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 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
10+ 0.11% |
$1K - $1.09K
|
8.96K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
9+ 0.01% |
$903 - $977
|
68.5K
$6.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
8New |
$802 - $868
|
8
$702
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
6+ 0.29% |
$602 - $651
|
2.04K
$179K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 0.08% |
$501 - $543
|
6.01K
$528K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
BUY
|
- |
4+ 0.77% |
$401 - $434
|
522
$45.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4New |
$401 - $434
|
4
$351
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
2+ 0.02% |
$201 - $217
|
9.95K
$873K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
2+ 0.01% |
$201 - $217
|
20.4K
$1.79M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.19% |
$100 - $109
|
520
$45.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.55% |
$100 - $109
|
182
$16K
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 13.33% |
$201 - $217
|
13
$1.14K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3- 5.66% |
$301 - $326
|
50
$4.39K
|
|
|
Aug 07, 2023
Q2 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.19% |
$702 - $760
|
3.7K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-14- 3.6% |
$1.4K - $1.52K
|
375
$32.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Walker Asset Management, LLC
|
SELL
|
- |
-14- 0.62% |
$1.4K - $1.52K
|
2.24K
$197K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-15- 0.5% |
$1.5K - $1.63K
|
3K
$263K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-16- 0.2% |
$1.6K - $1.74K
|
7.82K
$686K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-20- 0.68% |
$2.01K - $2.17K
|
2.91K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-22- 3.75% |
$2.21K - $2.39K
|
565
$49.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-23- 0.25% |
$2.31K - $2.5K
|
9.11K
$799K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-26- 14.05% |
$2.61K - $2.82K
|
159
$14K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-29- 0.81% |
$2.91K - $3.15K
|
3.54K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.02% |
$3.01K - $3.26K
|
149K
$13.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-33- 0.17% |
$3.31K - $3.58K
|
19.9K
$1.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-35- 0.16% |
$3.51K - $3.8K
|
21.5K
$1.88M
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-35- 0.89% |
$3.51K - $3.8K
|
3.91K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-39- 36.45% |
$3.91K - $4.23K
|
68
$5.97K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-40- 1.2% |
$4.01K - $4.34K
|
3.29K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-43- 0.3% |
$4.31K - $4.67K
|
14.3K
$1.25M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-44- 1.43% |
$4.41K - $4.78K
|
3.04K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-50- 0.93% |
$5.01K - $5.43K
|
5.35K
$470K
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-51- 1.24% |
$5.11K - $5.54K
|
4.06K
$356K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-67- 3.28% |
$6.72K - $7.27K
|
1.98K
$174K
|
|
|
May 10, 2024
Q2 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-72- 0.58% |
$7.22K - $7.81K
|
12.4K
$1.09M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-73- 2.1% |
$7.32K - $7.92K
|
3.41K
$299K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-74- 3.15% |
$7.42K - $8.03K
|
2.28K
$200K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-82- 0.21% |
$8.22K - $8.9K
|
39.7K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-85- 22.14% |
$8.52K - $9.23K
|
299
$26.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-85- 1.98% |
$8.52K - $9.23K
|
4.22K
$370K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 20.51% |
$8.82K - $9.55K
|
341
$29.9K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-89- 0.1% |
$8.92K - $9.66K
|
89.7K
$7.87M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-97- 76.98% |
$9.73K - $10.5K
|
29
$2.55K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 3.13% |
$10K - $10.9K
|
3.1K
$272K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-103- 0.48% |
$10.3K - $11.2K
|
21.5K
$1.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
SELL
|
- |
-109- 1.84% |
$10.9K - $11.8K
|
5.81K
$509K
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-114- 1.22% |
$11.4K - $12.4K
|
9.2K
$807K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-120- 55.05% |
$12K - $13K
|
98
$8.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-123- 1.28% |
$12.3K - $13.3K
|
9.51K
$834K
|