Purchases and Sales Made in Q1 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-251- 37.57% |
$32.3K - $36.2K
|
417
$37.2K
|
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-269- 6.67% |
$34.6K - $38.8K
|
3.77K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-282Closed |
$36.3K - $40.7K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-291- 11.51% |
$37.4K - $42K
|
2.24K
$200K
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
SELL
|
- |
-293- 1.61% |
$37.7K - $42.3K
|
17.9K
$1.6M
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-321- 60.34% |
$41.3K - $46.3K
|
211
$18.8K
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-328- 99.09% |
$42.2K - $47.3K
|
3
$268
|
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-330Closed |
$42.5K - $47.6K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-348- 74.68% |
$44.8K - $50.2K
|
118
$10.5K
|
|
|
May 10, 2022
Q1 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-355- 0.32% |
$45.7K - $51.2K
|
109K
$9.75M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-379- 1.26% |
$48.8K - $54.7K
|
29.7K
$2.65M
|
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
SELL
|
- |
-440- 0.79% |
$56.6K - $63.5K
|
55.4K
$4.94M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-517- 8.16% |
$66.5K - $74.6K
|
5.82K
$520K
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-557- 5.9% |
$71.7K - $80.4K
|
8.89K
$793K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-590- 18.91% |
$75.9K - $85.1K
|
2.53K
$226K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-720- 11.97% |
$92.6K - $104K
|
5.29K
$473K
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-735- 15.74% |
$94.6K - $106K
|
3.93K
$351K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-798- 42.95% |
$103K - $115K
|
1.06K
$94.6K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-804- 6.67% |
$103K - $116K
|
11.3K
$1M
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-816- 2.62% |
$105K - $118K
|
30.4K
$2.71M
|
|
|
Apr 27, 2022
Q1 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-833- 9.1% |
$107K - $120K
|
8.32K
$743K
|
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-835Closed |
$107K - $120K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-942- 2.31% |
$121K - $136K
|
39.8K
$3.55M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-950- 15.26% |
$122K - $137K
|
5.27K
$471K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-966- 7.0% |
$124K - $139K
|
12.8K
$1.15M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1K- 20.58% |
$129K - $145K
|
3.87K
$346K
|
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-1.12KClosed |
$144K - $162K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.17K- 13.07% |
$150K - $168K
|
7.76K
$693K
|
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.2K- 18.79% |
$154K - $173K
|
5.17K
$462K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.22K- 12.81% |
$157K - $176K
|
8.29K
$740K
|
|
|
Apr 26, 2022
Q1 2022
|
Vista Finance, LLC
|
SELL
|
- |
-1.22K- 4.73% |
$157K - $176K
|
24.6K
$2.19M
|
|
|
Apr 29, 2022
Q1 2022
|
Bcm Advisors, LLC
|
SELL
|
- |
-1.22K- 0.51% |
$157K - $176K
|
240K
$21.4M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.27K- 59.08% |
$163K - $183K
|
876
$78.2K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 12.72% |
$166K - $186K
|
8.84K
$789K
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.32K- 2.78% |
$170K - $191K
|
46.2K
$4.13M
|
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-1.35KClosed |
$174K - $195K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-1.35KClosed |
$174K - $195K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-1.39KClosed |
$179K - $201K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.4KClosed |
$180K - $202K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.4KClosed |
$181K - $202K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-1.44KClosed |
$186K - $208K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Clean Yield Group
|
SELL
|
- |
-1.45K- 34.52% |
$187K - $209K
|
2.75K
$245K
|
|
|
May 10, 2022
Q1 2022
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.47KClosed |
$188K - $211K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.47K- 6.56% |
$189K - $212K
|
20.9K
$1.87M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.47KClosed |
$190K - $213K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.5K- 37.57% |
$193K - $216K
|
2.49K
$222K
|
|
|
May 16, 2022
Q1 2022
|
Amundi
Paris, I0 |
SELL
|
- |
-1.5K- 4.09% |
$193K - $216K
|
35.2K
$3.14M
|
|
|
May 16, 2022
Q1 2022
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-1.5KClosed |
$193K - $216K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-1.5KClosed |
$193K - $217K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.5KClosed |
$194K - $217K
|
0
$0
|