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 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
728+ 4.04% |
$67.3K - $79.7K
|
18.7K
$1.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
727+ 132.91% |
$67.2K - $79.6K
|
1.27K
$119K
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
700New |
$64.7K - $76.6K
|
700
$65.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
700+ 10.46% |
$64.7K - $76.6K
|
7.39K
$688K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
694+ 19.85% |
$64.1K - $76K
|
4.19K
$390K
|
|
|
Feb 09, 2023
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
692+ 1.12% |
$63.9K - $75.8K
|
62.5K
$5.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
675New |
$62.4K - $73.9K
|
675
$62.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
656+ 9.68% |
$60.6K - $71.8K
|
7.44K
$692K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
656+ 9.68% |
$60.6K - $71.8K
|
7.44K
$692K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
633New |
$58.5K - $69.3K
|
633
$58.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
626+ 3.72% |
$57.8K - $68.5K
|
17.5K
$1.63M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
617+ 28.75% |
$57K - $67.5K
|
2.76K
$257K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
600New |
$55.4K - $65.7K
|
600
$55.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
563+ 22.6% |
$52K - $61.6K
|
3.05K
$284K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
560New |
$51.7K - $61.3K
|
560
$52.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
537+ 2.92% |
$49.6K - $58.8K
|
18.9K
$1.76M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
514+ 3953.85% |
$47.5K - $56.3K
|
527
$49K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
510New |
$47.1K - $55.8K
|
510
$47.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
507New |
$46.8K - $55.5K
|
507
$47.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
500New |
$46.2K - $54.7K
|
500
$46.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
500+ 11.63% |
$46.2K - $54.7K
|
4.8K
$447K
|
|
|
Feb 02, 2023
Q4 2022
|
Empire Life Investments Inc.
|
BUY
|
- |
500New |
$46.2K - $54.7K
|
500
$46.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
486+ 3.07% |
$44.9K - $53.2K
|
16.3K
$1.52M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
469New |
$43.3K - $51.3K
|
469
$43.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
429New |
$39.6K - $47K
|
429
$39.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
423+ 16.0% |
$39.1K - $46.3K
|
3.07K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
375New |
$34.7K - $41.1K
|
375
$34.9K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
370+ 39.78% |
$34.2K - $40.5K
|
1.3K
$121K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
370+ 4.35% |
$34.2K - $40.5K
|
8.87K
$826K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
310+ 6.62% |
$28.6K - $33.9K
|
5K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
300New |
$27.7K - $32.8K
|
300
$27.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
300+ 2.9% |
$27.7K - $32.8K
|
10.6K
$989K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
283New |
$26.1K - $31K
|
283
$26.3K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
259+ 3.05% |
$23.9K - $28.4K
|
8.75K
$815K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
255New |
$23.6K - $27.9K
|
255
$23.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
249New |
$23K - $27.3K
|
249
$23.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
243+ 1.22% |
$22.5K - $26.6K
|
20.2K
$1.88M
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
242+ 0.56% |
$22.4K - $26.5K
|
43.7K
$4.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
232+ 4.49% |
$21.4K - $25.4K
|
5.39K
$502K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229+ 19.46% |
$21.2K - $25.1K
|
1.41K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
222+ 54.55% |
$20.5K - $24.3K
|
629
$58.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
205+ 0.54% |
$18.9K - $22.4K
|
38.5K
$3.58M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
190+ 9.29% |
$17.6K - $20.8K
|
2.24K
$208K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
170New |
$15.7K - $18.6K
|
170
$15.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
160+ 2.13% |
$14.8K - $17.5K
|
7.67K
$713K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
157+ 2.04% |
$14.5K - $17.2K
|
7.86K
$732K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
155+ 3.62% |
$14.3K - $17K
|
4.44K
$413K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
140New |
$12.9K - $15.3K
|
140
$13K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
139+ 0.96% |
$12.8K - $15.2K
|
14.6K
$1.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
131+ 38.99% |
$12.1K - $14.3K
|
467
$43.5K
|