Purchases and Sales Made in Q3 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 2022. 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 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-144- 93.51% |
$14.5K - $17.3K
|
10
$878
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-145- 3.89% |
$14.6K - $17.4K
|
3.58K
$314K
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-158- 96.34% |
$16K - $19K
|
6
$527
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-158- 83.16% |
$16K - $19K
|
32
$2.81K
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-168- 4.87% |
$17K - $20.2K
|
3.29K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-174- 0.79% |
$17.6K - $20.9K
|
21.8K
$1.91M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-181- 10.54% |
$18.3K - $21.7K
|
1.54K
$135K
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-190- 6.34% |
$19.2K - $22.8K
|
2.81K
$246K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-212- 3.43% |
$21.4K - $25.4K
|
5.96K
$523K
|
|
Oct 24, 2022
Q3 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-238- 9.98% |
$24K - $28.6K
|
2.15K
$188K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-248- 5.08% |
$25K - $29.8K
|
4.63K
$406K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-259- 5.9% |
$26.1K - $31.1K
|
4.13K
$363K
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-266- 1.0% |
$26.9K - $31.9K
|
26.3K
$2.3M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-288- 13.48% |
$29.1K - $34.6K
|
1.85K
$162K
|
|
Nov 03, 2022
Q3 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-300- 1.12% |
$30.3K - $36K
|
26.5K
$2.33M
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-353- 19.37% |
$35.6K - $42.4K
|
1.47K
$129K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-358- 9.51% |
$36.1K - $43K
|
3.41K
$299K
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-362- 35.32% |
$36.5K - $43.5K
|
663
$58.2K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-385Closed |
$38.9K - $46.2K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-388- 52.57% |
$39.2K - $46.6K
|
350
$30.7K
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-394- 3.67% |
$39.8K - $47.3K
|
10.3K
$906K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-431- 2.49% |
$43.5K - $51.7K
|
16.9K
$1.48M
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-434- 10.33% |
$43.8K - $52.1K
|
3.77K
$331K
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-451- 16.36% |
$45.5K - $54.1K
|
2.31K
$202K
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-464- 20.17% |
$46.8K - $55.7K
|
1.84K
$161K
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-464- 4.56% |
$46.8K - $55.7K
|
9.7K
$851K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-498- 8.75% |
$50.3K - $59.8K
|
5.19K
$456K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-500- 39.46% |
$50.5K - $60K
|
767
$67.3K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-511- 6.86% |
$51.6K - $61.3K
|
6.94K
$609K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-526- 8.88% |
$53.1K - $63.1K
|
5.4K
$474K
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-542- 4.35% |
$54.7K - $65.1K
|
11.9K
$1.05M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-565- 19.38% |
$57K - $67.8K
|
2.35K
$206K
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-589- 2.82% |
$59.5K - $70.7K
|
20.3K
$1.78M
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-607- 5.03% |
$61.3K - $72.9K
|
11.5K
$1.01M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-616- 19.27% |
$62.2K - $73.9K
|
2.58K
$227K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-626- 49.41% |
$63.2K - $75.1K
|
641
$56.3K
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-633- 8.64% |
$63.9K - $76K
|
6.69K
$587K
|
|
Oct 21, 2022
Q3 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-686- 16.5% |
$69.3K - $82.3K
|
3.47K
$305K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-709- 1.48% |
$71.6K - $85.1K
|
47.1K
$4.13M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-718- 0.57% |
$72.5K - $86.2K
|
126K
$11M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-731- 8.85% |
$73.8K - $87.7K
|
7.53K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-759- 4.25% |
$76.6K - $91.1K
|
17.1K
$1.5M
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-821- 13.0% |
$82.9K - $98.6K
|
5.49K
$482K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-885- 0.29% |
$89.3K - $106K
|
308K
$27M
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-956- 11.39% |
$96.5K - $115K
|
7.44K
$653K
|
|
Nov 14, 2022
Q3 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-969- 1.85% |
$97.8K - $116K
|
51.5K
$4.52M
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-1.02K- 28.66% |
$103K - $123K
|
2.54K
$223K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.03K- 14.43% |
$104K - $124K
|
6.12K
$537K
|
|
Nov 14, 2022
Q3 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.22K- 31.18% |
$123K - $146K
|
2.69K
$236K
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1.32K- 87.62% |
$134K - $159K
|
187
$16.4K
|