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 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-728- 25.61% |
$73K - $79K
|
2.12K
$189K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-756- 22.11% |
$75.8K - $82K
|
2.66K
$238K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-758- 0.65% |
$76K - $82.3K
|
115K
$10.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-761- 8.45% |
$76.3K - $82.6K
|
8.25K
$736K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-777- 18.94% |
$77.9K - $84.3K
|
3.33K
$297K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-795- 70.98% |
$79.7K - $86.3K
|
325
$29K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-812- 20.86% |
$81.4K - $88.1K
|
3.08K
$275K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-843- 5.51% |
$84.5K - $91.5K
|
14.5K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-872- 2.03% |
$87.4K - $94.6K
|
42.2K
$3.76M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-891- 45.9% |
$89.3K - $96.7K
|
1.05K
$93.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-891- 1.13% |
$89.3K - $96.7K
|
77.7K
$6.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-893- 20.36% |
$89.6K - $96.9K
|
3.49K
$312K
|
|
|
Aug 14, 2023
Q2 2023
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-922- 3.81% |
$92.5K - $100K
|
23.3K
$2.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-974- 17.37% |
$97.7K - $106K
|
4.63K
$414K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-979- 9.08% |
$98.2K - $106K
|
9.8K
$875K
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-985- 2.29% |
$98.8K - $107K
|
42K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 4.34% |
$100K - $109K
|
22K
$1.97M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.03K- 5.08% |
$103K - $111K
|
19.2K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.04K- 31.56% |
$105K - $113K
|
2.26K
$202K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.06K- 5.45% |
$107K - $115K
|
18.4K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 3.77% |
$113K - $122K
|
28.7K
$2.56M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.13K- 10.65% |
$114K - $123K
|
9.49K
$847K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1.16K- 1.71% |
$116K - $126K
|
66.8K
$5.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 18.2% |
$124K - $134K
|
5.56K
$496K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.24K- 7.79% |
$124K - $134K
|
14.7K
$1.31M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1.28K- 6.9% |
$129K - $139K
|
17.3K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.33K- 8.16% |
$133K - $144K
|
14.9K
$1.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.34K- 2.32% |
$135K - $146K
|
56.5K
$5.04M
|
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.35K- 21.02% |
$135K - $146K
|
5.06K
$452K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.36K- 7.3% |
$137K - $148K
|
17.3K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.41K- 2.84% |
$141K - $153K
|
48.2K
$4.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.45K- 41.58% |
$146K - $158K
|
2.04K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.54K- 13.35% |
$154K - $167K
|
9.97K
$890K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.64K- 3.44% |
$165K - $178K
|
46K
$4.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.67K- 37.29% |
$168K - $181K
|
2.81K
$251K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.7K- 2.72% |
$170K - $184K
|
60.6K
$5.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.7K- 7.28% |
$170K - $185K
|
21.7K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.75K- 30.52% |
$176K - $190K
|
3.99K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.82K- 23.32% |
$183K - $198K
|
5.98K
$534K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.84K- 46.25% |
$184K - $200K
|
2.14K
$191K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-1.84K- 15.3% |
$185K - $200K
|
10.2K
$909K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-1.85K- 28.48% |
$186K - $201K
|
4.66K
$416K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.85K- 0.79% |
$186K - $201K
|
233K
$20.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.9K- 30.09% |
$190K - $206K
|
4.41K
$394K
|
|
|
Jul 26, 2023
Q2 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.97K- 7.59% |
$198K - $214K
|
24K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-2.04K- 9.54% |
$204K - $221K
|
19.3K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.06K- 13.88% |
$207K - $224K
|
12.8K
$1.14M
|
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.07K- 28.33% |
$207K - $224K
|
5.23K
$467K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.1K- 29.44% |
$211K - $228K
|
5.04K
$450K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.18K- 15.27% |
$218K - $236K
|
12.1K
$1.08M
|