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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.4KNew |
$202K - $212K
|
1.4K
$132K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
1.4KNew |
$201K - $212K
|
1.4K
$132K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.39KNew |
$200K - $211K
|
1.39K
$131K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.38K+ 69200.0% |
$199K - $210K
|
1.39K
$130K
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.28K+ 3.15% |
$185K - $194K
|
42K
$3.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
1.28K+ 10.97% |
$184K - $194K
|
12.9K
$1.21M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.28K+ 2.83% |
$184K - $194K
|
46.4K
$4.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.27K+ 22.63% |
$182K - $192K
|
6.86K
$645K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.21K+ 14.74% |
$175K - $184K
|
9.45K
$889K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2K+ 593.07% |
$173K - $182K
|
1.4K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.19KNew |
$171K - $180K
|
1.19K
$112K
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
1.15K+ 27.71% |
$165K - $174K
|
5.28K
$497K
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
1.1K+ 22.98% |
$158K - $167K
|
5.89K
$554K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.08K+ 3.26% |
$155K - $163K
|
34.1K
$3.21M
|
|
|
Oct 14, 2021
Q3 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
1.05K+ 26.87% |
$151K - $159K
|
4.96K
$466K
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1KNew |
$144K - $152K
|
1K
$94.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
929+ 61.4% |
$134K - $141K
|
2.44K
$230K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
923+ 2.31% |
$133K - $140K
|
40.9K
$3.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
898+ 21.08% |
$129K - $136K
|
5.16K
$485K
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
817+ 47.56% |
$118K - $124K
|
2.54K
$239K
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
806+ 10.78% |
$116K - $122K
|
8.28K
$779K
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
801+ 10.62% |
$115K - $122K
|
8.34K
$785K
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
764+ 2.11% |
$110K - $116K
|
36.9K
$3.47M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
567+ 51.59% |
$81.7K - $86.1K
|
1.67K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
501+ 9.67% |
$72.2K - $76K
|
5.68K
$534K
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
BUY
|
- |
499+ 6.41% |
$71.9K - $75.7K
|
8.28K
$779K
|
|
|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
453+ 0.27% |
$65.3K - $68.8K
|
170K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
448+ 2.06% |
$64.6K - $68K
|
22.2K
$2.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
438New |
$63.1K - $66.5K
|
438
$41.2K
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
434+ 2.98% |
$62.5K - $65.9K
|
15K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
420+ 10.78% |
$60.5K - $63.8K
|
4.32K
$406K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
414New |
$59.7K - $62.8K
|
414
$39K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
401+ 25.22% |
$57.8K - $60.9K
|
1.99K
$187K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
397+ 21.97% |
$57.2K - $60.3K
|
2.2K
$207K
|
|
|
Nov 15, 2021
Q3 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
350+ 6.03% |
$50.4K - $53.1K
|
6.15K
$579K
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
319+ 17.57% |
$46K - $48.4K
|
2.14K
$201K
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
318+ 4.68% |
$45.8K - $48.3K
|
7.11K
$669K
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
280+ 130.23% |
$40.3K - $42.5K
|
495
$46.6K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
280+ 7.8% |
$40.3K - $42.5K
|
3.87K
$364K
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
280+ 130.23% |
$40.3K - $42.5K
|
495
$46.6K
|
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
273+ 1.02% |
$39.3K - $41.4K
|
27K
$2.54M
|
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
264+ 15.5% |
$38K - $40.1K
|
1.97K
$185K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
263+ 3.72% |
$37.9K - $39.9K
|
7.34K
$690K
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
256+ 100.79% |
$36.9K - $38.9K
|
510
$48K
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
251+ 0.44% |
$36.2K - $38.1K
|
56.9K
$5.36M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
242+ 9.71% |
$34.9K - $36.7K
|
2.73K
$257K
|
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
236+ 2.35% |
$34K - $35.8K
|
10.3K
$968K
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
225+ 56.82% |
$32.4K - $34.2K
|
621
$58.4K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
220+ 10.24% |
$31.7K - $33.4K
|
2.37K
$223K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
208+ 127.61% |
$30K - $31.6K
|
371
$34.9K
|