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 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 108.56% |
$1.74M - $1.83M
|
23.2K
$2.16M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 197.28% |
$1.72M - $1.81M
|
18K
$1.68M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.9K+ 0.37% |
$1.71M - $1.8M
|
3.25M
$303M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
11.7KNew |
$1.69M - $1.78M
|
11.7K
$1.09M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.6KNew |
$1.67M - $1.76M
|
11.6K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
10.9K+ 154.99% |
$1.58M - $1.66M
|
18K
$1.68M
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.9K+ 16.02% |
$1.56M - $1.65M
|
78.6K
$7.32M
|
|
Nov 10, 2021
Q3 2021
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
10.8KNew |
$1.56M - $1.64M
|
10.8K
$1.01M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.7K+ 1.15% |
$1.55M - $1.63M
|
944K
$87.9M
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
10.2KNew |
$1.47M - $1.55M
|
10.2K
$951K
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.7K+ 19.38% |
$1.4M - $1.47M
|
59.8K
$5.56M
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9.59K+ 37.34% |
$1.38M - $1.46M
|
35.3K
$3.28M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
9.56K+ 143.15% |
$1.38M - $1.45M
|
16.2K
$1.51M
|
|
Nov 15, 2021
Q3 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
9.5KNew |
$1.37M - $1.44M
|
9.5K
$884K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.43K+ 54.45% |
$1.36M - $1.43M
|
26.8K
$2.49M
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
9.29KNew |
$1.34M - $1.41M
|
9.29K
$865K
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.92K+ 97.33% |
$1.28M - $1.35M
|
18.1K
$1.68M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
8.65K+ 55.97% |
$1.25M - $1.31M
|
24.1K
$2.24M
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
8.22K+ 7.15% |
$1.18M - $1.25M
|
123K
$11.5M
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
8.18KNew |
$1.18M - $1.24M
|
8.18K
$762K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.97K+ 12.05% |
$1.15M - $1.21M
|
74.1K
$6.9M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
7.74K+ 25.9% |
$1.11M - $1.17M
|
37.6K
$3.5M
|
|
Nov 01, 2021
Q3 2021
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
7.65K+ 83.49% |
$1.1M - $1.16M
|
16.8K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
7.16KNew |
$1.03M - $1.09M
|
7.16K
$667K
|
|
Nov 15, 2021
Q3 2021
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
- |
6.97KNew |
$1M - $1.06M
|
6.97K
$649K
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.84KNew |
$985K - $1.04M
|
6.84K
$636K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
6.8K+ 36.62% |
$980K - $1.03M
|
25.4K
$2.36M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
6.72KNew |
$969K - $1.02M
|
6.72K
$626K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
6.71K+ 0.71% |
$966K - $1.02M
|
952K
$88.6M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
6.59KNew |
$950K - $1M
|
6.59K
$613K
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
6.38K+ 40.87% |
$919K - $968K
|
22K
$2.05M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.33K+ 3.77% |
$913K - $961K
|
174K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.2KNew |
$893K - $941K
|
6.2K
$577K
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
5.89K+ 123.74% |
$849K - $894K
|
10.7K
$991K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
5.59KNew |
$805K - $849K
|
5.59K
$520K
|
|
Oct 20, 2021
Q3 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5.36K+ 6.32% |
$772K - $813K
|
90.1K
$8.39M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.28K+ 46.16% |
$761K - $802K
|
16.7K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.26K+ 9.64% |
$758K - $798K
|
59.8K
$5.57M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.2K+ 5.74% |
$750K - $790K
|
95.8K
$8.91M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.09K+ 212.84% |
$733K - $772K
|
7.48K
$696K
|
|
Nov 16, 2021
Q3 2021
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
4.7K+ 37.62% |
$678K - $714K
|
17.2K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.62K+ 267.71% |
$665K - $701K
|
6.34K
$590K
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.38K+ 2.56% |
$631K - $665K
|
175K
$16.3M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$621K - $654K
|
4.31K
$401K
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.13K+ 21.22% |
$595K - $627K
|
23.6K
$2.2M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4K+ 19.26% |
$577K - $608K
|
24.8K
$2.31M
|
|
Oct 14, 2021
Q3 2021
|
Xr Securities LLC
|
BUY
|
- |
3.98K+ 33.76% |
$574K - $605K
|
15.8K
$1.47M
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.9K+ 17.87% |
$562K - $592K
|
25.7K
$2.4M
|
|
Oct 13, 2021
Q3 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.72K+ 3.37% |
$537K - $565K
|
114K
$10.6M
|
|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
3.64KNew |
$525K - $553K
|
3.64K
$339K
|