Purchases and Sales Made in Q3 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 2022. 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 14, 2022
Q3 2022
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-32K- 86.49% |
$3.23M - $3.84M
|
5K
$465K
|
|
Nov 14, 2022
Q3 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-34.6K- 72.94% |
$3.5M - $4.16M
|
12.9K
$1.2M
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-37.4K- 94.44% |
$3.77M - $4.49M
|
2.2K
$205K
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
SELL
|
- |
-41.1K- 7.27% |
$4.15M - $4.94M
|
524K
$48.8M
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
SELL
|
- |
-50.5K- 24.11% |
$5.1M - $6.06M
|
159K
$14.8M
|
|
Nov 10, 2022
Q3 2022
|
Executive Wealth Management, LLC
|
SELL
|
- |
-55.6K- 90.85% |
$5.62M - $6.68M
|
5.6K
$521K
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-57.1K- 51.89% |
$5.76M - $6.85M
|
52.9K
$4.93M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-80.9K- 50.18% |
$8.16M - $9.71M
|
80.3K
$7.47M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-81.2K- 18.86% |
$8.19M - $9.74M
|
349K
$32.5M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-81.4K- 31.29% |
$8.22M - $9.77M
|
179K
$16.6M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-81.5K- 90.26% |
$8.23M - $9.79M
|
8.79K
$819K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-92.5K- 34.53% |
$9.34M - $11.1M
|
175K
$16.3M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-97.9K- 86.08% |
$9.88M - $11.7M
|
15.8K
$1.47M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-110K- 39.15% |
$11.1M - $13.2M
|
171K
$15.9M
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-115K- 34.93% |
$11.6M - $13.8M
|
213K
$19.9M
|
|
Oct 24, 2022
Q3 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-118K- 98.05% |
$11.9M - $14.1M
|
2.34K
$217K
|
|
Oct 14, 2022
Q3 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-133K- 85.63% |
$13.4M - $16M
|
22.3K
$2.08M
|
|
Nov 14, 2022
Q3 2022
|
Q3 Asset Management
|
SELL
|
- |
-144K- 96.11% |
$14.6M - $17.3M
|
5.83K
$543K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-166K- 98.26% |
$16.7M - $19.9M
|
2.93K
$272K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-187K- 7.54% |
$18.9M - $22.5M
|
2.3M
$214M
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-205K- 14.87% |
$20.7M - $24.6M
|
1.17M
$109M
|
|
Nov 15, 2022
Q3 2022
|
Aspireon Wealth Advisors
|
SELL
|
- |
-222K- 95.24% |
$22.4M - $26.7M
|
11.1K
$1.03M
|
|
Mar 03, 2023
Q3 2022
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-332K- 8.99% |
$33.5M - $39.8M
|
3.36M
$313M
|
|
Nov 14, 2022
Q3 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-371K- 23.16% |
$37.4M - $44.5M
|
1.23M
$115M
|
|
Oct 21, 2022
Q3 2022
|
Cadinha & CO LLC
|
SELL
|
- |
-579K- 98.69% |
$58.5M - $69.5M
|
7.7K
$717K
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-729K- 39.02% |
$73.6M - $87.5M
|
1.14M
$106M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-729K- 39.02% |
$73.6M - $87.5M
|
1.14M
$106M
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-732K- 95.42% |
$73.9M - $87.9M
|
35.2K
$3.27M
|
|
Nov 14, 2022
Q3 2022
|
Deer Park Road Corp
Steamboat Springs, CO |
SELL
|
- |
-1.05M- 71.19% |
$106M - $126M
|
425K
$39.6M
|