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 22, 2022
Q2 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.32KNew |
$253K - $307K
|
2.32K
$207K
|
|
Jul 29, 2022
Q2 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2.23KNew |
$243K - $295K
|
2.23K
$199K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.2K+ 551.0% |
$240K - $292K
|
2.6K
$232K
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.2K+ 4.9% |
$239K - $291K
|
47K
$4.2M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.19K+ 36.08% |
$238K - $290K
|
8.26K
$737K
|
|
Aug 18, 2023
Q2 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
2.17K+ 6.96% |
$236K - $287K
|
33.4K
$2.98M
|
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
2.16KNew |
$235K - $285K
|
2.16K
$192K
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
2.1K+ 28.69% |
$229K - $278K
|
9.42K
$841K
|
|
Aug 01, 2022
Q2 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
2.1K+ 25.2% |
$228K - $277K
|
10.4K
$930K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.07KNew |
$226K - $274K
|
2.07K
$185K
|
|
Aug 15, 2022
Q2 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
2.06KNew |
$224K - $273K
|
2.06K
$184K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.98KNew |
$216K - $263K
|
1.98K
$177K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.98K+ 53.3% |
$216K - $262K
|
5.7K
$509K
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
1.98KNew |
$215K - $261K
|
1.98K
$176K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
1.94KNew |
$212K - $257K
|
1.94K
$174K
|
|
Feb 14, 2023
Q2 2022
|
All Gen Financial Advisors, Inc.
Orlando, FL |
BUY
|
- |
1.92KNew |
$209K - $255K
|
1.92K
$172K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.89KNew |
$206K - $251K
|
1.89K
$169K
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.86KNew |
$202K - $246K
|
1.86K
$166K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.85K+ 31.08% |
$202K - $245K
|
7.81K
$697K
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
1.84K+ 16.91% |
$200K - $244K
|
12.7K
$1.14M
|
|
Aug 03, 2022
Q2 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.84KNew |
$200K - $243K
|
1.84K
$164K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.8K+ 9.46% |
$196K - $239K
|
20.9K
$1.86M
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.75K+ 110.44% |
$190K - $231K
|
3.33K
$297K
|
|
Aug 12, 2022
Q2 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
1.69K+ 1.5% |
$184K - $224K
|
114K
$10.2M
|
|
Dec 20, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.65K+ 2.88% |
$179K - $218K
|
58.7K
$5.24M
|
|
Aug 11, 2022
Q2 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
1.65K+ 2.88% |
$179K - $218K
|
58.7K
$5.24M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.55K+ 22.04% |
$169K - $205K
|
8.59K
$767K
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.54K+ 51.44% |
$167K - $204K
|
4.53K
$404K
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.53K+ 6.13% |
$167K - $203K
|
26.5K
$2.37M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.52K+ 38.87% |
$166K - $201K
|
5.44K
$485K
|
|
Jul 20, 2022
Q2 2022
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.51KNew |
$164K - $200K
|
1.51K
$135K
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.5K+ 15.1% |
$164K - $199K
|
11.5K
$1.02M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
1.48K+ 31.64% |
$160K - $195K
|
6.14K
$548K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47KNew |
$159K - $194K
|
1.47K
$131K
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.39K+ 18.71% |
$152K - $184K
|
8.84K
$789K
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.34K+ 41.62% |
$145K - $177K
|
4.55K
$406K
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.33K+ 4.37% |
$144K - $176K
|
31.7K
$2.83M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.32K+ 67.87% |
$143K - $174K
|
3.26K
$291K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.3K+ 18.33% |
$141K - $172K
|
8.39K
$749K
|
|
Sep 25, 2024
Q2 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
1.26K+ 24.26% |
$137K - $166K
|
6.43K
$574K
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.25K+ 7.45% |
$136K - $165K
|
18K
$1.61M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.11K+ 8.35% |
$120K - $147K
|
14.4K
$1.28M
|
|
Jul 25, 2022
Q2 2022
|
Sbb Research Group LLC
|
BUY
|
- |
1.11K+ 3.91% |
$120K - $146K
|
29.4K
$2.62M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.09K+ 26.05% |
$119K - $144K
|
5.27K
$471K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.08K+ 259.47% |
$118K - $143K
|
1.5K
$134K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.08K+ 21.89% |
$117K - $142K
|
5.99K
$535K
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.05K+ 14.31% |
$114K - $139K
|
8.37K
$747K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.02KNew |
$111K - $135K
|
1.02K
$90.8K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.01K+ 7.09% |
$110K - $133K
|
15.2K
$1.36M
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
980New |
$107K - $130K
|
980
$87.5K
|