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 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
539New |
$76.3K - $83.2K
|
539
$50.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Affiance Financial, LLC
|
BUY
|
- |
468+ 4.3% |
$66.2K - $72.2K
|
11.4K
$1.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
467+ 16.44% |
$66.1K - $72.1K
|
3.31K
$308K
|
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
452+ 0.64% |
$64K - $69.8K
|
71.5K
$6.66M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
408New |
$57.7K - $63K
|
408
$38K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
401+ 2.97% |
$56.7K - $61.9K
|
13.9K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
387+ 14.16% |
$54.8K - $59.7K
|
3.12K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
380New |
$53.8K - $58.7K
|
380
$35.4K
|
|
|
Aug 25, 2023
Q4 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
371+ 6.85% |
$52.5K - $57.3K
|
5.79K
$539K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
369+ 22.88% |
$52.2K - $57K
|
1.98K
$184K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
361New |
$51.1K - $55.7K
|
361
$33.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
343+ 13.11% |
$48.5K - $52.9K
|
2.96K
$276K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
342+ 371.74% |
$48.4K - $52.8K
|
434
$40.4K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
333+ 5.86% |
$47.1K - $51.4K
|
6.01K
$560K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
330New |
$46.7K - $50.9K
|
330
$30.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
319+ 4.11% |
$45.1K - $49.2K
|
8.09K
$753K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
314+ 2.22% |
$44.4K - $48.5K
|
14.4K
$1.34M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
313+ 1.61% |
$44.3K - $48.3K
|
19.7K
$1.84M
|
|
|
Feb 17, 2022
Q4 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
282New |
$39.9K - $43.5K
|
282
$26.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
281+ 76.99% |
$39.8K - $43.4K
|
646
$60.1K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
258+ 10.89% |
$36.5K - $39.8K
|
2.63K
$245K
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
252+ 3.75% |
$35.7K - $38.9K
|
6.98K
$649K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
240New |
$34K - $37K
|
240
$22.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
230New |
$32.5K - $35.5K
|
230
$21.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
230New |
$32.5K - $35.5K
|
230
$21.4K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 23.16% |
$30.7K - $33.5K
|
1.15K
$107K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
215New |
$30.4K - $33.2K
|
215
$20K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
202+ 8.01% |
$28.6K - $31.2K
|
2.72K
$253K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
195+ 13.88% |
$27.6K - $30.1K
|
1.6K
$149K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
188New |
$26.6K - $29K
|
188
$17.5K
|
|
|
Feb 18, 2022
Q4 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
173New |
$24.5K - $26.7K
|
173
$16.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
166+ 386.05% |
$23.5K - $25.6K
|
209
$19.5K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
137+ 4.59% |
$19.4K - $21.1K
|
3.12K
$291K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
136New |
$19.2K - $21K
|
136
$12.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
134+ 1.97% |
$19K - $20.7K
|
6.94K
$646K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
123New |
$17.4K - $19K
|
123
$11.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
116+ 8.21% |
$16.4K - $17.9K
|
1.53K
$142K
|
|
|
Jan 31, 2022
Q4 2021
|
Signature Wealth Management Group
|
BUY
|
- |
112+ 3.55% |
$15.9K - $17.3K
|
3.26K
$304K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
111New |
$15.7K - $17.1K
|
111
$10.3K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
110+ 255.81% |
$15.6K - $17K
|
153
$14.2K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
107+ 4.53% |
$15.1K - $16.5K
|
2.47K
$230K
|
|
|
Feb 14, 2022
Q4 2021
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
107+ 10.97% |
$15.1K - $16.5K
|
1.08K
$101K
|
|
|
Feb 04, 2022
Q4 2021
|
Ballast Advisors LLC
|
BUY
|
- |
105+ 0.58% |
$14.9K - $16.2K
|
18.1K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
BUY
|
- |
103+ 21.37% |
$14.6K - $15.9K
|
585
$54.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
103+ 264.1% |
$14.6K - $15.9K
|
142
$13.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
100+ 1428.57% |
$14.2K - $15.4K
|
107
$9.96K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
96+ 6.72% |
$13.6K - $14.8K
|
1.53K
$142K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
96New |
$13.6K - $14.8K
|
96
$8.94K
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
95+ 1.15% |
$13.4K - $14.7K
|
8.38K
$780K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
91New |
$12.9K - $14K
|
91
$8.47K
|