Purchases and Sales Made in Q1 2023 in Ishares Barclays 20+ Year Trea (TLT)
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 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.01K- 22.38% |
$100K - $109K
|
3.5K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 40.19% |
$104K - $114K
|
1.56K
$139K
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.05K- 26.18% |
$104K - $114K
|
2.96K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.08K- 18.47% |
$108K - $118K
|
4.78K
$427K
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.15K- 3.98% |
$115K - $125K
|
27.8K
$2.48M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.21K- 32.0% |
$121K - $132K
|
2.58K
$230K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.26K- 31.62% |
$126K - $137K
|
2.73K
$244K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.33K- 29.86% |
$132K - $144K
|
3.12K
$278K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 9.54% |
$141K - $154K
|
13.5K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.49K- 17.35% |
$148K - $162K
|
7.08K
$632K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.57K- 50.47% |
$156K - $170K
|
1.54K
$137K
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.69K- 12.31% |
$168K - $183K
|
12K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.7K- 10.35% |
$169K - $184K
|
14.7K
$1.31M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.71K- 43.27% |
$170K - $186K
|
2.25K
$201K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 85.91% |
$188K - $205K
|
310
$27.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.91K- 9.63% |
$190K - $207K
|
17.9K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 91.48% |
$198K - $216K
|
185
$16.5K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.17K- 7.55% |
$216K - $235K
|
26.6K
$2.37M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-2.2K- 10.56% |
$219K - $239K
|
18.7K
$1.67M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.21K- 5.44% |
$220K - $240K
|
38.4K
$3.43M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.24K- 63.48% |
$223K - $243K
|
1.29K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.31K- 69.68% |
$229K - $250K
|
1K
$89.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.32K- 29.41% |
$231K - $252K
|
5.57K
$497K
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-2.37K- 0.83% |
$236K - $257K
|
284K
$25.4M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-2.41K- 6.27% |
$240K - $262K
|
36.1K
$3.22M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.47K- 3.79% |
$246K - $268K
|
62.8K
$5.61M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.5K- 3.87% |
$249K - $272K
|
62.3K
$5.56M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-2.55K- 12.04% |
$253K - $277K
|
18.6K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.55K- 4.9% |
$254K - $277K
|
49.6K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.6K- 55.31% |
$259K - $282K
|
2.1K
$188K
|
|
|
Apr 28, 2023
Q1 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-2.74K- 48.29% |
$272K - $297K
|
2.93K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3K- 48.15% |
$299K - $326K
|
3.23K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.08KClosed |
$306K - $334K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-3.1K- 32.98% |
$308K - $337K
|
6.3K
$562K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.42K- 1.6% |
$340K - $371K
|
210K
$18.7M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.57K- 5.47% |
$356K - $388K
|
61.7K
$5.51M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.65K- 19.71% |
$363K - $397K
|
14.9K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.66K- 6.72% |
$364K - $398K
|
50.8K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.72K- 39.3% |
$370K - $404K
|
5.74K
$512K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-3.77KClosed |
$375K - $410K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-3.85K- 18.38% |
$383K - $418K
|
17.1K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.9K- 52.79% |
$388K - $423K
|
3.48K
$311K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.07K- 50.27% |
$404K - $442K
|
4.02K
$359K
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.08K- 10.76% |
$406K - $443K
|
33.8K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.11K- 54.31% |
$409K - $446K
|
3.46K
$309K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-4.36K- 42.57% |
$434K - $474K
|
5.88K
$525K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.41K- 35.99% |
$438K - $479K
|
7.84K
$700K
|
|
|
May 04, 2023
Q1 2023
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.53K- 30.96% |
$451K - $492K
|
10.1K
$902K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-4.58K- 40.57% |
$456K - $497K
|
6.71K
$599K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.65K- 14.63% |
$463K - $505K
|
27.1K
$2.42M
|