Purchases and Sales Made in Q2 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
27.6K+ 800.87% |
$3M - $3.65M
|
31.1K
$2.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27.4K+ 1633.1% |
$2.99M - $3.63M
|
29.1K
$2.71M
|
|
|
Aug 03, 2022
Q2 2022
|
Matrix Trust CO
|
BUY
|
- |
27.2KNew |
$2.96M - $3.6M
|
27.2K
$2.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
27K+ 243.64% |
$2.94M - $3.57M
|
38.1K
$3.54M
|
|
|
Jul 18, 2022
Q2 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
25.5KNew |
$2.78M - $3.38M
|
25.5K
$2.37M
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
25.2K+ 1103.45% |
$2.75M - $3.34M
|
27.5K
$2.56M
|
|
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
24.9KNew |
$2.71M - $3.3M
|
24.9K
$2.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Trellus Management Company, LLC
|
BUY
|
- |
24.7K+ 97.45% |
$2.69M - $3.27M
|
50K
$4.66M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
24.5K+ 555.47% |
$2.66M - $3.24M
|
28.9K
$2.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
23.1K+ 46.32% |
$2.52M - $3.06M
|
73K
$6.8M
|
|
|
Sep 27, 2022
Q2 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
22.4KNew |
$2.44M - $2.97M
|
22.4K
$2.09M
|
|
|
Jul 14, 2022
Q2 2022
|
Xr Securities LLC
|
BUY
|
- |
22.3K+ 193.26% |
$2.42M - $2.95M
|
33.8K
$3.14M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
22.2K+ 39.99% |
$2.42M - $2.94M
|
77.7K
$7.23M
|
|
|
Jul 15, 2022
Q2 2022
|
Life Pro Asset Management
|
BUY
|
- |
22.2KNew |
$2.41M - $2.94M
|
22.2K
$2.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
22KNew |
$2.39M - $2.91M
|
22K
$2.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
20.9KNew |
$2.27M - $2.77M
|
20.9K
$1.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$2.27M - $2.76M
|
20.9K
$1.94M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
20.6K+ 89.38% |
$2.24M - $2.73M
|
43.6K
$4.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
19.7K+ 309.55% |
$2.15M - $2.61M
|
26.1K
$2.43M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 19.22% |
$2.13M - $2.59M
|
122K
$11.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
18.7KNew |
$2.03M - $2.47M
|
18.7K
$1.74M
|
|
|
Oct 04, 2022
Q2 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
18.6KNew |
$2.02M - $2.46M
|
18.6K
$1.73M
|
|
|
Jul 28, 2022
Q2 2022
|
Banco Santander, S.A.
|
BUY
|
- |
18.5KNew |
$2.01M - $2.45M
|
18.5K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
18.5KNew |
$2.01M - $2.44M
|
18.5K
$1.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
18.3KNew |
$1.99M - $2.42M
|
18.3K
$1.7M
|
|
|
Aug 08, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
17.6KNew |
$1.92M - $2.33M
|
17.6K
$1.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
17.5KNew |
$1.91M - $2.32M
|
17.5K
$1.63M
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
17.2KNew |
$1.87M - $2.28M
|
17.2K
$1.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
16.3KNew |
$1.77M - $2.16M
|
16.3K
$1.52M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 118.35% |
$1.77M - $2.15M
|
30K
$2.79M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
16.2K+ 99.07% |
$1.77M - $2.15M
|
32.6K
$3.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
15.9KNew |
$1.73M - $2.1M
|
15.9K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15.7K+ 63.68% |
$1.71M - $2.07M
|
40.3K
$3.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.5K+ 51.63% |
$1.68M - $2.05M
|
45.4K
$4.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
15.3K+ 3060.0% |
$1.66M - $2.03M
|
15.8K
$1.47M
|
|
|
Jul 27, 2022
Q2 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
15.2K+ 27.72% |
$1.66M - $2.02M
|
70.2K
$6.54M
|
|
|
Aug 09, 2022
Q2 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$1.63M - $1.98M
|
15K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
14.9K+ 7.7% |
$1.62M - $1.97M
|
208K
$19.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
14.6K+ 15.93% |
$1.59M - $1.93M
|
106K
$9.89M
|
|
|
Jul 21, 2022
Q2 2022
|
Hollencrest Capital Management
|
BUY
|
- |
14.2KNew |
$1.54M - $1.87M
|
14.2K
$1.32M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.1K+ 352.82% |
$1.54M - $1.87M
|
18.2K
$1.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
14.1K+ 341.37% |
$1.53M - $1.86M
|
18.2K
$1.69M
|
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
14KNew |
$1.52M - $1.85M
|
14K
$1.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 1.53% |
$1.51M - $1.83M
|
920K
$85.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.7K+ 45.8% |
$1.49M - $1.81M
|
43.6K
$4.05M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3K+ 19.56% |
$1.44M - $1.76M
|
81.2K
$7.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
13.1K+ 161.48% |
$1.42M - $1.73M
|
21.2K
$1.97M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
13K+ 28.96% |
$1.41M - $1.72M
|
57.9K
$5.38M
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
12.9K+ 488.25% |
$1.41M - $1.71M
|
15.6K
$1.45M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
12.8K+ 144.67% |
$1.39M - $1.69M
|
21.6K
$2.01M
|