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
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
397+ 21.37% |
$51.1K - $57.3K
|
2.26K
$210K
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
394+ 15.17% |
$50.7K - $56.9K
|
2.99K
$278K
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
394+ 11.19% |
$50.7K - $56.9K
|
3.92K
$365K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
371New |
$47.7K - $53.5K
|
371
$34.5K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
367New |
$47.2K - $53K
|
367
$34.2K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
353New |
$45.4K - $50.9K
|
353
$32.9K
|
|
May 12, 2022
Q1 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
352+ 5.52% |
$45.3K - $50.8K
|
6.73K
$627K
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
318+ 0.79% |
$40.9K - $45.9K
|
40.7K
$3.79M
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
318+ 5.15% |
$40.9K - $45.9K
|
6.49K
$604K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
315+ 8.14% |
$40.5K - $45.5K
|
4.18K
$389K
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
284+ 4.07% |
$36.5K - $41K
|
7.26K
$676K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
284+ 8.98% |
$36.5K - $41K
|
3.45K
$321K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
258+ 47.87% |
$33.2K - $37.2K
|
797
$74.2K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
249+ 16.73% |
$32K - $35.9K
|
1.74K
$162K
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
249+ 0.84% |
$32K - $35.9K
|
29.9K
$2.78M
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
248+ 0.59% |
$31.9K - $35.8K
|
42K
$3.91M
|
|
Apr 27, 2022
Q1 2022
|
Coho Partners, Ltd.
|
BUY
|
- |
247+ 13.98% |
$31.8K - $35.6K
|
2.01K
$187K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
241+ 3.61% |
$31K - $34.8K
|
6.92K
$644K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
236+ 25.93% |
$30.4K - $34.1K
|
1.15K
$107K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
226+ 4520.0% |
$29.1K - $32.6K
|
231
$21.5K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
222New |
$28.6K - $32K
|
222
$20.7K
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
200+ 5.13% |
$25.7K - $28.9K
|
4.1K
$382K
|
|
May 05, 2022
Q1 2022
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
187+ 12.23% |
$24.1K - $27K
|
1.72K
$160K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
183+ 1.35% |
$23.5K - $26.4K
|
13.8K
$1.28M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
180+ 20.74% |
$23.2K - $26K
|
1.05K
$97.5K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
175+ 6.84% |
$22.5K - $25.3K
|
2.73K
$254K
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
174+ 22.75% |
$22.4K - $25.1K
|
939
$87.4K
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
163+ 10.19% |
$21K - $23.5K
|
1.76K
$164K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
154+ 2.24% |
$19.8K - $22.2K
|
7.04K
$655K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
143+ 5.22% |
$18.4K - $20.6K
|
2.88K
$268K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
139+ 6.86% |
$17.9K - $20.1K
|
2.16K
$201K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
120+ 6.05% |
$15.4K - $17.3K
|
2.1K
$196K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
118+ 95.93% |
$15.2K - $17K
|
241
$22.4K
|
|
Apr 28, 2022
Q1 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$15.1K - $16.9K
|
117
$10.9K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
113+ 8.08% |
$14.5K - $16.3K
|
1.51K
$141K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$12.9K - $14.4K
|
100
$9.31K
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
94+ 0.52% |
$12.1K - $13.6K
|
18.2K
$1.69M
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
92+ 38.33% |
$11.8K - $13.3K
|
332
$30.9K
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
BUY
|
- |
89+ 62.68% |
$11.5K - $12.8K
|
231
$21.5K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
86+ 0.92% |
$11.1K - $12.4K
|
9.46K
$881K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 0.86% |
$10.4K - $11.7K
|
9.48K
$882K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
78+ 2.35% |
$10K - $11.3K
|
3.4K
$316K
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
70New |
$9.01K - $10.1K
|
70
$6.52K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
70+ 2.72% |
$9.01K - $10.1K
|
2.65K
$246K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
66New |
$8.49K - $9.52K
|
66
$6.14K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
61+ 4.18% |
$7.85K - $8.8K
|
1.52K
$141K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
55+ 1.06% |
$7.08K - $7.94K
|
5.24K
$487K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
54New |
$6.95K - $7.79K
|
54
$5.03K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
50+ 53.76% |
$6.43K - $7.22K
|
143
$13.3K
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
48+ 2.9% |
$6.18K - $6.93K
|
1.7K
$158K
|