Purchases and Sales Made in Q3 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 Q3 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
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
15
New
$1.33K - $1.54K
15 $1.34K
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
12
New
$1.06K - $1.24K
12 $1.07K
Nov 14, 2023 Q3 2023
My Wealth Management Inc.

BUY
 -
8
+ 0.01%
$707 - $824
95.2K $8.49M
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
5
+ 0.03%
$442 - $515
16.3K $1.45M
Oct 20, 2023 Q3 2023
West Branch Capital LLC

BUY
 -
5
+ 0.96%
$442 - $515
527 $47K
Oct 10, 2023 Q3 2023
Contravisory Investment Management, Inc.

BUY
 -
3
New
$265 - $309
3 $268
Nov 03, 2023 Q3 2023
Q3 Asset Management

BUY
 -
2
+ 0.03%
$177 - $206
5.81K $518K
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

BUY
 -
0
New
$0 - $0
0 $0
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-2
- 0.06%
$177 - $206
3.08K $275K
Aug 13, 2024 Q3 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-3
- 10.34%
$265 - $309
26 $2.32K
Dec 20, 2023 Q3 2023
Moss Adams Wealth Advisors LLC

Seattle, WA
SELL
 -
-11
Closed
$973 - $1.13K
0 $0
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
SELL
 -
-12
- 1.24%
$1.06K - $1.24K
955 $85.3K
Nov 09, 2023 Q3 2023
Gould Capital, LLC

SELL
 -
-15
- 4.0%
$1.33K - $1.54K
360 $32.1K
Oct 19, 2023 Q3 2023
Family Firm, Inc.

SELL
 -
-17
- 0.19%
$1.5K - $1.75K
9.09K $811K
Feb 05, 2025 Q3 2023
Mma Asset Management LLC

New York, NY
SELL
 -
-17
- 0.25%
$1.5K - $1.75K
6.91K $616K
Oct 10, 2023 Q3 2023
Avondale Wealth Management

SELL
 -
-17
- 17.35%
$1.5K - $1.75K
81 $7.23K
Nov 14, 2023 Q3 2023
Mma Asset Management LLC

New York, NY
SELL
 -
-18
- 0.28%
$1.59K - $1.85K
6.44K $575K
Nov 02, 2023 Q3 2023
Fund Evaluation Group, LLC

Cincinnati, OH
SELL
 -
-20
- 0.47%
$1.77K - $2.06K
4.2K $375K
Oct 23, 2023 Q3 2023
Tectonic Advisors LLC

Plano, TX
SELL
 -
-23
- 0.13%
$2.03K - $2.37K
17.6K $1.57M
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-30
- 1.5%
$2.65K - $3.09K
1.97K $176K
Nov 09, 2023 Q3 2023
Empire Life Investments Inc.

SELL
 -
-40
- 5.15%
$3.54K - $4.12K
737 $65.8K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

SELL
 -
-57
- 11.03%
$5.04K - $5.87K
460 $41.1K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-59
- 3.54%
$5.22K - $6.07K
1.61K $143K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
SELL
 -
-60
- 16.0%
$5.3K - $6.18K
315 $28.1K
Nov 13, 2023 Q3 2023
Founders Financial Alliance, LLC

Raleigh, NC
SELL
 -
-74
- 21.76%
$6.54K - $7.62K
266 $23.7K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

SELL
 -
-100
- 30.3%
$8.84K - $10.3K
230 $20.5K
Nov 08, 2023 Q3 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-109
- 1.82%
$9.64K - $11.2K
5.87K $524K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-112
- 3.7%
$9.9K - $11.5K
2.92K $260K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

SELL
 -
-125
- 2.69%
$11.1K - $12.9K
4.53K $404K
Nov 13, 2023 Q3 2023
Tiemann Investment Advisors, LLC

Menlo Park, CA
SELL
 -
-125
- 3.81%
$11.1K - $12.9K
3.16K $282K
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

SELL
 -
-128
- 25.4%
$11.3K - $13.2K
376 $33.6K
Nov 13, 2023 Q3 2023
Riggs Asset Managment Co. Inc.

SELL
 -
-141
- 37.3%
$12.5K - $14.5K
237 $21.2K
Nov 06, 2023 Q3 2023
Running Point Capital Advisors, LLC

SELL
 -
-141
- 1.55%
$12.5K - $14.5K
8.95K $799K
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

SELL
 -
-155
- 0.84%
$13.7K - $16K
18.3K $1.63M
Oct 16, 2023 Q3 2023
First Premier Bank

SELL
 -
-162
- 10.66%
$14.3K - $16.7K
1.36K $121K
Nov 02, 2023 Q3 2023
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-181
- 4.82%
$16K - $18.6K
3.58K $319K
Nov 13, 2023 Q3 2023
Eagle Bay Advisors LLC

New York, NY
SELL
 -
-199
- 99.5%
$17.6K - $20.5K
1 $89.3
Nov 14, 2023 Q3 2023
Amundi

Paris, I0
SELL
 -
-200
- 0.15%
$17.7K - $20.6K
136K $12.1M
Nov 13, 2023 Q3 2023
Nwk Group, Inc.

San Francisco, CA
SELL
 -
-205
- 24.38%
$18.1K - $21.1K
636 $56.8K
Nov 14, 2023 Q3 2023
Richard Bernstein Advisors LLC

SELL
 -
-206
- 2.43%
$18.2K - $21.2K
8.27K $738K
Oct 10, 2023 Q3 2023
Wade Financial Advisory, Inc

SELL
 -
-230
- 4.63%
$20.3K - $23.7K
4.74K $423K
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
SELL
 -
-239
- 6.11%
$21.1K - $24.6K
3.67K $328K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
SELL
 -
-241
- 9.19%
$21.3K - $24.8K
2.38K $212K
Oct 20, 2023 Q3 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-258
- 0.79%
$22.8K - $26.6K
32.6K $2.91M
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

SELL
 -
-258
- 93.14%
$22.8K - $26.6K
19 $1.7K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

SELL
 -
-277
- 0.27%
$24.5K - $28.5K
100K $8.97M
Nov 14, 2023 Q3 2023
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-294
- 98.66%
$26K - $30.3K
4 $357
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
SELL
 -
-308
- 17.6%
$27.2K - $31.7K
1.44K $129K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-319
- 5.01%
$28.2K - $32.8K
6.05K $540K

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