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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
958+ 14.77% |
$104K - $127K
|
7.45K
$693K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
921New |
$100K - $122K
|
921
$85.7K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
905+ 78.97% |
$98.5K - $120K
|
2.05K
$191K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
902+ 406.31% |
$98.1K - $119K
|
1.12K
$105K
|
|
Jul 14, 2022
Q2 2022
|
Affiance Financial, LLC
|
BUY
|
- |
888+ 11.93% |
$96.6K - $118K
|
8.33K
$775K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
884+ 48.44% |
$96.2K - $117K
|
2.71K
$252K
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
883+ 229.95% |
$96.1K - $117K
|
1.27K
$118K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
879+ 21.78% |
$95.6K - $116K
|
4.92K
$457K
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
865+ 1.61% |
$94.1K - $115K
|
54.5K
$5.08M
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
829+ 7.35% |
$90.2K - $110K
|
12.1K
$1.13M
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
822+ 82.2% |
$89.4K - $109K
|
1.82K
$170K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
812+ 1176.81% |
$88.4K - $107K
|
881
$82K
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
788+ 35.69% |
$85.7K - $104K
|
3K
$279K
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
783+ 1.69% |
$85.2K - $104K
|
47K
$4.38M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
766+ 26.34% |
$83.3K - $101K
|
3.67K
$342K
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
736+ 21.66% |
$80.1K - $97.4K
|
4.13K
$385K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
707+ 19.7% |
$76.9K - $93.6K
|
4.3K
$400K
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
685+ 21.43% |
$74.5K - $90.7K
|
3.88K
$361K
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
644+ 17.1% |
$70.1K - $85.3K
|
4.41K
$410K
|
|
Aug 09, 2022
Q2 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
600+ 5.22% |
$65.3K - $79.4K
|
12.1K
$1.13M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
592+ 26.9% |
$64.4K - $78.4K
|
2.79K
$260K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
566+ 3.72% |
$61.6K - $74.9K
|
15.8K
$1.47M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
544+ 5.63% |
$59.2K - $72K
|
10.2K
$950K
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
535+ 11.5% |
$58.2K - $70.8K
|
5.19K
$483K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
517New |
$56.3K - $68.4K
|
517
$48.1K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
505New |
$54.9K - $66.9K
|
505
$47K
|
|
Aug 15, 2022
Q2 2022
|
Amundi
Paris, I0 |
BUY
|
- |
500+ 1.42% |
$54.4K - $66.2K
|
35.7K
$3.32M
|
|
Aug 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
500+ 65.19% |
$54.4K - $66.2K
|
1.27K
$118K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
450+ 5.29% |
$49K - $59.6K
|
8.95K
$833K
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
408+ 6.16% |
$44.4K - $54K
|
7.03K
$655K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 23.03% |
$43.5K - $53K
|
2.14K
$199K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
400New |
$43.5K - $53K
|
400
$37.2K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
393+ 9.83% |
$42.8K - $52K
|
4.39K
$409K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
385+ 15.22% |
$41.9K - $51K
|
2.92K
$271K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
382+ 1032.43% |
$41.6K - $50.6K
|
419
$39K
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
360+ 0.86% |
$39.2K - $47.7K
|
42.3K
$3.94M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
354New |
$38.5K - $46.9K
|
354
$33K
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
351New |
$38.2K - $46.5K
|
351
$32.7K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
331New |
$36K - $43.8K
|
331
$30.8K
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
328+ 10933.33% |
$35.7K - $43.4K
|
331
$30.8K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
322+ 0.29% |
$35K - $42.6K
|
112K
$10.4M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
310+ 16.12% |
$33.7K - $41K
|
2.23K
$208K
|
|
Aug 01, 2022
Q2 2022
|
Leuthold Group, LLC
|
BUY
|
- |
281+ 1.29% |
$30.6K - $37.2K
|
22K
$2.05M
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
BUY
|
- |
266+ 0.19% |
$28.9K - $35.2K
|
137K
$12.8M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
260+ 6.27% |
$28.3K - $34.4K
|
4.41K
$410K
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
BUY
|
- |
251+ 7.85% |
$27.3K - $33.2K
|
3.45K
$321K
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
244+ 0.1% |
$26.5K - $32.3K
|
233K
$21.7M
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
233+ 6.85% |
$25.4K - $30.8K
|
3.63K
$338K
|
|
Jul 14, 2022
Q2 2022
|
Signature Wealth Management Group
|
BUY
|
- |
233+ 5.98% |
$25.4K - $30.8K
|
4.13K
$385K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
205New |
$22.3K - $27.1K
|
205
$19.1K
|