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 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-43- 22.63% |
$5.53K - $6.2K
|
147
$13.7K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-43- 22.63% |
$5.53K - $6.2K
|
147
$13.7K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-43- 1.6% |
$5.53K - $6.2K
|
2.64K
$246K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-49Closed |
$6.3K - $7.07K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-49- 40.83% |
$6.3K - $7.07K
|
71
$6.61K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
SELL
|
- |
-51- 23.72% |
$6.56K - $7.36K
|
164
$15.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-52- 1.59% |
$6.69K - $7.5K
|
3.21K
$299K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-52- 5.61% |
$6.69K - $7.5K
|
875
$81.4K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-56- 20.14% |
$7.2K - $8.08K
|
222
$20.7K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 30.0% |
$7.33K - $8.23K
|
133
$12.4K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-64Closed |
$8.23K - $9.24K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-67Closed |
$8.62K - $9.67K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-68- 0.62% |
$8.75K - $9.81K
|
10.9K
$1.01M
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-70Closed |
$9.01K - $10.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-79- 4.02% |
$10.2K - $11.4K
|
1.89K
$176K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-79- 70.54% |
$10.2K - $11.4K
|
33
$3.07K
|
|
|
May 12, 2022
Q1 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-83- 51.88% |
$10.7K - $12K
|
77
$7.17K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-91Closed |
$11.7K - $13.1K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-96Closed |
$12.4K - $13.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-100- 93.46% |
$12.9K - $14.4K
|
7
$652
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-100- 4.19% |
$12.9K - $14.4K
|
2.29K
$213K
|
|
|
May 13, 2022
Q1 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-103- 17.61% |
$13.3K - $14.9K
|
482
$44.9K
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-103- 8.51% |
$13.3K - $14.9K
|
1.11K
$103K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-105- 0.88% |
$13.5K - $15.2K
|
11.8K
$1.1M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
SELL
|
- |
-107- 1.26% |
$13.8K - $15.4K
|
8.4K
$781K
|
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-122- 0.9% |
$15.7K - $17.6K
|
13.5K
$1.25M
|
|
|
Apr 27, 2022
Q1 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-132- 3.71% |
$17K - $19K
|
3.42K
$319K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-136Closed |
$17.5K - $19.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-148- 1.1% |
$19K - $21.4K
|
13.3K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-157- 53.22% |
$20.2K - $22.7K
|
138
$12.8K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-170Closed |
$21.9K - $24.5K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-172- 82.3% |
$22.1K - $24.8K
|
37
$3.44K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-173Closed |
$22.3K - $25K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-188Closed |
$24.2K - $27.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-189- 10.11% |
$24.3K - $27.3K
|
1.68K
$156K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-191- 2.98% |
$24.6K - $27.6K
|
6.23K
$580K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 18.18% |
$25.7K - $28.9K
|
900
$83.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-200- 11.36% |
$25.7K - $28.9K
|
1.56K
$145K
|
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-201- 11.22% |
$25.9K - $29K
|
1.59K
$148K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-207- 6.38% |
$26.6K - $29.9K
|
3.04K
$283K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-219- 50.46% |
$28.2K - $31.6K
|
215
$20K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-226- 1.34% |
$29.1K - $32.6K
|
16.6K
$1.55M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-230Closed |
$29.6K - $33.2K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-230Closed |
$29.6K - $33.2K
|
0
$0
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-250- 5.32% |
$32.2K - $36.1K
|
4.45K
$414K
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-250- 5.17% |
$32.2K - $36.1K
|
4.59K
$427K
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-251- 3.26% |
$32.3K - $36.2K
|
7.45K
$693K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 37.57% |
$32.3K - $36.2K
|
417
$38.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-269- 6.67% |
$34.6K - $38.8K
|
3.77K
$351K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-282Closed |
$36.3K - $40.7K
|
0
$0
|