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 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
9.02K+ 1452.66% |
$1.28M - $1.39M
|
9.64K
$861K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
8.91KNew |
$1.26M - $1.38M
|
8.91K
$795K
|
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
8.85KNew |
$1.25M - $1.37M
|
8.85K
$790K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.83KNew |
$1.25M - $1.36M
|
8.83K
$788K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.59K+ 1684.71% |
$1.22M - $1.33M
|
9.1K
$813K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
8.29K+ 70.58% |
$1.17M - $1.28M
|
20K
$1.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.24K+ 42.91% |
$1.17M - $1.27M
|
27.5K
$2.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.17K+ 10.93% |
$1.16M - $1.26M
|
82.8K
$7.4M
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
BUY
|
- |
7.98K+ 74.96% |
$1.13M - $1.23M
|
18.6K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.86K+ 1.72% |
$1.11M - $1.21M
|
465K
$41.6M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.68K+ 24.44% |
$1.09M - $1.19M
|
39.1K
$3.49M
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.55K+ 10.88% |
$1.07M - $1.17M
|
76.9K
$6.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
7.33K+ 9278.48% |
$1.04M - $1.13M
|
7.41K
$661K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
7.18K+ 20.35% |
$1.02M - $1.11M
|
42.5K
$3.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.13K+ 329.32% |
$1.01M - $1.1M
|
9.3K
$830K
|
|
|
Jan 25, 2022
Q4 2021
|
Ferguson Shapiro LLC
|
BUY
|
- |
6.75K+ 5.91% |
$955K - $1.04M
|
121K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
6.6KNew |
$934K - $1.02M
|
6.6K
$589K
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
6.53KNew |
$924K - $1.01M
|
6.53K
$583K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.49K+ 27.52% |
$918K - $1M
|
30.1K
$2.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.47K+ 34.5% |
$916K - $999K
|
25.2K
$2.25M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.38K+ 17.67% |
$902K - $984K
|
42.4K
$3.79M
|
|
|
Feb 17, 2022
Q4 2021
|
Intergy Private Wealth, LLC
|
BUY
|
- |
6.33KNew |
$895K - $976K
|
6.33K
$565K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
6.3KNew |
$891K - $972K
|
6.3K
$562K
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
6.25KNew |
$885K - $965K
|
6.25K
$558K
|
|
|
Jan 10, 2022
Q4 2021
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
6.21KNew |
$879K - $959K
|
6.21K
$554K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6.06K+ 15.86% |
$857K - $935K
|
44.3K
$3.95M
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
6.02K+ 102.31% |
$852K - $929K
|
11.9K
$1.06M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.89K+ 6.96% |
$834K - $909K
|
90.6K
$8.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Trellus Management Company, LLC
|
BUY
|
- |
5.7KNew |
$807K - $880K
|
5.7K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
5.4K+ 12.24% |
$764K - $833K
|
49.5K
$4.42M
|
|
|
Sep 25, 2024
Q4 2021
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
5.17KNew |
$732K - $798K
|
5.17K
$462K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.15KNew |
$729K - $795K
|
5.15K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5K+ 22.72% |
$707K - $771K
|
27K
$2.41M
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
4.92KNew |
$696K - $759K
|
4.92K
$439K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
4.84K+ 323.16% |
$685K - $747K
|
6.34K
$566K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.84KNew |
$684K - $746K
|
4.84K
$432K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.79K+ 50.66% |
$678K - $739K
|
14.2K
$1.27M
|
|
|
Feb 11, 2022
Q4 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.77K+ 19.67% |
$675K - $736K
|
29K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.7K+ 39.86% |
$666K - $726K
|
16.5K
$1.47M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
4.67KNew |
$661K - $721K
|
4.67K
$417K
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
4.57K+ 3.71% |
$647K - $705K
|
128K
$11.4M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
4.53KNew |
$640K - $698K
|
4.53K
$404K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
4.4KNew |
$622K - $679K
|
4.4K
$392K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.31KNew |
$610K - $666K
|
4.31K
$385K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
4.17K+ 32.93% |
$590K - $644K
|
16.8K
$1.5M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
4.16KNew |
$589K - $643K
|
4.16K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.13KNew |
$585K - $638K
|
4.13K
$369K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.11K+ 279.01% |
$581K - $634K
|
5.58K
$498K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
3.99KNew |
$564K - $615K
|
3.99K
$356K
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
3.98K+ 38.63% |
$563K - $614K
|
14.3K
$1.27M
|