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 10, 2022 Q3 2022
Sage Advisory Services, Ltd.Co.

BUY
 -
204
+ 1.68%
$20.6K - $24.5K
12.3K $1.15M
Oct 27, 2022 Q3 2022
Cwm, LLC

BUY
 -
199
+ 0.21%
$20.1K - $23.9K
97.2K $9.04M
Oct 20, 2022 Q3 2022
First Heartland Consultants, Inc.

BUY
 -
196
+ 5.82%
$19.8K - $23.5K
3.56K $332K
Oct 11, 2022 Q3 2022
Ballew Advisors, Inc

BUY
 -
179
+ 1.72%
$18.1K - $21.5K
10.6K $986K
Nov 14, 2022 Q3 2022
Laidlaw Wealth Management LLC

New York City, NY
BUY
 -
173
+ 9.13%
$17.5K - $20.8K
2.07K $192K
Nov 14, 2022 Q3 2022
Shelton Capital Management

Denver, CO
BUY
 -
170
+ 6.96%
$17.2K - $20.4K
2.61K $243K
Oct 19, 2022 Q3 2022
Security Financial Services, Inc.

BUY
 -
160
+ 2.61%
$16.2K - $19.2K
6.3K $586K
Oct 27, 2022 Q3 2022
Financial Management Professionals, Inc.

BUY
 -
160
+ 3200.0%
$16.2K - $19.2K
165 $15.4K
Oct 31, 2022 Q3 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
151
+ 6.65%
$15.2K - $18.1K
2.42K $225K
Nov 14, 2022 Q3 2022
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
150
New
$15.1K - $18K
150 $14K
Aug 16, 2024 Q3 2022
Td Private Client Wealth LLC

New York, NY
BUY
 -
148
+ 3.58%
$14.9K - $17.8K
4.28K $398K
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
143
New
$14.4K - $17.2K
143 $13.3K
Oct 05, 2022 Q3 2022
American National Bank

BUY
 -
134
New
$13.5K - $16.1K
134 $12.5K
Oct 04, 2022 Q3 2022
Advisor Net Financial, Inc

BUY
 -
124
+ 78.48%
$12.5K - $14.9K
282 $26.2K
Nov 10, 2022 Q3 2022
Investors Research Corp

BUY
 -
111
+ 45.12%
$11.2K - $13.3K
357 $33.2K
May 11, 2023 Q3 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
110
+ 159.42%
$11.1K - $13.2K
179 $16.7K
Oct 31, 2022 Q3 2022
Green Square Capital Advisors LLC

BUY
 -
104
New
$10.5K - $12.5K
104 $9.68K
Nov 09, 2022 Q3 2022
Tcm Advisors, LLC

Martinsburg, WV
BUY
 -
100
+ 0.11%
$10.1K - $12K
93.8K $8.73M
Nov 04, 2022 Q3 2022
Berkeley Capital Partners, LLC

BUY
 -
91
+ 0.22%
$9.19K - $10.9K
40.9K $3.81M
Nov 14, 2022 Q3 2022
Fwl Investment Management, LLC

BUY
 -
90
New
$9.09K - $10.8K
90 $8.38K
Oct 11, 2022 Q3 2022
Walker Asset Management, LLC

BUY
 -
88
+ 4.06%
$8.88K - $10.6K
2.26K $210K
Nov 14, 2022 Q3 2022
Capital Group Private Client Services, Inc.

Los Angeles, CA
BUY
 -
86
+ 0.6%
$8.68K - $10.3K
14.4K $1.34M
Nov 08, 2022 Q3 2022
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
83
+ 0.45%
$8.38K - $9.96K
18.4K $1.71M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

BUY
 -
83
+ 5.54%
$8.38K - $9.96K
1.58K $147K
Nov 10, 2022 Q3 2022
King Wealth

Saratoga Springs, NY
BUY
 -
76
+ 2.0%
$7.67K - $9.12K
3.88K $361K
Nov 09, 2022 Q3 2022
Westside Investment Management, Inc.

BUY
 -
73
+ 0.6%
$7.37K - $8.76K
12.3K $1.15M
Nov 07, 2022 Q3 2022
Arrow Financial Corp

BUY
 -
71
+ 417.65%
$7.17K - $8.52K
88 $8.19K
Nov 14, 2022 Q3 2022
Verus Capital Partners, LLC

Scottsdale, AZ
BUY
 -
66
+ 1.15%
$6.66K - $7.92K
5.8K $540K
Nov 08, 2022 Q3 2022
Shelton Wealth Management, LLC

BUY
 -
66
+ 0.3%
$6.66K - $7.92K
22K $2.05M
Nov 14, 2022 Q3 2022
Geneos Wealth Management Inc.

BUY
 -
63
+ 3.07%
$6.36K - $7.56K
2.11K $197K
Nov 02, 2022 Q3 2022
Hudock, Inc.

BUY
 -
60
+ 63.83%
$6.06K - $7.2K
154 $14.3K
Nov 02, 2022 Q3 2022
Rice Partnership, LLC

BUY
 -
60
+ 12.32%
$6.06K - $7.2K
547 $50.9K
Nov 04, 2022 Q3 2022
Southeast Asset Advisors Inc.

Thomasville, GA
BUY
 -
55
+ 1.13%
$5.55K - $6.6K
4.93K $459K
Nov 14, 2022 Q3 2022
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
55
+ 127.91%
$5.55K - $6.6K
98 $9.12K
Dec 12, 2022 Q3 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
52
+ 0.29%
$5.25K - $6.24K
18.1K $1.69M
Nov 14, 2022 Q3 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
50
+ 5.71%
$5.05K - $6K
925 $86.1K
Oct 17, 2022 Q3 2022
Bartlett & Co. LLC

BUY
 -
44
New
$4.44K - $5.28K
44 $4.09K
Nov 15, 2022 Q3 2022
Signature Securities Group Corporation

BUY
 -
43
New
$4.34K - $5.16K
43 $4K
Aug 13, 2024 Q3 2022
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
41
+ 65.08%
$4.14K - $4.92K
104 $9.68K
Oct 17, 2022 Q3 2022
Banque Cantonale Vaudoise

BUY
 -
40
+ 1.54%
$4.04K - $4.8K
2.64K $246K
Oct 31, 2022 Q3 2022
Tru Independence Asset Management 2, LLC

BUY
 -
39
+ 1.13%
$3.94K - $4.68K
3.49K $325K
Oct 19, 2022 Q3 2022
Empirical Asset Management, LLC

BUY
 -
38
+ 1.29%
$3.84K - $4.56K
3K $279K
Dec 30, 2022 Q3 2022
Versant Capital Management, Inc

BUY
 -
38
+ 1266.67%
$3.84K - $4.56K
41 $3.82K
Oct 14, 2022 Q3 2022
Washington Trust Advisors, Inc.

BUY
 -
37
+ 0.84%
$3.74K - $4.44K
4.44K $413K
Dec 02, 2022 Q3 2022
American Trust

Lexington, KY
BUY
 -
37
+ 0.96%
$3.74K - $4.44K
3.89K $362K
Oct 11, 2022 Q3 2022
Cedar Mountain Advisors, LLC

BUY
 -
31
New
$3.13K - $3.72K
31 $2.88K
Nov 15, 2022 Q3 2022
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
30
+ 30.0%
$3.03K - $3.6K
130 $12.1K
Oct 20, 2022 Q3 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
26
+ 0.25%
$2.62K - $3.12K
10.2K $952K
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
26
New
$2.62K - $3.12K
26 $2.42K

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