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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
BUY
|
- |
3.32K+ 3.0% |
$294K - $342K
|
114K
$10M
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
3.27KNew |
$289K - $337K
|
3.27K
$288K
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
3.26KNew |
$288K - $335K
|
3.26K
$287K
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
3.21KNew |
$284K - $331K
|
3.21K
$283K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.18K+ 8.58% |
$281K - $328K
|
40.3K
$3.55M
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.16KNew |
$280K - $326K
|
3.16K
$279K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.11KNew |
$275K - $320K
|
3.11K
$274K
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
3.1K+ 14.36% |
$274K - $319K
|
24.7K
$2.18M
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
3.1KNew |
$274K - $319K
|
3.1K
$273K
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
3.08K+ 69.31% |
$272K - $317K
|
7.53K
$663K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.05K+ 660.52% |
$269K - $313K
|
3.51K
$309K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.04KNew |
$269K - $313K
|
3.04K
$268K
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
3.02KNew |
$267K - $311K
|
3.02K
$266K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$265K
|
|
Nov 14, 2023
Q3 2023
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
3KNew |
$265K - $309K
|
3K
$264K
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
2.91K+ 87.34% |
$257K - $299K
|
6.23K
$549K
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.87KNew |
$254K - $295K
|
2.87K
$253K
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.86K+ 106.05% |
$252K - $294K
|
5.55K
$489K
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.84K+ 123.8% |
$251K - $292K
|
5.13K
$452K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 62.38% |
$249K - $290K
|
7.34K
$647K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 10.21% |
$247K - $288K
|
30.2K
$2.66M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$245K - $286K
|
2.78K
$245K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
2.74K+ 2.08% |
$242K - $282K
|
135K
$11.9M
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.69K+ 61.72% |
$237K - $276K
|
7.04K
$620K
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.63KNew |
$233K - $271K
|
2.63K
$232K
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
2.62KNew |
$232K - $270K
|
2.62K
$231K
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
2.6KNew |
$230K - $268K
|
2.6K
$229K
|
|
Oct 18, 2023
Q3 2023
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
2.6K+ 40.78% |
$230K - $268K
|
8.98K
$791K
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.58KNew |
$228K - $266K
|
2.58K
$228K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.58K+ 6.78% |
$228K - $266K
|
40.7K
$3.58M
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.58KNew |
$228K - $266K
|
2.58K
$227K
|
|
Oct 19, 2023
Q3 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
2.57KNew |
$227K - $265K
|
2.57K
$227K
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
2.54K+ 96.18% |
$225K - $262K
|
5.19K
$457K
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
BUY
|
- |
2.5KNew |
$221K - $257K
|
2.5K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
2.5KNew |
$221K - $257K
|
2.5K
$220K
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
2.47KNew |
$218K - $254K
|
2.47K
$218K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 360.09% |
$211K - $246K
|
3.06K
$269K
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
2.37K+ 18.04% |
$210K - $244K
|
15.5K
$1.37M
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.35KNew |
$208K - $242K
|
2.35K
$207K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 33514.29% |
$207K - $242K
|
2.35K
$207K
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.3K+ 45.54% |
$203K - $236K
|
7.34K
$647K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.23K+ 70.87% |
$197K - $229K
|
5.37K
$473K
|
|
Oct 25, 2023
Q3 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.2K+ 3.18% |
$195K - $227K
|
71.5K
$6.3M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.14K+ 791.11% |
$189K - $220K
|
2.41K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.13K+ 176.51% |
$188K - $219K
|
3.33K
$294K
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.05K+ 1.95% |
$181K - $211K
|
107K
$9.46M
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2K+ 18.18% |
$177K - $206K
|
13K
$1.15M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.99K+ 382.31% |
$176K - $205K
|
2.51K
$221K
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1.92K+ 17436.36% |
$170K - $197K
|
1.93K
$170K
|
|
Nov 14, 2023
Q3 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.88K+ 18.49% |
$166K - $194K
|
12.1K
$1.06M
|