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 |
---|---|---|---|---|---|---|---|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
53.2K+ 1493.88% |
$4.92M - $5.83M
|
56.8K
$5.29M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
52.4KNew |
$4.84M - $5.73M
|
52.4K
$4.87M
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
BUY
|
- |
49.8KNew |
$4.6M - $5.45M
|
49.8K
$4.63M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
49.2K+ 23.36% |
$4.55M - $5.38M
|
260K
$24.2M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48.5K+ 110.15% |
$4.48M - $5.31M
|
92.6K
$8.62M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
48.4KNew |
$4.47M - $5.3M
|
48.4K
$4.5M
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
47.9K+ 77.23% |
$4.42M - $5.24M
|
110K
$10.2M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
47.6K+ 5.07% |
$4.4M - $5.21M
|
987K
$91.9M
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
47.4K+ 269.71% |
$4.38M - $5.19M
|
65K
$6.05M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
45.8K+ 10.61% |
$4.23M - $5.01M
|
477K
$44.4M
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
45.2K+ 347.63% |
$4.17M - $4.94M
|
58.2K
$5.41M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
45KNew |
$4.15M - $4.92M
|
45K
$4.18M
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
44.4K+ 16.57% |
$4.1M - $4.86M
|
312K
$29.1M
|
|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
43.6K+ 2.42% |
$4.03M - $4.78M
|
1.85M
$172M
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
43.1KNew |
$3.98M - $4.71M
|
43.1K
$4.01M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
43K+ 197.4% |
$3.97M - $4.71M
|
64.8K
$6.03M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
41.2K+ 2.95% |
$3.8M - $4.51M
|
1.44M
$134M
|
|
Feb 06, 2023
Q4 2022
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
38.8KNew |
$3.58M - $4.24M
|
38.8K
$3.61M
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
38.4K+ 19.98% |
$3.55M - $4.2M
|
231K
$21.5M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
37.9KNew |
$3.5M - $4.15M
|
37.9K
$3.53M
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
37.8KNew |
$3.5M - $4.14M
|
37.8K
$3.52M
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37K+ 31.06% |
$3.42M - $4.05M
|
156K
$14.5M
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
36.4KNew |
$3.36M - $3.98M
|
36.4K
$3.38M
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
36.2KNew |
$3.35M - $3.97M
|
36.2K
$3.37M
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
36.1K+ 14.39% |
$3.33M - $3.95M
|
287K
$26.7M
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
BUY
|
- |
36KNew |
$3.33M - $3.94M
|
36K
$3.35M
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
35.9K+ 1030.05% |
$3.31M - $3.93M
|
39.3K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
35.7KNew |
$3.3M - $3.91M
|
35.7K
$3.32M
|
|
Feb 10, 2023
Q4 2022
|
Bcm Advisors, LLC
|
BUY
|
- |
35.5K+ 14.11% |
$3.28M - $3.89M
|
287K
$26.7M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
35.2KNew |
$3.26M - $3.86M
|
35.2K
$3.28M
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
34.8KNew |
$3.21M - $3.81M
|
34.8K
$3.24M
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
34.1K+ 99.7% |
$3.15M - $3.73M
|
68.2K
$6.35M
|
|
Feb 13, 2023
Q4 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
31.5K+ 50.98% |
$2.91M - $3.44M
|
93.2K
$8.67M
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
31.3KNew |
$2.89M - $3.43M
|
31.3K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
30.7K+ 296.81% |
$2.83M - $3.36M
|
41K
$3.82M
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30.5K+ 118.9% |
$2.82M - $3.34M
|
56.1K
$5.22M
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
BUY
|
- |
30.4KNew |
$2.81M - $3.32M
|
30.4K
$2.83M
|
|
Feb 08, 2023
Q4 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
30KNew |
$2.77M - $3.28M
|
30K
$2.79M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.8K+ 61.31% |
$2.67M - $3.16M
|
75.9K
$7.06M
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
28.8K+ 874.59% |
$2.66M - $3.15M
|
32.1K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
28.8K+ 1144.1% |
$2.66M - $3.15M
|
31.3K
$2.91M
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
28.1K+ 1.38% |
$2.6M - $3.08M
|
2.07M
$192M
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
BUY
|
- |
27KNew |
$2.49M - $2.95M
|
27K
$2.51M
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
26.2KNew |
$2.42M - $2.87M
|
26.2K
$2.44M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
26.2K+ 921.63% |
$2.42M - $2.87M
|
29K
$2.7M
|
|
Jan 17, 2023
Q4 2022
|
Erickson Financial Group, LLC
Allentown, PA |
BUY
|
- |
25.9KNew |
$2.39M - $2.84M
|
25.9K
$2.41M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
25.6K+ 55.38% |
$2.36M - $2.8M
|
71.7K
$6.68M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$2.28M - $2.7M
|
24.7K
$2.3M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
24.5KNew |
$2.26M - $2.68M
|
24.5K
$2.28M
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
24.2K+ 80.67% |
$2.24M - $2.65M
|
54.2K
$5.04M
|