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 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
86+ 14.78% |
$12.2K - $13.3K
|
668
$62.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
83+ 0.37% |
$11.7K - $12.8K
|
22.2K
$2.07M
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
79+ 0.07% |
$11.2K - $12.2K
|
108K
$10M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
72+ 15.65% |
$10.2K - $11.1K
|
532
$49.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
70New |
$9.91K - $10.8K
|
70
$6.51K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
64+ 0.49% |
$9.06K - $9.88K
|
13.2K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
64New |
$9.06K - $9.88K
|
64
$5.96K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
61+ 0.37% |
$8.63K - $9.42K
|
16.4K
$1.53M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
59+ 163.89% |
$8.35K - $9.11K
|
95
$8.84K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
57New |
$8.07K - $8.8K
|
57
$5.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
55New |
$7.78K - $8.49K
|
55
$5.12K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
52+ 2.88% |
$7.36K - $8.03K
|
1.86K
$173K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
49New |
$6.93K - $7.56K
|
49
$4.56K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
47+ 3.05% |
$6.65K - $7.25K
|
1.59K
$148K
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
46+ 1.19% |
$6.51K - $7.1K
|
3.92K
$365K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
46+ 0.37% |
$6.51K - $7.1K
|
12.4K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46+ 3.26% |
$6.51K - $7.1K
|
1.46K
$136K
|
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
44+ 1.41% |
$6.23K - $6.79K
|
3.16K
$294K
|
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
BUY
|
- |
43+ 2.34% |
$6.09K - $6.64K
|
1.88K
$175K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
43+ 3.68% |
$6.09K - $6.64K
|
1.21K
$113K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
42+ 1.66% |
$5.94K - $6.48K
|
2.58K
$240K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
38+ 0.55% |
$5.38K - $5.87K
|
6.89K
$641K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
36New |
$5.09K - $5.56K
|
36
$3.35K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
36New |
$5.09K - $5.56K
|
36
$3.35K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
31+ 4.56% |
$4.39K - $4.78K
|
711
$66.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
30+ 36.59% |
$4.25K - $4.63K
|
112
$10.4K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
30New |
$4.25K - $4.63K
|
30
$2.79K
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
28+ 0.86% |
$3.96K - $4.32K
|
3.27K
$304K
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
21New |
$2.97K - $3.24K
|
21
$1.95K
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
14New |
$1.98K - $2.16K
|
14
$1.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
13New |
$1.84K - $2.01K
|
13
$1.21K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
12New |
$1.7K - $1.85K
|
12
$1.12K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
11+ 17.74% |
$1.56K - $1.7K
|
73
$6.79K
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
9+ 0.52% |
$1.27K - $1.39K
|
1.74K
$162K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
9+ 3.35% |
$1.27K - $1.39K
|
278
$25.9K
|
|
|
Jan 25, 2022
Q4 2021
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8+ 0.41% |
$1.13K - $1.23K
|
1.94K
$181K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
8New |
$1.13K - $1.23K
|
8
$744
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6New |
$849 - $926
|
6
$558
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6New |
$849 - $926
|
6
$558
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5New |
$708 - $772
|
5
$465
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.17% |
$566 - $617
|
2.39K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.68% |
$425 - $463
|
441
$41K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
2New |
$283 - $309
|
2
$186
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.49% |
$283 - $309
|
408
$38K
|
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
2New |
$283 - $309
|
2
$186
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.53% |
$142 - $154
|
190
$17.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 50.0% |
$142 - $154
|
1
$93.1
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 6.67% |
$142 - $154
|
14
$1.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1Closed |
$142 - $154
|
0
$0
|