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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.64K+ 33.61% |
$210K - $236K
|
6.5K
$605K
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.58KNew |
$203K - $228K
|
1.58K
$147K
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.57K+ 10.31% |
$202K - $226K
|
16.8K
$1.56M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.56KNew |
$200K - $225K
|
1.56K
$145K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.5KNew |
$193K - $216K
|
1.5K
$140K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.45KNew |
$186K - $209K
|
1.45K
$135K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
1.43K+ 411.49% |
$184K - $207K
|
1.78K
$166K
|
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.42K+ 9.46% |
$182K - $204K
|
16.4K
$1.52M
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.39KNew |
$178K - $200K
|
1.39K
$129K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.36K+ 44.52% |
$175K - $196K
|
4.41K
$410K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.33K+ 1369.07% |
$171K - $192K
|
1.43K
$133K
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.33K+ 66250.0% |
$170K - $191K
|
1.33K
$124K
|
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.28K+ 25.08% |
$165K - $185K
|
6.38K
$594K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.28KNew |
$164K - $184K
|
1.28K
$119K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.2K+ 34.66% |
$154K - $173K
|
4.65K
$433K
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.18K+ 7.92% |
$152K - $170K
|
16.1K
$1.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
1.18K+ 14.12% |
$151K - $170K
|
9.51K
$885K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.15K+ 46.72% |
$148K - $166K
|
3.62K
$337K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.15K+ 314.79% |
$148K - $166K
|
1.51K
$141K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
1.11K+ 171.98% |
$143K - $160K
|
1.76K
$164K
|
|
|
Apr 12, 2022
Q1 2022
|
Pacific Wealth Management
|
BUY
|
- |
1.09K+ 3.06% |
$140K - $157K
|
36.6K
$3.4M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 43.34% |
$133K - $149K
|
3.42K
$318K
|
|
|
May 12, 2022
Q1 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
1.02K+ 18.18% |
$131K - $147K
|
6.62K
$617K
|
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1K+ 51.79% |
$129K - $144K
|
2.93K
$273K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
995+ 32.52% |
$128K - $144K
|
4.06K
$377K
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
914+ 6.26% |
$118K - $132K
|
15.5K
$1.44M
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
900+ 225.0% |
$116K - $130K
|
1.3K
$121K
|
|
|
May 11, 2022
Q1 2022
|
American Asset Management Inc.
|
BUY
|
- |
893+ 0.38% |
$115K - $129K
|
238K
$22.2M
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
870+ 1191.78% |
$112K - $126K
|
943
$87.8K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
850+ 62.92% |
$109K - $123K
|
2.2K
$205K
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
805New |
$104K - $116K
|
805
$74.9K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
777New |
$100K - $112K
|
777
$72.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
724+ 60.38% |
$93.1K - $104K
|
1.92K
$179K
|
|
|
May 16, 2022
Q1 2022
|
Astor Investment Management LLC
|
BUY
|
- |
719+ 26.22% |
$92.5K - $104K
|
3.46K
$322K
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
719+ 28.86% |
$92.5K - $104K
|
3.21K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
700+ 12.9% |
$90.1K - $101K
|
6.13K
$570K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
690+ 2.6% |
$88.8K - $99.6K
|
27.2K
$2.54M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
689+ 20.83% |
$88.6K - $99.4K
|
4K
$372K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
659+ 24.23% |
$84.8K - $95.1K
|
3.38K
$315K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
650New |
$83.6K - $93.8K
|
650
$60.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Signature Wealth Management Group
|
BUY
|
- |
635+ 19.46% |
$81.7K - $91.6K
|
3.9K
$363K
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
629+ 21.25% |
$80.9K - $90.8K
|
3.59K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
614+ 6.57% |
$79K - $88.6K
|
9.95K
$926K
|
|
|
Aug 05, 2022
Q1 2022
|
January Capital Advisors LLC
|
BUY
|
- |
602+ 13.3% |
$77.5K - $86.9K
|
5.13K
$477K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
578+ 56.17% |
$74.4K - $83.4K
|
1.61K
$150K
|
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
507+ 3.09% |
$65.2K - $73.2K
|
16.9K
$1.57M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
500+ 2.7% |
$64.3K - $72.2K
|
19.1K
$1.77M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
478New |
$61.5K - $69K
|
478
$44.5K
|
|
|
May 05, 2022
Q1 2022
|
Sbb Research Group LLC
|
BUY
|
- |
466+ 1.68% |
$60K - $67.2K
|
28.3K
$2.63M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
404+ 4.25% |
$52K - $58.3K
|
9.9K
$921K
|