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 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
74.7KNew |
$9.61M - $10.8M
|
74.7K
$6.67M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
72.1K+ 18.34% |
$9.28M - $10.4M
|
465K
$41.6M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.9KNew |
$8.73M - $9.8M
|
67.9K
$6.06M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
67KNew |
$8.62M - $9.66M
|
67K
$5.98M
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
BUY
|
- |
66.1KNew |
$8.51M - $9.54M
|
66.1K
$5.9M
|
|
Apr 19, 2022
Q1 2022
|
Moulton Wealth Management, Inc
|
BUY
|
- |
64.8K+ 71.61% |
$8.34M - $9.35M
|
155K
$13.9M
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
64.4K+ 208.83% |
$8.28M - $9.29M
|
95.2K
$8.5M
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
60.8K+ 35.29% |
$7.82M - $8.78M
|
233K
$20.8M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
60.5K+ 111.29% |
$7.78M - $8.73M
|
115K
$10.3M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
59.3K+ 42936.23% |
$7.62M - $8.55M
|
59.4K
$5.3M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
59.2K+ 110.56% |
$7.62M - $8.54M
|
113K
$10.1M
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
57.6K+ 927.69% |
$7.41M - $8.31M
|
63.8K
$5.7M
|
|
May 16, 2022
Q1 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
56.9K+ 78.53% |
$7.32M - $8.21M
|
129K
$11.5M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
56.3KNew |
$7.24M - $8.12M
|
56.3K
$5.02M
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
54.4KNew |
$7M - $7.85M
|
54.4K
$4.86M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
51.7K+ 86.75% |
$6.65M - $7.46M
|
111K
$9.93M
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
51KNew |
$6.56M - $7.36M
|
51K
$4.55M
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
50.3K+ 14.86% |
$6.47M - $7.26M
|
389K
$34.7M
|
|
May 10, 2022
Q1 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
49.4KNew |
$6.36M - $7.13M
|
49.4K
$4.41M
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
47.2K+ 118.95% |
$6.07M - $6.81M
|
86.8K
$7.75M
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
46.8K+ 53.57% |
$6.02M - $6.75M
|
134K
$12M
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46.8K+ 21.45% |
$6.02M - $6.75M
|
265K
$23.6M
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
44.7K+ 25390.34% |
$5.75M - $6.45M
|
44.9K
$4M
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
42.1K+ 170.67% |
$5.42M - $6.07M
|
66.8K
$5.96M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
40.7K+ 40.54% |
$5.24M - $5.88M
|
141K
$12.6M
|
|
May 09, 2022
Q1 2022
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
39.1K+ 239.79% |
$5.04M - $5.65M
|
55.5K
$4.95M
|
|
May 13, 2022
Q1 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
37.6KNew |
$4.84M - $5.43M
|
37.6K
$3.36M
|
|
May 04, 2022
Q1 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
37.2K+ 315.91% |
$4.78M - $5.37M
|
49K
$4.37M
|
|
May 16, 2022
Q1 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
37KNew |
$4.76M - $5.34M
|
37K
$3.3M
|
|
Feb 01, 2023
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
36.4K+ 1794.14% |
$4.68M - $5.25M
|
38.4K
$3.43M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
35.8K+ 435.18% |
$4.6M - $5.16M
|
44K
$3.93M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
34K+ 1588.8% |
$4.38M - $4.91M
|
36.2K
$3.23M
|
|
May 05, 2022
Q1 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
33.7KNew |
$4.33M - $4.86M
|
33.7K
$3.01M
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
33.1K+ 2842.3% |
$4.25M - $4.77M
|
34.2K
$3.05M
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
33KNew |
$4.25M - $4.77M
|
33K
$2.95M
|
|
May 13, 2022
Q1 2022
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
33K+ 122.14% |
$4.24M - $4.76M
|
60K
$5.36M
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
32.3K+ 127.57% |
$4.15M - $4.66M
|
57.6K
$5.14M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.9K+ 134.93% |
$4.1M - $4.6M
|
55.5K
$4.96M
|
|
May 04, 2022
Q1 2022
|
My Wealth Management Inc.
|
BUY
|
- |
31.5KNew |
$4.06M - $4.55M
|
31.5K
$2.82M
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
31.3KNew |
$4.03M - $4.52M
|
31.3K
$2.8M
|
|
Apr 27, 2022
Q1 2022
|
Nationwide Fund Advisors
|
BUY
|
- |
30.1K+ 2.52% |
$3.87M - $4.34M
|
1.22M
$109M
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
29KNew |
$3.73M - $4.18M
|
29K
$2.59M
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.9K+ 262.74% |
$3.72M - $4.17M
|
39.9K
$3.56M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
27.9KNew |
$3.58M - $4.02M
|
27.9K
$2.49M
|
|
May 16, 2022
Q1 2022
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
27.1K+ 47.37% |
$3.48M - $3.91M
|
84.2K
$7.52M
|
|
May 13, 2022
Q1 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
26.5KNew |
$3.41M - $3.83M
|
26.5K
$2.37M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
26.1K+ 77.1% |
$3.36M - $3.77M
|
60K
$5.36M
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
25.8K+ 212.68% |
$3.31M - $3.72M
|
37.9K
$3.38M
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
25.7K+ 2573.2% |
$3.31M - $3.71M
|
26.7K
$2.39M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
25.6K+ 95.74% |
$3.3M - $3.7M
|
52.4K
$4.68M
|