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
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 3.03% |
$109 - $132
|
32
$2.86K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4Closed |
$435 - $530
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-7- 70.0% |
$762 - $927
|
3
$268
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 13.7% |
$1.09K - $1.32K
|
63
$5.62K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-10Closed |
$1.09K - $1.32K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-11- 0.32% |
$1.2K - $1.46K
|
3.41K
$304K
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-16- 0.91% |
$1.74K - $2.12K
|
1.75K
$156K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-17Closed |
$1.85K - $2.25K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.16% |
$1.96K - $2.38K
|
11.2K
$1M
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-18Closed |
$1.96K - $2.38K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-18- 0.81% |
$1.96K - $2.38K
|
2.21K
$198K
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21Closed |
$2.29K - $2.78K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-25- 25.25% |
$2.72K - $3.31K
|
74
$6.61K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-27- 0.65% |
$2.94K - $3.57K
|
4.11K
$367K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-28- 49.12% |
$3.05K - $3.71K
|
29
$2.59K
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-33- 0.32% |
$3.59K - $4.37K
|
10.2K
$907K
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-34- 0.19% |
$3.7K - $4.5K
|
18.1K
$1.62M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-36Closed |
$3.92K - $4.77K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38- 0.39% |
$4.13K - $5.03K
|
9.76K
$871K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-39- 2.22% |
$4.24K - $5.16K
|
1.72K
$153K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-43Closed |
$4.68K - $5.69K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-43- 50.0% |
$4.68K - $5.69K
|
43
$3.84K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-44Closed |
$4.79K - $5.82K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-47- 40.17% |
$5.11K - $6.22K
|
70
$6.25K
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-49- 34.27% |
$5.33K - $6.49K
|
94
$8.39K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54Closed |
$5.88K - $7.15K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-54- 40.6% |
$5.88K - $7.15K
|
79
$7.05K
|
|
Jul 26, 2022
Q2 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-54- 0.52% |
$5.88K - $7.15K
|
10.4K
$929K
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-59- 42.75% |
$6.42K - $7.81K
|
79
$7.05K
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-66- 6.05% |
$7.18K - $8.74K
|
1.03K
$91.5K
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-67- 1.27% |
$7.29K - $8.87K
|
5.21K
$465K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-70Closed |
$7.62K - $9.27K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-71Closed |
$7.73K - $9.4K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-73- 0.62% |
$7.94K - $9.66K
|
11.7K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-73- 2.77% |
$7.94K - $9.66K
|
2.57K
$229K
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-76- 0.55% |
$8.27K - $10.1K
|
13.7K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-77- 21.33% |
$8.38K - $10.2K
|
284
$25.4K
|
|
Jul 18, 2022
Q2 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-83- 2.73% |
$9.03K - $11K
|
2.96K
$264K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-84- 23.8% |
$9.14K - $11.1K
|
269
$24K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$10.9K - $13.2K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-107- 32.23% |
$11.6K - $14.2K
|
225
$20.1K
|
|
Aug 11, 2022
Q2 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-109- 2.78% |
$11.9K - $14.4K
|
3.81K
$340K
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-113Closed |
$12.3K - $15K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-140- 0.44% |
$15.2K - $18.5K
|
31.4K
$2.8M
|
|
Sep 11, 2024
Q2 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-141- 4.52% |
$15.3K - $18.7K
|
2.98K
$266K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-154- 20.84% |
$16.8K - $20.4K
|
585
$52.2K
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-164- 14.8% |
$17.8K - $21.7K
|
944
$84.3K
|