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
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-857- 34.7% |
$123K - $130K
|
1.61K
$150K
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-872- 7.71% |
$126K - $132K
|
10.4K
$971K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-873- 11.32% |
$126K - $133K
|
6.84K
$637K
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-877- 0.19% |
$126K - $133K
|
458K
$42.6M
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-885- 13.28% |
$128K - $134K
|
5.78K
$538K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-926- 17.45% |
$133K - $141K
|
4.38K
$408K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-928- 0.72% |
$134K - $141K
|
128K
$11.9M
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-989Closed |
$143K - $150K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-996- 11.86% |
$144K - $151K
|
7.4K
$689K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-996- 18.6% |
$144K - $151K
|
4.36K
$406K
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.08K- 20.49% |
$155K - $163K
|
4.18K
$389K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.09K- 10.91% |
$157K - $166K
|
8.91K
$829K
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-1.1K- 9.44% |
$158K - $167K
|
10.5K
$979K
|
|
Nov 15, 2021
Q3 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 13.41% |
$161K - $169K
|
7.2K
$670K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.13K- 10.15% |
$163K - $171K
|
9.99K
$930K
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.22K- 33.47% |
$176K - $185K
|
2.42K
$226K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-1.26KClosed |
$181K - $191K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.35K- 4.57% |
$195K - $205K
|
28.2K
$2.62M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.39K- 46.69% |
$200K - $211K
|
1.59K
$148K
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-1.41K- 28.74% |
$203K - $214K
|
3.49K
$325K
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.41KClosed |
$204K - $214K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.41KClosed |
$204K - $215K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
SELL
|
- |
-1.45K- 21.64% |
$209K - $220K
|
5.25K
$489K
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.52K- 88.26% |
$219K - $230K
|
202
$18.8K
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-1.54KClosed |
$221K - $233K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-1.55KClosed |
$223K - $235K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.59K- 51.74% |
$229K - $242K
|
1.49K
$138K
|
|
Nov 12, 2021
Q3 2021
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-1.6K- 34.33% |
$231K - $243K
|
3.06K
$285K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.63K- 0.95% |
$234K - $247K
|
169K
$15.8M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-1.65K- 9.12% |
$237K - $250K
|
16.4K
$1.52M
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.65KClosed |
$238K - $251K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-1.65K- 6.9% |
$238K - $251K
|
22.3K
$2.08M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.67K- 53.11% |
$240K - $253K
|
1.47K
$137K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-1.72KClosed |
$248K - $261K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.73K- 33.66% |
$250K - $263K
|
3.42K
$318K
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.75K- 28.97% |
$251K - $265K
|
4.28K
$398K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.76K- 97.83% |
$253K - $267K
|
39
$3.63K
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.87KClosed |
$269K - $284K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.1K- 30.19% |
$303K - $319K
|
4.86K
$452K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.1K- 27.92% |
$303K - $319K
|
5.42K
$505K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.13K- 47.17% |
$306K - $323K
|
2.38K
$222K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.29KClosed |
$330K - $348K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Meridian Financial Partners LLC
|
SELL
|
- |
-2.31KClosed |
$333K - $351K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.4K- 23.66% |
$346K - $364K
|
7.74K
$721K
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.47KClosed |
$356K - $375K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.49K- 40.3% |
$359K - $378K
|
3.69K
$344K
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-2.5K- 71.43% |
$360K - $379K
|
1K
$93.1K
|
|
Nov 15, 2021
Q3 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-2.62K- 67.3% |
$377K - $397K
|
1.27K
$118K
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.7KClosed |
$389K - $410K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-2.72KClosed |
$391K - $412K
|
0
$0
|