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 |
|---|---|---|---|---|---|---|---|
|
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
$174K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 78.23% |
$55.4K - $65.7K
|
167
$14.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-607- 17.83% |
$56.1K - $66.4K
|
2.8K
$250K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-617- 9.3% |
$57K - $67.5K
|
6.02K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-696- 3.61% |
$64.3K - $76.2K
|
18.6K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-701- 11.65% |
$64.8K - $76.7K
|
5.31K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-795- 4.8% |
$73.5K - $87K
|
15.8K
$1.41M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-800- 26.67% |
$73.9K - $87.6K
|
2.2K
$196K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-915- 47.76% |
$84.5K - $100K
|
1K
$89.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-937- 39.17% |
$86.6K - $103K
|
1.46K
$130K
|
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-938- 14.08% |
$86.7K - $103K
|
5.72K
$511K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-942- 64.7% |
$87K - $103K
|
514
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-955- 5.66% |
$88.2K - $105K
|
15.9K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-975- 71.22% |
$90.1K - $107K
|
394
$35.2K
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-998- 13.72% |
$92.2K - $109K
|
6.28K
$560K
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1K- 3.35% |
$92.7K - $110K
|
29K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 29.1% |
$93.9K - $111K
|
2.48K
$221K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 12.5% |
$95.4K - $113K
|
7.22K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.12K- 16.8% |
$104K - $123K
|
5.57K
$497K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.18K- 78.72% |
$109K - $130K
|
320
$28.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.19K- 29.71% |
$110K - $131K
|
2.82K
$252K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 36.15% |
$114K - $135K
|
2.17K
$194K
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.28K- 10.96% |
$119K - $140K
|
10.4K
$930K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.33K- 30.01% |
$123K - $146K
|
3.11K
$278K
|
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.41K- 7.6% |
$130K - $154K
|
17.1K
$1.52M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.49K- 15.84% |
$137K - $163K
|
7.89K
$704K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.53K- 82.53% |
$141K - $167K
|
323
$28.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.55K- 87.17% |
$143K - $170K
|
228
$20.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.55K- 63.92% |
$144K - $170K
|
877
$78.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.59K- 15.89% |
$146K - $174K
|
8.39K
$749K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.74K- 94.55% |
$160K - $190K
|
100
$8.93K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.75K- 8.33% |
$162K - $191K
|
19.2K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.8K- 9.87% |
$167K - $197K
|
16.5K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.84K- 3.75% |
$170K - $201K
|
47.3K
$4.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-1.9K- 39.97% |
$176K - $208K
|
2.86K
$255K
|
|
|
Jan 25, 2023
Q4 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-2.03K- 26.39% |
$188K - $223K
|
5.67K
$506K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.04K- 9.42% |
$189K - $224K
|
19.7K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.11K- 27.99% |
$195K - $231K
|
5.42K
$484K
|
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.15K- 48.49% |
$199K - $235K
|
2.28K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.17K- 39.47% |
$200K - $237K
|
3.33K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.18K- 9.97% |
$201K - $239K
|
19.7K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-2.2K- 5.23% |
$203K - $241K
|
39.8K
$3.55M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2.32K- 7.81% |
$214K - $254K
|
27.4K
$2.44M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.35K- 2.69% |
$218K - $258K
|
85K
$7.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.44K- 7.75% |
$225K - $267K
|
29K
$2.59M
|
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 36.76% |
$230K - $272K
|
4.27K
$382K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.6K- 53.28% |
$241K - $285K
|
2.28K
$204K
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.73K- 42.83% |
$252K - $299K
|
3.65K
$325K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.91K- 86.14% |
$269K - $319K
|
469
$41.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-2.93K- 33.33% |
$271K - $321K
|
5.86K
$523K
|