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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.11K- 9.51% |
$120K - $146K
|
10.5K
$939K
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.13K- 15.21% |
$123K - $150K
|
6.31K
$564K
|
|
Aug 11, 2022
Q2 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.15K- 8.51% |
$125K - $152K
|
12.3K
$1.1M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.21K- 8.99% |
$132K - $160K
|
12.2K
$1.09M
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.23K- 32.62% |
$133K - $162K
|
2.53K
$226K
|
|
Jul 22, 2022
Q2 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.25KClosed |
$136K - $165K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.3KClosed |
$141K - $172K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-1.32K- 7.36% |
$144K - $175K
|
16.6K
$1.48M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-1.33KClosed |
$144K - $176K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-1.34K- 24.32% |
$145K - $177K
|
4.16K
$371K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 88.51% |
$146K - $177K
|
174
$15.5K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.42K- 36.27% |
$155K - $188K
|
2.5K
$223K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.43KClosed |
$155K - $189K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-1.47K- 35.04% |
$160K - $194K
|
2.72K
$243K
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.47K- 38.83% |
$160K - $194K
|
2.31K
$207K
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 19.05% |
$161K - $196K
|
6.28K
$561K
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.48K- 21.83% |
$161K - $196K
|
5.31K
$474K
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.5K- 39.22% |
$163K - $198K
|
2.32K
$207K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.5KClosed |
$163K - $199K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.51KClosed |
$164K - $200K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52KClosed |
$165K - $201K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
SELL
|
- |
-1.53KClosed |
$166K - $203K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
SELL
|
- |
-1.55K- 16.3% |
$169K - $205K
|
7.96K
$711K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-1.56KClosed |
$169K - $206K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.56KClosed |
$170K - $207K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.57KClosed |
$170K - $207K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-1.59KClosed |
$173K - $210K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-1.59KClosed |
$173K - $211K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.6KClosed |
$174K - $212K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.64KClosed |
$179K - $218K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.65K- 5.32% |
$179K - $218K
|
29.3K
$2.62M
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.67KClosed |
$181K - $221K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.7KClosed |
$184K - $224K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.7KClosed |
$185K - $225K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-1.72KClosed |
$187K - $227K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.78K- 3.51% |
$193K - $235K
|
48.9K
$4.36M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.79K- 73.89% |
$194K - $236K
|
631
$56.3K
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.81K- 26.25% |
$197K - $240K
|
5.09K
$454K
|
|
Aug 03, 2022
Q2 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.87KClosed |
$203K - $247K
|
0
$0
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.88KClosed |
$204K - $248K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.98K- 4.49% |
$215K - $262K
|
42K
$3.75M
|
|
Jul 21, 2022
Q2 2022
|
Coho Partners, Ltd.
|
SELL
|
- |
-2.01KClosed |
$219K - $267K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.01KClosed |
$219K - $267K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-2.03K- 13.81% |
$221K - $268K
|
12.7K
$1.13M
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-2.05KClosed |
$223K - $272K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-2.09KClosed |
$227K - $277K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 53.5% |
$229K - $279K
|
1.83K
$164K
|
|
Aug 11, 2022
Q2 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.2K- 8.14% |
$240K - $292K
|
24.9K
$2.22M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.28K- 26.61% |
$248K - $301K
|
6.28K
$561K
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.37KClosed |
$258K - $314K
|
0
$0
|