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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.69K+ 3.15% |
$1.25M - $1.4M
|
318K
$28.4M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.67KNew |
$1.24M - $1.39M
|
9.67K
$863K
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
9.33K+ 90.64% |
$1.2M - $1.35M
|
19.6K
$1.75M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.21K+ 373.82% |
$1.19M - $1.33M
|
11.7K
$1.04M
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
BUY
|
- |
9.08K+ 7.11% |
$1.17M - $1.31M
|
137K
$12.2M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
9.06K+ 58.27% |
$1.17M - $1.31M
|
24.6K
$2.2M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.67K+ 45.85% |
$1.12M - $1.25M
|
27.6K
$2.46M
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.46K+ 26.23% |
$1.09M - $1.22M
|
40.7K
$3.63M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.41K+ 42.64% |
$1.08M - $1.21M
|
28.1K
$2.51M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
8.4K+ 339.38% |
$1.08M - $1.21M
|
10.9K
$971K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.32K+ 55.01% |
$1.07M - $1.2M
|
23.5K
$2.09M
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
7.94KNew |
$1.02M - $1.15M
|
7.94K
$709K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.91K+ 35.89% |
$1.02M - $1.14M
|
29.9K
$2.67M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7.75K+ 111.76% |
$998K - $1.12M
|
14.7K
$1.31M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.47K+ 17.61% |
$962K - $1.08M
|
49.9K
$4.46M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7K+ 7366.32% |
$900K - $1.01M
|
7.09K
$633K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.98K+ 0.06% |
$898K - $1.01M
|
10.8M
$960M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
6.4K+ 435.01% |
$823K - $923K
|
7.87K
$703K
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
6.36K+ 36.72% |
$818K - $917K
|
23.7K
$2.11M
|
|
Apr 25, 2022
Q1 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.07K+ 95.97% |
$781K - $876K
|
12.4K
$1.11M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6K+ 36.36% |
$772K - $866K
|
22.5K
$2.01M
|
|
May 13, 2022
Q1 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
5.97K+ 20.95% |
$768K - $861K
|
34.5K
$3.08M
|
|
May 16, 2022
Q1 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
5.7K+ 34.28% |
$733K - $822K
|
22.3K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.48K+ 127.1% |
$705K - $791K
|
9.8K
$874K
|
|
May 16, 2022
Q1 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
5.3K+ 75.16% |
$681K - $764K
|
12.3K
$1.1M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.2KNew |
$668K - $750K
|
5.2K
$464K
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.7KNew |
$604K - $677K
|
4.7K
$419K
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.3KNew |
$553K - $620K
|
4.3K
$384K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.23K+ 296.98% |
$544K - $611K
|
5.66K
$505K
|
|
May 11, 2022
Q1 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
4.2K+ 4.86% |
$540K - $606K
|
90.7K
$8.1M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.16KNew |
$535K - $601K
|
4.16K
$372K
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.16KNew |
$535K - $600K
|
4.16K
$371K
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
4.16K+ 8.4% |
$535K - $600K
|
53.7K
$4.79M
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4.15KNew |
$533K - $598K
|
4.15K
$370K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
4.07K+ 29.06% |
$523K - $587K
|
18.1K
$1.61M
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
3.98K+ 22.89% |
$512K - $574K
|
21.4K
$1.91M
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.94KNew |
$507K - $568K
|
3.94K
$352K
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.85K+ 3.58% |
$496K - $556K
|
112K
$9.96M
|
|
Apr 07, 2022
Q1 2022
|
Nationwide Asset Management LLC
|
BUY
|
- |
3.8KNew |
$489K - $548K
|
3.8K
$339K
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.78KNew |
$486K - $545K
|
3.78K
$337K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.72KNew |
$478K - $536K
|
3.72K
$332K
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
3.65KNew |
$470K - $527K
|
3.65K
$326K
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.64KNew |
$468K - $525K
|
3.64K
$325K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.63K+ 36.44% |
$467K - $524K
|
13.6K
$1.21M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
3.45K+ 71.0% |
$443K - $497K
|
8.3K
$741K
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.45K+ 3.02% |
$443K - $497K
|
117K
$10.5M
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.36K+ 52.62% |
$432K - $485K
|
9.74K
$869K
|
|
May 10, 2022
Q1 2022
|
Searle & Co.
|
BUY
|
- |
3.25KNew |
$418K - $469K
|
3.25K
$290K
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$415K - $466K
|
3.23K
$288K
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.2KNew |
$411K - $461K
|
3.2K
$285K
|