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 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
12.8KNew |
$1.19M - $1.41M
|
12.8K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
12.4K+ 23.33% |
$1.14M - $1.35M
|
65.3K
$6.08M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
12.2KNew |
$1.12M - $1.33M
|
12.2K
$1.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12K+ 19.03% |
$1.11M - $1.32M
|
75.3K
$7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
11.8K+ 56.12% |
$1.09M - $1.29M
|
32.7K
$3.05M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.6K+ 14.08% |
$1.08M - $1.27M
|
94.3K
$8.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
11.6KNew |
$1.07M - $1.27M
|
11.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.2K+ 111.73% |
$1.04M - $1.23M
|
21.3K
$1.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
11.2K+ 14.52% |
$1.04M - $1.23M
|
88.5K
$8.23M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
11.2KNew |
$1.03M - $1.22M
|
11.2K
$1.04M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
11.2K+ 26.78% |
$1.03M - $1.22M
|
52.8K
$4.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
10.6K+ 16.58% |
$975K - $1.16M
|
74.2K
$6.91M
|
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
10.1K+ 95.83% |
$938K - $1.11M
|
20.7K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
10.1KNew |
$935K - $1.11M
|
10.1K
$942K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.1KNew |
$933K - $1.11M
|
10.1K
$940K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
9.87KNew |
$912K - $1.08M
|
9.87K
$919K
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
9.79K+ 16.48% |
$905K - $1.07M
|
69.2K
$6.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
9.68K+ 50.19% |
$895K - $1.06M
|
29K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.58K+ 175.59% |
$885K - $1.05M
|
15K
$1.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
9.56KNew |
$884K - $1.05M
|
9.56K
$890K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
9.51K+ 33.08% |
$879K - $1.04M
|
38.3K
$3.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
9.33KNew |
$862K - $1.02M
|
9.33K
$869K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
9.28KNew |
$857K - $1.02M
|
9.28K
$863K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.06K+ 5.17% |
$838K - $992K
|
184K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
8.99K+ 76.75% |
$831K - $984K
|
20.7K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
8.87K+ 247.56% |
$820K - $971K
|
12.5K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
8.81KNew |
$814K - $965K
|
8.81K
$820K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
8.61K+ 20.03% |
$795K - $942K
|
51.6K
$4.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
8.6KNew |
$795K - $941K
|
8.6K
$800K
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
8.53K+ 580.74% |
$788K - $934K
|
10K
$931K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.47K+ 80.26% |
$783K - $928K
|
19K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.09KNew |
$747K - $885K
|
8.09K
$752K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.06KNew |
$745K - $883K
|
8.06K
$750K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.02K+ 202.24% |
$741K - $878K
|
12K
$1.12M
|
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.83KNew |
$723K - $857K
|
7.83K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
7.72K+ 23.2% |
$713K - $845K
|
41K
$3.82M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.57KNew |
$699K - $828K
|
7.57K
$704K
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
7.44KNew |
$688K - $815K
|
7.44K
$693K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.35KNew |
$679K - $804K
|
7.35K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
7.18KNew |
$664K - $786K
|
7.18K
$668K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.16K+ 10.53% |
$662K - $784K
|
75.2K
$6.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
7.07K+ 129.12% |
$653K - $774K
|
12.5K
$1.17M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
BUY
|
- |
7.04K+ 26.96% |
$651K - $771K
|
33.2K
$3.09M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.86K+ 21.67% |
$633K - $750K
|
38.5K
$3.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.84K+ 8.03% |
$632K - $748K
|
92K
$8.56M
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
6.7K+ 108.63% |
$619K - $733K
|
12.9K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.66K+ 59.91% |
$615K - $729K
|
17.8K
$1.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
6.64K+ 24.41% |
$613K - $727K
|
33.8K
$3.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.29K+ 48.98% |
$581K - $688K
|
19.1K
$1.78M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.25K+ 3.9% |
$578K - $685K
|
166K
$15.5M
|