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 |
---|---|---|---|---|---|---|---|
Nov 02, 2022
Q3 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
839+ 2.32% |
$84.7K - $101K
|
37K
$3.31M
|
|
Nov 02, 2022
Q3 2022
|
Signature Wealth Management Group
|
BUY
|
- |
834+ 20.19% |
$84.2K - $100K
|
4.97K
$443K
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
819+ 39.51% |
$82.7K - $98.3K
|
2.89K
$258K
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
794+ 5.03% |
$80.2K - $95.3K
|
16.6K
$1.48M
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
784+ 4.73% |
$79.1K - $94.1K
|
17.4K
$1.55M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
783+ 33.84% |
$79K - $94K
|
3.1K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
771+ 1056.16% |
$77.8K - $92.6K
|
844
$75.3K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
764+ 7.8% |
$77.1K - $91.7K
|
10.6K
$942K
|
|
Nov 09, 2022
Q3 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
759+ 11.74% |
$76.6K - $91.1K
|
7.22K
$645K
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
755+ 21.9% |
$76.2K - $90.6K
|
4.2K
$375K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
729+ 0.74% |
$73.6K - $87.5K
|
98.9K
$8.83M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
702+ 25.93% |
$70.9K - $84.3K
|
3.41K
$304K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
694New |
$70.1K - $83.3K
|
694
$62K
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
658+ 13.48% |
$66.4K - $79K
|
5.54K
$495K
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
644+ 19.11% |
$65K - $77.3K
|
4.01K
$358K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
619+ 5.35% |
$62.5K - $74.3K
|
12.2K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
597+ 9.88% |
$60.3K - $71.7K
|
6.64K
$592K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
587New |
$59.3K - $70.5K
|
587
$52.4K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
571+ 6.46% |
$57.6K - $68.5K
|
9.41K
$840K
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
571+ 1.17% |
$57.6K - $68.5K
|
49.2K
$4.4M
|
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
568+ 27.55% |
$57.3K - $68.2K
|
2.63K
$235K
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
552+ 1.98% |
$55.7K - $66.3K
|
28.4K
$2.53M
|
|
Nov 14, 2022
Q3 2022
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
500+ 2.07% |
$50.5K - $60K
|
24.7K
$2.2M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
482+ 54.71% |
$48.7K - $57.9K
|
1.36K
$122K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
476+ 12.96% |
$48.1K - $57.1K
|
4.15K
$370K
|
|
Nov 07, 2022
Q3 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
473+ 6.73% |
$47.7K - $56.8K
|
7.51K
$670K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
466+ 55.15% |
$47K - $55.9K
|
1.31K
$117K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
459New |
$46.3K - $55.1K
|
459
$41K
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
432+ 0.43% |
$43.6K - $51.9K
|
100K
$8.97M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
419New |
$42.3K - $50.3K
|
419
$37.4K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
415+ 5.13% |
$41.9K - $49.8K
|
8.5K
$759K
|
|
Sep 25, 2024
Q3 2022
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
414+ 6.44% |
$41.8K - $49.7K
|
6.85K
$611K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
402+ 14.51% |
$40.6K - $48.3K
|
3.17K
$283K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
399New |
$40.3K - $47.9K
|
399
$35.6K
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
387+ 992.31% |
$39.1K - $46.5K
|
426
$38K
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
384+ 0.65% |
$38.8K - $46.1K
|
59.4K
$5.3M
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
349+ 9.6% |
$35.2K - $41.9K
|
3.98K
$356K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
336New |
$33.9K - $40.3K
|
336
$30K
|
|
Aug 18, 2023
Q3 2022
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
319+ 0.96% |
$32.2K - $38.3K
|
33.7K
$3.01M
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
288New |
$29.1K - $34.6K
|
288
$25.7K
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
275+ 2.92% |
$27.8K - $33K
|
9.7K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
268New |
$27.1K - $32.2K
|
268
$23.9K
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
266+ 129.76% |
$26.9K - $31.9K
|
471
$42K
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
256+ 27.8% |
$25.8K - $30.7K
|
1.18K
$105K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
255New |
$25.7K - $30.6K
|
255
$22.8K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
254New |
$25.6K - $30.5K
|
254
$22.7K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
252+ 105.44% |
$25.4K - $30.3K
|
491
$43.8K
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
246+ 1.14% |
$24.8K - $29.5K
|
21.9K
$1.95M
|
|
Oct 18, 2022
Q3 2022
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
245+ 0.31% |
$24.7K - $29.4K
|
80.6K
$7.19M
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
227+ 6.98% |
$22.9K - $27.2K
|
3.48K
$311K
|