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 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.5KNew |
$2.06M - $2.45M
|
20.5K
$1.9M
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
20.3K+ 12.19% |
$2.05M - $2.44M
|
187K
$17.4M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20.2K+ 13.14% |
$2.03M - $2.42M
|
174K
$16.1M
|
|
Nov 14, 2022
Q3 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
20K+ 35.4% |
$2.02M - $2.4M
|
76.5K
$7.12M
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
20KNew |
$2.02M - $2.4M
|
20K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
19.8K+ 45.46% |
$2M - $2.38M
|
63.5K
$5.91M
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
19.3K+ 45.67% |
$1.95M - $2.32M
|
61.7K
$5.74M
|
|
Nov 14, 2022
Q3 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
19.3KNew |
$1.95M - $2.31M
|
19.3K
$1.79M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
19KNew |
$1.92M - $2.28M
|
19K
$1.77M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
19KNew |
$1.92M - $2.28M
|
19K
$1.77M
|
|
Oct 11, 2022
Q3 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.8KNew |
$1.9M - $2.26M
|
18.8K
$1.75M
|
|
Jan 12, 2024
Q3 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
18.6K+ 5.25% |
$1.87M - $2.23M
|
372K
$34.6M
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
17.4K+ 13.55% |
$1.76M - $2.09M
|
146K
$13.6M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.3K+ 39.77% |
$1.75M - $2.08M
|
60.9K
$5.67M
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
16.2K+ 76.46% |
$1.63M - $1.94M
|
37.3K
$3.48M
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
16.1K+ 749.93% |
$1.63M - $1.94M
|
18.3K
$1.7M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
16K+ 492.63% |
$1.62M - $1.92M
|
19.3K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
15.7K+ 89.84% |
$1.59M - $1.89M
|
33.3K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
15.6K+ 518.97% |
$1.57M - $1.87M
|
18.6K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
15.2KNew |
$1.54M - $1.83M
|
15.2K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
15.1K+ 216.33% |
$1.53M - $1.82M
|
22.1K
$2.06M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
15K+ 1.71% |
$1.51M - $1.79M
|
891K
$82.9M
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
BUY
|
- |
13.9KNew |
$1.4M - $1.67M
|
13.9K
$1.29M
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
13.2K+ 40.34% |
$1.33M - $1.58M
|
45.8K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.1K+ 208.74% |
$1.32M - $1.57M
|
19.4K
$1.81M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
12.9K+ 109.6% |
$1.3M - $1.55M
|
24.6K
$2.29M
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
12.7K+ 36.46% |
$1.28M - $1.52M
|
47.4K
$4.41M
|
|
Nov 14, 2022
Q3 2022
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
12.6KNew |
$1.27M - $1.51M
|
12.6K
$1.17M
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 116.63% |
$1.22M - $1.45M
|
22.4K
$2.08M
|
|
Oct 13, 2022
Q3 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
12KNew |
$1.21M - $1.44M
|
12K
$1.12M
|
|
Nov 16, 2022
Q3 2022
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.9KNew |
$1.2M - $1.43M
|
11.9K
$1.11M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.8K+ 128.96% |
$1.19M - $1.42M
|
21K
$1.95M
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.8K+ 149.62% |
$1.19M - $1.41M
|
19.6K
$1.82M
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.5K+ 259.95% |
$1.16M - $1.38M
|
15.9K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 2828.25% |
$1.14M - $1.36M
|
11.7K
$1.09M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
11.2KNew |
$1.13M - $1.34M
|
11.2K
$1.04M
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
BUY
|
- |
11.1K+ 90.51% |
$1.12M - $1.34M
|
23.4K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
10.9KNew |
$1.1M - $1.31M
|
10.9K
$1.01M
|
|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
10.7K+ 3.16% |
$1.08M - $1.29M
|
349K
$32.5M
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.5K+ 135.36% |
$1.06M - $1.26M
|
18.3K
$1.7M
|
|
Nov 09, 2022
Q3 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
10.3K+ 133.73% |
$1.04M - $1.24M
|
18K
$1.68M
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
10.2K+ 70.07% |
$1.03M - $1.22M
|
24.7K
$2.29M
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
10KNew |
$1.01M - $1.21M
|
10K
$935K
|
|
Nov 14, 2022
Q3 2022
|
Peconic Partners LLC
New York, NY |
BUY
|
- |
10KNew |
$1.01M - $1.2M
|
10K
$931K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.98KNew |
$1.01M - $1.2M
|
9.98K
$928K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.89K+ 37.1% |
$999K - $1.19M
|
36.6K
$3.4M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
9.83K+ 60.29% |
$992K - $1.18M
|
26.1K
$2.43M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9.54K+ 107.87% |
$963K - $1.15M
|
18.4K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$886K - $1.05M
|
8.77K
$816K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.68KNew |
$876K - $1.04M
|
8.68K
$807K
|