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 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.78% |
$144 - $152
|
129
$11.9K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.25% |
$144 - $152
|
406
$37.4K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1- 2.27% |
$144 - $152
|
43
$3.96K
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 1.2% |
$144 - $152
|
82
$7.55K
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 6.25% |
$144 - $152
|
15
$1.38K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
SELL
|
- |
-2- 25.0% |
$288 - $304
|
6
$553
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2- 0.01% |
$288 - $304
|
14K
$1.29M
|
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 1.61% |
$288 - $304
|
122
$11.2K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3- 7.69% |
$432 - $455
|
36
$3.32K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-3- 0.2% |
$432 - $455
|
1.52K
$140K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 1.47% |
$576 - $607
|
268
$24.7K
|
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-10- 90.91% |
$1.44K - $1.52K
|
1
$92.1
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 5.97% |
$1.73K - $1.82K
|
189
$17.4K
|
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-13- 0.8% |
$1.87K - $1.97K
|
1.61K
$148K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-13- 11.93% |
$1.87K - $1.97K
|
96
$8.84K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-13- 86.67% |
$1.87K - $1.97K
|
2
$184
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-14- 0.56% |
$2.02K - $2.13K
|
2.51K
$231K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-14- 30.43% |
$2.02K - $2.13K
|
32
$2.95K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-16- 1.11% |
$2.31K - $2.43K
|
1.43K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-16Closed |
$2.31K - $2.43K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-18Closed |
$2.59K - $2.73K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-21- 2.18% |
$3.03K - $3.19K
|
943
$86.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-22- 0.67% |
$3.17K - $3.34K
|
3.27K
$301K
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-28- 0.51% |
$4.03K - $4.25K
|
5.49K
$505K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-28- 0.89% |
$4.03K - $4.25K
|
3.13K
$289K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-28- 13.15% |
$4.03K - $4.25K
|
185
$17K
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-34- 0.22% |
$4.9K - $5.16K
|
15.7K
$1.45M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-36- 18.0% |
$5.19K - $5.46K
|
164
$15.1K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-38- 9.2% |
$5.48K - $5.77K
|
375
$34.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.03% |
$5.76K - $6.07K
|
115K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-42- 1.69% |
$6.05K - $6.38K
|
2.44K
$225K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-44- 0.36% |
$6.34K - $6.68K
|
12.1K
$1.11M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-45- 2.21% |
$6.48K - $6.83K
|
2K
$184K
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-46- 1.73% |
$6.63K - $6.98K
|
2.62K
$241K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-48- 3.02% |
$6.92K - $7.29K
|
1.54K
$142K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-50- 53.76% |
$7.2K - $7.59K
|
43
$3.96K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-54- 0.52% |
$7.78K - $8.2K
|
10.3K
$946K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-64Closed |
$9.22K - $9.71K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-65- 0.1% |
$9.37K - $9.87K
|
62.7K
$5.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-78- 0.51% |
$11.2K - $11.8K
|
15.4K
$1.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-79- 0.07% |
$11.4K - $12K
|
108K
$9.91M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-80- 4.95% |
$11.5K - $12.1K
|
1.54K
$141K
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-86- 15.14% |
$12.4K - $13.1K
|
482
$44.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-90- 16.36% |
$13K - $13.7K
|
460
$42.4K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-90- 49.45% |
$13K - $13.7K
|
92
$8.48K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-95- 26.1% |
$13.7K - $14.4K
|
269
$24.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-100- 0.95% |
$14.4K - $15.2K
|
10.5K
$966K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-101Closed |
$14.6K - $15.3K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
SELL
|
- |
-102- 0.92% |
$14.7K - $15.5K
|
11K
$1.01M
|