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 |
---|---|---|---|---|---|---|---|
Oct 25, 2022
Q3 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.34KNew |
$237K - $281K
|
2.34K
$206K
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
2.34K+ 4.62% |
$236K - $280K
|
52.9K
$4.65M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
2.32KNew |
$234K - $278K
|
2.32K
$203K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.3KNew |
$233K - $277K
|
2.3K
$202K
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
2.3KNew |
$232K - $276K
|
2.3K
$202K
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
BUY
|
- |
2.2K+ 38.26% |
$222K - $264K
|
7.95K
$698K
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.15KNew |
$217K - $257K
|
2.15K
$188K
|
|
Nov 01, 2022
Q3 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.12K+ 29.23% |
$214K - $254K
|
9.37K
$823K
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.07K+ 4.39% |
$209K - $248K
|
49.1K
$4.31M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2KNew |
$202K - $240K
|
2K
$176K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
2KNew |
$202K - $240K
|
2K
$176K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.98KNew |
$200K - $238K
|
1.98K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.97K+ 13.26% |
$199K - $236K
|
16.8K
$1.48M
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.96KNew |
$198K - $236K
|
1.96K
$172K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.92KNew |
$193K - $230K
|
1.92K
$168K
|
|
Oct 31, 2022
Q3 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.89K+ 3.36% |
$191K - $227K
|
58.3K
$5.12M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.81K+ 85.46% |
$182K - $217K
|
3.92K
$344K
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.79K+ 9.92% |
$180K - $215K
|
19.8K
$1.74M
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.75K+ 46.65% |
$176K - $210K
|
5.5K
$482K
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.72K+ 0.92% |
$174K - $207K
|
189K
$16.6M
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.54KNew |
$155K - $184K
|
1.54K
$135K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.5KNew |
$152K - $181K
|
1.5K
$132K
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.49K+ 32.82% |
$151K - $179K
|
6.04K
$530K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.48K+ 158.86% |
$149K - $178K
|
2.41K
$212K
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.42KNew |
$143K - $171K
|
1.42K
$125K
|
|
Nov 03, 2022
Q3 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.41K+ 1.07% |
$142K - $169K
|
133K
$11.7M
|
|
Nov 02, 2022
Q3 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
1.33K+ 0.53% |
$134K - $160K
|
252K
$22.1M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.31KNew |
$132K - $157K
|
1.31K
$115K
|
|
Oct 25, 2022
Q3 2022
|
Trellus Management Company, LLC
|
BUY
|
- |
1.3K+ 2.6% |
$131K - $156K
|
51.3K
$4.51M
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 2.7% |
$130K - $154K
|
49K
$4.3M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.26KNew |
$127K - $151K
|
1.26K
$111K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.22K+ 33.97% |
$123K - $146K
|
4.79K
$421K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 441.26% |
$120K - $142K
|
1.46K
$128K
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
1.18K+ 49.14% |
$119K - $141K
|
3.58K
$314K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.14K+ 24.84% |
$115K - $137K
|
5.74K
$504K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.13K+ 83.95% |
$114K - $136K
|
2.48K
$217K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$111K - $132K
|
1.1K
$96.5K
|
|
Feb 28, 2024
Q3 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
1.09K+ 3.04% |
$110K - $131K
|
37.1K
$3.25M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.04K+ 312.35% |
$105K - $124K
|
1.37K
$120K
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.01K+ 14.83% |
$102K - $121K
|
7.82K
$686K
|
|
Nov 14, 2022
Q3 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.01K+ 19.06% |
$101K - $121K
|
6.28K
$551K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
1K+ 3.68% |
$101K - $120K
|
28.2K
$2.47M
|
|
Nov 09, 2022
Q3 2022
|
Sbb Research Group LLC
|
BUY
|
- |
956+ 3.26% |
$96.5K - $115K
|
30.3K
$2.66M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
927+ 63.28% |
$93.6K - $111K
|
2.39K
$210K
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
924+ 11.61% |
$93.3K - $111K
|
8.89K
$780K
|
|
Nov 14, 2022
Q3 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
910+ 13.39% |
$91.9K - $109K
|
7.71K
$676K
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
910+ 49.67% |
$91.9K - $109K
|
2.74K
$241K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
868+ 2.98% |
$87.6K - $104K
|
30K
$2.63M
|
|
Oct 31, 2022
Q3 2022
|
Leuthold Group, LLC
|
BUY
|
- |
840+ 3.82% |
$84.8K - $101K
|
22.8K
$2.01M
|
|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
839+ 2.32% |
$84.7K - $101K
|
37K
$3.25M
|