Purchases and Sales Made in Q3 2022 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
26+ 0.25% |
$2.62K - $3.12K
|
10.2K
$914K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
26New |
$2.62K - $3.12K
|
26
$2.32K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
26New |
$2.62K - $3.12K
|
26
$2.32K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
25+ 416.67% |
$2.52K - $3K
|
31
$2.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
21+ 0.95% |
$2.12K - $2.52K
|
2.23K
$199K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
21+ 262.5% |
$2.12K - $2.52K
|
29
$2.59K
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
19+ 76.0% |
$1.92K - $2.28K
|
44
$3.93K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10+ 0.51% |
$1.01K - $1.2K
|
1.96K
$175K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
9New |
$909 - $1.08K
|
9
$803
|
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
8+ 0.02% |
$808 - $960
|
34.5K
$3.08M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
8New |
$808 - $960
|
8
$714
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
8New |
$808 - $960
|
8
$714
|
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$606 - $720
|
4.76K
$425K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
5New |
$505 - $600
|
5
$446
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
2+ 0.89% |
$202 - $240
|
227
$20.3K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
2+ 0.08% |
$202 - $240
|
2.4K
$214K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.43% |
$202 - $240
|
462
$41.2K
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 7.14% |
$101 - $120
|
15
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$101 - $120
|
4.89K
$436K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
SELL
|
- |
-2- 13.33% |
$202 - $240
|
13
$1.16K
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2- 0.03% |
$202 - $240
|
6.38K
$569K
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-3- 0.17% |
$303 - $360
|
1.78K
$159K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-3- 0.85% |
$303 - $360
|
351
$31.3K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3- 0.13% |
$303 - $360
|
2.32K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 12.5% |
$404 - $480
|
28
$2.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-5- 0.25% |
$505 - $600
|
2.01K
$180K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 66.67% |
$1.21K - $1.44K
|
6
$536
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 2.86% |
$1.21K - $1.44K
|
407
$36.3K
|
|
|
Oct 25, 2022
Q3 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.08% |
$1.41K - $1.68K
|
17.6K
$1.57M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-16- 12.31% |
$1.62K - $1.92K
|
114
$10.2K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-20- 0.78% |
$2.02K - $2.4K
|
2.55K
$227K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-25- 0.26% |
$2.52K - $3K
|
9.73K
$869K
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-26- 35.14% |
$2.62K - $3.12K
|
48
$4.28K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-26- 32.91% |
$2.62K - $3.12K
|
53
$4.73K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
SELL
|
- |
-28- 1.44% |
$2.83K - $3.36K
|
1.92K
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-30- 93.75% |
$3.03K - $3.6K
|
2
$179
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-32- 1.06% |
$3.23K - $3.84K
|
2.98K
$266K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-35- 0.42% |
$3.53K - $4.2K
|
8.33K
$744K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-38- 59.38% |
$3.84K - $4.56K
|
26
$2.32K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-46- 3.93% |
$4.64K - $5.52K
|
1.12K
$100K
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-50- 0.09% |
$5.05K - $6K
|
55.3K
$4.94M
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-50- 1.98% |
$5.05K - $6K
|
2.48K
$221K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-53- 80.3% |
$5.35K - $6.36K
|
13
$1.16K
|
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-54- 8.31% |
$5.45K - $6.48K
|
596
$53.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-70- 0.41% |
$7.07K - $8.4K
|
16.8K
$1.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-75- 0.09% |
$7.57K - $9K
|
81.3K
$7.25M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-88- 1.3% |
$8.88K - $10.6K
|
6.7K
$598K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 3.03% |
$10.1K - $12K
|
3.2K
$286K
|