Purchases and Sales Made in Q3 2023 in Ishares Barclays 20+ Year Trea (TLT)
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 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.08K- 36.59% |
$714K - $832K
|
14K
$1.25M
|
|
|
Oct 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-8.77K- 13.14% |
$775K - $903K
|
58K
$5.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-8.8K- 33.5% |
$778K - $906K
|
17.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9.05K- 52.31% |
$800K - $932K
|
8.25K
$737K
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
SELL
|
- |
-9.23K- 10.02% |
$816K - $950K
|
82.9K
$7.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-9.52K- 17.72% |
$841K - $980K
|
44.2K
$3.94M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11.3K- 31.16% |
$998K - $1.16M
|
24.9K
$2.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-11.3K- 31.16% |
$998K - $1.16M
|
24.9K
$2.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.3K- 53.34% |
$1M - $1.17M
|
9.91K
$885K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.7K- 42.2% |
$1.03M - $1.2M
|
16K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Investment Partners LLC
Alamo, CA |
SELL
|
- |
-11.9K- 23.75% |
$1.05M - $1.22M
|
38.1K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.9K- 55.35% |
$1.05M - $1.23M
|
9.6K
$857K
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12.2K- 70.72% |
$1.08M - $1.26M
|
5.07K
$453K
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-13.3K- 23.49% |
$1.18M - $1.37M
|
43.4K
$3.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-13.4K- 47.75% |
$1.19M - $1.38M
|
14.7K
$1.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 48.84% |
$1.23M - $1.44M
|
14.6K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.7K- 96.46% |
$1.3M - $1.51M
|
540
$48.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.7K- 83.76% |
$1.3M - $1.51M
|
2.85K
$255K
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-15K- 81.71% |
$1.32M - $1.54M
|
3.35K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-15K- 2.63% |
$1.33M - $1.55M
|
557K
$49.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16K- 72.51% |
$1.41M - $1.65M
|
6.07K
$542K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 23.82% |
$1.42M - $1.66M
|
51.5K
$4.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-16.2K- 62.3% |
$1.43M - $1.66M
|
9.78K
$873K
|
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16.3K- 72.76% |
$1.44M - $1.68M
|
6.09K
$544K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-16.9K- 24.53% |
$1.5M - $1.74M
|
52.1K
$4.65M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-18.2K- 41.34% |
$1.61M - $1.88M
|
25.9K
$2.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-20.9K- 12.46% |
$1.85M - $2.16M
|
147K
$13.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-21.5K- 71.71% |
$1.9M - $2.21M
|
8.49K
$758K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-21.7K- 45.03% |
$1.92M - $2.24M
|
26.5K
$2.37M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-21.8K- 57.53% |
$1.93M - $2.24M
|
16.1K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-22.6K- 7.14% |
$2M - $2.33M
|
294K
$26.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-22.8K- 46.24% |
$2.01M - $2.35M
|
26.5K
$2.36M
|
|
|
Oct 20, 2023
Q3 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-22.8K- 49.1% |
$2.02M - $2.35M
|
23.6K
$2.11M
|
|
|
Oct 21, 2024
Q3 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-23.7K- 32.86% |
$2.1M - $2.44M
|
48.4K
$4.32M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-24.6K- 40.64% |
$2.18M - $2.53M
|
35.9K
$3.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24.7K- 32.82% |
$2.18M - $2.54M
|
50.5K
$4.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-24.8K- 75.51% |
$2.2M - $2.56M
|
8.06K
$719K
|
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-25K- 17.56% |
$2.21M - $2.57M
|
117K
$10.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 75.7% |
$2.3M - $2.68M
|
8.34K
$745K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-28.4K- 33.45% |
$2.51M - $2.93M
|
56.6K
$5.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-30K- 15.77% |
$2.65M - $3.09M
|
160K
$14.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30K- 34.08% |
$2.66M - $3.09M
|
58.1K
$5.19M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-30.6K- 89.51% |
$2.7M - $3.15M
|
3.58K
$320K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-30.6K- 14.01% |
$2.7M - $3.15M
|
188K
$16.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-31K- 16.3% |
$2.74M - $3.19M
|
159K
$14.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-31.6K- 73.82% |
$2.79M - $3.25M
|
11.2K
$999K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-31.7K- 18.58% |
$2.81M - $3.27M
|
139K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
SELL
|
- |
-31.8K- 41.2% |
$2.81M - $3.27M
|
45.4K
$4.05M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-31.8K- 42.66% |
$2.81M - $3.28M
|
42.8K
$3.82M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-31.9K- 83.99% |
$2.82M - $3.29M
|
6.09K
$544K
|