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 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3.16KNew |
$406K - $455K
|
3.16K
$294K
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.12K+ 2.85% |
$401K - $450K
|
113K
$10.5M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
3.1KNew |
$399K - $448K
|
3.1K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.93K+ 2.6% |
$376K - $422K
|
116K
$10.8M
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.92KNew |
$376K - $421K
|
2.92K
$272K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.91KNew |
$374K - $420K
|
2.91K
$271K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.9K+ 34.6% |
$373K - $418K
|
11.3K
$1.05M
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
2.85K+ 37.35% |
$366K - $411K
|
10.5K
$974K
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
2.83K+ 20.33% |
$364K - $408K
|
16.7K
$1.56M
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.82KNew |
$363K - $407K
|
2.82K
$263K
|
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
2.81K+ 16.11% |
$362K - $406K
|
20.3K
$1.89M
|
|
|
Aug 26, 2022
Q1 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.72KNew |
$350K - $393K
|
2.72K
$253K
|
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
2.72KNew |
$350K - $392K
|
2.72K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.68K+ 6.07% |
$345K - $387K
|
46.9K
$4.37M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.62KNew |
$337K - $378K
|
2.62K
$244K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.62K+ 22.55% |
$337K - $377K
|
14.2K
$1.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2.58K+ 9.81% |
$332K - $372K
|
28.9K
$2.69M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.57K+ 77.3% |
$330K - $371K
|
5.89K
$548K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.56K+ 222.1% |
$330K - $370K
|
3.72K
$346K
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
BUY
|
- |
2.48K+ 13.29% |
$319K - $357K
|
21.1K
$1.96M
|
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
2.46K+ 15.64% |
$316K - $355K
|
18.2K
$1.69M
|
|
|
May 13, 2022
Q1 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
2.44K+ 99.88% |
$313K - $351K
|
4.87K
$453K
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.42K+ 31.02% |
$312K - $350K
|
10.2K
$952K
|
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
2.37KNew |
$305K - $342K
|
2.37K
$220K
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.23KNew |
$287K - $322K
|
2.23K
$208K
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.21KNew |
$284K - $319K
|
2.21K
$205K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.17K+ 24.37% |
$279K - $313K
|
11.1K
$1.03M
|
|
|
Apr 27, 2022
Q1 2022
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 8.04% |
$279K - $313K
|
29.1K
$2.71M
|
|
|
Apr 13, 2022
Q1 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
2.09KNew |
$269K - $302K
|
2.09K
$195K
|
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
2.08K+ 80.77% |
$268K - $301K
|
4.66K
$434K
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
2.01KNew |
$259K - $291K
|
2.01K
$187K
|
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2KNew |
$257K - $289K
|
2K
$186K
|
|
|
Aug 18, 2023
Q1 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.96K+ 6.71% |
$252K - $283K
|
31.2K
$2.9M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.9KNew |
$245K - $274K
|
1.9K
$177K
|
|
|
Aug 25, 2023
Q1 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.88KNew |
$241K - $271K
|
1.88K
$175K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
1.88KNew |
$241K - $271K
|
1.88K
$174K
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.87KNew |
$240K - $269K
|
1.87K
$174K
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.8K+ 12.64% |
$232K - $260K
|
16.1K
$1.5M
|
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.8K+ 28.58% |
$231K - $260K
|
8.09K
$753K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.78K+ 18.42% |
$229K - $256K
|
11.4K
$1.06M
|
|
|
Apr 27, 2022
Q1 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.76K+ 2.98% |
$226K - $253K
|
60.6K
$5.64M
|
|
|
Apr 20, 2022
Q1 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
1.73K+ 30.41% |
$223K - $250K
|
7.44K
$692K
|
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.7KNew |
$218K - $245K
|
1.7K
$158K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.69K+ 29.28% |
$217K - $243K
|
7.45K
$693K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
1.68K+ 47.66% |
$216K - $242K
|
5.2K
$484K
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.67K+ 19.42% |
$215K - $241K
|
10.3K
$955K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.67KNew |
$214K - $240K
|
1.67K
$155K
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.66K+ 13.78% |
$214K - $240K
|
13.7K
$1.28M
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.64KNew |
$211K - $237K
|
1.64K
$153K
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.64K+ 36.95% |
$211K - $236K
|
6.07K
$565K
|