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 14, 2023
Q4 2022
|
Hhlr Advisors, Ltd.
Grand Cayman, E9 |
BUY
|
- |
140KNew |
$12.9M - $15.3M
|
140K
$13M
|
|
|
Feb 14, 2023
Q4 2022
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
135KNew |
$12.5M - $14.8M
|
135K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
127K+ 208.15% |
$11.7M - $13.9M
|
188K
$17.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
124K+ 34.83% |
$11.4M - $13.5M
|
479K
$44.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
123K+ 72.07% |
$11.4M - $13.5M
|
294K
$27.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
123KNew |
$11.3M - $13.4M
|
123K
$11.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
122K+ 5204.44% |
$11.3M - $13.4M
|
124K
$11.6M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
119K+ 74.65% |
$11M - $13M
|
278K
$25.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
110K+ 7.2% |
$10.2M - $12M
|
1.64M
$152M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
110K+ 55.4% |
$10.2M - $12M
|
308K
$28.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
105KNew |
$9.75M - $11.5M
|
105K
$9.82M
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
105KNew |
$9.74M - $11.5M
|
105K
$9.81M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
102K+ 280.35% |
$9.47M - $11.2M
|
139K
$12.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
101K+ 1151.87% |
$9.34M - $11.1M
|
110K
$10.2M
|
|
|
Jan 18, 2023
Q4 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
99.3K+ 450.66% |
$9.17M - $10.9M
|
121K
$11.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
95.4K+ 6.81% |
$8.82M - $10.4M
|
1.5M
$139M
|
|
|
Feb 09, 2023
Q4 2022
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
94.9K+ 40.65% |
$8.77M - $10.4M
|
328K
$30.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
94.5KNew |
$8.73M - $10.3M
|
94.5K
$8.79M
|
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
88.6KNew |
$8.18M - $9.69M
|
88.6K
$8.24M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
85.9K+ 45.98% |
$7.94M - $9.41M
|
273K
$25.4M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
83.6K+ 49.0% |
$7.72M - $9.15M
|
254K
$23.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Ttp Investments, Inc.
|
BUY
|
- |
82.7KNew |
$7.64M - $9.05M
|
82.7K
$7.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
81.3K+ 126.3% |
$7.51M - $8.89M
|
146K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79K+ 407.76% |
$7.3M - $8.65M
|
98.4K
$9.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
78.6K+ 1226.73% |
$7.26M - $8.61M
|
85K
$7.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
77.5K+ 14.78% |
$7.16M - $8.49M
|
602K
$56M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
75K+ 90.68% |
$6.93M - $8.21M
|
158K
$14.7M
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
74.6KNew |
$6.9M - $8.17M
|
74.6K
$6.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
74.4K+ 80.72% |
$6.87M - $8.14M
|
166K
$15.5M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
71.5KNew |
$6.61M - $7.83M
|
71.5K
$6.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
69.6KNew |
$6.43M - $7.61M
|
69.6K
$6.47M
|
|
|
Jan 26, 2023
Q4 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
69.5K+ 5.77% |
$6.42M - $7.61M
|
1.27M
$119M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
67KNew |
$6.19M - $7.33M
|
67K
$6.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
66.6K+ 74.52% |
$6.16M - $7.3M
|
156K
$14.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
64.8K+ 352.33% |
$5.99M - $7.09M
|
83.2K
$7.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
63.7K+ 302.22% |
$5.89M - $6.97M
|
84.8K
$7.89M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
62.5KNew |
$5.77M - $6.84M
|
62.5K
$5.81M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
62.4K+ 12701.83% |
$5.76M - $6.83M
|
62.9K
$5.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
62K+ 15.11% |
$5.73M - $6.79M
|
472K
$44M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
61.2K+ 218.64% |
$5.65M - $6.7M
|
89.1K
$8.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
60.9K+ 1388.98% |
$5.63M - $6.66M
|
65.3K
$6.07M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
59.4K+ 270.66% |
$5.49M - $6.5M
|
81.4K
$7.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
57.8K+ 154.66% |
$5.34M - $6.32M
|
95.1K
$8.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
57.1K+ 1020.01% |
$5.28M - $6.26M
|
62.7K
$5.84M
|
|
|
Feb 14, 2023
Q4 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
55.3K+ 844.42% |
$5.11M - $6.06M
|
61.9K
$5.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
55.2K+ 75.94% |
$5.1M - $6.05M
|
128K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
54.2KNew |
$5.01M - $5.93M
|
54.2K
$5.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
54K+ 28.33% |
$4.99M - $5.91M
|
245K
$22.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
53.9KNew |
$4.98M - $5.9M
|
53.9K
$5.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Strategic Equity Management
|
BUY
|
- |
53.9K+ 103.8% |
$4.98M - $5.9M
|
106K
$9.85M
|