Purchases and Sales Made in Q3 2021 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.88K- 17.52% |
$414K - $436K
|
13.5K
$1.26M
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-3.05K- 40.93% |
$439K - $463K
|
4.4K
$409K
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-3.05K- 6.55% |
$439K - $463K
|
43.5K
$4.05M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.22K- 23.04% |
$464K - $488K
|
10.7K
$1M
|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.36KClosed |
$484K - $510K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.4KClosed |
$489K - $516K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.46K- 17.48% |
$499K - $525K
|
16.3K
$1.52M
|
|
Nov 15, 2021
Q3 2021
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$504K - $531K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-3.53KClosed |
$509K - $536K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.54KClosed |
$510K - $537K
|
0
$0
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.62K- 56.99% |
$521K - $549K
|
2.73K
$254K
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.73K- 1.68% |
$538K - $567K
|
218K
$20.3M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.75KClosed |
$541K - $570K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.78KClosed |
$545K - $574K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
SELL
|
- |
-3.91KClosed |
$564K - $594K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.17K- 25.74% |
$601K - $633K
|
12K
$1.12M
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.25K- 37.63% |
$612K - $645K
|
7.04K
$656K
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-4.49K- 42.06% |
$647K - $682K
|
6.19K
$576K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.64K- 5.2% |
$669K - $705K
|
84.7K
$7.88M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.24K- 95.92% |
$755K - $795K
|
223
$20.8K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.3K- 21.45% |
$764K - $805K
|
19.4K
$1.81M
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5.32KClosed |
$766K - $807K
|
0
$0
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5.33K- 75.43% |
$768K - $809K
|
1.74K
$162K
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.43KClosed |
$783K - $824K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-5.54K- 17.79% |
$799K - $841K
|
25.6K
$2.38M
|
|
Oct 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
SELL
|
- |
-5.58K- 46.62% |
$803K - $846K
|
6.38K
$594K
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-5.63K- 16.08% |
$811K - $855K
|
29.4K
$2.74M
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-5.87K- 32.17% |
$846K - $891K
|
12.4K
$1.15M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.96K- 77.31% |
$859K - $905K
|
1.75K
$163K
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-6.08K- 31.71% |
$875K - $922K
|
13.1K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-6.2KClosed |
$893K - $941K
|
0
$0
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.57K- 10.32% |
$946K - $997K
|
57.1K
$5.31M
|
|
Nov 02, 2021
Q3 2021
|
Ma Private Wealth
|
SELL
|
- |
-6.68KClosed |
$962K - $1.01M
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6.91K- 59.11% |
$996K - $1.05M
|
4.78K
$445K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-6.98K- 72.01% |
$1.01M - $1.06M
|
2.72K
$253K
|
|
Nov 01, 2021
Q3 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.04K- 0.82% |
$1.01M - $1.07M
|
848K
$79M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.17K- 2.78% |
$1.03M - $1.09M
|
251K
$23.3M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-7.4K- 21.98% |
$1.07M - $1.12M
|
26.3K
$2.44M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.69KClosed |
$1.11M - $1.17M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-7.88K- 25.77% |
$1.14M - $1.2M
|
22.7K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-8.24K- 31.54% |
$1.19M - $1.25M
|
17.9K
$1.67M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-8.35KClosed |
$1.2M - $1.27M
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.36K- 22.95% |
$1.35M - $1.42M
|
31.4K
$2.93M
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9.4K- 78.78% |
$1.35M - $1.43M
|
2.53K
$236K
|
|
Nov 12, 2021
Q3 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-9.7KClosed |
$1.4M - $1.47M
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$1.57M - $1.65M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-10.9K- 25.06% |
$1.57M - $1.65M
|
32.6K
$3.03M
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-11.1KClosed |
$1.6M - $1.68M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-11.2K- 27.74% |
$1.61M - $1.7M
|
29.1K
$2.71M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.4K- 57.94% |
$1.79M - $1.89M
|
9.03K
$841K
|