K
6.51K $581K
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.42K
+ 24.62%
$141K - $154K
7.17K $640K
May 15, 2023 Q1 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
1.39K
+ 27.86%
$138K - $151K
6.39K $570K
May 09, 2023 Q1 2023
Ballast Advisors LLC

BUY
 -
1.36K
+ 6.78%
$135K - $147K
21.4K $1.91M
May 09, 2023 Q1 2023
Crystalline Management Inc.

Montreal, Quebec, Z4
BUY
 -
1.3K
+ 48.15%
$129K - $141K
4K $357K
Aug 07, 2023 Q1 2023
W Advisors, LLC

Germantown, TN
BUY
 -
1.3K
+ 55.66%
$129K - $141K
3.63K $324K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
1.27K
New
$127K - $138K
1.27K $114K
May 12, 2023 Q1 2023
Regions Financial Corp

BUY
 -
1.25K
+ 18.59%
$125K - $136K
8K $714K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

BUY
 -
1.24K
+ 1.4%
$124K - $135K
90.4K $8.07M
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
1.24K
+ 2.96%
$123K - $134K
43K $3.84M
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
1.12K
+ 2.57%
$112K - $122K
44.8K $4M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
1.12K
New
$112K - $122K
1.12K $100K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

BUY
 -
1.12K
New
$111K - $121K
1.12K $99.5K
Apr 13, 2023 Q1 2023
Spinnaker Trust

BUY
 -
1.08K
+ 0.29%
$108K - $117K
370K $33.1M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
1.08K
+ 35.73%
$107K - $117K
4.1K $366K
May 08, 2023 Q1 2023
Stokes Family Office, LLC

BUY
 -
1.08K
+ 10.35%
$107K - $117K
11.5K $1.03M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
1.05K
+ 25.9%
$104K - $114K
5.08K $454K
May 15, 2023 Q1 2023
High Falls Advisors, Inc

Rochester, NY
BUY
 -
1.02K
+ 16.3%
$102K - $111K
7.3K $652K
May 11, 2023 Q1 2023
Indie Asset Partners, LLC

Carmel, IN
BUY
 -
1K
+ 10.75%
$99.5K - $109K
10.3K $919K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
982
+ 27.6%
$97.7K - $107K
4.54K $405K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
980
+ 33.6%
$97.5K - $106K
3.9K $348K
May 12, 2023 Q1 2023
Richard Bernstein Advisors LLC

BUY
 -
940
+ 11.95%
$93.5K - $102K
8.8K $786K
May 17, 2023 Q1 2023
Westside Investment Management, Inc.

BUY
 -
911
+ 6.87%
$90.6K - $99K
14.2K $1.27M

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