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
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
23.7K+ 277.55% |
$2.19M - $2.6M
|
32.3K
$3M
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
23.2KNew |
$2.14M - $2.54M
|
23.2K
$2.16M
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
22.9KNew |
$2.12M - $2.51M
|
22.9K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
22KNew |
$2.03M - $2.41M
|
22K
$2.04M
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
21.9K+ 46.8% |
$2.03M - $2.4M
|
68.8K
$6.4M
|
|
Jan 17, 2023
Q4 2022
|
J2 Capital Management Inc
|
BUY
|
- |
21.5K+ 270.81% |
$1.99M - $2.36M
|
29.5K
$2.74M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
20.3KNew |
$1.88M - $2.23M
|
20.3K
$1.89M
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
20.3K+ 67.73% |
$1.88M - $2.22M
|
50.3K
$4.68M
|
|
Feb 09, 2023
Q4 2022
|
Sbb Research Group LLC
|
BUY
|
- |
20.1K+ 66.39% |
$1.86M - $2.2M
|
50.5K
$4.7M
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
20K+ 417.11% |
$1.85M - $2.19M
|
24.8K
$2.31M
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.9K+ 52.98% |
$1.83M - $2.17M
|
57.3K
$5.34M
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$1.77M - $2.1M
|
19.2K
$1.78M
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
19.1KNew |
$1.76M - $2.09M
|
19.1K
$1.78M
|
|
Feb 13, 2023
Q4 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
19K+ 407.79% |
$1.76M - $2.08M
|
23.7K
$2.21M
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
19K+ 348.73% |
$1.75M - $2.08M
|
24.4K
$2.27M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.9K+ 39.19% |
$1.75M - $2.07M
|
67.2K
$6.25M
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
18.9K+ 50.74% |
$1.74M - $2.06M
|
56K
$5.21M
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
18.8K+ 1255.63% |
$1.74M - $2.06M
|
20.3K
$1.89M
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
18.8KNew |
$1.74M - $2.06M
|
18.8K
$1.75M
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
18.4K+ 83.42% |
$1.7M - $2.01M
|
40.4K
$3.76M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
18.3K+ 10.26% |
$1.69M - $2.01M
|
197K
$18.3M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.2K+ 81.3% |
$1.68M - $1.99M
|
40.6K
$3.78M
|
|
Aug 18, 2023
Q4 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
18.1K+ 53.78% |
$1.67M - $1.98M
|
51.8K
$4.82M
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.1K+ 13.25% |
$1.67M - $1.98M
|
154K
$14.4M
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
18.1KNew |
$1.67M - $1.98M
|
18.1K
$1.68M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
17.5KNew |
$1.62M - $1.92M
|
17.5K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
17.3K+ 1.94% |
$1.6M - $1.89M
|
908K
$84.5M
|
|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
16.7KNew |
$1.54M - $1.83M
|
16.7K
$1.56M
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$1.54M - $1.82M
|
16.7K
$1.55M
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.82M
|
16.6K
$1.55M
|
|
Feb 02, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
16.6KNew |
$1.54M - $1.82M
|
16.6K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16.4K+ 80.24% |
$1.52M - $1.8M
|
36.9K
$3.43M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.1KNew |
$1.49M - $1.76M
|
16.1K
$1.5M
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
15.7KNew |
$1.45M - $1.72M
|
15.7K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.3K+ 153.8% |
$1.42M - $1.68M
|
25.3K
$2.36M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15.3K+ 335.56% |
$1.41M - $1.67M
|
19.8K
$1.84M
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
15.2KNew |
$1.4M - $1.66M
|
15.2K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
15KNew |
$1.39M - $1.64M
|
15K
$1.4M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.9K+ 90.54% |
$1.38M - $1.63M
|
31.4K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
14.7KNew |
$1.35M - $1.6M
|
14.7K
$1.36M
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.5KNew |
$1.34M - $1.58M
|
14.5K
$1.35M
|
|
Jan 24, 2023
Q4 2022
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.3KNew |
$1.32M - $1.57M
|
14.3K
$1.33M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.3K+ 135.66% |
$1.32M - $1.56M
|
24.8K
$2.31M
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
14.1K+ 150.64% |
$1.31M - $1.55M
|
23.5K
$2.19M
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
14.1K+ 77.0% |
$1.3M - $1.54M
|
32.4K
$3.01M
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
13.9K+ 3.74% |
$1.29M - $1.52M
|
386K
$35.9M
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.4K+ 6.63% |
$1.24M - $1.47M
|
216K
$20.1M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
13.3KNew |
$1.23M - $1.46M
|
13.3K
$1.24M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
13.1K+ 156.4% |
$1.21M - $1.44M
|
21.5K
$2M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$1.21M - $1.44M
|
13.1K
$1.22M
|