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 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3K- 47.76% |
$277K - $328K
|
3.28K
$309K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-3K- 10.66% |
$277K - $328K
|
25.2K
$2.37M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3.05K- 11.47% |
$281K - $333K
|
23.5K
$2.21M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.14K- 16.7% |
$290K - $344K
|
15.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-3.27K- 13.27% |
$302K - $358K
|
21.4K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.3K- 5.18% |
$305K - $361K
|
60.3K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-3.4K- 5.34% |
$314K - $372K
|
60.3K
$5.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-3.41K- 10.92% |
$315K - $374K
|
27.8K
$2.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-3.5K- 51.56% |
$323K - $383K
|
3.29K
$309K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.55K- 63.29% |
$328K - $388K
|
2.06K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.6K- 9.14% |
$332K - $394K
|
35.7K
$3.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.6K- 87.42% |
$333K - $394K
|
518
$48.7K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-3.82K- 21.99% |
$353K - $418K
|
13.6K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.1K- 2.81% |
$379K - $449K
|
142K
$13.4M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-4.16K- 49.86% |
$384K - $455K
|
4.18K
$393K
|
|
|
Feb 14, 2023
Q4 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.24K- 36.98% |
$392K - $464K
|
7.23K
$680K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.48K- 15.76% |
$413K - $490K
|
23.9K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4.62K- 12.08% |
$427K - $506K
|
33.6K
$3.16M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 4.0% |
$471K - $558K
|
122K
$11.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.22K- 15.15% |
$482K - $571K
|
29.2K
$2.75M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-5.25K- 51.08% |
$485K - $574K
|
5.03K
$473K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-5.34K- 5.4% |
$494K - $585K
|
93.6K
$8.8M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.44K- 28.03% |
$503K - $595K
|
14K
$1.31M
|
|
|
Feb 15, 2023
Q4 2022
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-5.63K- 47.28% |
$521K - $617K
|
6.28K
$591K
|
|
|
Feb 13, 2023
Q4 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-5.65K- 58.46% |
$522K - $618K
|
4.01K
$377K
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-5.7K- 27.69% |
$526K - $623K
|
14.9K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-5.76K- 11.78% |
$532K - $630K
|
43.1K
$4.05M
|
|
|
Mar 08, 2023
Q4 2022
|
Pacific Wealth Management
|
SELL
|
- |
-5.76K- 6.84% |
$532K - $630K
|
78.4K
$7.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.78K- 4.65% |
$534K - $633K
|
118K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.81K- 7.17% |
$537K - $636K
|
75.2K
$7.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-6.25K- 28.24% |
$578K - $684K
|
15.9K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-6.42K- 43.02% |
$593K - $703K
|
8.51K
$800K
|
|
|
Feb 15, 2023
Q4 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-6.67K- 7.63% |
$616K - $730K
|
80.7K
$7.59M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-6.75KClosed |
$624K - $739K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.9K- 11.24% |
$638K - $756K
|
54.5K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.02K- 10.53% |
$649K - $768K
|
59.6K
$5.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.72K- 11.46% |
$714K - $845K
|
59.6K
$5.61M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-8.04K- 8.27% |
$743K - $880K
|
89.1K
$8.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.51K- 55.83% |
$787K - $932K
|
6.74K
$634K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-8.8K- 63.37% |
$813K - $963K
|
5.09K
$479K
|
|
|
Feb 02, 2023
Q4 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-9.54K- 18.51% |
$881K - $1.04M
|
42K
$3.95M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-9.56K- 48.27% |
$883K - $1.05M
|
10.2K
$964K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.77K- 20.75% |
$902K - $1.07M
|
37.3K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-10K- 10.53% |
$924K - $1.09M
|
85K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-10.3K- 55.28% |
$948K - $1.12M
|
8.3K
$781K
|
|
|
Jan 11, 2023
Q4 2022
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-11.1K- 49.81% |
$1.03M - $1.22M
|
11.2K
$1.05M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11.2K- 26.0% |
$1.03M - $1.22M
|
31.8K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-11.2K- 31.01% |
$1.04M - $1.23M
|
25K
$2.35M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.7K- 97.82% |
$1.09M - $1.29M
|
262
$24.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12K- 18.72% |
$1.11M - $1.31M
|
52.2K
$4.91M
|