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 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
200New |
$21.8K - $26.5K
|
200
$18.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
200+ 18.87% |
$21.8K - $26.5K
|
1.26K
$117K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
195+ 30.0% |
$21.2K - $25.8K
|
845
$78.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
175+ 6.41% |
$19K - $23.2K
|
2.91K
$271K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
163+ 1.97% |
$17.7K - $21.6K
|
8.45K
$787K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
158+ 493.75% |
$17.2K - $20.9K
|
190
$17.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
158+ 4.91% |
$17.2K - $20.9K
|
3.37K
$314K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
158New |
$17.2K - $20.9K
|
158
$14.7K
|
|
|
Aug 11, 2022
Q2 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
155+ 6.78% |
$16.9K - $20.5K
|
2.44K
$227K
|
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
154+ 0.44% |
$16.8K - $20.4K
|
35K
$3.26M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
147+ 5.6% |
$16K - $19.5K
|
2.77K
$258K
|
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
144+ 1440.0% |
$15.7K - $19.1K
|
154
$14.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
137+ 1.84% |
$14.9K - $18.1K
|
7.57K
$705K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
134+ 16.81% |
$14.6K - $17.7K
|
931
$86.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
132+ 0.39% |
$14.4K - $17.5K
|
34.4K
$3.2M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
125+ 27.96% |
$13.6K - $16.5K
|
572
$53.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
100New |
$10.9K - $13.2K
|
100
$9.31K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
91New |
$9.9K - $12K
|
91
$8.47K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
77+ 213.89% |
$8.38K - $10.2K
|
113
$10.5K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
71+ 39.44% |
$7.73K - $9.4K
|
251
$23.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
67New |
$7.29K - $8.87K
|
67
$6.24K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
62+ 0.92% |
$6.75K - $8.21K
|
6.8K
$632K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
62New |
$6.75K - $8.21K
|
62
$5.77K
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
61+ 32.97% |
$6.64K - $8.08K
|
246
$22.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
56+ 509.09% |
$6.09K - $7.41K
|
67
$6.24K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
52+ 12.75% |
$5.66K - $6.88K
|
460
$42.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
46+ 4.09% |
$5.01K - $6.09K
|
1.17K
$109K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
41+ 178.26% |
$4.46K - $5.43K
|
64
$5.96K
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
35New |
$3.81K - $4.63K
|
35
$3.26K
|
|
|
Aug 18, 2022
Q2 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32New |
$3.48K - $4.24K
|
32
$2.98K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
31New |
$3.37K - $4.1K
|
31
$2.88K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
28+ 13.27% |
$3.05K - $3.71K
|
239
$22.2K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.84% |
$2.94K - $3.57K
|
3.25K
$303K
|
|
|
Jul 25, 2022
Q2 2022
|
Arrow Financial Corp
|
BUY
|
- |
17New |
$1.85K - $2.25K
|
17
$1.58K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
16New |
$1.74K - $2.12K
|
16
$1.49K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
14+ 0.08% |
$1.52K - $1.85K
|
17.6K
$1.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.08% |
$1.52K - $1.85K
|
16.9K
$1.57M
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
10+ 0.48% |
$1.09K - $1.32K
|
2.11K
$197K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10+ 0.03% |
$1.09K - $1.32K
|
36.2K
$3.37M
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$870 - $1.06K
|
1.95K
$182K
|
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
8New |
$870 - $1.06K
|
8
$744
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7New |
$762 - $927
|
7
$651
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6New |
$653 - $794
|
6
$558
|
|
|
Jul 22, 2022
Q2 2022
|
Rice Partnership, LLC
|
BUY
|
- |
5+ 1.04% |
$544 - $662
|
487
$45.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 6.67% |
$218 - $265
|
32
$2.98K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1New |
$109 - $132
|
1
$93.1
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$109 - $132
|
130
$12.1K
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
1+ 0.29% |
$109 - $132
|
341
$31.7K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|