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
Oct 25, 2023 Q3 2023
Beacon Financial Advisory LLC

BUY
 -
3.16K
New
$280K - $326K
3.16K $277K
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
3.11K
New
$275K - $320K
3.11K $273K
Nov 08, 2023 Q3 2023
Consolidated Planning Corp

Atlanta, GA
BUY
 -
3.1K
+ 14.36%
$274K - $319K
24.7K $2.17M
Oct 30, 2023 Q3 2023
Qcm Cayman, Ltd.

BUY
 -
3.1K
New
$274K - $319K
3.1K $272K
Oct 04, 2023 Q3 2023
Invictus Private Wealth, LLC

Denver, CO
BUY
 -
3.08K
+ 69.31%
$272K - $317K
7.53K $660K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

BUY
 -
3.05K
+ 660.52%
$269K - $313K
3.51K $308K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
3.04K
New
$269K - $313K
3.04K $267K
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
3.02K
New
$267K - $311K
3.02K $265K
Oct 25, 2023 Q3 2023
Veracity Capital LLC

BUY
 -
3K
New
$265K - $309K
3K $263K
Nov 14, 2023 Q3 2023
Greenland Capital Management LP

New York, NY
BUY
 -
3K
New
$265K - $309K
3K $263K
Oct 16, 2023 Q3 2023
Capital Investment Advisors, LLC

BUY
 -
2.87K
New
$254K - $295K
2.87K $252K
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
2.86K
+ 106.05%
$252K - $294K
5.55K $487K
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
2.84K
+ 123.8%
$251K - $292K
5.13K $450K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
2.82K
+ 62.38%
$249K - $290K
7.34K $644K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
2.8K
+ 10.21%
$247K - $288K
30.2K $2.65M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
2.78K
New
$245K - $286K
2.78K $244K
Nov 14, 2023 Q3 2023
Stephens Inc

BUY
 -
2.74K
+ 2.08%
$242K - $282K
135K $11.8M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
2.69K
+ 61.72%
$237K - $276K
7.04K $617K
Oct 11, 2023 Q3 2023
Smith Anglin Financial, LLC

BUY
 -
2.63K
New
$233K - $271K
2.63K $231K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
2.62K
New
$232K - $270K
2.62K $230K
Oct 18, 2023 Q3 2023
Spectrum Asset Management, Inc.

BUY
 -
2.6K
+ 40.78%
$230K - $268K
8.98K $788K
Oct 18, 2023 Q3 2023
Warren Street Wealth Advisors, LLC

BUY
 -
2.6K
New
$230K - $268K
2.6K $228K
Nov 14, 2023 Q3 2023
Colony Group LLC

Boston, MA
BUY
 -
2.58K
+ 6.78%
$228K - $266K
40.7K $3.57M
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
2.58K
New
$228K - $266K
2.58K $227K
Oct 10, 2023 Q3 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
2.58K
New
$228K - $266K
2.58K $226K
Oct 19, 2023 Q3 2023
Town & Country Bank & Trust CO Dba First Bankers Trust CO

BUY
 -
2.57K
New
$227K - $265K
2.57K $226K
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
2.54K
+ 96.18%
$225K - $262K
5.19K $455K
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
2.5K
New
$221K - $257K
2.5K $219K
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
2.5K
New
$221K - $257K
2.5K $219K
Nov 03, 2023 Q3 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
2.47K
New
$218K - $254K
2.47K $217K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.39K
+ 360.09%
$211K - $246K
3.06K $268K
Oct 11, 2023 Q3 2023
Affiance Financial, LLC

BUY
 -
2.37K
+ 18.04%
$210K - $244K
15.5K $1.36M
Oct 27, 2023 Q3 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
2.35K
New
$208K - $242K
2.35K $207K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
2.35K
+ 33514.29%
$207K - $242K
2.35K $206K
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
2.3K
+ 45.54%
$203K - $236K
7.34K $644K
Oct 25, 2023 Q3 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
2.23K
+ 70.87%
$197K - $229K
5.37K $471K
Oct 25, 2023 Q3 2023
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.2K
+ 3.18%
$195K - $227K
71.5K $6.27M
Nov 13, 2023 Q3 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
2.14K
+ 791.11%
$189K - $220K
2.41K $211K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
2.13K
+ 176.51%
$188K - $219K
3.33K $292K
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
2.05K
+ 1.95%
$181K - $211K
107K $9.42M
Nov 09, 2023 Q3 2023
Axs Investments LLC

Port Chester, NY
BUY
 -
2K
+ 18.18%
$177K - $206K
13K $1.14M
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
1.99K
+ 382.31%
$176K - $205K
2.51K $220K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
1.92K
+ 17436.36%
$170K - $197K
1.93K $169K
Nov 14, 2023 Q3 2023
Oxbow Advisors, LLC

Corpus Christi, TX
BUY
 -
1.88K
+ 18.49%
$166K - $194K
12.1K $1.06M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
1.87K
+ 1.25%
$166K - $193K
151K $13.3M
Nov 15, 2023 Q3 2023
Westside Investment Management, Inc.

BUY
 -
1.84K
+ 12.79%
$163K - $190K
16.2K $1.43M
Oct 31, 2023 Q3 2023
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
1.82K
+ 15.56%
$161K - $188K
13.6K $1.19M
Nov 14, 2023 Q3 2023
Natixis

Paris, I0
BUY
 -
1.78K
+ 1.57%
$157K - $183K
115K $10.1M
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
1.74K
+ 61.95%
$154K - $179K
4.55K $400K

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