Purchases and Sales Made in Q4 2021 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-703- 11.09% |
$99.5K - $109K
|
5.64K
$503K
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-723- 16.9% |
$102K - $112K
|
3.56K
$317K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-724- 11.77% |
$102K - $112K
|
5.43K
$484K
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-778- 23.8% |
$110K - $120K
|
2.49K
$222K
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-830- 29.18% |
$117K - $128K
|
2.01K
$180K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-877- 46.01% |
$124K - $135K
|
1.03K
$91.9K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-911- 8.87% |
$129K - $141K
|
9.36K
$835K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-924- 21.1% |
$131K - $143K
|
3.46K
$309K
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-943Closed |
$133K - $146K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
SELL
|
- |
-1.05K- 20.0% |
$149K - $162K
|
4.2K
$375K
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.1K- 36.35% |
$156K - $170K
|
1.93K
$172K
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.13K- 15.42% |
$160K - $175K
|
6.2K
$554K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.16KClosed |
$164K - $179K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-1.16K- 8.89% |
$165K - $180K
|
11.9K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-1.19KClosed |
$168K - $183K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ovata Capital Management LTD
|
SELL
|
- |
-1.27KClosed |
$180K - $196K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-1.39KClosed |
$197K - $214K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.39KClosed |
$197K - $215K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.39KClosed |
$197K - $215K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.4KClosed |
$198K - $216K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.4KClosed |
$198K - $216K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.4K- 9.37% |
$199K - $217K
|
13.6K
$1.21M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.41K- 4.13% |
$199K - $217K
|
32.7K
$2.92M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.41KClosed |
$200K - $218K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-1.42KClosed |
$202K - $220K
|
0
$0
|
|
Nov 14, 2024
Q4 2021
|
High Probability Advisors, LLC
Pittsford, NY |
SELL
|
- |
-1.43KClosed |
$202K - $220K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.43KClosed |
$203K - $221K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.44K- 2.7% |
$204K - $222K
|
51.9K
$4.63M
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.45K- 1.25% |
$204K - $223K
|
114K
$10.2M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.46KClosed |
$206K - $225K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-1.46KClosed |
$207K - $226K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-1.48K- 40.7% |
$210K - $229K
|
2.16K
$193K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-1.49KClosed |
$210K - $229K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.49KClosed |
$210K - $229K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.5K- 99.67% |
$212K - $231K
|
5
$446
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.55K- 3.79% |
$220K - $240K
|
39.4K
$3.51M
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.75KClosed |
$248K - $270K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.75K- 6.9% |
$248K - $270K
|
23.6K
$2.11M
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.78K- 6.77% |
$251K - $274K
|
24.4K
$2.18M
|
|
Jan 27, 2022
Q4 2021
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.81K- 6.36% |
$256K - $279K
|
26.6K
$2.37M
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.81K- 89.99% |
$256K - $279K
|
201
$17.9K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.93K- 14.26% |
$273K - $298K
|
11.6K
$1.04M
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.98K- 53.51% |
$280K - $305K
|
1.72K
$153K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$282K - $308K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.07K- 17.2% |
$293K - $319K
|
9.96K
$889K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.09K- 36.2% |
$296K - $323K
|
3.69K
$329K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-2.11K- 55.49% |
$298K - $325K
|
1.69K
$151K
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.15K- 9.47% |
$304K - $332K
|
20.5K
$1.83M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.2KClosed |
$311K - $340K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.2K- 7.64% |
$312K - $340K
|
26.6K
$2.38M
|