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
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
218
+ 184.75%
$21.7K - $23.7K
336 $30K
May 15, 2023 Q1 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
210
+ 388.89%
$20.9K - $22.8K
264 $23.6K
May 11, 2023 Q1 2023
Firestone Capital Management

BUY
 -
200
+ 9.85%
$19.9K - $21.7K
2.23K $199K
Apr 11, 2023 Q1 2023
My Legacy Advisors, LLC

BUY
 -
186
+ 4.78%
$18.5K - $20.2K
4.08K $364K
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
169
+ 528.13%
$16.8K - $18.4K
201 $17.9K
Apr 12, 2023 Q1 2023
Exchange Traded Concepts, LLC

BUY
 -
166
+ 7.49%
$16.5K - $18K
2.38K $213K
May 15, 2023 Q1 2023
Shay Capital LLC

New York, NY
BUY
 -
150
+ 2.86%
$14.9K - $16.3K
5.4K $482K
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
120
+ 41.38%
$11.9K - $13K
410 $36.6K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
118
New
$11.7K - $12.8K
118 $10.5K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
111
+ 0.86%
$11K - $12.1K
13K $1.16M
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
100
+ 1.98%
$9.95K - $10.9K
5.15K $460K
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
100
New
$9.95K - $10.9K
100 $8.93K
Apr 21, 2023 Q1 2023
Whittier Trust CO

BUY
 -
99
+ 2.61%
$9.85K - $10.8K
3.89K $348K
Apr 14, 2023 Q1 2023
Signature Wealth Management Group

BUY
 -
95
+ 1.96%
$9.45K - $10.3K
4.95K $442K
Apr 27, 2023 Q1 2023
Rice Partnership, LLC

BUY
 -
92
+ 7.22%
$9.15K - $9.99K
1.37K $122K
May 15, 2023 Q1 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
91
+ 12.35%
$9.05K - $9.89K
828 $73.9K
Apr 10, 2023 Q1 2023
Versant Capital Management, Inc

BUY
 -
90
+ 3000.0%
$8.95K - $9.78K
93 $8.3K
May 02, 2023 Q1 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
81
+ 9.85%
$8.06K - $8.8K
903 $80.6K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
81
New
$8.06K - $8.8K
81 $7.23K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
80
+ 173.91%
$7.96K - $8.69K
126 $11.2K
May 08, 2023 Q1 2023
Empire Life Investments Inc.

BUY
 -
77
+ 15.4%
$7.66K - $8.36K
577 $51.5K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
64
+ 1.6%
$6.37K - $6.95K
4.07K $363K
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
61
+ 0.04%
$6.07K - $6.63K
149K $13.3M
Apr 27, 2023 Q1 2023
Core Wealth Advisors, Inc.

Lakeland, FL
BUY
 -
56
New
$5.57K - $6.08K
56 $5K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
53
New
$5.27K - $5.76K
53 $4.73K
Apr 26, 2023 Q1 2023
Tru Independence Asset Management 2, LLC

BUY
 -
53
+ 1.52%
$5.27K - $5.76K
3.54K $316K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
50
New
$4.97K - $5.43K
50 $4.46K
May 09, 2023 Q1 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
50
+ 0.65%
$4.97K - $5.43K
7.72K $689K
Apr 26, 2023 Q1 2023
Valley National Advisers Inc

BUY
 -
50
+ 92.59%
$4.97K - $5.43K
104 $9.28K
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
48
New
$4.78K - $5.21K
48 $4.28K
May 15, 2023 Q1 2023
Gould Capital, LLC

BUY
 -
48
+ 14.08%
$4.78K - $5.21K
389 $34.7K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
47
+ 2.41%
$4.68K - $5.11K
2K $178K
Apr 26, 2023 Q1 2023
Q3 Asset Management

BUY
 -
47
+ 0.8%
$4.68K - $5.11K
5.91K $528K
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
45
+ 1.95%
$4.48K - $4.89K
2.35K $210K
May 04, 2023 Q1 2023
J. W. Coons Advisors, LLC

BUY
 -
44
+ 0.61%
$4.38K - $4.78K
7.27K $649K
May 04, 2023 Q1 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
44
+ 1.2%
$4.38K - $4.78K
3.71K $331K
May 15, 2023 Q1 2023
Delphia (Usa) Inc.

Toronto, A6
BUY
 -
42
+ 1.59%
$4.18K - $4.56K
2.68K $240K
May 12, 2023 Q1 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
38
+ 0.63%
$3.78K - $4.13K
6.1K $544K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
38
+ 26.21%
$3.78K - $4.13K
183 $16.3K
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
37
+ 0.95%
$3.68K - $4.02K
3.95K $352K
May 09, 2023 Q1 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
32
New
$3.18K - $3.48K
32 $2.86K
Apr 13, 2023 Q1 2023
Moulton Wealth Management, Inc

BUY
 -
29
+ 0.26%
$2.88K - $3.15K
11.2K $1M
May 04, 2023 Q1 2023
Starfox Financial Services, LLC

The Woodlands, TX
BUY
 -
29
+ 1.44%
$2.88K - $3.15K
2.05K $183K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
28
New
$2.79K - $3.04K
28 $2.5K
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
26
+ 0.5%
$2.59K - $2.82K
5.25K $469K
May 08, 2023 Q1 2023
Laurel Wealth Advisors LLC

Charlotte, NC
BUY
 -
26
New
$2.59K - $2.82K
26 $2.32K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
24
New
$2.39K - $2.61K
24 $2.14K
Apr 27, 2023 Q1 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
23
New
$2.29K - $2.5K
23 $2.05K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
23
New
$2.29K - $2.5K
23 $2.05K

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