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 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.59KNew |
$225K - $246K
|
1.59K
$142K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.59KNew |
$225K - $245K
|
1.59K
$142K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.58K+ 2.67% |
$224K - $244K
|
60.7K
$5.42M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.57KNew |
$221K - $242K
|
1.57K
$140K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
1.52K+ 21.39% |
$215K - $235K
|
8.63K
$770K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
1.5KNew |
$213K - $232K
|
1.5K
$134K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 38.28% |
$212K - $231K
|
5.4K
$482K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.5K+ 21.85% |
$212K - $231K
|
8.34K
$744K
|
|
|
May 10, 2022
Q4 2021
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.47KNew |
$207K - $226K
|
1.47K
$131K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.4KNew |
$198K - $216K
|
1.4K
$125K
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.4KNew |
$198K - $216K
|
1.4K
$125K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
1.39KNew |
$197K - $215K
|
1.39K
$124K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
1.39KNew |
$197K - $215K
|
1.39K
$124K
|
|
|
Jan 21, 2022
Q4 2021
|
Diligent Investors, LLC
|
BUY
|
- |
1.35KNew |
$191K - $209K
|
1.35K
$121K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.35KNew |
$191K - $209K
|
1.35K
$121K
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.35KNew |
$191K - $208K
|
1.35K
$121K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.34K+ 24.61% |
$189K - $206K
|
6.76K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 12.25% |
$186K - $203K
|
12.1K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.28KNew |
$181K - $198K
|
1.28K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.23K+ 730.18% |
$175K - $190K
|
1.4K
$125K
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.19K+ 10.27% |
$169K - $184K
|
12.8K
$1.14M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 39.87% |
$165K - $180K
|
4.09K
$365K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
1.16KNew |
$165K - $180K
|
1.16K
$104K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.12KNew |
$159K - $173K
|
1.12K
$100K
|
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.12KNew |
$159K - $173K
|
1.12K
$100K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.02KNew |
$145K - $158K
|
1.02K
$91.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.02K+ 33.65% |
$144K - $157K
|
4.04K
$360K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
995+ 1.54% |
$141K - $154K
|
65.8K
$5.87M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
976+ 20.41% |
$138K - $151K
|
5.76K
$514K
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
932+ 35.97% |
$132K - $144K
|
3.52K
$314K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
891+ 53.48% |
$126K - $138K
|
2.56K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
889+ 43.79% |
$126K - $137K
|
2.92K
$261K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
868New |
$123K - $134K
|
868
$77.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
840+ 7.64% |
$119K - $130K
|
11.8K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
826+ 46.61% |
$117K - $127K
|
2.6K
$232K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
820+ 12.55% |
$116K - $127K
|
7.36K
$657K
|
|
|
Feb 08, 2022
Q4 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
818+ 17.09% |
$116K - $126K
|
5.61K
$500K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
790+ 28.92% |
$112K - $122K
|
3.52K
$314K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
790+ 1755.56% |
$112K - $122K
|
835
$74.5K
|
|
|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
775+ 5.15% |
$110K - $120K
|
15.8K
$1.41M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
767New |
$109K - $118K
|
767
$68.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Canal Capital Management, LLC
|
BUY
|
- |
746+ 15.05% |
$106K - $115K
|
5.7K
$509K
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
661+ 1.41% |
$93.5K - $102K
|
47.6K
$4.25M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
655+ 7.25% |
$92.7K - $101K
|
9.69K
$865K
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
640+ 37.54% |
$90.6K - $98.8K
|
2.35K
$209K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
594+ 21.77% |
$84.1K - $91.7K
|
3.32K
$297K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
575New |
$81.4K - $88.8K
|
575
$51.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
570+ 25.07% |
$80.7K - $88K
|
2.84K
$254K
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
554+ 9.53% |
$78.4K - $85.5K
|
6.37K
$569K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
545+ 10.09% |
$77.1K - $84.1K
|
5.95K
$531K
|