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
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.93K+ 14.59% |
$555K - $606K
|
30.8K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
3.9KNew |
$552K - $602K
|
3.9K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3.88K+ 1446.27% |
$549K - $598K
|
4.14K
$386K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.87KNew |
$548K - $597K
|
3.87K
$360K
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.82KNew |
$540K - $589K
|
3.82K
$355K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
3.76KNew |
$531K - $580K
|
3.76K
$350K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.61KNew |
$510K - $557K
|
3.61K
$336K
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.51KNew |
$496K - $541K
|
3.51K
$326K
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
3.4KNew |
$481K - $525K
|
3.4K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.29K+ 58.25% |
$465K - $507K
|
8.93K
$831K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
3.25KNew |
$460K - $501K
|
3.25K
$302K
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.24K+ 3.05% |
$459K - $501K
|
110K
$10.2M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
3.16KNew |
$448K - $488K
|
3.16K
$294K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2.96K+ 3.51% |
$419K - $457K
|
87.3K
$8.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.9K+ 172.18% |
$410K - $447K
|
4.58K
$426K
|
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
2.85KNew |
$403K - $440K
|
2.85K
$265K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.79K+ 42.26% |
$394K - $430K
|
9.38K
$873K
|
|
|
Jan 20, 2022
Q4 2021
|
Astor Investment Management LLC
|
BUY
|
- |
2.74KNew |
$388K - $423K
|
2.74K
$255K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.72K+ 271900.0% |
$385K - $420K
|
2.72K
$253K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
2.7K+ 10.49% |
$382K - $417K
|
28.4K
$2.65M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
2.58KNew |
$365K - $398K
|
2.58K
$240K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.58KNew |
$365K - $398K
|
2.58K
$240K
|
|
|
Jan 27, 2022
Q4 2021
|
Nkcfo LLC
|
BUY
|
- |
2.5K+ 100.0% |
$354K - $386K
|
5K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.49K+ 113.16% |
$353K - $385K
|
4.7K
$437K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.46K+ 34.98% |
$349K - $380K
|
9.51K
$885K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.46K+ 57.02% |
$348K - $379K
|
6.76K
$630K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.3KNew |
$325K - $355K
|
2.3K
$214K
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
2.24KNew |
$317K - $346K
|
2.24K
$208K
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.23K+ 76.93% |
$315K - $344K
|
5.12K
$477K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
2.2KNew |
$311K - $339K
|
2.2K
$204K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
2.15K+ 89.07% |
$304K - $332K
|
4.57K
$425K
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.15KNew |
$304K - $331K
|
2.15K
$200K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.15K+ 1.7% |
$304K - $331K
|
128K
$11.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
2.14KNew |
$303K - $330K
|
2.14K
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.14KNew |
$302K - $330K
|
2.14K
$199K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.13KNew |
$301K - $328K
|
2.13K
$198K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.1K+ 70.08% |
$297K - $324K
|
5.1K
$475K
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
2.08K+ 16.65% |
$295K - $321K
|
14.6K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
2.03KNew |
$287K - $313K
|
2.03K
$188K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.02K+ 46.44% |
$286K - $312K
|
6.38K
$594K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.92K+ 3.36% |
$271K - $296K
|
58.8K
$5.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.88K+ 20.69% |
$266K - $290K
|
11K
$1.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.82K+ 16.38% |
$258K - $281K
|
12.9K
$1.2M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.79KNew |
$253K - $276K
|
1.79K
$167K
|
|
|
Jan 14, 2022
Q4 2021
|
Coho Partners, Ltd.
|
BUY
|
- |
1.77KNew |
$250K - $273K
|
1.77K
$164K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.75K+ 22.66% |
$248K - $271K
|
9.5K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.69K+ 58.02% |
$238K - $260K
|
4.59K
$427K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.68KNew |
$238K - $260K
|
1.68K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
1.68K+ 82.68% |
$238K - $259K
|
3.71K
$346K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
1.65KNew |
$234K - $255K
|
1.65K
$154K
|