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 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.24KNew |
$576K - $683K
|
6.24K
$580K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.22K+ 5.9% |
$575K - $681K
|
112K
$10.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
6.22KNew |
$575K - $681K
|
6.22K
$579K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.06KNew |
$560K - $663K
|
6.06K
$564K
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
6KNew |
$554K - $657K
|
6K
$558K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.85K+ 16.93% |
$541K - $641K
|
40.4K
$3.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.83K+ 16.26% |
$539K - $638K
|
41.7K
$3.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.61K+ 107.99% |
$518K - $614K
|
10.8K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
5.59K+ 30.17% |
$516K - $611K
|
24.1K
$2.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.56K+ 527.23% |
$513K - $608K
|
6.61K
$615K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.54K+ 11.69% |
$512K - $606K
|
52.9K
$4.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
5.47KNew |
$505K - $598K
|
5.47K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
5.44KNew |
$503K - $595K
|
5.44K
$506K
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
5.35K+ 134.21% |
$494K - $585K
|
9.33K
$869K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
5.23KNew |
$483K - $572K
|
5.23K
$486K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5.14K+ 123.76% |
$475K - $562K
|
9.29K
$864K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.1K+ 12.82% |
$472K - $559K
|
44.9K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
5.09KNew |
$470K - $557K
|
5.09K
$473K
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Southport Management, L.L.C.
Wilson, WY |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$465K
|
|
|
Feb 02, 2023
Q4 2022
|
Requisite Capital Management, LLC
|
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
5KNew |
$462K - $547K
|
5K
$465K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.94K+ 202.96% |
$457K - $541K
|
7.38K
$687K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.93KNew |
$455K - $540K
|
4.93K
$459K
|
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
4.9KNew |
$453K - $536K
|
4.9K
$456K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 78.71% |
$445K - $528K
|
10.9K
$1.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
4.82K+ 40.39% |
$445K - $527K
|
16.7K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.81K+ 66.55% |
$444K - $526K
|
12K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.79K+ 491.79% |
$443K - $524K
|
5.76K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
4.73KNew |
$437K - $517K
|
4.73K
$440K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.57KNew |
$423K - $501K
|
4.57K
$426K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
4.56K+ 288.18% |
$421K - $499K
|
6.14K
$572K
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
4.52KNew |
$418K - $495K
|
4.52K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.51K+ 35.06% |
$416K - $493K
|
17.4K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
4.48KNew |
$414K - $490K
|
4.48K
$417K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.46KNew |
$412K - $488K
|
4.46K
$415K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
4.39K+ 50.83% |
$405K - $480K
|
13K
$1.21M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
4.37K+ 43.03% |
$404K - $478K
|
14.5K
$1.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.33K+ 69.33% |
$400K - $474K
|
10.6K
$984K
|
|
|
Feb 14, 2023
Q4 2022
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
4.25K+ 69.08% |
$392K - $465K
|
10.4K
$967K
|
|
|
Feb 14, 2023
Q4 2022
|
Eschler Asset Management LLP
Cambridge, X0 |
BUY
|
- |
4.22KNew |
$390K - $462K
|
4.22K
$393K
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
4.13K+ 74.53% |
$382K - $452K
|
9.67K
$900K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.03KNew |
$372K - $441K
|
4.03K
$375K
|
|
|
Jan 17, 2023
Q4 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
4KNew |
$370K - $438K
|
4K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
4K+ 200.0% |
$370K - $438K
|
6K
$558K
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
3.96K+ 8.09% |
$366K - $434K
|
53K
$4.93M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
3.96KNew |
$366K - $433K
|
3.96K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.94K+ 68.69% |
$364K - $432K
|
9.68K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
3.9KNew |
$360K - $427K
|
3.9K
$363K
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.9K+ 5063.64% |
$360K - $427K
|
3.98K
$370K
|