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 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
3.82K+ 10.32% |
$353K - $418K
|
40.8K
$3.8M
|
|
|
Aug 14, 2023
Q4 2022
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
3.77KNew |
$348K - $413K
|
3.77K
$351K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.56KNew |
$329K - $390K
|
3.56K
$331K
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
3.56K+ 94.35% |
$329K - $390K
|
7.33K
$683K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.56KNew |
$329K - $389K
|
3.56K
$331K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.55KNew |
$328K - $388K
|
3.55K
$330K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
3.44K+ 18.05% |
$318K - $377K
|
22.5K
$2.09M
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
3.32KNew |
$307K - $363K
|
3.32K
$309K
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.27KNew |
$302K - $358K
|
3.27K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
3.16KNew |
$292K - $346K
|
3.16K
$294K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.05K+ 73.37% |
$281K - $333K
|
7.2K
$670K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.02KNew |
$279K - $330K
|
3.02K
$281K
|
|
|
Feb 13, 2023
Q4 2022
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3KNew |
$277K - $328K
|
3K
$279K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.92KNew |
$270K - $319K
|
2.92K
$272K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.91K+ 17.0% |
$269K - $318K
|
20K
$1.86M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.85K+ 91.99% |
$263K - $312K
|
5.95K
$553K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
2.85K+ 15.56% |
$263K - $312K
|
21.1K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.83K+ 30.12% |
$262K - $310K
|
12.2K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
2.77K+ 41.31% |
$255K - $303K
|
9.46K
$880K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
2.7KNew |
$249K - $296K
|
2.7K
$251K
|
|
|
Mar 13, 2023
Q4 2022
|
Crystalline Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
2.7KNew |
$249K - $296K
|
2.7K
$251K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.7K+ 51.74% |
$249K - $295K
|
7.9K
$736K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.68K+ 27.58% |
$248K - $294K
|
12.4K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.67KNew |
$247K - $293K
|
2.67K
$249K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.66K+ 123.78% |
$245K - $291K
|
4.8K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.61K+ 43.81% |
$241K - $286K
|
8.57K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.61KNew |
$241K - $286K
|
2.61K
$243K
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
2.61KNew |
$241K - $286K
|
2.61K
$243K
|
|
|
Jan 30, 2023
Q4 2022
|
Mackay Shields LLC
|
BUY
|
- |
2.54KNew |
$234K - $278K
|
2.54K
$236K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.51KNew |
$232K - $275K
|
2.51K
$234K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.44K+ 16.26% |
$225K - $267K
|
17.4K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.44K+ 10.24% |
$225K - $267K
|
26.2K
$2.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2.43K+ 178.36% |
$225K - $266K
|
3.79K
$353K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.42K+ 15.24% |
$224K - $265K
|
18.3K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.38KNew |
$220K - $261K
|
2.38K
$222K
|
|
|
Feb 28, 2024
Q4 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.37K+ 6.38% |
$219K - $259K
|
39.4K
$3.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.34K+ 5.11% |
$216K - $256K
|
48.1K
$4.48M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.34K+ 35.33% |
$216K - $256K
|
8.94K
$833K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.31KNew |
$214K - $253K
|
2.31K
$215K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
2.3K+ 12.31% |
$213K - $252K
|
21K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
2.29K+ 18.59% |
$212K - $251K
|
14.6K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
2.27KNew |
$210K - $249K
|
2.27K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 1.52% |
$207K - $245K
|
149K
$13.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.23KNew |
$206K - $245K
|
2.23K
$208K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.19K+ 77.96% |
$202K - $240K
|
5K
$465K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.16K+ 14.62% |
$200K - $237K
|
17K
$1.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
2.16K+ 57.23% |
$199K - $236K
|
5.92K
$551K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.15KNew |
$198K - $235K
|
2.15K
$200K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
2.12KNew |
$196K - $232K
|
2.12K
$197K
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2.1KNew |
$194K - $230K
|
2.1K
$196K
|