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 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
213+ 25.33% |
$21.5K - $25.6K
|
1.05K
$94.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
205+ 11.15% |
$20.7K - $24.6K
|
2.04K
$182K
|
|
|
Nov 10, 2022
Q3 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
204+ 1.68% |
$20.6K - $24.5K
|
12.3K
$1.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
199+ 0.21% |
$20.1K - $23.9K
|
97.2K
$8.67M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
196+ 5.82% |
$19.8K - $23.5K
|
3.56K
$318K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
179+ 1.72% |
$18.1K - $21.5K
|
10.6K
$945K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
173+ 9.13% |
$17.5K - $20.8K
|
2.07K
$185K
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
170+ 6.96% |
$17.2K - $20.4K
|
2.61K
$233K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
160+ 3200.0% |
$16.2K - $19.2K
|
165
$14.7K
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
160+ 2.61% |
$16.2K - $19.2K
|
6.3K
$562K
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
151+ 6.65% |
$15.2K - $18.1K
|
2.42K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
150New |
$15.1K - $18K
|
150
$13.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
148+ 13.17% |
$14.9K - $17.8K
|
1.27K
$114K
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
148+ 3.58% |
$14.9K - $17.8K
|
4.28K
$382K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
143New |
$14.4K - $17.2K
|
143
$12.8K
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
134New |
$13.5K - $16.1K
|
134
$12K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
124+ 78.48% |
$12.5K - $14.9K
|
282
$25.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
111+ 45.12% |
$11.2K - $13.3K
|
357
$31.9K
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
110+ 159.42% |
$11.1K - $13.2K
|
179
$16K
|
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
BUY
|
- |
104New |
$10.5K - $12.5K
|
104
$9.28K
|
|
|
Nov 09, 2022
Q3 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
100+ 0.11% |
$10.1K - $12K
|
93.8K
$8.37M
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
91+ 0.22% |
$9.19K - $10.9K
|
40.9K
$3.66M
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
90New |
$9.09K - $10.8K
|
90
$8.03K
|
|
|
Oct 11, 2022
Q3 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
88+ 4.06% |
$8.88K - $10.6K
|
2.26K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
86+ 0.6% |
$8.68K - $10.3K
|
14.4K
$1.29M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
83+ 5.54% |
$8.38K - $9.96K
|
1.58K
$141K
|
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
83+ 0.45% |
$8.38K - $9.96K
|
18.4K
$1.64M
|
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
76+ 2.0% |
$7.67K - $9.12K
|
3.88K
$347K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
73+ 0.6% |
$7.37K - $8.76K
|
12.3K
$1.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arrow Financial Corp
|
BUY
|
- |
71+ 417.65% |
$7.17K - $8.52K
|
88
$7.86K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
66+ 0.3% |
$6.66K - $7.92K
|
22K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
66+ 1.15% |
$6.66K - $7.92K
|
5.8K
$518K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 3.07% |
$6.36K - $7.56K
|
2.11K
$189K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
60+ 63.83% |
$6.06K - $7.2K
|
154
$13.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Rice Partnership, LLC
|
BUY
|
- |
60+ 12.32% |
$6.06K - $7.2K
|
547
$48.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
55+ 127.91% |
$5.55K - $6.6K
|
98
$8.75K
|
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
55+ 1.13% |
$5.55K - $6.6K
|
4.93K
$440K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
52+ 0.29% |
$5.25K - $6.24K
|
18.1K
$1.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
50+ 5.71% |
$5.05K - $6K
|
925
$82.6K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
44New |
$4.44K - $5.28K
|
44
$3.93K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
43New |
$4.34K - $5.16K
|
43
$3.84K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
41+ 65.08% |
$4.14K - $4.92K
|
104
$9.28K
|
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
40+ 1.54% |
$4.04K - $4.8K
|
2.64K
$236K
|
|
|
Oct 31, 2022
Q3 2022
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
39+ 1.13% |
$3.94K - $4.68K
|
3.49K
$311K
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
38+ 1266.67% |
$3.84K - $4.56K
|
41
$3.66K
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
38+ 1.29% |
$3.84K - $4.56K
|
3K
$267K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
37+ 0.84% |
$3.74K - $4.44K
|
4.44K
$397K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
37+ 0.96% |
$3.74K - $4.44K
|
3.89K
$347K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
31New |
$3.13K - $3.72K
|
31
$2.77K
|
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
30+ 30.0% |
$3.03K - $3.6K
|
130
$11.6K
|