Purchases and Sales Made in Q3 2022 in Ishares Barclays 20+ Year Trea (TLT)

TLT Quotes by TradingView

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
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
4.46K
+ 11.07%
$450K - $535K
44.7K $4.16M
Oct 13, 2022 Q3 2022
Hellman Jordan Management CO Inc

Quincy, MA
BUY
 -
4.44K
+ 19.77%
$448K - $533K
26.9K $2.5M
Oct 19, 2022 Q3 2022
Joule Financial, LLC

BUY
 -
4.4K
+ 51.17%
$444K - $528K
13K $1.21M
Oct 24, 2022 Q3 2022
Eagle Global Advisors LLC

Houston, TX
BUY
 -
4.38K
New
$442K - $525K
4.38K $407K
Nov 14, 2022 Q3 2022
Retirement Group, LLC

BUY
 -
4.13K
+ 7.13%
$417K - $496K
62K $5.77M
Oct 17, 2022 Q3 2022
One Advisory Partners, LLC

BUY
 -
4.07K
+ 157.28%
$411K - $489K
6.66K $620K
Nov 09, 2022 Q3 2022
Compagnie Lombard Odier S Cm A

1204 Geneva, V8
BUY
 -
4.07K
+ 11.9%
$411K - $488K
38.2K $3.56M
Nov 14, 2022 Q3 2022
High Falls Advisors, Inc

Rochester, NY
BUY
 -
4.06K
+ 126.56%
$410K - $488K
7.28K $677K
Oct 21, 2022 Q3 2022
K.J. Harrison & Partners Inc

BUY
 -
4K
+ 63.77%
$404K - $480K
10.3K $956K
Oct 19, 2022 Q3 2022
Nkcfo LLC

BUY
 -
4K
New
$404K - $480K
4K $372K
Oct 24, 2022 Q3 2022
Clear Harbor Asset Management, LLC

BUY
 -
3.77K
New
$381K - $453K
3.77K $351K
Oct 12, 2022 Q3 2022
Stone House Investment Management, LLC

BUY
 -
3.53K
New
$356K - $424K
3.53K $329K
Nov 14, 2022 Q3 2022
Prelude Capital Management, LLC

New York, NY
BUY
 -
3.49K
New
$352K - $419K
3.49K $325K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
3.4K
+ 475.8%
$343K - $408K
4.12K $383K
Oct 26, 2022 Q3 2022
Steel Peak Wealth Management LLC

BUY
 -
3.29K
New
$333K - $395K
3.29K $307K
Nov 14, 2022 Q3 2022
Omni Star Financial Group, Inc.

BUY
 -
3.23K
New
$326K - $387K
3.23K $300K
Nov 07, 2022 Q3 2022
Epic Trust Investment Advisors, LLC

BUY
 -
3.2K
New
$323K - $384K
3.2K $298K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

BUY
 -
3.19K
+ 1481.4%
$322K - $382K
3.4K $316K
Nov 01, 2022 Q3 2022
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
3.16K
New
$319K - $379K
3.16K $294K
Nov 21, 2022 Q3 2022
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
3.12K
+ 18.44%
$315K - $374K
20K $1.86M
Oct 20, 2022 Q3 2022
Focused Wealth Management, Inc

BUY
 -
3K
New
$303K - $360K
3K $279K
Nov 14, 2022 Q3 2022
Westwood Holdings Group Inc

Dallas, TX
BUY
 -
3K
New
$303K - $360K
3K $279K
Oct 17, 2022 Q3 2022
My Legacy Advisors, LLC

BUY
 -
2.99K
New
$302K - $359K
2.99K $279K
Sep 21, 2023 Q3 2022
Jefferies Group LLC

New York, NY
BUY
 -
2.98K
+ 17.51%
$301K - $357K
20K $1.86M
Nov 17, 2023 Q3 2022
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
2.91K
New
$293K - $349K
2.91K $270K
Oct 24, 2022 Q3 2022
Quattro Financial Advisors LLC

BUY
 -
2.9K
+ 39.94%
$293K - $348K
10.2K $945K
Oct 13, 2022 Q3 2022
Pfg Advisors

BUY
 -
2.9K
New
$292K - $348K
2.9K $270K
Nov 04, 2022 Q3 2022
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
2.87K
+ 11.52%
$289K - $344K
27.7K $2.58M
Oct 19, 2022 Q3 2022
Hb Wealth Management, LLC

BUY
 -
2.81K
New
$284K - $337K
2.81K $261K
Oct 17, 2022 Q3 2022
Bms Financial Advisors, LLC

BUY
 -
2.78K
New
$281K - $334K
2.78K $259K
Oct 19, 2022 Q3 2022
Klaas Financial Asset Advisors, LLC

Loves Park, IL
BUY
 -
2.7K
+ 2.36%
$272K - $324K
117K $10.9M
Oct 28, 2022 Q3 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.7K
+ 92.74%
$272K - $324K
5.6K $521K
Nov 14, 2022 Q3 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
2.68K
+ 71.7%
$270K - $321K
6.41K $596K
Nov 14, 2022 Q3 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
BUY
 -
2.67K
New
$269K - $320K
2.67K $248K
Nov 14, 2022 Q3 2022
Rs Crum Inc.

BUY
 -
2.63K
+ 1.42%
$265K - $315K
188K $17.5M
Nov 10, 2022 Q3 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.62K
New
$264K - $314K
2.62K $243K
Oct 27, 2022 Q3 2022
Founders Financial Securities LLC

BUY
 -
2.6K
New
$263K - $313K
2.6K $242K
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
2.58K
+ 23.1%
$261K - $310K
13.8K $1.28M
Nov 14, 2022 Q3 2022
Running Point Capital Advisors, LLC

BUY
 -
2.57K
+ 45.25%
$260K - $309K
8.25K $768K
Nov 14, 2022 Q3 2022
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
2.57K
+ 96.44%
$259K - $309K
5.24K $487K
Oct 18, 2022 Q3 2022
Firethorn Wealth Partners, LLC

BUY
 -
2.5K
New
$253K - $300K
2.5K $233K
Jan 04, 2023 Q3 2022
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
2.49K
New
$251K - $299K
2.49K $232K
Oct 20, 2022 Q3 2022
Baker Tilly Wealth Management, LLC

BUY
 -
2.44K
New
$246K - $293K
2.44K $227K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

BUY
 -
2.43K
+ 9.53%
$246K - $292K
28K $2.6M
Nov 14, 2022 Q3 2022
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
2.43K
New
$245K - $292K
2.43K $226K
Oct 27, 2022 Q3 2022
Hollencrest Capital Management

BUY
 -
2.43K
+ 17.17%
$245K - $292K
16.6K $1.54M
Oct 31, 2022 Q3 2022
Merit Financial Group, LLC

BUY
 -
2.4K
+ 12.86%
$243K - $288K
21.1K $1.96M
Nov 04, 2022 Q3 2022
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.39K
+ 46.14%
$242K - $287K
7.58K $706K
Oct 25, 2022 Q3 2022
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
2.34K
New
$237K - $281K
2.34K $218K

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