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 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.33K- 4.36% |
$134K - $159K
|
29K
$2.55M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.39KClosed |
$140K - $166K
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.54K- 42.99% |
$156K - $185K
|
2.05K
$179K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 16.66% |
$168K - $200K
|
8.34K
$732K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.86K- 8.18% |
$188K - $224K
|
20.9K
$1.83M
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 35.69% |
$196K - $233K
|
3.5K
$307K
|
|
|
Oct 12, 2022
Q3 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-2.03K- 27.0% |
$204K - $243K
|
5.47K
$480K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.08K- 6.54% |
$210K - $250K
|
29.7K
$2.61M
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-2.09K- 5.7% |
$211K - $251K
|
34.6K
$3.03M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.14K- 44.47% |
$216K - $257K
|
2.67K
$234K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.14K- 18.7% |
$216K - $257K
|
9.31K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2.29K- 60.39% |
$231K - $275K
|
1.5K
$132K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.39K- 15.71% |
$241K - $287K
|
12.8K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-2.43K- 26.66% |
$246K - $292K
|
6.69K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-2.46K- 13.33% |
$248K - $295K
|
16K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.52K- 5.95% |
$254K - $303K
|
39.8K
$3.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.56K- 20.98% |
$259K - $308K
|
9.66K
$847K
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.56K- 61.39% |
$259K - $308K
|
1.61K
$141K
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.6K- 73.65% |
$262K - $312K
|
930
$81.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.67K- 11.23% |
$269K - $320K
|
21.1K
$1.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.68K- 30.01% |
$270K - $321K
|
6.24K
$548K
|
|
|
Nov 01, 2022
Q3 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-2.89K- 44.41% |
$291K - $346K
|
3.61K
$317K
|
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.96K- 16.55% |
$299K - $355K
|
14.9K
$1.31M
|
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.99KClosed |
$302K - $359K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.07K- 26.43% |
$310K - $369K
|
8.54K
$750K
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-3.29K- 42.13% |
$332K - $395K
|
4.52K
$397K
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.41KClosed |
$344K - $409K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-3.8K- 34.46% |
$383K - $456K
|
7.22K
$634K
|
|
|
Oct 12, 2022
Q3 2022
|
American Asset Management Inc.
|
SELL
|
- |
-3.86K- 1.71% |
$390K - $464K
|
222K
$19.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.91K- 46.21% |
$394K - $469K
|
4.55K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.96K- 7.58% |
$399K - $475K
|
48.3K
$4.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.96K- 57.22% |
$400K - $476K
|
2.96K
$260K
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-4.06K- 8.63% |
$410K - $487K
|
43K
$3.77M
|
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.08K- 66.79% |
$412K - $490K
|
2.03K
$178K
|
|
|
Feb 01, 2023
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-4.08K- 66.79% |
$412K - $490K
|
2.03K
$178K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-4.18K- 50.17% |
$422K - $502K
|
4.15K
$364K
|
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-4.48K- 39.85% |
$452K - $538K
|
6.76K
$593K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-4.64K- 13.4% |
$469K - $557K
|
30K
$2.63M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.7K- 12.93% |
$474K - $564K
|
31.6K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-5K- 5.0% |
$505K - $600K
|
95K
$8.34M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.1K- 6.98% |
$515K - $612K
|
68K
$5.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.27K- 46.69% |
$532K - $632K
|
6.02K
$528K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.42K- 20.86% |
$547K - $651K
|
20.6K
$1.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-5.53K- 7.4% |
$558K - $663K
|
69.2K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.66K- 6.41% |
$571K - $679K
|
82.7K
$7.25M
|
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-5.8K- 27.75% |
$586K - $696K
|
15.1K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.8K- 55.41% |
$586K - $697K
|
4.67K
$410K
|
|
|
Oct 18, 2022
Q3 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-5.98K- 59.82% |
$603K - $718K
|
4.02K
$352K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.43K- 4.89% |
$649K - $772K
|
125K
$11M
|
|
|
Nov 09, 2022
Q3 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-6.67K- 11.87% |
$674K - $801K
|
49.5K
$4.35M
|