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
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
2.08K+ 4.89% |
$193K - $228K
|
44.7K
$3.92M
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.08K+ 63.38% |
$192K - $228K
|
5.37K
$471K
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
2.07K+ 23.33% |
$192K - $227K
|
11K
$962K
|
|
Jan 31, 2023
Q4 2022
|
Lane Generational LLC
|
BUY
|
- |
2.05KNew |
$189K - $224K
|
2.05K
$179K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.04K+ 101.7% |
$188K - $223K
|
4.04K
$354K
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
2.03KNew |
$188K - $222K
|
2.03K
$178K
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.03K+ 1084.49% |
$187K - $222K
|
2.22K
$194K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 73.78% |
$187K - $221K
|
4.77K
$418K
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.02K+ 8.32% |
$187K - $221K
|
26.3K
$2.31M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.99K+ 2.05% |
$184K - $218K
|
99.1K
$8.7M
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
BUY
|
- |
1.98K+ 8.67% |
$183K - $217K
|
24.8K
$2.18M
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.97K+ 44.91% |
$182K - $215K
|
6.34K
$556K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.96K+ 33.74% |
$181K - $214K
|
7.76K
$681K
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.89K+ 122.8% |
$174K - $206K
|
3.42K
$300K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.76KNew |
$163K - $193K
|
1.76K
$155K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.76KNew |
$163K - $193K
|
1.76K
$155K
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.75K+ 71.64% |
$162K - $191K
|
4.19K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.71K+ 10.15% |
$158K - $187K
|
18.5K
$1.63M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.65K+ 9.92% |
$152K - $180K
|
18.2K
$1.6M
|
|
Jan 26, 2023
Q4 2022
|
American Asset Management Inc.
|
BUY
|
- |
1.6K+ 0.72% |
$148K - $176K
|
224K
$19.6M
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.5K+ 42.28% |
$139K - $164K
|
5.05K
$443K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.47K+ 19.35% |
$136K - $161K
|
9.05K
$794K
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.46K+ 92.7% |
$135K - $160K
|
3.04K
$266K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.46K+ 11.09% |
$135K - $160K
|
14.6K
$1.28M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
1.45K+ 18.24% |
$134K - $159K
|
9.4K
$825K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.33K+ 17.01% |
$123K - $145K
|
9.14K
$802K
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.32K+ 5076.92% |
$122K - $145K
|
1.35K
$118K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
1.21K+ 4.49% |
$111K - $132K
|
28.1K
$2.46M
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
1.2K+ 1.28% |
$111K - $131K
|
95K
$8.34M
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.19K+ 45.7% |
$110K - $130K
|
3.79K
$333K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.17K+ 12.51% |
$108K - $128K
|
10.5K
$920K
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.11K+ 8.03% |
$102K - $121K
|
14.9K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.07K+ 40.14% |
$99K - $117K
|
3.74K
$328K
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.05K+ 10.28% |
$97.2K - $115K
|
11.3K
$991K
|
|
Jan 09, 2023
Q4 2022
|
Weaver Consulting Group
|
BUY
|
- |
1.03K+ 52.19% |
$94.7K - $112K
|
2.99K
$262K
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1K+ 12.05% |
$92.4K - $109K
|
9.3K
$816K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
980+ 3.53% |
$90.6K - $107K
|
28.7K
$2.52M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
952+ 7.73% |
$88K - $104K
|
13.3K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
946+ 11825.0% |
$87.4K - $104K
|
954
$83.7K
|
|
Jan 20, 2023
Q4 2022
|
Stone House Investment Management, LLC
|
BUY
|
- |
917+ 25.98% |
$84.7K - $100K
|
4.45K
$390K
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
901+ 30.09% |
$83.3K - $98.6K
|
3.9K
$342K
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
848+ 565.33% |
$78.4K - $92.8K
|
998
$87.6K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
845+ 91.35% |
$78.1K - $92.5K
|
1.77K
$155K
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
844+ 6.94% |
$78K - $92.4K
|
13K
$1.14M
|
|
Sep 25, 2024
Q4 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
827+ 12.08% |
$76.4K - $90.5K
|
7.67K
$673K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
822New |
$76K - $90K
|
822
$72.1K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
822New |
$76K - $90K
|
822
$72.1K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
812New |
$75K - $88.9K
|
812
$71.3K
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
800+ 1.95% |
$73.9K - $87.6K
|
41.7K
$3.66M
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
753+ 16.0% |
$69.6K - $82.4K
|
5.46K
$479K
|