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 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5K+ 5.26% |
$544K - $662K
|
100K
$9.31M
|
|
Aug 15, 2022
Q2 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
5K+ 76.92% |
$544K - $662K
|
11.5K
$1.07M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
4.75KNew |
$517K - $629K
|
4.75K
$442K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.67K+ 102.93% |
$508K - $618K
|
9.2K
$856K
|
|
Aug 04, 2022
Q2 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
4.6KNew |
$501K - $609K
|
4.6K
$428K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.6K+ 15.61% |
$500K - $609K
|
34K
$3.17M
|
|
Jul 27, 2022
Q2 2022
|
Deuterium Capital Management, LLC
|
BUY
|
- |
4.58KNew |
$499K - $607K
|
4.58K
$426K
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
4.58K+ 8.41% |
$498K - $606K
|
59K
$5.49M
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.53K+ 23.06% |
$492K - $599K
|
24.2K
$2.25M
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
4.25KNew |
$462K - $562K
|
4.25K
$395K
|
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$452K - $550K
|
4.15K
$386K
|
|
Aug 02, 2022
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$452K - $550K
|
4.15K
$386K
|
|
Aug 15, 2022
Q2 2022
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
4.15KNew |
$452K - $549K
|
4.15K
$386K
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
4.1KNew |
$446K - $543K
|
4.1K
$382K
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.97K+ 198.5% |
$432K - $526K
|
5.97K
$556K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.79K+ 102.04% |
$413K - $502K
|
7.51K
$699K
|
|
Aug 05, 2022
Q2 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.79KNew |
$412K - $502K
|
3.79K
$353K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.7K+ 16.45% |
$403K - $490K
|
26.2K
$2.44M
|
|
Aug 12, 2022
Q2 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.64KNew |
$396K - $481K
|
3.64K
$338K
|
|
Jul 29, 2022
Q2 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.62K+ 6.86% |
$394K - $479K
|
56.4K
$5.25M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.55KNew |
$386K - $470K
|
3.55K
$330K
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
3.45KNew |
$375K - $456K
|
3.45K
$321K
|
|
Aug 11, 2022
Q2 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
3.38K+ 1.53% |
$368K - $448K
|
224K
$20.9M
|
|
Jul 19, 2022
Q2 2022
|
Straight Path Wealth Management
|
BUY
|
- |
3.37KNew |
$367K - $446K
|
3.37K
$314K
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.37KNew |
$366K - $446K
|
3.37K
$313K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
3.37K+ 85.54% |
$366K - $445K
|
7.3K
$679K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.21K+ 13.7% |
$350K - $425K
|
26.7K
$2.48M
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.16K+ 109.55% |
$343K - $418K
|
6.04K
$562K
|
|
Jul 25, 2022
Q2 2022
|
Pacific Wealth Management
|
BUY
|
- |
3.11K+ 8.5% |
$338K - $411K
|
39.7K
$3.69M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
3.1K+ 109.96% |
$338K - $411K
|
5.93K
$551K
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.1K+ 1.17% |
$337K - $410K
|
268K
$24.9M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
3.08K+ 26.97% |
$335K - $408K
|
14.5K
$1.35M
|
|
Aug 09, 2022
Q2 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
3K+ 3.31% |
$326K - $397K
|
93.7K
$8.72M
|
|
Aug 15, 2022
Q2 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
3KNew |
$326K - $397K
|
3K
$279K
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
3K+ 109.09% |
$326K - $397K
|
5.75K
$535K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.86K+ 24.47% |
$311K - $378K
|
14.5K
$1.35M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.81K+ 353.27% |
$305K - $371K
|
3.6K
$335K
|
|
Aug 09, 2022
Q2 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
2.69K+ 25.4% |
$292K - $356K
|
13.3K
$1.23M
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.67KNew |
$290K - $353K
|
2.67K
$248K
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.65KNew |
$288K - $351K
|
2.65K
$247K
|
|
Jul 27, 2022
Q2 2022
|
Nationwide Asset Management LLC
|
BUY
|
- |
2.63K+ 69.21% |
$286K - $348K
|
6.43K
$598K
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.6KNew |
$283K - $344K
|
2.6K
$242K
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
2.5KNew |
$272K - $331K
|
2.5K
$233K
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.5KNew |
$272K - $331K
|
2.5K
$233K
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
BUY
|
- |
2.42KNew |
$264K - $321K
|
2.42K
$225K
|
|
Aug 15, 2022
Q2 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.42KNew |
$263K - $320K
|
2.42K
$225K
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.41K+ 59.43% |
$262K - $319K
|
6.47K
$602K
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.4KNew |
$261K - $317K
|
2.4K
$223K
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
2.4KNew |
$261K - $317K
|
2.4K
$223K
|
|
Jul 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$253K - $307K
|
2.32K
$216K
|