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 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
186New |
$26.8K - $28.2K
|
186
$17.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
182New |
$26.2K - $27.6K
|
182
$16.9K
|
|
|
Oct 04, 2021
Q3 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
170+ 0.26% |
$24.5K - $25.8K
|
64.8K
$6.03M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
169+ 11.0% |
$24.4K - $25.7K
|
1.71K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
169New |
$24.4K - $25.7K
|
169
$15.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
160+ 3.46% |
$23.1K - $24.3K
|
4.79K
$446K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
155+ 0.42% |
$22.3K - $23.5K
|
37.3K
$3.47M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
142New |
$20.5K - $21.6K
|
142
$13.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
132New |
$19K - $20K
|
132
$12.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
131+ 4366.67% |
$18.9K - $19.9K
|
134
$12.5K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
117+ 24.22% |
$16.9K - $17.8K
|
600
$55.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
BUY
|
- |
117New |
$16.9K - $17.8K
|
117
$10.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
116+ 13.5% |
$16.7K - $17.6K
|
975
$90.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
106+ 22.27% |
$15.3K - $16.1K
|
582
$54.2K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$14.4K - $15.2K
|
100
$9.31K
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
97New |
$14K - $14.7K
|
97
$9.03K
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
74+ 5.2% |
$10.7K - $11.2K
|
1.5K
$139K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
67New |
$9.65K - $10.2K
|
67
$6.24K
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
66New |
$9.51K - $10K
|
66
$6.14K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
65New |
$9.37K - $9.87K
|
65
$6.05K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
65New |
$9.37K - $9.87K
|
65
$6.05K
|
|
|
Oct 26, 2021
Q3 2021
|
Signature Wealth Management Group
|
BUY
|
- |
60+ 1.94% |
$8.65K - $9.11K
|
3.15K
$293K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
58+ 6.6% |
$8.36K - $8.8K
|
937
$87.2K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
56+ 0.86% |
$8.07K - $8.5K
|
6.54K
$608K
|
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.72% |
$7.92K - $8.35K
|
7.73K
$720K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
49+ 18.01% |
$7.06K - $7.44K
|
321
$29.9K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
45New |
$6.48K - $6.83K
|
45
$4.19K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
45New |
$6.48K - $6.83K
|
45
$4.19K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 6.75% |
$6.2K - $6.53K
|
680
$63.3K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
41+ 4.63% |
$5.91K - $6.22K
|
927
$86.3K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
40+ 12.31% |
$5.76K - $6.07K
|
365
$34K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
38New |
$5.48K - $5.77K
|
38
$3.54K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
38New |
$5.48K - $5.77K
|
38
$3.54K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
37New |
$5.33K - $5.62K
|
37
$3.44K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
31+ 147.62% |
$4.47K - $4.71K
|
52
$4.84K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
20+ 1.05% |
$2.88K - $3.04K
|
1.93K
$180K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
17New |
$2.45K - $2.58K
|
17
$1.58K
|
|
|
Oct 28, 2021
Q3 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
16New |
$2.31K - $2.43K
|
16
$1.49K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
7New |
$1.01K - $1.06K
|
7
$652
|
|
|
Nov 14, 2024
Q3 2021
|
High Probability Advisors, LLC
Pittsford, NY |
BUY
|
- |
5+ 0.35% |
$720 - $759
|
1.43K
$133K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
5+ 0.29% |
$720 - $759
|
1.73K
$161K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
5New |
$720 - $759
|
5
$465
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.34% |
$720 - $759
|
1.49K
$138K
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$576 - $607
|
34.8K
$3.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
3New |
$432 - $455
|
3
$279
|
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2+ 3.33% |
$288 - $304
|
62
$5.77K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$144 - $152
|
129
$12K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$144 - $152
|
1
$93.1
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.25% |
$144 - $152
|
406
$37.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1New |
$144 - $152
|
1
$93.1
|