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
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
901
+ 10.29%
$89.6K - $97.9K
9.66K $862K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
899
+ 4.93%
$89.4K - $97.7K
19.1K $1.71M
Apr 17, 2023 Q1 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
865
+ 2.23%
$86.1K - $94K
39.6K $3.54M
May 15, 2023 Q1 2023
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
809
+ 5.79%
$80.5K - $87.9K
14.8K $1.32M
May 10, 2023 Q1 2023
Running Point Capital Advisors, LLC

BUY
 -
789
+ 10.93%
$78.5K - $85.7K
8.01K $715K
Apr 10, 2023 Q1 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
757
+ 1.4%
$75.3K - $82.2K
55K $4.91M
May 10, 2023 Q1 2023
Nationwide Asset Management LLC

BUY
 -
755
+ 11.74%
$75.1K - $82K
7.19K $641K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
730
+ 146.0%
$72.6K - $79.3K
1.23K $110K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
717
New
$71.3K - $77.9K
717 $64K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
690
New
$68.6K - $75K
690 $61.6K
Apr 10, 2023 Q1 2023
First Premier Bank

BUY
 -
634
+ 181.14%
$63.1K - $68.9K
984 $87.8K
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
625
+ 16.61%
$62.2K - $67.9K
4.39K $392K
May 11, 2023 Q1 2023
Forefront Analytics, LLC

West Conshohocken, PA
BUY
 -
621
+ 8.65%
$61.8K - $67.5K
7.8K $697K
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
618
+ 14.04%
$61.5K - $67.1K
5.02K $448K
May 10, 2023 Q1 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
612
+ 29.42%
$60.9K - $66.5K
2.69K $240K
May 11, 2023 Q1 2023
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
598
+ 0.31%
$59.5K - $65K
194K $17.3M
Apr 24, 2023 Q1 2023
Divergent Wealth Advisors

BUY
 -
561
+ 26.45%
$55.8K - $60.9K
2.68K $239K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
543
+ 1.87%
$54K - $59K
29.6K $2.64M
May 01, 2023 Q1 2023
Wooster Corthell Wealth Management, Inc.

BUY
 -
536
+ 1.01%
$53.3K - $58.2K
53.5K $4.78M
May 01, 2023 Q1 2023
Meridian Wealth Advisors, LLC

BUY
 -
528
+ 12.35%
$52.5K - $57.4K
4.8K $429K
May 02, 2023 Q1 2023
V Wealth Advisors LLC

BUY
 -
510
+ 12.2%
$50.7K - $55.4K
4.69K $419K
May 10, 2023 Q1 2023
Beirne Wealth Consulting Services, LLC

BUY
 -
502
+ 3.31%
$49.9K - $54.5K
15.7K $1.4M
Apr 25, 2023 Q1 2023
Tectonic Advisors LLC

Plano, TX
BUY
 -
501
+ 2.87%
$49.8K - $54.4K
18K $1.6M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
500
+ 9.41%
$49.7K - $54.3K
5.81K $519K
May 09, 2023 Q1 2023
Kornitzer Capital Management Inc

BUY
 -
495
+ 4.19%
$49.2K - $53.8K
12.3K $1.1M
May 03, 2023 Q1 2023
Woodward Diversified Capital, LLC

BUY
 -
491
+ 21.51%
$48.8K - $53.3K
2.77K $248K
Apr 18, 2023 Q1 2023
Leuthold Group, LLC

BUY
 -
480
+ 1.93%
$47.8K - $52.1K
25.3K $2.26M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
478
+ 9.7%
$47.6K - $51.9K
5.41K $483K
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
453
New
$45.1K - $49.2K
453 $40.4K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
443
+ 19.82%
$44.1K - $48.1K
2.68K $239K
Apr 25, 2023 Q1 2023
Quattro Financial Advisors LLC

BUY
 -
422
+ 2.9%
$42K - $45.8K
15K $1.33M
Apr 26, 2023 Q1 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
391
+ 8.73%
$38.9K - $42.5K
4.87K $435K
May 11, 2023 Q1 2023
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
381
+ 7.73%
$37.9K - $41.4K
5.31K $474K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
363
+ 17.65%
$36.1K - $39.4K
2.42K $216K
May 09, 2023 Q1 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
352
New
$35K - $38.2K
352 $31.4K
Feb 28, 2024 Q1 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
344
+ 0.87%
$34.2K - $37.4K
39.8K $3.55M
May 11, 2023 Q1 2023
Bristlecone Advisors, LLC

BUY
 -
335
New
$33.3K - $36.4K
335 $29.9K
May 15, 2023 Q1 2023
Compass Wealth Management LLC

Guilford, CT
BUY
 -
315
New
$31.3K - $34.2K
315 $28.1K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
295
+ 13.75%
$29.3K - $32K
2.44K $218K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

BUY
 -
288
+ 4.78%
$28.7K - $31.3K
6.31K $563K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
273
+ 50.18%
$27.2K - $29.7K
817 $72.9K
May 01, 2023 Q1 2023
Measured Wealth Private Client Group, LLC

BUY
 -
269
+ 0.8%
$26.8K - $29.2K
34.1K $3.04M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
258
+ 2.91%
$25.7K - $28K
9.13K $815K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
246
New
$24.5K - $26.7K
246 $22K
Apr 07, 2023 Q1 2023
Cypress Wealth Services, LLC

BUY
 -
243
+ 4.45%
$24.2K - $26.4K
5.71K $509K
Apr 18, 2023 Q1 2023
Erickson Financial Group, LLC

Allentown, PA
BUY
 -
238
+ 0.92%
$23.7K - $25.9K
26.1K $2.33M
May 09, 2023 Q1 2023
Personal Cfo Solutions, LLC

BUY
 -
231
+ 1.09%
$23K - $25.1K
21.5K $1.92M
Apr 21, 2023 Q1 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
226
New
$22.5K - $24.6K
226 $20.2K
May 11, 2023 Q1 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
219
+ 7.25%
$21.8K - $23.8K
3.24K $289K

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