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 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-3.29K- 44.41% |
$423K - $475K
|
4.12K
$368K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-3.5KClosed |
$450K - $505K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3.51KClosed |
$451K - $506K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.62K- 9.19% |
$466K - $522K
|
35.7K
$3.19M
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-3.65K- 32.85% |
$469K - $526K
|
7.45K
$665K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.68K- 4.44% |
$473K - $531K
|
79.2K
$7.07M
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.82KClosed |
$491K - $551K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-3.92K- 34.49% |
$504K - $565K
|
7.44K
$664K
|
|
Apr 22, 2022
Q1 2022
|
Exane Derivatives
|
SELL
|
- |
-3.93K- 33.16% |
$505K - $567K
|
7.91K
$706K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.09KClosed |
$527K - $591K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-4.13KClosed |
$532K - $596K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
SELL
|
- |
-4.4KClosed |
$566K - $634K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4.48KClosed |
$577K - $647K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.57KClosed |
$587K - $659K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.58KClosed |
$589K - $661K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.59KClosed |
$590K - $662K
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.83K- 51.57% |
$621K - $696K
|
4.53K
$405K
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.85K- 38.89% |
$624K - $700K
|
7.62K
$681K
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-4.9K- 31.65% |
$630K - $707K
|
10.6K
$944K
|
|
Apr 28, 2022
Q1 2022
|
Nkcfo LLC
|
SELL
|
- |
-5KClosed |
$643K - $722K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.15KClosed |
$663K - $743K
|
0
$0
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-5.35K- 61.66% |
$688K - $772K
|
3.33K
$297K
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-5.54K- 9.77% |
$713K - $799K
|
51.2K
$4.57M
|
|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-5.64KClosed |
$725K - $814K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-5.94K- 17.98% |
$764K - $857K
|
27.1K
$2.42M
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-6.25KClosed |
$805K - $902K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-6.41K- 53.86% |
$825K - $926K
|
5.49K
$490K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.53KClosed |
$840K - $942K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-6.6KClosed |
$849K - $952K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-6.82K- 22.59% |
$877K - $983K
|
23.3K
$2.08M
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6.83K- 77.19% |
$879K - $986K
|
2.02K
$180K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.84K- 1.49% |
$880K - $987K
|
452K
$40.4M
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.89KClosed |
$886K - $994K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Avondale Wealth Management
|
SELL
|
- |
-7.64K- 22.54% |
$983K - $1.1M
|
26.2K
$2.34M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.74K- 66.27% |
$996K - $1.12M
|
3.94K
$352K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.77K- 4.7% |
$1M - $1.12M
|
157K
$14.1M
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7.8K- 13.76% |
$1M - $1.13M
|
48.9K
$4.36M
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-8.1K- 32.09% |
$1.04M - $1.17M
|
17.1K
$1.53M
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.16K- 45.91% |
$1.05M - $1.18M
|
9.61K
$858K
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-8.62K- 51.24% |
$1.11M - $1.24M
|
8.2K
$732K
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-8.63KClosed |
$1.11M - $1.24M
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-8.66K- 95.09% |
$1.11M - $1.25M
|
447
$39.9K
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-8.73K- 19.21% |
$1.12M - $1.26M
|
36.7K
$3.28M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.24K- 34.69% |
$1.19M - $1.33M
|
17.4K
$1.55M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.25K- 60.82% |
$1.19M - $1.33M
|
5.96K
$532K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-9.3KClosed |
$1.2M - $1.34M
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-9.75KClosed |
$1.25M - $1.41M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.3K- 79.94% |
$1.33M - $1.49M
|
2.59K
$232K
|
|
May 13, 2022
Q1 2022
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-10.4K- 25.9% |
$1.33M - $1.49M
|
29.6K
$2.65M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10.5K- 73.43% |
$1.35M - $1.51M
|
3.78K
$338K
|