Purchases and Sales Made in Q2 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 Q2 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
Jul 10, 2023 Q2 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
508
+ 1.28%
$50.9K - $55.1K
40.1K $3.52M
Aug 10, 2023 Q2 2023
Hollencrest Capital Management

BUY
 -
505
+ 3.2%
$50.6K - $54.8K
16.3K $1.43M
Aug 11, 2023 Q2 2023
Loomis Sayles & CO L P

BUY
 -
504
New
$50.5K - $54.7K
504 $44.2K
Aug 14, 2023 Q2 2023
Fortis Advisors, LLC

King Of Prussia, PA
BUY
 -
500
+ 1562.5%
$50.1K - $54.3K
532 $46.7K
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
492
New
$49.3K - $53.4K
492 $43.2K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
479
+ 303.16%
$48K - $52K
637 $55.9K
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
440
+ 15.87%
$44.1K - $47.8K
3.21K $282K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
433
New
$43.4K - $47K
433 $38K
Jul 13, 2023 Q2 2023
Consilio Wealth Advisors, LLC

BUY
 -
426
+ 1.61%
$42.7K - $46.2K
26.9K $2.36M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
418
+ 623.88%
$41.9K - $45.4K
485 $42.6K
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
406
+ 4.29%
$40.7K - $44.1K
9.88K $867K
Sep 07, 2023 Q2 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
375
New
$37.6K - $40.7K
375 $32.9K
Jul 19, 2023 Q2 2023
Weaver Consulting Group

BUY
 -
360
+ 12.04%
$36.1K - $39.1K
3.35K $294K
Sep 26, 2024 Q2 2023
Paragon Capital Management Inc

Provo, UT
BUY
 -
342
+ 4.66%
$34.3K - $37.1K
7.69K $675K
Jul 14, 2023 Q2 2023
My Legacy Advisors, LLC

BUY
 -
341
+ 8.36%
$34.2K - $37K
4.42K $388K
Aug 15, 2023 Q2 2023
Parkside Financial Bank & Trust

BUY
 -
326
+ 29.24%
$32.7K - $35.4K
1.44K $126K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
315
New
$31.6K - $34.2K
315 $27.6K
Aug 04, 2023 Q2 2023
Advisors Preferred, LLC

Rockville, MD
BUY
 -
300
+ 25.0%
$30.1K - $32.6K
1.5K $132K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
288
New
$28.9K - $31.3K
288 $25.3K
Aug 11, 2023 Q2 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
280
+ 3.63%
$28.1K - $30.4K
8K $702K
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
277
New
$27.8K - $30.1K
277 $24.3K
Jul 27, 2023 Q2 2023
Boyd Watterson Asset Management LLC

BUY
 -
270
New
$27.1K - $29.3K
270 $23.7K
Aug 11, 2023 Q2 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
270
New
$27.1K - $29.3K
270 $23.7K
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
270
New
$27.1K - $29.3K
270 $23.7K
Aug 04, 2023 Q2 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
263
+ 29.13%
$26.4K - $28.5K
1.17K $102K
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
254
New
$25.5K - $27.6K
254 $22.3K
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
244
+ 182.09%
$24.5K - $26.5K
378 $33.2K
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
241
+ 10.13%
$24.2K - $26.2K
2.62K $230K
Aug 09, 2023 Q2 2023
Arrow Financial Corp

BUY
 -
240
+ 272.73%
$24.1K - $26K
328 $28.8K
Jul 26, 2023 Q2 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
235
+ 34.06%
$23.6K - $25.5K
925 $81.2K
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
228
+ 52.29%
$22.9K - $24.7K
664 $58.3K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
224
+ 276.54%
$22.5K - $24.3K
305 $26.8K
Jul 14, 2023 Q2 2023
Westside Investment Management, Inc.

BUY
 -
221
+ 1.56%
$22.2K - $24K
14.4K $1.26M
Aug 10, 2023 Q2 2023
Empire Life Investments Inc.

BUY
 -
200
+ 34.66%
$20.1K - $21.7K
777 $68.2K
Jul 24, 2023 Q2 2023
Global Trust Asset Management, LLC

BUY
 -
200
New
$20.1K - $21.7K
200 $17.6K
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
200
+ 44.15%
$20.1K - $21.7K
653 $57.3K
Aug 11, 2023 Q2 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
200
+ 3.89%
$20.1K - $21.7K
5.35K $469K
Aug 10, 2023 Q2 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
199
+ 19900.0%
$20K - $21.6K
200 $17.6K
Aug 09, 2023 Q2 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
189
+ 9.0%
$19K - $20.5K
2.29K $201K
Jul 20, 2023 Q2 2023
Exchange Traded Concepts, LLC

BUY
 -
189
+ 7.94%
$19K - $20.5K
2.57K $226K
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
168
New
$16.8K - $18.2K
168 $14.7K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
156
+ 156.0%
$15.6K - $16.9K
256 $22.5K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
153
+ 2.57%
$15.3K - $16.6K
6.1K $535K
Jul 27, 2023 Q2 2023
Washington Trust Advisors, Inc.

BUY
 -
151
+ 9.81%
$15.1K - $16.4K
1.69K $148K
Jul 07, 2023 Q2 2023
Divergent Wealth Advisors

BUY
 -
147
+ 5.48%
$14.7K - $16K
2.83K $248K
Jul 21, 2023 Q2 2023
Psi Advisors, LLC

BUY
 -
146
+ 79.35%
$14.6K - $15.8K
330 $29K
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
145
+ 4.48%
$14.5K - $15.7K
3.38K $297K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
142
New
$14.2K - $15.4K
142 $12.5K
Aug 11, 2023 Q2 2023
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
134
+ 0.74%
$13.4K - $14.5K
18.2K $1.6M

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