Purchases and Sales Made in Q3 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 Q3 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
Nov 03, 2023 Q3 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
1.74K
+ 7.86%
$154K - $179K
23.8K $2.09M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
1.73K
+ 10.46%
$153K - $178K
18.2K $1.6M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
1.66K
+ 44.14%
$146K - $171K
5.41K $475K
Oct 17, 2023 Q3 2023
Lauer Wealth, LLC

Valparaiso, IN
BUY
 -
1.62K
+ 4.32%
$143K - $166K
39K $3.42M
Oct 17, 2023 Q3 2023
Bellecapital International Ltd.

BUY
 -
1.56K
+ 53.72%
$138K - $161K
4.46K $392K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.55K
+ 26.38%
$137K - $160K
7.43K $652K
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
1.54K
+ 1.9%
$136K - $158K
82.3K $7.22M
Oct 18, 2023 Q3 2023
Private Wealth Advisors, LLC

Fresno, CA
BUY
 -
1.5K
+ 2.83%
$132K - $154K
54.3K $4.77M
Nov 13, 2023 Q3 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
1.48K
+ 160.26%
$131K - $153K
2.41K $212K
Oct 25, 2023 Q3 2023
Ferguson Shapiro LLC

BUY
 -
1.48K
+ 2.34%
$131K - $153K
64.8K $5.68M
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.48K
+ 581.5%
$131K - $152K
1.73K $152K
Nov 09, 2023 Q3 2023
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
1.47K
+ 18.32%
$130K - $151K
9.46K $830K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
1.44K
+ 2.94%
$127K - $148K
50.3K $4.41M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.44K
+ 8.73%
$127K - $148K
17.9K $1.57M
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
1.41K
+ 3.52%
$125K - $145K
41.5K $3.65M
Nov 14, 2023 Q3 2023
Berkeley Capital Partners, LLC

BUY
 -
1.37K
+ 3.25%
$121K - $141K
43.4K $3.81M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
1.37K
+ 277.85%
$121K - $141K
1.86K $163K
Oct 26, 2023 Q3 2023
Cambridge Trust CO

Boston, MA
BUY
 -
1.35K
+ 154.22%
$119K - $139K
2.23K $195K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
1.26K
New
$111K - $130K
1.26K $110K
Oct 18, 2023 Q3 2023
Pinnacle Bancorp, Inc.

BUY
 -
1.24K
+ 392.38%
$109K - $127K
1.55K $136K
Nov 13, 2023 Q3 2023
Credit Suisse Ag

Zurich, V8
BUY
 -
1.22K
+ 3.02%
$108K - $125K
41.6K $3.65M
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
1.2K
+ 214.13%
$106K - $123K
1.76K $154K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
1.19K
+ 2.14%
$105K - $123K
56.7K $4.98M
Nov 13, 2023 Q3 2023
Visionary Wealth Advisors

O'fallon, IL
BUY
 -
1.18K
+ 7.26%
$104K - $121K
17.4K $1.52M
Nov 03, 2023 Q3 2023
Dover Advisors, LLC

Richmond, VA
BUY
 -
1.14K
+ 55.72%
$101K - $117K
3.19K $280K
Nov 08, 2023 Q3 2023
J. W. Coons Advisors, LLC

BUY
 -
1.14K
+ 15.61%
$100K - $117K
8.41K $738K
Oct 04, 2023 Q3 2023
Global Assets Advisory, LLC

Orlando, FL
BUY
 -
1.13K
+ 7.52%
$100K - $116K
16.2K $1.42M
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
1.13K
+ 29.31%
$99.8K - $116K
4.98K $437K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.1K
New
$97.3K - $113K
1.1K $96.5K
Nov 06, 2023 Q3 2023
Cornerstone Wealth Management, LLC

BUY
 -
1.08K
+ 47.47%
$95.5K - $111K
3.36K $294K
Oct 18, 2023 Q3 2023
Rda Financial Network

BUY
 -
1.08K
+ 44.16%
$95.3K - $111K
3.52K $309K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.07K
+ 3835.71%
$95K - $111K
1.1K $96.7K
Nov 01, 2023 Q3 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
1.07K
+ 146.38%
$94.9K - $110K
1.81K $158K
Nov 14, 2023 Q3 2023
Shay Capital LLC

New York, NY
BUY
 -
1K
+ 18.69%
$88.4K - $103K
6.35K $557K
Nov 09, 2023 Q3 2023
Wms Partners, LLC

BUY
 -
1K
+ 33.33%
$88.4K - $103K
4K $351K
Oct 13, 2023 Q3 2023
Institute For Wealth Management, Llc.

BUY
 -
1K
+ 41.98%
$88.4K - $103K
3.38K $297K
Oct 24, 2023 Q3 2023
Hartford Financial Management Inc.

BUY
 -
987
New
$87.3K - $102K
987 $86.6K
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
972
New
$85.9K - $100K
972 $85.3K
Nov 01, 2023 Q3 2023
Empirical Asset Management, LLC

BUY
 -
964
+ 31.85%
$85.2K - $99.2K
3.99K $350K
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
961
+ 27.5%
$85K - $98.9K
4.46K $391K
Nov 03, 2023 Q3 2023
Latitude Advisors, LLC

BUY
 -
948
+ 2.26%
$83.8K - $97.6K
42.9K $3.76M
Nov 14, 2023 Q3 2023
Hamilton Wealth, LLC

BUY
 -
945
+ 34.74%
$83.5K - $97.3K
3.67K $322K
Nov 14, 2023 Q3 2023
Lazard Asset Management LLC

New York, NY
BUY
 -
935
+ 2.46%
$82.7K - $96.3K
38.9K $3.41M
Oct 31, 2023 Q3 2023
Nwam LLC

Mercer Island, WA
BUY
 -
931
+ 4.74%
$82.3K - $95.8K
20.6K $1.81M
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
902
+ 80.39%
$79.7K - $92.9K
2.02K $178K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
894
+ 20.79%
$79K - $92K
5.2K $456K
Nov 14, 2023 Q3 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
890
+ 43.91%
$78.7K - $91.6K
2.92K $256K
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
889
+ 3.18%
$78.6K - $91.5K
28.8K $2.53M
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
879
+ 3.62%
$77.7K - $90.5K
25.1K $2.21M

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