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 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-2.3K- 45.82% |
$231K - $250K
|
2.72K
$239K
|
|
|
Jul 13, 2023
Q2 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.41K- 9.51% |
$242K - $261K
|
22.9K
$2.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.47K- 14.05% |
$248K - $269K
|
15.1K
$1.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-2.51K- 4.24% |
$252K - $273K
|
56.8K
$4.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.53K- 37.76% |
$254K - $275K
|
4.18K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.57K- 2.37% |
$258K - $279K
|
106K
$9.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.58K- 26.68% |
$258K - $280K
|
7.08K
$621K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.65K- 27.75% |
$266K - $288K
|
6.91K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.83K- 33.48% |
$283K - $307K
|
5.61K
$493K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2.88K- 8.05% |
$288K - $312K
|
32.8K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2.95K- 12.94% |
$296K - $320K
|
19.8K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-2.96K- 14.51% |
$296K - $321K
|
17.4K
$1.53M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.96K- 58.06% |
$297K - $321K
|
2.14K
$188K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-3.49K- 2.08% |
$350K - $379K
|
164K
$14.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.56K- 37.32% |
$357K - $386K
|
5.98K
$525K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.62K- 2.73% |
$363K - $393K
|
129K
$11.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-3.91K- 12.28% |
$392K - $425K
|
28K
$2.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.01K- 90.69% |
$402K - $436K
|
412
$36.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.07K- 10.59% |
$408K - $441K
|
34.3K
$3.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.18K- 11.3% |
$419K - $454K
|
32.8K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.21K- 4.3% |
$422K - $457K
|
93.7K
$8.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
SELL
|
- |
-4.29K- 13.07% |
$431K - $466K
|
28.6K
$2.51M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-4.38K- 19.04% |
$439K - $475K
|
18.6K
$1.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.39K- 10.27% |
$440K - $477K
|
38.4K
$3.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.46K- 16.82% |
$448K - $484K
|
22.1K
$1.94M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.1K- 3.66% |
$511K - $553K
|
134K
$11.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-5.42K- 99.19% |
$544K - $588K
|
44
$3.86K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.25K- 3.76% |
$627K - $679K
|
160K
$14.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.48K- 36.7% |
$650K - $703K
|
11.2K
$981K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-6.68K- 41.35% |
$670K - $725K
|
9.47K
$831K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.46K- 5.89% |
$748K - $810K
|
119K
$10.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.76K- 25.41% |
$779K - $843K
|
22.8K
$2M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.39K- 9.29% |
$842K - $911K
|
82K
$7.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-8.5K- 30.06% |
$853K - $923K
|
19.8K
$1.74M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-8.65K- 50.61% |
$867K - $939K
|
8.44K
$741K
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.84K- 22.73% |
$886K - $959K
|
30K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.7K- 27.5% |
$1.07M - $1.16M
|
28.1K
$2.47M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-10.9K- 57.01% |
$1.09M - $1.18M
|
8.22K
$721K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.2K- 5.98% |
$1.12M - $1.21M
|
175K
$15.4M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-12.3K- 80.26% |
$1.23M - $1.33M
|
3.02K
$265K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-12.6K- 61.39% |
$1.27M - $1.37M
|
7.95K
$697K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-12.7K- 84.51% |
$1.28M - $1.38M
|
2.33K
$205K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-12.8K- 0.77% |
$1.29M - $1.39M
|
1.65M
$144M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-13K- 77.47% |
$1.3M - $1.41M
|
3.78K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-13.3K- 2.11% |
$1.34M - $1.45M
|
620K
$54.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-13.6K- 57.08% |
$1.37M - $1.48M
|
10.2K
$898K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.6K- 51.46% |
$1.57M - $1.69M
|
14.7K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-15.7K- 43.3% |
$1.58M - $1.71M
|
20.6K
$1.81M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.5K- 61.92% |
$1.65M - $1.79M
|
10.1K
$889K
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-16.8K- 50.91% |
$1.68M - $1.82M
|
16.2K
$1.42M
|