Purchases and Sales Made in Q2 2023 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-123- 65.78% |
$12.3K - $13.3K
|
64
$5.71K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-123- 1.28% |
$12.3K - $13.3K
|
9.51K
$849K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-150- 1.12% |
$15K - $16.3K
|
13.3K
$1.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-151- 24.67% |
$15.1K - $16.4K
|
461
$41.2K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-156- 18.98% |
$15.6K - $16.9K
|
666
$59.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-157- 3.04% |
$15.7K - $17K
|
5K
$446K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-175- 2.76% |
$17.5K - $19K
|
6.17K
$550K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-180- 7.09% |
$18.1K - $19.5K
|
2.36K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-186- 33.21% |
$18.7K - $20.2K
|
374
$33.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 1.77% |
$20.1K - $21.7K
|
11.1K
$989K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-200- 8.49% |
$20.1K - $21.7K
|
2.16K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Sinecera Capital, LLC
|
SELL
|
- |
-206- 0.11% |
$20.7K - $22.4K
|
191K
$17M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-210- 0.18% |
$21.1K - $22.8K
|
117K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-213- 7.19% |
$21.4K - $23.1K
|
2.75K
$245K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-242- 10.77% |
$24.3K - $26.3K
|
2K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-246- 93.18% |
$24.7K - $26.7K
|
18
$1.61K
|
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-269- 2.4% |
$27K - $29.2K
|
11K
$978K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-280- 0.38% |
$28.1K - $30.4K
|
73.1K
$6.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-300- 7.5% |
$30.1K - $32.6K
|
3.7K
$330K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-310- 1.72% |
$31.1K - $33.6K
|
17.7K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-325- 3.69% |
$32.6K - $35.3K
|
8.48K
$757K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-330- 16.53% |
$33.1K - $35.8K
|
1.67K
$149K
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-330- 1.4% |
$33.1K - $35.8K
|
23.2K
$2.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-337- 4.0% |
$33.8K - $36.6K
|
8.1K
$723K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-351- 12.84% |
$35.2K - $38.1K
|
2.38K
$213K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-356- 22.81% |
$35.7K - $38.6K
|
1.21K
$108K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-364- 7.62% |
$36.5K - $39.5K
|
4.42K
$394K
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-411- 2.71% |
$41.2K - $44.6K
|
14.7K
$1.32M
|
|
|
Jul 18, 2023
Q2 2023
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-412- 3.39% |
$41.3K - $44.7K
|
11.7K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-414- 9.55% |
$41.5K - $44.9K
|
3.92K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-428- 0.96% |
$42.9K - $46.5K
|
44.2K
$3.95M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-431- 15.6% |
$43.2K - $46.8K
|
2.33K
$208K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-431- 6.34% |
$43.2K - $46.8K
|
6.37K
$569K
|
|
|
Aug 08, 2023
Q2 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-433- 1.71% |
$43.4K - $47K
|
24.9K
$2.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-455- 0.45% |
$45.6K - $49.4K
|
101K
$8.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-463- 8.11% |
$46.4K - $50.2K
|
5.24K
$468K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-479- 10.76% |
$48K - $52K
|
3.97K
$355K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-492- 7.55% |
$49.3K - $53.4K
|
6.03K
$538K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-492- 17.74% |
$49.3K - $53.4K
|
2.28K
$204K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-500- 16.0% |
$50.1K - $54.3K
|
2.63K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-558- 88.57% |
$56K - $60.6K
|
72
$6.43K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-570- 14.74% |
$57.2K - $61.9K
|
3.3K
$294K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
SELL
|
- |
-600- 14.76% |
$60.2K - $65.1K
|
3.47K
$309K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-607- 54.0% |
$60.9K - $65.9K
|
517
$46.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-625- 3.5% |
$62.7K - $67.8K
|
17.2K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-631- 0.6% |
$63.3K - $68.5K
|
105K
$9.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-632- 26.12% |
$63.4K - $68.6K
|
1.79K
$160K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-665- 1.84% |
$66.7K - $72.2K
|
35.4K
$3.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-671- 54.55% |
$67.3K - $72.8K
|
559
$49.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-677- 17.7% |
$67.9K - $73.5K
|
3.15K
$281K
|