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
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
46+ 1.93% |
$5.92K - $6.64K
|
2.43K
$226K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
45+ 7.12% |
$5.79K - $6.49K
|
677
$63K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
44New |
$5.66K - $6.35K
|
44
$4.1K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$5.53K - $6.2K
|
43
$4K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
39New |
$5.02K - $5.63K
|
39
$3.63K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
37+ 1.17% |
$4.76K - $5.34K
|
3.2K
$298K
|
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
36+ 0.27% |
$4.63K - $5.19K
|
13.3K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
33New |
$4.25K - $4.76K
|
33
$3.07K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
31+ 15.42% |
$3.99K - $4.47K
|
232
$21.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
30+ 1.95% |
$3.86K - $4.33K
|
1.57K
$146K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
28New |
$3.6K - $4.04K
|
28
$2.61K
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26+ 0.42% |
$3.35K - $3.75K
|
6.23K
$580K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
23New |
$2.96K - $3.32K
|
23
$2.14K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
21New |
$2.7K - $3.03K
|
21
$1.95K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
18New |
$2.32K - $2.6K
|
18
$1.68K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
13+ 0.04% |
$1.67K - $1.88K
|
34.8K
$3.24M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11New |
$1.42K - $1.59K
|
11
$1.02K
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
BUY
|
- |
10+ 0.66% |
$1.29K - $1.44K
|
1.53K
$142K
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
10New |
$1.29K - $1.44K
|
10
$931
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
9+ 0.83% |
$1.16K - $1.3K
|
1.09K
$102K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$1.03K - $1.15K
|
8
$745
|
|
|
Sep 25, 2024
Q1 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
6+ 0.12% |
$772 - $866
|
5.18K
$482K
|
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
5+ 0.31% |
$643 - $722
|
1.59K
$148K
|
|
|
May 25, 2022
Q1 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
4+ 0.21% |
$515 - $577
|
1.95K
$181K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 0.56% |
$515 - $577
|
715
$66.6K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1+ 0.23% |
$129 - $144
|
442
$41.1K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1Closed |
$129 - $144
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-2Closed |
$257 - $289
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-3- 0.08% |
$386 - $433
|
3.92K
$364K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-6Closed |
$772 - $866
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-6Closed |
$772 - $866
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-7- 6.6% |
$901 - $1.01K
|
99
$9.21K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-8Closed |
$1.03K - $1.15K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-9- 5.88% |
$1.16K - $1.3K
|
144
$13.4K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-12Closed |
$1.54K - $1.73K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-13Closed |
$1.67K - $1.88K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-14Closed |
$1.8K - $2.02K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15- 0.57% |
$1.93K - $2.16K
|
2.61K
$243K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-19- 0.19% |
$2.44K - $2.74K
|
10.2K
$949K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-21Closed |
$2.7K - $3.03K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-22- 56.41% |
$2.83K - $3.17K
|
17
$1.58K
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-24- 5.88% |
$3.09K - $3.46K
|
384
$35.7K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-24Closed |
$3.09K - $3.46K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 0.09% |
$3.22K - $3.61K
|
28.1K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-35- 0.48% |
$4.5K - $5.05K
|
7.32K
$681K
|
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-35- 1.65% |
$4.5K - $5.05K
|
2.09K
$195K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-38Closed |
$4.89K - $5.48K
|
0
$0
|
|
|
Jul 21, 2022
Q1 2022
|
Gould Capital, LLC
|
SELL
|
- |
-40- 10.53% |
$5.15K - $5.77K
|
340
$31.6K
|