Purchases and Sales Made in Q2 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-177- 1.62% |
$19.3K - $23.4K
|
10.7K
$957K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-186- 72.94% |
$20.2K - $24.6K
|
69
$6.16K
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-189- 4.88% |
$20.6K - $25K
|
3.68K
$329K
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-216- 93.51% |
$23.5K - $28.6K
|
15
$1.34K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-220- 20.6% |
$23.9K - $29.1K
|
848
$75.7K
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-235- 14.86% |
$25.6K - $31.1K
|
1.35K
$120K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-241Closed |
$26.2K - $31.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-257- 2.72% |
$28K - $34K
|
9.2K
$822K
|
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-289- 30.78% |
$31.4K - $38.3K
|
650
$58K
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-300- 3.93% |
$32.6K - $39.7K
|
7.32K
$654K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-312- 7.5% |
$33.9K - $41.3K
|
3.85K
$344K
|
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
SELL
|
- |
-320- 6.15% |
$34.8K - $42.4K
|
4.88K
$436K
|
|
|
Jul 20, 2022
Q2 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-322- 1.77% |
$35K - $42.6K
|
17.9K
$1.59M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-337- 12.39% |
$36.7K - $44.6K
|
2.38K
$213K
|
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-340- 12.88% |
$37K - $45K
|
2.3K
$205K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-341- 13.06% |
$37.1K - $45.1K
|
2.27K
$203K
|
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-345- 50.96% |
$37.5K - $45.7K
|
332
$29.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-350- 9.59% |
$38.1K - $46.3K
|
3.3K
$295K
|
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-356- 6.8% |
$38.7K - $47.1K
|
4.88K
$436K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-369- 2.87% |
$40.2K - $48.8K
|
12.5K
$1.11M
|
|
|
Jul 22, 2022
Q2 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-371- 4.71% |
$40.4K - $49.1K
|
7.5K
$669K
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-385- 12.4% |
$41.9K - $51K
|
2.72K
$243K
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-390- 11.39% |
$42.4K - $51.6K
|
3.03K
$271K
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-393- 17.43% |
$42.8K - $52K
|
1.86K
$166K
|
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-403- 1.48% |
$43.9K - $53.3K
|
26.8K
$2.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-404- 11.81% |
$44K - $53.5K
|
3.02K
$269K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-410- 11.32% |
$44.6K - $54.3K
|
3.21K
$287K
|
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-442Closed |
$48.1K - $58.5K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-444- 7.25% |
$48.3K - $58.8K
|
5.68K
$507K
|
|
|
Aug 01, 2022
Q2 2022
|
4 J Wealth Management LLC
|
SELL
|
- |
-490- 21.9% |
$53.3K - $64.9K
|
1.75K
$156K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-575Closed |
$62.6K - $76.1K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-606- 41.88% |
$65.9K - $80.2K
|
841
$75.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-680- 19.78% |
$74K - $90K
|
2.76K
$246K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-694- 36.49% |
$75.5K - $91.9K
|
1.21K
$108K
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
SELL
|
- |
-730Closed |
$79.4K - $96.6K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-742- 18.84% |
$80.7K - $98.2K
|
3.2K
$285K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-777Closed |
$84.5K - $103K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-813- 20.35% |
$88.5K - $108K
|
3.18K
$284K
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
SELL
|
- |
-824- 2.84% |
$89.7K - $109K
|
28.2K
$2.51M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-868- 54.01% |
$94.4K - $115K
|
739
$66K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-870- 92.26% |
$94.7K - $115K
|
73
$6.52K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-871- 19.58% |
$94.8K - $115K
|
3.58K
$319K
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-887- 10.68% |
$96.5K - $117K
|
7.42K
$662K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-892- 0.91% |
$97.1K - $118K
|
97K
$8.66M
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-940- 3.35% |
$102K - $124K
|
27.2K
$2.42M
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-986- 98.6% |
$107K - $131K
|
14
$1.25K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.05KClosed |
$114K - $139K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.06K- 18.72% |
$115K - $140K
|
4.6K
$410K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 17.11% |
$117K - $142K
|
5.21K
$465K
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-1.1KClosed |
$120K - $146K
|
0
$0
|