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 15, 2022
Q2 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-2.43KClosed |
$264K - $321K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.46K- 39.57% |
$268K - $326K
|
3.76K
$336K
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.49K- 20.93% |
$271K - $329K
|
9.39K
$838K
|
|
Aug 09, 2022
Q2 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.49KClosed |
$271K - $329K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.51KClosed |
$273K - $332K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
One Advisory Partners, LLC
|
SELL
|
- |
-2.58K- 49.95% |
$281K - $342K
|
2.59K
$231K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.59KClosed |
$282K - $343K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-2.6K- 1.37% |
$283K - $344K
|
188K
$16.7M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.61K- 9.27% |
$284K - $345K
|
25.5K
$2.28M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-2.71KClosed |
$295K - $359K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.72KClosed |
$296K - $360K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-2.92KClosed |
$318K - $387K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.93KClosed |
$319K - $388K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.93K- 30.12% |
$319K - $388K
|
6.81K
$608K
|
|
Aug 01, 2022
Q2 2022
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-2.95K- 5.31% |
$320K - $390K
|
52.5K
$4.69M
|
|
Jul 27, 2022
Q2 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.03K- 2.46% |
$330K - $401K
|
120K
$10.7M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-3.05K- 90.12% |
$331K - $403K
|
334
$29.8K
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.05K- 38.42% |
$332K - $404K
|
4.89K
$436K
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.1KClosed |
$338K - $411K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.12K- 48.02% |
$340K - $413K
|
3.38K
$302K
|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-3.15K- 18.12% |
$343K - $417K
|
14.2K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.16KClosed |
$343K - $418K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-3.16K- 10.85% |
$344K - $419K
|
26K
$2.32M
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.21KClosed |
$350K - $425K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Searle & Co.
|
SELL
|
- |
-3.25KClosed |
$354K - $430K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.44KClosed |
$374K - $456K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
SELL
|
- |
-3.46KClosed |
$377K - $458K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-3.64KClosed |
$396K - $481K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.74K- 39.47% |
$407K - $495K
|
5.74K
$512K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.75K- 22.59% |
$408K - $496K
|
12.9K
$1.15M
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3.78KClosed |
$411K - $500K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.79K- 13.73% |
$412K - $501K
|
23.8K
$2.12M
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.87K- 24.05% |
$421K - $512K
|
12.2K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-3.94K- 24.51% |
$428K - $521K
|
12.1K
$1.08M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.03K- 52.9% |
$438K - $533K
|
3.59K
$320K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.04K- 2.57% |
$440K - $535K
|
153K
$13.7M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.08K- 47.03% |
$444K - $540K
|
4.6K
$410K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.16KClosed |
$453K - $551K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-4.21K- 60.88% |
$458K - $558K
|
2.71K
$242K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.26K- 53.29% |
$463K - $564K
|
3.73K
$333K
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-4.26K- 11.33% |
$464K - $564K
|
33.3K
$2.98M
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.3KClosed |
$468K - $569K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.4K- 83.07% |
$478K - $582K
|
896
$80K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-4.46K- 45.09% |
$486K - $591K
|
5.44K
$485K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-4.71K- 1.16% |
$512K - $623K
|
402K
$35.8M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.73K- 49.62% |
$515K - $627K
|
4.81K
$429K
|
|
Jul 07, 2022
Q2 2022
|
Boltwood Capital Management
|
SELL
|
- |
-4.81K- 22.8% |
$524K - $637K
|
16.3K
$1.45M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.9K- 33.34% |
$533K - $649K
|
9.79K
$874K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.91K- 28.88% |
$534K - $649K
|
12.1K
$1.08M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.04K- 8.71% |
$548K - $667K
|
52.8K
$4.71M
|