Purchases and Sales Made in Q1 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 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 |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-55.9K- 27.33% |
$7.2M - $8.07M
|
149K
$13.8M
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-56.2KClosed |
$7.23M - $8.11M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-56.8KClosed |
$7.31M - $8.2M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Sinecera Capital, LLC
|
SELL
|
- |
-57.2K- 50.97% |
$7.36M - $8.25M
|
55K
$5.12M
|
|
Apr 27, 2022
Q1 2022
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-60.4K- 42.71% |
$7.77M - $8.72M
|
81K
$7.54M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-66.9K- 96.51% |
$8.6M - $9.65M
|
2.42K
$225K
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-67.5K- 74.47% |
$8.68M - $9.74M
|
23.1K
$2.15M
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-68.6K- 74.19% |
$8.83M - $9.9M
|
23.9K
$2.22M
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-72.7K- 57.95% |
$9.36M - $10.5M
|
52.8K
$4.91M
|
|
May 09, 2022
Q1 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-73.2KClosed |
$9.42M - $10.6M
|
0
$0
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-76.9K- 64.54% |
$9.89M - $11.1M
|
42.2K
$3.93M
|
|
Apr 19, 2022
Q1 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-80.1KClosed |
$10.3M - $11.6M
|
0
$0
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-83.8KClosed |
$10.8M - $12.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-90.4K- 11.37% |
$11.6M - $13M
|
705K
$65.6M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-92.1K- 61.43% |
$11.8M - $13.3M
|
57.8K
$5.38M
|
|
May 04, 2022
Q1 2022
|
Wolverine Asset Management LLC
|
SELL
|
- |
-94.2KClosed |
$12.1M - $13.6M
|
0
$0
|
|
May 23, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-95K- 96.54% |
$12.2M - $13.7M
|
3.41K
$317K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-103K- 64.17% |
$13.2M - $14.8M
|
57.3K
$5.34M
|
|
Apr 25, 2022
Q1 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-115K- 95.15% |
$14.8M - $16.6M
|
5.86K
$546K
|
|
May 12, 2022
Q1 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-118K- 30.8% |
$15.2M - $17M
|
265K
$24.7M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-120K- 54.99% |
$15.4M - $17.3M
|
97.9K
$9.11M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-124K- 96.73% |
$16M - $17.9M
|
4.19K
$390K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-127K- 12.21% |
$16.3M - $18.3M
|
912K
$84.9M
|
|
May 13, 2022
Q1 2022
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-133K- 7.15% |
$17.1M - $19.1M
|
1.72M
$160M
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-152K- 94.67% |
$19.6M - $21.9M
|
8.56K
$797K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-158K- 4.59% |
$20.3M - $22.8M
|
3.28M
$305M
|
|
May 12, 2022
Q1 2022
|
Dow Chemical CO
Midland, MI |
SELL
|
- |
-196K- 79.18% |
$25.2M - $28.2M
|
51.5K
$4.79M
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-216KClosed |
$27.8M - $31.2M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-218K- 34.16% |
$28M - $31.4M
|
420K
$39.1M
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-218KClosed |
$28.1M - $31.5M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
SELL
|
- |
-231K- 40.68% |
$29.7M - $33.3M
|
336K
$31.3M
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-238K- 82.7% |
$30.7M - $34.4M
|
49.9K
$4.64M
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-279KClosed |
$35.9M - $40.3M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-292KClosed |
$37.5M - $42.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-303K- 98.99% |
$39M - $43.7M
|
3.1K
$289K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-345K- 96.05% |
$44.3M - $49.7M
|
14.2K
$1.32M
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-351KClosed |
$45.2M - $50.7M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-418K- 78.31% |
$53.8M - $60.4M
|
116K
$10.8M
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-443K- 95.16% |
$57M - $63.9M
|
22.5K
$2.1M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-450KClosed |
$57.9M - $64.9M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-451K- 88.47% |
$58.1M - $65.1M
|
58.8K
$5.47M
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-467K- 86.74% |
$60M - $67.3M
|
71.3K
$6.64M
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-502K- 98.14% |
$64.6M - $72.5M
|
9.54K
$888K
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-538K- 97.88% |
$69.2M - $77.6M
|
11.6K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Td Asset Management Inc
|
SELL
|
- |
-548K- 12.36% |
$70.5M - $79M
|
3.88M
$362M
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-573K- 21.98% |
$73.7M - $82.7M
|
2.03M
$189M
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-884K- 83.99% |
$114M - $128M
|
168K
$15.7M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-914K- 43.44% |
$118M - $132M
|
1.19M
$111M
|
|
Jun 16, 2023
Q1 2022
|
Kensington Asset Management, LLC
Austin, TX |
SELL
|
- |
-997KClosed |
$128M - $144M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1M- 99.95% |
$129M - $144M
|
500
$46.5K
|