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
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-12.3K- 77.12% |
$1.14M - $1.35M
|
3.66K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-13.2K- 31.29% |
$1.22M - $1.44M
|
29K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-13.4K- 23.23% |
$1.24M - $1.47M
|
44.2K
$4.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 80.76% |
$1.31M - $1.56M
|
3.39K
$315K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.4K- 59.51% |
$1.33M - $1.57M
|
9.79K
$911K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
SELL
|
- |
-14.9K- 13.42% |
$1.37M - $1.63M
|
95.8K
$8.91M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16.2K- 80.85% |
$1.5M - $1.77M
|
3.84K
$357K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-16.6K- 30.43% |
$1.53M - $1.81M
|
37.9K
$3.53M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.7K- 79.09% |
$1.54M - $1.83M
|
4.41K
$410K
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
SELL
|
- |
-17K- 33.11% |
$1.57M - $1.86M
|
34.3K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.7K- 34.73% |
$1.64M - $1.94M
|
33.3K
$3.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-18.6K- 83.58% |
$1.72M - $2.04M
|
3.66K
$340K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-22K- 17.55% |
$2.04M - $2.41M
|
104K
$9.64M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-22.8K- 85.84% |
$2.11M - $2.5M
|
3.76K
$350K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-24K- 97.43% |
$2.22M - $2.63M
|
633
$58.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-25K- 50.09% |
$2.31M - $2.74M
|
25K
$2.32M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-26.7K- 46.05% |
$2.47M - $2.92M
|
31.3K
$2.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.7K- 55.26% |
$2.56M - $3.04M
|
22.4K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-28.7K- 57.86% |
$2.65M - $3.14M
|
20.9K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-29.6K- 34.08% |
$2.73M - $3.24M
|
57.3K
$5.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-30.5K- 48.09% |
$2.82M - $3.34M
|
32.9K
$3.07M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-34.1K- 19.65% |
$3.15M - $3.73M
|
139K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-34.7K- 23.83% |
$3.21M - $3.8M
|
111K
$10.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-38K- 73.86% |
$3.51M - $4.15M
|
13.4K
$1.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-38.5K- 66.07% |
$3.56M - $4.22M
|
19.8K
$1.84M
|
|
|
Jan 06, 2023
Q4 2022
|
Avondale Wealth Management
|
SELL
|
- |
-38.8K- 98.11% |
$3.59M - $4.25M
|
750
$69.8K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-40.8K- 5.78% |
$3.77M - $4.47M
|
665K
$61.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-41.6K- 34.29% |
$3.84M - $4.55M
|
79.7K
$7.42M
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
SELL
|
- |
-42.1K- 76.06% |
$3.89M - $4.6M
|
13.2K
$1.23M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-43.6K- 80.87% |
$4.03M - $4.78M
|
10.3K
$961K
|
|
|
Feb 14, 2023
Q4 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-44.2K- 48.87% |
$4.09M - $4.84M
|
46.3K
$4.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-44.6K- 89.48% |
$4.13M - $4.89M
|
5.25K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-45.3K- 19.02% |
$4.19M - $4.96M
|
193K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
SELL
|
- |
-50K- 33.33% |
$4.62M - $5.47M
|
100K
$9.31M
|
|
|
Jan 23, 2023
Q4 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-51.9K- 44.36% |
$4.8M - $5.68M
|
65.1K
$6.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-57K- 45.57% |
$5.26M - $6.24M
|
68K
$6.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-65.4K- 30.64% |
$6.04M - $7.16M
|
148K
$13.8M
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-67.8K- 84.14% |
$6.26M - $7.42M
|
12.8K
$1.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-75.7K- 43.21% |
$7M - $8.29M
|
99.5K
$9.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-78.5K- 53.23% |
$7.25M - $8.59M
|
69K
$6.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-78.5K- 97.5% |
$7.26M - $8.6M
|
2.02K
$188K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-90.3K- 42.47% |
$8.34M - $9.88M
|
122K
$11.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-93.9K- 37.11% |
$8.67M - $10.3M
|
159K
$14.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-95.7K- 66.87% |
$8.84M - $10.5M
|
47.4K
$4.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-101K- 86.01% |
$9.32M - $11M
|
16.4K
$1.53M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-109K- 83.92% |
$10.1M - $12M
|
20.9K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-110K- 96.18% |
$10.1M - $12M
|
4.35K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-114K- 66.57% |
$10.5M - $12.5M
|
57.1K
$5.32M
|
|
|
Feb 01, 2023
Q4 2022
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-119K- 89.67% |
$11M - $13M
|
13.7K
$1.28M
|
|
|
Feb 10, 2023
Q4 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-123K- 31.56% |
$11.4M - $13.5M
|
268K
$24.9M
|