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
Feb 15, 2024 Q3 2023
Swmg, LLC

Fort Worth, TX
BUY
 -
13.6K
+ 482.2%
$1.2M - $1.4M
16.4K $1.44M
Oct 17, 2023 Q3 2023
Firethorn Wealth Partners, LLC

BUY
 -
13.4K
New
$1.18M - $1.38M
13.4K $1.17M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
12.7K
+ 40.84%
$1.12M - $1.31M
43.8K $3.83M
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
12.7K
+ 8.13%
$1.12M - $1.31M
169K $14.8M
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
12.7K
+ 13.49%
$1.12M - $1.31M
107K $9.34M
Oct 13, 2023 Q3 2023
Avidian Wealth Solutions, LLC

BUY
 -
12.7K
+ 318.8%
$1.12M - $1.3M
16.6K $1.46M
Oct 27, 2023 Q3 2023
Crestone Asset Management LLC

BUY
 -
12.6K
+ 3.95%
$1.11M - $1.3M
331K $29M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
12.5K
New
$1.11M - $1.29M
12.5K $1.1M
Nov 13, 2023 Q3 2023
Warberg Asset Management LLC

Winnetka, IL
BUY
 -
12.5K
New
$1.11M - $1.29M
12.5K $1.09M
Oct 17, 2023 Q3 2023
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
12.3K
New
$1.09M - $1.27M
12.3K $1.08M
Nov 08, 2023 Q3 2023
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
BUY
 -
12K
+ 6.75%
$1.06M - $1.24M
190K $16.6M
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
11.8K
+ 26.33%
$1.04M - $1.21M
56.5K $4.94M
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
11.8K
New
$1.04M - $1.21M
11.8K $1.03M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
11.7K
+ 13.92%
$1.04M - $1.21M
96K $8.4M
Oct 13, 2023 Q3 2023
Ritholtz Wealth Management

BUY
 -
11.7K
New
$1.03M - $1.2M
11.7K $1.02M
Nov 07, 2023 Q3 2023
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
11.5K
+ 26.07%
$1.01M - $1.18M
55.5K $4.86M
Oct 25, 2023 Q3 2023
Willis Johnson & Associates, Inc.

BUY
 -
11.4K
+ 9.52%
$1.01M - $1.18M
132K $11.5M
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
11K
+ 4988.69%
$975K - $1.14M
11.2K $984K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
11K
+ 106.2%
$972K - $1.13M
21.4K $1.87M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
11K
+ 20.22%
$970K - $1.13M
65.2K $5.71M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
10.8K
+ 8.08%
$958K - $1.12M
145K $12.7M
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
10.8K
New
$956K - $1.11M
10.8K $946K
Nov 15, 2023 Q3 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
10.6K
+ 141.87%
$935K - $1.09M
18K $1.58M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
10.5K
+ 82.67%
$929K - $1.08M
23.2K $2.03M
Oct 10, 2023 Q3 2023
Mechanics Bank Trust Department

BUY
 -
10.5K
+ 12.96%
$927K - $1.08M
91.4K $8M
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
10.4K
+ 146.47%
$922K - $1.07M
17.5K $1.54M
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
10.4K
+ 28.4%
$917K - $1.07M
46.9K $4.1M
Nov 13, 2023 Q3 2023
Evoke Wealth, LLC

BUY
 -
10.2K
+ 169.74%
$902K - $1.05M
16.2K $1.42M
Nov 14, 2023 Q3 2023
Icon Advisers Inc

Greenwood Village, CO
BUY
 -
10.1K
New
$894K - $1.04M
10.1K $885K
Nov 15, 2023 Q3 2023
Ashford Capital Management Inc

Wilmington, DE
BUY
 -
10K
+ 33.4%
$887K - $1.03M
40.1K $3.51M
Nov 14, 2023 Q3 2023
Myda Advisors LLC

Inwood, NY
BUY
 -
10K
New
$884K - $1.03M
10K $875K
Nov 13, 2023 Q3 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
9.59K
+ 172.42%
$847K - $987K
15.1K $1.33M
Nov 13, 2023 Q3 2023
Regimen Wealth, LLC

Atlanta, GA
BUY
 -
9.56K
New
$845K - $984K
9.56K $837K
Nov 08, 2023 Q3 2023
J Arnold Wealth Management CO

Youngstown, OH
BUY
 -
9.36K
New
$828K - $964K
9.36K $819K
Nov 14, 2023 Q3 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
9.34K
New
$825K - $961K
9.34K $817K
Nov 15, 2023 Q3 2023
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
9.31K
+ 29.25%
$823K - $959K
41.2K $3.6M
Oct 24, 2023 Q3 2023
Catalyst Private Wealth, LLC

BUY
 -
9.31K
+ 79.23%
$823K - $958K
21.1K $1.84M
Feb 28, 2024 Q3 2023
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
9.09K
+ 22.9%
$804K - $936K
48.8K $4.27M
Oct 17, 2023 Q3 2023
Park Place Capital Corp

Birmingham, AL
BUY
 -
8.98K
+ 769.73%
$793K - $924K
10.1K $887K
Nov 02, 2023 Q3 2023
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
8.82K
New
$780K - $908K
8.82K $772K
Oct 11, 2023 Q3 2023
Stewardship Advisors, LLC

BUY
 -
8.79K
+ 9.03%
$777K - $905K
106K $9.29M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.65K
+ 56.66%
$764K - $890K
23.9K $2.09M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
8.63K
+ 29.8%
$763K - $888K
37.6K $3.29M
Apr 12, 2024 Q3 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
8.62K
+ 285.19%
$762K - $888K
11.6K $1.02M
Oct 24, 2023 Q3 2023
Shore Haven Wealth Partners, LLC

BUY
 -
8.62K
+ 15.18%
$762K - $887K
65.4K $5.72M
Nov 15, 2023 Q3 2023
I A Global Asset Management Inc.

Quebec, A8
BUY
 -
8.54K
+ 4.41%
$755K - $879K
202K $17.7M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
8.54K
+ 265.1%
$755K - $879K
11.8K $1.03M
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
8.51K
+ 8.02%
$752K - $876K
115K $10M
Nov 14, 2023 Q3 2023
Black Maple Capital Management LP

Milwaukee, WI
BUY
 -
8.5K
New
$751K - $875K
8.5K $744K

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