Purchases and Sales Made in Q4 2021 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-130Closed |
$18.4K - $20.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-132Closed |
$18.7K - $20.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-134Closed |
$19K - $20.7K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-140- 18.13% |
$19.8K - $21.6K
|
632
$59.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-140- 8.69% |
$19.8K - $21.6K
|
1.47K
$138K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-142Closed |
$20.1K - $21.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-156- 2.17% |
$22.1K - $24.1K
|
7.05K
$663K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-162- 9.33% |
$22.9K - $25K
|
1.58K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-167Closed |
$23.6K - $25.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-171- 6.0% |
$24.2K - $26.4K
|
2.68K
$252K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-182Closed |
$25.8K - $28.1K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-184- 1.0% |
$26K - $28.4K
|
18.1K
$1.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
SELL
|
- |
-200- 33.33% |
$28.3K - $30.9K
|
400
$37.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-219- 13.32% |
$31K - $33.8K
|
1.43K
$134K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-223Closed |
$31.6K - $34.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-223Closed |
$31.6K - $34.4K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-226- 2.15% |
$32K - $34.9K
|
10.3K
$969K
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-233- 70.39% |
$33K - $36K
|
98
$9.22K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-235- 2.92% |
$33.3K - $36.3K
|
7.81K
$735K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-239- 8.8% |
$33.8K - $36.9K
|
2.48K
$233K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-264- 0.63% |
$37.4K - $40.7K
|
41.7K
$3.93M
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-265- 2.53% |
$37.5K - $40.9K
|
10.2K
$961K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-275- 3.45% |
$38.9K - $42.4K
|
7.7K
$724K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-276- 23.27% |
$39.1K - $42.6K
|
910
$85.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 21.43% |
$42.5K - $46.3K
|
1.1K
$103K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-305- 61.62% |
$43.2K - $47.1K
|
190
$17.9K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-305- 61.62% |
$43.2K - $47.1K
|
190
$17.9K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-310- 2.97% |
$43.9K - $47.8K
|
10.1K
$953K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-321Closed |
$45.4K - $49.5K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-342- 4.87% |
$48.4K - $52.8K
|
6.68K
$628K
|
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-390- 15.4% |
$55.2K - $60.2K
|
2.14K
$202K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-410- 7.33% |
$58K - $63.3K
|
5.18K
$487K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
SELL
|
- |
-416- 7.88% |
$58.9K - $64.2K
|
4.87K
$458K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-427- 8.79% |
$60.4K - $65.9K
|
4.43K
$417K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-443- 2.89% |
$62.7K - $68.4K
|
14.9K
$1.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.67% |
$63.7K - $69.5K
|
26.6K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-450- 23.03% |
$63.7K - $69.5K
|
1.5K
$142K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-465- 4.55% |
$65.8K - $71.8K
|
9.75K
$918K
|
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-465- 0.83% |
$65.8K - $71.8K
|
55.8K
$5.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-473- 6.9% |
$66.9K - $73K
|
6.38K
$600K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-523- 3.22% |
$74K - $80.7K
|
15.7K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-547- 1.19% |
$77.4K - $84.4K
|
45.4K
$4.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-600Closed |
$84.9K - $92.6K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-612- 11.16% |
$86.6K - $94.5K
|
4.87K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-649- 6.5% |
$91.8K - $100K
|
9.34K
$879K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-666- 9.74% |
$94.3K - $103K
|
6.17K
$581K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-679- 19.87% |
$96.1K - $105K
|
2.74K
$258K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-681- 16.29% |
$96.4K - $105K
|
3.5K
$329K
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-683- 16.58% |
$96.7K - $105K
|
3.44K
$323K
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-703- 11.09% |
$99.5K - $109K
|
5.64K
$530K
|