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 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
8.47K+ 3.68% |
$855K - $1.02M
|
238K
$22.2M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.4KNew |
$848K - $1.01M
|
8.4K
$782K
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
8.37K+ 126.2% |
$845K - $1M
|
15K
$1.4M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
8.36K+ 14.17% |
$844K - $1M
|
67.4K
$6.27M
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
8.3KNew |
$838K - $996K
|
8.3K
$772K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
8.28K+ 51.79% |
$836K - $994K
|
24.3K
$2.26M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.18K+ 27.91% |
$826K - $982K
|
37.5K
$3.49M
|
|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
7.99K+ 1.89% |
$807K - $959K
|
432K
$40.2M
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
BUY
|
- |
7.95KNew |
$803K - $955K
|
7.95K
$740K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.94K+ 18.81% |
$802K - $953K
|
50.2K
$4.67M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
7.93K+ 126.19% |
$800K - $951K
|
14.2K
$1.32M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.79K+ 1104.96% |
$786K - $935K
|
8.5K
$791K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
7.7K+ 58.07% |
$777K - $924K
|
21K
$1.95M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.66K+ 32.21% |
$773K - $920K
|
31.4K
$2.93M
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
7.46K+ 30.9% |
$753K - $896K
|
31.6K
$2.94M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.29K+ 79.3% |
$736K - $875K
|
16.5K
$1.53M
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.97K+ 40.51% |
$703K - $836K
|
24.2K
$2.25M
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
6.96K+ 287.12% |
$702K - $835K
|
9.38K
$873K
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.92K+ 41.04% |
$699K - $831K
|
23.8K
$2.21M
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.86K+ 129.13% |
$692K - $823K
|
12.2K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.83K+ 16.26% |
$690K - $820K
|
48.8K
$4.55M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.79KNew |
$685K - $815K
|
6.79K
$632K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.78KNew |
$684K - $814K
|
6.78K
$631K
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.75KNew |
$682K - $811K
|
6.75K
$628K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
6.73K+ 42068.75% |
$679K - $808K
|
6.75K
$628K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.69KNew |
$675K - $803K
|
6.69K
$622K
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.68K+ 15.07% |
$675K - $802K
|
51K
$4.75M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
6.62K+ 130.21% |
$668K - $795K
|
11.7K
$1.09M
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.61KNew |
$667K - $793K
|
6.61K
$615K
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.58K+ 54.35% |
$664K - $790K
|
18.7K
$1.74M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.52K+ 50.76% |
$658K - $783K
|
19.4K
$1.8M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.17KNew |
$622K - $740K
|
6.17K
$574K
|
|
Nov 14, 2022
Q3 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
6.15KNew |
$620K - $738K
|
6.15K
$572K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.1K+ 169.57% |
$616K - $733K
|
9.7K
$903K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.86KNew |
$592K - $704K
|
5.86K
$546K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
5.73KNew |
$578K - $687K
|
5.73K
$533K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.66K+ 75.35% |
$571K - $679K
|
13.2K
$1.23M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
5.63KNew |
$569K - $676K
|
5.63K
$524K
|
|
Oct 26, 2022
Q3 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.57KNew |
$562K - $669K
|
5.57K
$518K
|
|
Nov 14, 2022
Q3 2022
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
5.5K+ 47.83% |
$555K - $660K
|
17K
$1.58M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$551K - $655K
|
5.46K
$508K
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
BUY
|
- |
5.44KNew |
$549K - $653K
|
5.44K
$506K
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.42K+ 95.07% |
$547K - $650K
|
11.1K
$1.03M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
5.34K+ 32.17% |
$539K - $641K
|
21.9K
$2.04M
|
|
Nov 10, 2022
Q3 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
5.28K+ 42.75% |
$533K - $633K
|
17.6K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.08K+ 93.45% |
$513K - $610K
|
10.5K
$979K
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
4.92K+ 8.38% |
$497K - $591K
|
63.7K
$5.92M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.81KNew |
$486K - $578K
|
4.81K
$448K
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.71KNew |
$475K - $565K
|
4.71K
$438K
|
|
Feb 14, 2023
Q3 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
4.63K+ 240.64% |
$467K - $556K
|
6.55K
$610K
|