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 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1- 6.67% |
$142 - $154
|
14
$1.25K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-2- 1.08% |
$283 - $309
|
184
$16.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-2- 1.64% |
$283 - $309
|
120
$10.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3Closed |
$425 - $463
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-4Closed |
$566 - $617
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5Closed |
$708 - $772
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5Closed |
$708 - $772
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-8- 0.5% |
$1.13K - $1.23K
|
1.6K
$143K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-10- 0.58% |
$1.42K - $1.54K
|
1.71K
$152K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-10- 0.68% |
$1.42K - $1.54K
|
1.45K
$129K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-10- 2.67% |
$1.42K - $1.54K
|
365
$32.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-13- 0.37% |
$1.84K - $2.01K
|
3.53K
$315K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-13- 25.0% |
$1.84K - $2.01K
|
39
$3.48K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14- 0.42% |
$1.98K - $2.16K
|
3.32K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-16Closed |
$2.26K - $2.47K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-17Closed |
$2.41K - $2.62K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-22Closed |
$3.11K - $3.4K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
SELL
|
- |
-23- 6.2% |
$3.25K - $3.55K
|
348
$31.1K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-25Closed |
$3.54K - $3.86K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$3.54K - $3.86K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Granite Investment Partners, LLC
|
SELL
|
- |
-33Closed |
$4.67K - $5.09K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.28% |
$4.81K - $5.25K
|
12.1K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-37- 1.53% |
$5.24K - $5.71K
|
2.39K
$213K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-37Closed |
$5.24K - $5.71K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-38Closed |
$5.38K - $5.87K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-38Closed |
$5.38K - $5.87K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-42- 18.92% |
$5.94K - $6.48K
|
180
$16.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-45Closed |
$6.37K - $6.95K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
SELL
|
- |
-47- 2.74% |
$6.65K - $7.25K
|
1.67K
$149K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-55- 37.16% |
$7.78K - $8.49K
|
93
$8.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-58Closed |
$8.21K - $8.95K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-58- 35.37% |
$8.21K - $8.95K
|
106
$9.46K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61- 2.5% |
$8.63K - $9.42K
|
2.38K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-64- 3.31% |
$9.06K - $9.88K
|
1.87K
$167K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-65Closed |
$9.2K - $10K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-65Closed |
$9.2K - $10K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-66Closed |
$9.34K - $10.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-70- 0.25% |
$9.91K - $10.8K
|
28.1K
$2.51M
|
|
|
Jan 20, 2022
Q4 2021
|
4 J Wealth Management LLC
|
SELL
|
- |
-73- 2.81% |
$10.3K - $11.3K
|
2.53K
$226K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 4.5% |
$11K - $12K
|
1.65K
$148K
|
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-80- 3.62% |
$11.3K - $12.3K
|
2.13K
$190K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-90- 2.87% |
$12.7K - $13.9K
|
3.05K
$272K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-92- 95.83% |
$13K - $14.2K
|
4
$357
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-94- 0.36% |
$13.3K - $14.5K
|
26.2K
$2.34M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-97Closed |
$13.7K - $15K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$14.2K - $15.4K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-113- 6.92% |
$16K - $17.4K
|
1.52K
$136K
|
|
|
Feb 15, 2022
Q4 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-117Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-119- 28.74% |
$16.8K - $18.4K
|
295
$26.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-121- 1.45% |
$17.1K - $18.7K
|
8.22K
$734K
|