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 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-105- 7.02% |
$15.1K - $15.9K
|
1.39K
$128K
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-111- 3.77% |
$16K - $16.8K
|
2.84K
$261K
|
|
|
Nov 15, 2021
Q3 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-125- 1.54% |
$18K - $19K
|
7.97K
$734K
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-131- 7.09% |
$18.9K - $19.9K
|
1.72K
$158K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-132- 0.72% |
$19K - $20K
|
18.3K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-143- 4.69% |
$20.6K - $21.7K
|
2.9K
$268K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-160- 7.74% |
$23.1K - $24.3K
|
1.91K
$176K
|
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-168- 5.31% |
$24.2K - $25.5K
|
3K
$276K
|
|
|
Oct 18, 2021
Q3 2021
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-170Closed |
$24.5K - $25.8K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-170- 6.96% |
$24.5K - $25.8K
|
2.27K
$209K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-172- 7.36% |
$24.8K - $26.1K
|
2.17K
$200K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-173- 66.8% |
$24.9K - $26.3K
|
86
$7.92K
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-175- 10.7% |
$25.2K - $26.6K
|
1.46K
$134K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-185Closed |
$26.7K - $28.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-190Closed |
$27.4K - $28.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-193- 12.02% |
$27.8K - $29.3K
|
1.41K
$130K
|
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-202- 3.09% |
$29.1K - $30.7K
|
6.34K
$584K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-202- 11.95% |
$29.1K - $30.7K
|
1.49K
$137K
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 11.44% |
$33K - $34.8K
|
1.77K
$163K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-246- 24.17% |
$35.4K - $37.3K
|
772
$71.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-254- 8.21% |
$36.6K - $38.6K
|
2.84K
$262K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-264- 1.89% |
$38K - $40.1K
|
13.7K
$1.26M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-280- 42.62% |
$40.3K - $42.5K
|
377
$34.7K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-300- 9.52% |
$43.2K - $45.5K
|
2.85K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-324- 18.03% |
$46.7K - $49.2K
|
1.47K
$136K
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-338- 5.89% |
$48.7K - $51.3K
|
5.4K
$498K
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
SELL
|
- |
-359- 0.63% |
$51.7K - $54.5K
|
56.4K
$5.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-362- 3.5% |
$52.2K - $54.9K
|
9.99K
$920K
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
SELL
|
- |
-390- 13.08% |
$56.2K - $59.2K
|
2.59K
$239K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-398- 5.53% |
$57.3K - $60.4K
|
6.8K
$627K
|
|
|
Nov 01, 2021
Q3 2021
|
Bcm Advisors, LLC
|
SELL
|
- |
-410- 0.18% |
$59.1K - $62.2K
|
222K
$20.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-415- 5.07% |
$59.8K - $63K
|
7.77K
$716K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-416- 1.69% |
$59.9K - $63.1K
|
24.2K
$2.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-445- 1.54% |
$64.1K - $67.5K
|
28.4K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-488- 14.0% |
$70.3K - $74.1K
|
3K
$276K
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-490- 21.34% |
$70.6K - $74.4K
|
1.81K
$166K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-491- 89.44% |
$70.7K - $74.5K
|
58
$5.34K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-500- 10.99% |
$72K - $75.9K
|
4.05K
$373K
|
|
|
Nov 03, 2021
Q3 2021
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-530- 6.98% |
$76.4K - $80.4K
|
7.07K
$651K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-531- 22.23% |
$76.5K - $80.6K
|
1.86K
$171K
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-544- 21.01% |
$78.4K - $82.6K
|
2.05K
$188K
|
|
|
Nov 10, 2021
Q3 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-555- 2.86% |
$80K - $84.2K
|
18.8K
$1.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-555- 2.58% |
$80K - $84.2K
|
21K
$1.93M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-595- 33.41% |
$85.7K - $90.3K
|
1.19K
$109K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-625- 92.59% |
$90.1K - $94.9K
|
50
$4.61K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-691- 2.34% |
$99.6K - $105K
|
28.8K
$2.66M
|
|
|
Oct 28, 2021
Q3 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-697- 2.27% |
$100K - $106K
|
30K
$2.76M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-735- 5.86% |
$106K - $112K
|
11.8K
$1.09M
|
|
|
Nov 09, 2021
Q3 2021
|
Empire Life Investments Inc.
|
SELL
|
- |
-748Closed |
$108K - $114K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-751- 22.95% |
$108K - $114K
|
2.52K
$232K
|