Purchases and Sales Made in Q4 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2022. 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 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.3M+ 88.14% |
$1.22B - $1.45B
|
28.3M
$2.63B
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.77M+ 19.85% |
$441M - $522M
|
28.8M
$2.68B
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.04M+ 132.28% |
$281M - $333M
|
5.34M
$497M
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.92M+ 122.2% |
$270M - $319M
|
5.31M
$494M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.79M+ 245.41% |
$258M - $306M
|
3.93M
$366M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.79M+ 245.41% |
$258M - $306M
|
3.93M
$366M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
2.12M+ 86.25% |
$195M - $232M
|
4.57M
$425M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.96M+ 54.1% |
$181M - $215M
|
5.59M
$520M
|
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
1.89M+ 25.44% |
$175M - $207M
|
9.32M
$867M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.65M+ 3928.12% |
$153M - $181M
|
1.69M
$158M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
1.46M+ 61.37% |
$135M - $159M
|
3.83M
$356M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.4MNew |
$129M - $153M
|
1.4M
$130M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.23M+ 76.56% |
$113M - $134M
|
2.83M
$263M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.05M+ 2905.14% |
$96.8M - $115M
|
1.08M
$101M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
941K+ 95.14% |
$86.9M - $103M
|
1.93M
$180M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
733K+ 205.96% |
$67.7M - $80.3M
|
1.09M
$101M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
493K+ 140.42% |
$45.5M - $54M
|
844K
$78.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
492K+ 176.55% |
$45.5M - $53.9M
|
771K
$71.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
468K+ 31.38% |
$43.2M - $51.2M
|
1.96M
$182M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
451KNew |
$41.7M - $49.4M
|
451K
$42M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
443K+ 5541.25% |
$41M - $48.5M
|
451K
$42M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
430K+ 70.23% |
$39.7M - $47.1M
|
1.04M
$97M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
388K+ 331.25% |
$35.8M - $42.4M
|
505K
$47M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
373KNew |
$34.5M - $40.8M
|
373K
$34.7M
|
|
|
Jan 20, 2023
Q4 2022
|
Vantagepoint Investment Advisers LLC
|
BUY
|
- |
373K+ 52.97% |
$34.4M - $40.8M
|
1.08M
$100M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
369KNew |
$34.1M - $40.4M
|
369K
$34.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
334K+ 416.17% |
$30.9M - $36.6M
|
414K
$38.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
332K+ 9.88% |
$30.7M - $36.3M
|
3.69M
$344M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
326K+ 25.99% |
$30.2M - $35.7M
|
1.58M
$147M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
313KNew |
$28.9M - $34.3M
|
313K
$29.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Baymount Management LP
Miami, FL |
BUY
|
- |
300KNew |
$27.7M - $32.8M
|
300K
$27.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290K+ 42.28% |
$26.8M - $31.8M
|
977K
$90.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
288KNew |
$26.6M - $31.6M
|
288K
$26.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
287K+ 6.03% |
$26.5M - $31.4M
|
5.04M
$469M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
272K+ 80.26% |
$25.1M - $29.8M
|
610K
$56.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
235KNew |
$21.7M - $25.7M
|
235K
$21.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
229K+ 138.4% |
$21.2M - $25.1M
|
394K
$36.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
210K+ 95.69% |
$19.4M - $23M
|
430K
$40M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
199KNew |
$18.3M - $21.7M
|
199K
$18.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
188K+ 88.99% |
$17.4M - $20.6M
|
399K
$37.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
177KNew |
$16.3M - $19.4M
|
177K
$16.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 91.71% |
$16M - $19M
|
363K
$33.8M
|
|
|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
171KNew |
$15.8M - $18.7M
|
171K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
167K+ 90.14% |
$15.5M - $18.3M
|
353K
$32.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
157KNew |
$14.5M - $17.2M
|
157K
$14.6M
|
|
|
Jan 27, 2023
Q4 2022
|
Sinecera Capital, LLC
|
BUY
|
- |
153K+ 401.42% |
$14.2M - $16.8M
|
192K
$17.8M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
152K+ 13.63% |
$14M - $16.6M
|
1.27M
$118M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
151K+ 2633.69% |
$13.9M - $16.5M
|
157K
$14.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Members Advisory Group LLC
Williamsville, NY |
BUY
|
- |
149KNew |
$13.8M - $16.3M
|
149K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
141K+ 22.86% |
$13M - $15.4M
|
755K
$70.3M
|