Purchases and Sales Made in Q2 2023 in Ishares Barclays 20+ Year Trea (TLT)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
134New |
$13.4K - $14.5K
|
134
$11.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
131New |
$13.1K - $14.2K
|
131
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
121+ 15.03% |
$12.1K - $13.1K
|
926
$81K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
117+ 0.79% |
$11.7K - $12.7K
|
14.9K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
115+ 5.33% |
$11.5K - $12.5K
|
2.27K
$199K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
106New |
$10.6K - $11.5K
|
106
$9.28K
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
103+ 0.41% |
$10.3K - $11.2K
|
25K
$2.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
101+ 30.06% |
$10.1K - $11K
|
437
$38.2K
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$10K - $10.9K
|
100
$8.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
100+ 178.57% |
$10K - $10.9K
|
156
$13.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100New |
$10K - $10.9K
|
100
$8.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
98+ 11.28% |
$9.83K - $10.6K
|
967
$84.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
97+ 0.83% |
$9.73K - $10.5K
|
11.7K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
92+ 1.38% |
$9.23K - $9.98K
|
6.74K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
91+ 0.66% |
$9.13K - $9.88K
|
14K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
88+ 1.44% |
$8.82K - $9.55K
|
6.18K
$541K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
83+ 148.21% |
$8.32K - $9.01K
|
139
$12.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
81+ 0.75% |
$8.12K - $8.79K
|
10.9K
$955K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
79New |
$7.92K - $8.57K
|
79
$6.91K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
78+ 2.08% |
$7.82K - $8.47K
|
3.82K
$335K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
77+ 3.79% |
$7.72K - $8.36K
|
2.11K
$185K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
76+ 28.79% |
$7.62K - $8.25K
|
340
$29.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
75+ 0.58% |
$7.52K - $8.14K
|
13.1K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
72New |
$7.22K - $7.81K
|
72
$6.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
71+ 5.2% |
$7.12K - $7.71K
|
1.44K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
64+ 0.04% |
$6.42K - $6.95K
|
145K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
60+ 26.55% |
$6.02K - $6.51K
|
286
$25K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
55New |
$5.52K - $5.97K
|
55
$4.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
49+ 6.05% |
$4.91K - $5.32K
|
859
$75.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
49+ 0.32% |
$4.91K - $5.32K
|
15.4K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
48New |
$4.81K - $5.21K
|
48
$4.2K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
46+ 0.05% |
$4.61K - $4.99K
|
92.6K
$8.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
41+ 0.78% |
$4.11K - $4.45K
|
5.29K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40New |
$4.01K - $4.34K
|
40
$3.5K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
40+ 2.34% |
$4.01K - $4.34K
|
1.75K
$153K
|
|
|
Aug 07, 2023
Q2 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
39New |
$3.91K - $4.23K
|
39
$3.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
35New |
$3.51K - $3.8K
|
35
$3.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
30+ 0.93% |
$3.01K - $3.26K
|
3.26K
$286K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30New |
$3.01K - $3.26K
|
30
$2.63K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
26+ 0.54% |
$2.61K - $2.82K
|
4.83K
$422K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
25+ 0.07% |
$2.51K - $2.71K
|
35K
$3.06M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
24New |
$2.41K - $2.6K
|
24
$2.1K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
24+ 9.41% |
$2.41K - $2.6K
|
279
$24.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
21+ 0.7% |
$2.11K - $2.28K
|
3.03K
$265K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 9.95% |
$2.01K - $2.17K
|
221
$19.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
20New |
$2.01K - $2.17K
|
20
$1.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
16+ 0.6% |
$1.6K - $1.74K
|
2.7K
$236K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
16+ 0.53% |
$1.6K - $1.74K
|
3.03K
$265K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15+ 5.3% |
$1.5K - $1.63K
|
298
$26.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
13+ 1.57% |
$1.3K - $1.41K
|
841
$73.6K
|