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 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
22.4KNew |
$3.17M - $3.45M
|
22.4K
$2.08M
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
BUY
|
- |
21.9K+ 169.57% |
$3.1M - $3.38M
|
34.8K
$3.24M
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
20.4K+ 10.39% |
$2.88M - $3.14M
|
216K
$20.1M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$2.72M - $2.97M
|
19.2K
$1.79M
|
|
Feb 02, 2022
Q4 2021
|
Bcm Advisors, LLC
|
BUY
|
- |
18.8K+ 8.49% |
$2.67M - $2.91M
|
241K
$22.4M
|
|
Feb 16, 2022
Q4 2021
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
18.3KNew |
$2.59M - $2.82M
|
18.3K
$1.7M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
18.3K+ 210.33% |
$2.58M - $2.82M
|
26.9K
$2.51M
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
18.2K+ 303533.34% |
$2.58M - $2.81M
|
18.2K
$1.7M
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
18KNew |
$2.55M - $2.78M
|
18K
$1.68M
|
|
Jan 20, 2022
Q4 2021
|
American Asset Management Inc.
|
BUY
|
- |
17.9K+ 8.17% |
$2.54M - $2.77M
|
237K
$22.1M
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
17K+ 74.77% |
$2.4M - $2.62M
|
39.7K
$3.69M
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
16.9K+ 2046.62% |
$2.4M - $2.62M
|
17.8K
$1.65M
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
16.8KNew |
$2.38M - $2.6M
|
16.8K
$1.57M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
16.5K+ 8.13% |
$2.34M - $2.55M
|
219K
$20.4M
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
16.4K+ 1.54% |
$2.32M - $2.53M
|
1.08M
$101M
|
|
Feb 11, 2022
Q4 2021
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
16.3KNew |
$2.31M - $2.52M
|
16.3K
$1.52M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
15.3K+ 153.46% |
$2.17M - $2.37M
|
25.3K
$2.36M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
15.2KNew |
$2.15M - $2.35M
|
15.2K
$1.41M
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15.2K+ 1051.84% |
$2.15M - $2.34M
|
16.6K
$1.55M
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.1KNew |
$2.14M - $2.34M
|
15.1K
$1.41M
|
|
Feb 15, 2022
Q4 2021
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
15KNew |
$2.12M - $2.31M
|
15K
$1.4M
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
15KNew |
$2.12M - $2.31M
|
15K
$1.39M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.8KNew |
$2.09M - $2.28M
|
14.8K
$1.38M
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
14.8KNew |
$2.09M - $2.28M
|
14.8K
$1.37M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
14.5K+ 4.94% |
$2.05M - $2.24M
|
308K
$28.7M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
14.2K+ 3.57% |
$2.01M - $2.19M
|
411K
$38.2M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.6K+ 858.22% |
$1.93M - $2.1M
|
15.2K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
13.6KNew |
$1.92M - $2.1M
|
13.6K
$1.27M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
BUY
|
- |
13.6KNew |
$1.92M - $2.09M
|
13.6K
$1.26M
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
13K+ 56.81% |
$1.85M - $2.01M
|
36K
$3.35M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.9K+ 6.75% |
$1.83M - $2M
|
205K
$19M
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
12.6K+ 698.01% |
$1.79M - $1.95M
|
14.5K
$1.35M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
12.4K+ 9.4% |
$1.76M - $1.91M
|
144K
$13.4M
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
12.1K+ 24118.0% |
$1.71M - $1.86M
|
12.1K
$1.13M
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
11.9K+ 54.43% |
$1.69M - $1.84M
|
33.9K
$3.15M
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
11.8KNew |
$1.67M - $1.82M
|
11.8K
$1.1M
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
11.6K+ 24.53% |
$1.64M - $1.79M
|
58.9K
$5.48M
|
|
Jan 11, 2022
Q4 2021
|
Avondale Wealth Management
|
BUY
|
- |
11.6K+ 51.94% |
$1.64M - $1.79M
|
33.9K
$3.15M
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.4K+ 152.75% |
$1.62M - $1.76M
|
18.9K
$1.76M
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
11.2KNew |
$1.58M - $1.73M
|
11.2K
$1.04M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
11.1K+ 25.73% |
$1.57M - $1.72M
|
54.4K
$5.06M
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.1K+ 179.26% |
$1.57M - $1.72M
|
17.3K
$1.61M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11K+ 8.55% |
$1.55M - $1.69M
|
139K
$13M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.4K+ 141.72% |
$1.47M - $1.61M
|
17.8K
$1.65M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
10.2K+ 500.49% |
$1.45M - $1.58M
|
12.3K
$1.14M
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
10.2KNew |
$1.44M - $1.57M
|
10.2K
$946K
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
9.81K+ 190.11% |
$1.39M - $1.51M
|
15K
$1.39M
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.75K+ 388.84% |
$1.38M - $1.51M
|
12.3K
$1.14M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.19K+ 112.3% |
$1.3M - $1.42M
|
17.4K
$1.62M
|
|
Jan 28, 2022
Q4 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
9.15KNew |
$1.3M - $1.41M
|
9.15K
$852K
|