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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
58KNew |
$8.2M - $8.95M
|
58K
$5.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
57.2KNew |
$8.09M - $8.82M
|
57.2K
$5.32M
|
|
|
Feb 11, 2022
Q4 2021
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
56.8KNew |
$8.04M - $8.77M
|
56.8K
$5.29M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
55KNew |
$7.78M - $8.49M
|
55K
$5.12M
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
53.5KNew |
$7.58M - $8.26M
|
53.5K
$4.98M
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
51.9K+ 85.57% |
$7.35M - $8.02M
|
113K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
49.4K+ 9.54% |
$6.99M - $7.62M
|
567K
$52.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
45.2KNew |
$6.4M - $6.98M
|
45.2K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
45.1K+ 110.72% |
$6.38M - $6.96M
|
85.8K
$7.99M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
43.5K+ 14.77% |
$6.16M - $6.72M
|
338K
$31.5M
|
|
|
Feb 14, 2023
Q4 2021
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
43.5KNew |
$6.16M - $6.72M
|
43.5K
$4.05M
|
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
41.3K+ 111.35% |
$5.85M - $6.38M
|
78.4K
$7.3M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
40.4KNew |
$5.71M - $6.23M
|
40.4K
$3.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
40KNew |
$5.66M - $6.17M
|
40K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39.7KNew |
$5.62M - $6.13M
|
39.7K
$3.7M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
38.3KNew |
$5.42M - $5.91M
|
38.3K
$3.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
38.3K+ 212.24% |
$5.42M - $5.91M
|
56.3K
$5.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
37.4K+ 15.45% |
$5.29M - $5.77M
|
279K
$26M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
36.7KNew |
$5.19M - $5.66M
|
36.7K
$3.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
36.1KNew |
$5.11M - $5.58M
|
36.1K
$3.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36K+ 3.32% |
$5.1M - $5.56M
|
1.12M
$104M
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
35.7KNew |
$5.06M - $5.51M
|
35.7K
$3.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Wealth Management
|
BUY
|
- |
35.5KNew |
$5.02M - $5.48M
|
35.5K
$3.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
35.2K+ 86.4% |
$4.99M - $5.44M
|
76K
$7.08M
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
35.2K+ 577.43% |
$4.98M - $5.43M
|
41.2K
$3.84M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
33K+ 208.9% |
$4.68M - $5.1M
|
48.9K
$4.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
33KNew |
$4.67M - $5.1M
|
33K
$3.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
32.6K+ 462.03% |
$4.62M - $5.04M
|
39.7K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Hills Wealth Management, LLC
Austin, TX |
BUY
|
- |
32.6K+ 54.5% |
$4.62M - $5.03M
|
92.5K
$8.61M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.5K+ 394.53% |
$4.6M - $5.02M
|
40.8K
$3.79M
|
|
|
Jan 12, 2022
Q4 2021
|
Moulton Wealth Management, Inc
|
BUY
|
- |
32.3K+ 55.61% |
$4.58M - $4.99M
|
90.5K
$8.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
32.3KNew |
$4.56M - $4.98M
|
32.3K
$3M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
31.2KNew |
$4.42M - $4.82M
|
31.2K
$2.9M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
30.7KNew |
$4.35M - $4.75M
|
30.7K
$2.86M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
30.3K+ 366.47% |
$4.29M - $4.68M
|
38.6K
$3.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
30.2KNew |
$4.27M - $4.66M
|
30.2K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.5K+ 11.89% |
$4.18M - $4.56M
|
278K
$25.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
BUY
|
- |
29.4K+ 45.37% |
$4.16M - $4.54M
|
94.2K
$8.77M
|
|
|
Feb 09, 2022
Q4 2021
|
Sbb Research Group LLC
|
BUY
|
- |
27.8KNew |
$3.93M - $4.29M
|
27.8K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
27.6K+ 94.9% |
$3.91M - $4.26M
|
56.7K
$5.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
27.4K+ 354.68% |
$3.88M - $4.23M
|
35.2K
$3.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
27.1K+ 46.97% |
$3.83M - $4.18M
|
84.7K
$7.88M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
26.8KNew |
$3.79M - $4.13M
|
26.8K
$2.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
BUY
|
- |
26.4K+ 49.2% |
$3.74M - $4.08M
|
80.1K
$7.46M
|
|
|
Feb 09, 2022
Q4 2021
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
26.2K+ 42.26% |
$3.7M - $4.04M
|
88.1K
$8.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25.8KNew |
$3.65M - $3.98M
|
25.8K
$2.4M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Finance, LLC
|
BUY
|
- |
25.8KNew |
$3.65M - $3.98M
|
25.8K
$2.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 4.98% |
$3.64M - $3.97M
|
542K
$50.5M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
24.7KNew |
$3.49M - $3.81M
|
24.7K
$2.3M
|
|
|
Jan 26, 2022
Q4 2021
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
24KNew |
$3.4M - $3.7M
|
24K
$2.23M
|