Purchases and Sales Made in Q4 2022 in Ishares Barclays 20+ Year Trea (TLT)

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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
Feb 14, 2023 Q4 2022
Lumature Wealth Partners, LLC

Alpharetta, GA
SELL
 -
-29
- 60.42%
$2.68K - $3.17K
19 $1.67K
Feb 09, 2023 Q4 2022
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-32
Closed
$2.96K - $3.5K
0 $0
Feb 13, 2023 Q4 2022
Cullen/Frost Bankers, Inc.

SELL
 -
-33
- 1.43%
$3.05K - $3.61K
2.27K $199K
Feb 02, 2023 Q4 2022
Sawtooth Solutions, LLC

SELL
 -
-34
- 1.32%
$3.14K - $3.72K
2.55K $224K
Jan 25, 2023 Q4 2022
Versant Capital Management, Inc

SELL
 -
-38
- 92.68%
$3.51K - $4.16K
3 $263
Feb 07, 2023 Q4 2022
Tnf LLC

SELL
 -
-48
- 1.14%
$4.44K - $5.25K
4.16K $365K
Feb 13, 2023 Q4 2022
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-55
- 56.12%
$5.08K - $6.02K
43 $3.77K
Aug 13, 2024 Q4 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-58
- 55.77%
$5.36K - $6.35K
46 $4.04K
Jan 11, 2023 Q4 2022
Financial Management Professionals, Inc.

SELL
 -
-58
- 35.15%
$5.36K - $6.35K
107 $9.39K
Jan 18, 2023 Q4 2022
Private Trust CO Na

SELL
 -
-61
- 17.38%
$5.64K - $6.68K
290 $25.5K
Feb 14, 2023 Q4 2022
Matrix Private Capital Group LLC

New York, NY
SELL
 -
-65
- 24.25%
$6.01K - $7.12K
203 $17.8K
Jan 26, 2023 Q4 2022
Signal Point Asset Management, LLC

SELL
 -
-65
- 0.32%
$6.01K - $7.12K
20.2K $1.77M
Feb 14, 2023 Q4 2022
Alpha Core Capital LLC

La Jolla, CA
SELL
 -
-66
- 98.51%
$6.1K - $7.23K
1 $87.8
Feb 13, 2023 Q4 2022
Joseph P. Lucia & Associates, LLC

SELL
 -
-75
- 3.03%
$6.93K - $8.21K
2.4K $211K
Jan 19, 2023 Q4 2022
Sym Financial Corp

SELL
 -
-81
- 3.63%
$7.48K - $8.87K
2.15K $189K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

SELL
 -
-95
- 7.47%
$8.78K - $10.4K
1.18K $103K
Feb 06, 2023 Q4 2022
Amarillo National Bank

SELL
 -
-101
- 4.73%
$9.33K - $11.1K
2.03K $179K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

SELL
 -
-102
- 89.47%
$9.42K - $11.2K
12 $1.05K
Feb 14, 2023 Q4 2022
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-109
- 18.29%
$10.1K - $11.9K
487 $42.7K
Jan 10, 2023 Q4 2022
Signature Wealth Management Group

SELL
 -
-112
- 2.26%
$10.3K - $12.3K
4.85K $426K
Jan 05, 2023 Q4 2022
Optimum Investment Advisors

SELL
 -
-120
- 1.24%
$11.1K - $13.1K
9.58K $840K
Jan 25, 2023 Q4 2022
Independent Wealth Network Inc.

SELL
 -
-126
- 3.82%
$11.6K - $13.8K
3.17K $278K
Feb 02, 2023 Q4 2022
Institute For Wealth Management, Llc.

SELL
 -
-134
- 3.24%
$12.4K - $14.7K
4K $351K
Jan 27, 2023 Q4 2022
Moneco Advisors, LLC

Fairfield, CT
SELL
 -
-137
- 4.34%
$12.7K - $15K
3.02K $265K
Feb 14, 2023 Q4 2022
Jt Stratford LLC

Gainesville, GA
SELL
 -
-154
- 6.89%
$14.2K - $16.9K
2.08K $183K
Jan 31, 2023 Q4 2022
Islay Capital Management, LLC

Lubbock, TX
SELL
 -
-164
- 4.72%
$15.2K - $18K
3.31K $290K
Jan 10, 2023 Q4 2022
Grant

SELL
 -
-169
- 1.45%
$15.6K - $18.5K
11.5K $1.01M
Feb 13, 2023 Q4 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-174
- 5.94%
$16.1K - $19K
2.75K $242K
Jan 17, 2023 Q4 2022
Connecticut Wealth Management, LLC

SELL
 -
-209
- 0.91%
$19.3K - $22.9K
22.8K $2M
Jan 30, 2023 Q4 2022
Security Financial Services, Inc.

SELL
 -
-240
- 3.81%
$22.2K - $26.3K
6.06K $532K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-250
- 88.65%
$23.1K - $27.4K
32 $2.81K
Jan 20, 2023 Q4 2022
Omni Star Financial Group, Inc.

SELL
 -
-259
- 8.03%
$23.9K - $28.4K
2.97K $260K
Jan 03, 2023 Q4 2022
Xr Securities LLC

SELL
 -
-278
- 3.52%
$25.7K - $30.4K
7.62K $669K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

SELL
 -
-283
- 12.21%
$26.1K - $31K
2.03K $179K
Feb 14, 2023 Q4 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-293
- 1.4%
$27.1K - $32.1K
20.6K $1.81M
Jan 13, 2023 Q4 2022
Allworth Financial LP

SELL
 -
-301
- 19.58%
$27.8K - $33K
1.24K $108K
Jan 31, 2023 Q4 2022
Fifth Third Securities, Inc.

SELL
 -
-322
- 2.64%
$29.8K - $35.2K
11.9K $1.04M
Nov 17, 2023 Q4 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-324
- 11.15%
$29.9K - $35.5K
2.58K $227K
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

SELL
 -
-387
- 90.85%
$35.8K - $42.4K
39 $3.42K
Feb 10, 2023 Q4 2022
Sandy Spring Bank

SELL
 -
-400
- 42.37%
$37K - $43.8K
544 $47.7K
Feb 06, 2023 Q4 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-407
- 20.53%
$37.6K - $44.6K
1.58K $138K
Jan 19, 2023 Q4 2022
Alhambra Investment Partners LLC

SELL
 -
-476
- 16.96%
$44K - $52.1K
2.33K $204K
Jan 23, 2023 Q4 2022
Cambridge Advisors Inc.

SELL
 -
-479
- 6.91%
$44.3K - $52.4K
6.46K $567K
Feb 14, 2023 Q4 2022
Ipg Investment Advisors LLC

San Diego, CA
SELL
 -
-534
- 10.2%
$49.3K - $58.5K
4.7K $413K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

SELL
 -
-544
- 0.36%
$50.3K - $59.6K
152K $13.3M
Jan 09, 2023 Q4 2022
Dentgroup LLC

SELL
 -
-552
- 15.44%
$51K - $60.4K
3.02K $265K
Jan 23, 2023 Q4 2022
Tap Consulting, LLC

SELL
 -
-556
- 2.37%
$51.4K - $60.9K
22.9K $2.01M
Jan 18, 2023 Q4 2022
Cypress Wealth Services, LLC

SELL
 -
-574
- 9.51%
$53K - $62.8K
5.46K $480K
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-596
- 23.42%
$55.1K - $65.2K
1.95K $171K

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