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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q3 2021
|
Fulcrum Equity Management
|
BUY
|
- |
3.64KNew |
$525K - $553K
|
3.64K
$336K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.63K+ 23.28% |
$523K - $551K
|
19.2K
$1.77M
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
3.29K+ 32.2% |
$474K - $500K
|
13.5K
$1.24M
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.28K+ 23.22% |
$472K - $497K
|
17.4K
$1.6M
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.18K+ 65.32% |
$458K - $483K
|
8.05K
$741K
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
3.15KNew |
$454K - $479K
|
3.15K
$291K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
3.14KNew |
$452K - $477K
|
3.14K
$289K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.13K+ 74.59% |
$451K - $475K
|
7.33K
$675K
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
3.12KNew |
$449K - $473K
|
3.12K
$287K
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.1K+ 122.25% |
$447K - $471K
|
5.64K
$520K
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.03KNew |
$437K - $461K
|
3.03K
$279K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.99KNew |
$430K - $453K
|
2.99K
$275K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.93KNew |
$422K - $444K
|
2.93K
$270K
|
|
Nov 09, 2021
Q3 2021
|
American Asset Management Inc.
|
BUY
|
- |
2.93K+ 1.35% |
$422K - $444K
|
219K
$20.2M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.9KNew |
$417K - $440K
|
2.9K
$267K
|
|
Nov 05, 2021
Q3 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
2.8K+ 2.7% |
$403K - $424K
|
106K
$9.79M
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
2.78K+ 65.37% |
$400K - $421K
|
7.02K
$647K
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.74K+ 27.65% |
$395K - $416K
|
12.7K
$1.17M
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
2.74K+ 89.2% |
$395K - $416K
|
5.82K
$536K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.73KNew |
$394K - $415K
|
2.73K
$252K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.63K+ 132.51% |
$379K - $399K
|
4.61K
$425K
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
2.59KNew |
$374K - $394K
|
2.59K
$239K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.48K+ 28.58% |
$357K - $376K
|
11.2K
$1.03M
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.48K+ 84.31% |
$357K - $376K
|
5.42K
$499K
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.42KNew |
$348K - $367K
|
2.42K
$222K
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
2.36KNew |
$340K - $358K
|
2.36K
$217K
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.23K+ 3.92% |
$321K - $338K
|
59.1K
$5.45M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.2KNew |
$317K - $334K
|
2.2K
$203K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.03KNew |
$293K - $308K
|
2.03K
$187K
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.95K+ 0.76% |
$281K - $296K
|
259K
$23.8M
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.93KNew |
$279K - $294K
|
1.93K
$178K
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.87K+ 5.14% |
$269K - $283K
|
38.2K
$3.52M
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.87K+ 91.29% |
$269K - $283K
|
3.91K
$360K
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.85K+ 35.49% |
$267K - $281K
|
7.07K
$651K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.76K+ 118.78% |
$253K - $267K
|
3.24K
$298K
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
1.73K+ 39.78% |
$250K - $263K
|
6.09K
$561K
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.69K+ 17.93% |
$243K - $256K
|
11.1K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.68KNew |
$242K - $255K
|
1.68K
$155K
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.63KNew |
$235K - $248K
|
1.63K
$151K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
1.62K+ 9.88% |
$233K - $245K
|
18K
$1.66M
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.6K+ 1.0% |
$231K - $243K
|
161K
$14.9M
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.5KNew |
$217K - $228K
|
1.5K
$139K
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.5KNew |
$216K - $228K
|
1.5K
$138K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.46KNew |
$210K - $221K
|
1.46K
$134K
|
|
Nov 15, 2021
Q3 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.44KNew |
$208K - $219K
|
1.44K
$133K
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
1.44KNew |
$208K - $219K
|
1.44K
$133K
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.43KNew |
$206K - $217K
|
1.43K
$132K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
1.42KNew |
$205K - $216K
|
1.42K
$131K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.41K+ 0.5% |
$204K - $214K
|
284K
$26.1M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.41KNew |
$203K - $214K
|
1.41K
$130K
|