Purchases and Sales Made in Q3 2023 in Ishares Barclays 20+ Year Trea (TLT)
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 |
|---|---|---|---|---|---|---|---|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42.7KNew |
$3.77M - $4.4M
|
42.7K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.4K+ 2.51% |
$3.75M - $4.36M
|
1.73M
$152M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
42.2K+ 7925.75% |
$3.73M - $4.34M
|
42.7K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
42K+ 51.36% |
$3.71M - $4.32M
|
124K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
42KNew |
$3.71M - $4.32M
|
42K
$3.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
39.9KNew |
$3.52M - $4.1M
|
39.9K
$3.49M
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
38.7K+ 765.14% |
$3.42M - $3.98M
|
43.8K
$3.83M
|
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
38.6K+ 26.98% |
$3.41M - $3.98M
|
182K
$15.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
38.4KNew |
$3.4M - $3.95M
|
38.4K
$3.36M
|
|
|
Nov 01, 2023
Q3 2023
|
Investment Management Associates Inc
|
BUY
|
- |
38.4KNew |
$3.4M - $3.95M
|
38.4K
$3.36M
|
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
38.3K+ 86.6% |
$3.38M - $3.94M
|
82.5K
$7.22M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
37.7KNew |
$3.33M - $3.88M
|
37.7K
$3.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37.2KNew |
$3.29M - $3.83M
|
37.2K
$3.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
36.5K+ 955.1% |
$3.23M - $3.76M
|
40.3K
$3.53M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36.2K+ 11.47% |
$3.2M - $3.73M
|
352K
$30.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
35.3KNew |
$3.12M - $3.63M
|
35.3K
$3.09M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.2K+ 103.03% |
$3.11M - $3.62M
|
69.3K
$6.07M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
34.6KNew |
$3.06M - $3.56M
|
34.6K
$3.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.7KNew |
$2.98M - $3.47M
|
33.7K
$2.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
33.6KNew |
$2.97M - $3.46M
|
33.6K
$2.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
33.5KNew |
$2.97M - $3.45M
|
33.5K
$2.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
33.4K+ 300.47% |
$2.95M - $3.44M
|
44.5K
$3.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
33KNew |
$2.92M - $3.4M
|
33K
$2.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
32.5K+ 9993.85% |
$2.87M - $3.34M
|
32.8K
$2.87M
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
32.1KNew |
$2.83M - $3.3M
|
32.1K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Kiwi Wealth Investments Limited Partnership
Wellington, Q2 |
BUY
|
- |
32KNew |
$2.83M - $3.29M
|
32K
$2.8M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
31.8K+ 313.6% |
$2.81M - $3.27M
|
41.9K
$3.67M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
31.5KNew |
$2.79M - $3.25M
|
31.5K
$2.76M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
31.4K+ 19.44% |
$2.78M - $3.23M
|
193K
$16.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
31.4K+ 15.31% |
$2.78M - $3.23M
|
237K
$20.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.1K+ 54.71% |
$2.75M - $3.2M
|
88K
$7.7M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
31K+ 10.53% |
$2.74M - $3.19M
|
326K
$28.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Pariax, LLC
|
BUY
|
- |
30.7K+ 142.69% |
$2.71M - $3.16M
|
52.2K
$4.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
30.2K+ 497.07% |
$2.67M - $3.11M
|
36.3K
$3.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29.2KNew |
$2.58M - $3.01M
|
29.2K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
28.8K+ 64.06% |
$2.55M - $2.96M
|
73.7K
$6.45M
|
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
28.4K+ 121.64% |
$2.51M - $2.92M
|
51.7K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
27.8K+ 230.52% |
$2.46M - $2.87M
|
39.9K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
27.8K+ 259.87% |
$2.45M - $2.86M
|
38.5K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
27.5KNew |
$2.43M - $2.83M
|
27.5K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.4K+ 255.61% |
$2.42M - $2.82M
|
38.1K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
27.4K+ 4.23% |
$2.42M - $2.82M
|
674K
$59M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
27.3K+ 288.75% |
$2.41M - $2.81M
|
36.8K
$3.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
27.2K+ 518.84% |
$2.41M - $2.8M
|
32.5K
$2.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
27.1KNew |
$2.4M - $2.79M
|
27.1K
$2.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27K+ 118.83% |
$2.39M - $2.78M
|
49.8K
$4.35M
|
|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
26.5K+ 89.39% |
$2.34M - $2.73M
|
56.2K
$4.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Impala Asset Management LLC
New Canaan, CT |
BUY
|
- |
26KNew |
$2.3M - $2.68M
|
26K
$2.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
25.6K+ 85.57% |
$2.27M - $2.64M
|
55.6K
$4.87M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24.3K+ 15.24% |
$2.15M - $2.5M
|
184K
$16.1M
|