Purchases and Sales Made in Q4 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
130+ 38.92% |
$12K - $14.2K
|
464
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
107New |
$9.89K - $11.7K
|
107
$9.39K
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
100New |
$9.24K - $10.9K
|
100
$8.78K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
100+ 7.94% |
$9.24K - $10.9K
|
1.36K
$119K
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
100+ 0.66% |
$9.24K - $10.9K
|
15.2K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
93New |
$8.59K - $10.2K
|
93
$8.16K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
86+ 4.07% |
$7.95K - $9.41K
|
2.2K
$193K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
84New |
$7.76K - $9.2K
|
84
$7.37K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
78New |
$7.21K - $8.54K
|
78
$6.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
74+ 11.16% |
$6.84K - $8.1K
|
737
$64.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
70+ 0.36% |
$6.47K - $7.66K
|
19.7K
$1.73M
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
54+ 11.69% |
$4.99K - $5.91K
|
516
$45.3K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
52+ 0.29% |
$4.8K - $5.69K
|
18.1K
$1.59M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
50+ 1250.0% |
$4.62K - $5.47K
|
54
$4.74K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
48+ 0.72% |
$4.44K - $5.25K
|
6.75K
$592K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
43New |
$3.97K - $4.71K
|
43
$3.77K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
35+ 0.6% |
$3.23K - $3.83K
|
5.87K
$515K
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
34+ 340.0% |
$3.14K - $3.72K
|
44
$3.86K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
28New |
$2.59K - $3.07K
|
28
$2.46K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
28+ 0.72% |
$2.59K - $3.07K
|
3.91K
$343K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
25New |
$2.31K - $2.74K
|
25
$2.19K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
23New |
$2.13K - $2.52K
|
23
$2.02K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
20New |
$1.85K - $2.19K
|
20
$1.76K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
18New |
$1.66K - $1.97K
|
18
$1.58K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
18+ 0.69% |
$1.66K - $1.97K
|
2.63K
$231K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
17+ 2.78% |
$1.57K - $1.86K
|
629
$55.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.57% |
$1.57K - $1.86K
|
3K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
BUY
|
- |
16+ 123.08% |
$1.48K - $1.75K
|
29
$2.55K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
14New |
$1.29K - $1.53K
|
14
$1.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
11+ 0.42% |
$1.02K - $1.2K
|
2.64K
$232K
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
10New |
$924 - $1.09K
|
10
$878
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9New |
$832 - $985
|
9
$790
|
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.94% |
$554 - $657
|
647
$56.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
6+ 1.68% |
$554 - $657
|
363
$31.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
6New |
$554 - $657
|
6
$527
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
5+ 0.17% |
$462 - $547
|
3K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4New |
$370 - $438
|
4
$351
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
4New |
$370 - $438
|
4
$351
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$277 - $328
|
7.23K
$634K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 11.54% |
$277 - $328
|
29
$2.55K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2+ 1.4% |
$185 - $219
|
145
$12.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.89% |
$92.4 - $109
|
54
$4.74K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3- 0.91% |
$277 - $328
|
328
$28.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 9.68% |
$277 - $328
|
28
$2.46K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 2.76% |
$1.2K - $1.42K
|
458
$40.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-13- 0.32% |
$1.2K - $1.42K
|
4K
$351K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-16- 36.36% |
$1.48K - $1.75K
|
28
$2.46K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-16- 9.2% |
$1.48K - $1.75K
|
158
$13.9K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16- 36.36% |
$1.48K - $1.75K
|
28
$2.46K
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-24- 0.92% |
$2.22K - $2.63K
|
2.59K
$227K
|