Purchases and Sales Made in Q4 2024 in Ishares Barclays 20+ Year Trea (TLT)
This table provides information about the institutional ownership of Ishares Barclays 20+ Year Trea (TLT) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
353K+ 17.03% |
$30.8M - $34.8M
|
2.43M
$213M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
349K+ 8929.31% |
$30.4M - $34.4M
|
353K
$31M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
329K+ 24359.66% |
$28.7M - $32.4M
|
330K
$29M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
302KNew |
$26.3M - $29.7M
|
302K
$26.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
270KNew |
$23.5M - $26.6M
|
270K
$23.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
237KNew |
$20.7M - $23.4M
|
237K
$20.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Nationwide Fund Advisors
|
BUY
|
- |
197K+ 14.94% |
$17.1M - $19.4M
|
1.51M
$133M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
181K+ 17.36% |
$15.8M - $17.9M
|
1.23M
$108M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
176K+ 9.85% |
$15.3M - $17.3M
|
1.96M
$172M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
165KNew |
$14.4M - $16.2M
|
165K
$14.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
156K+ 50.46% |
$13.6M - $15.4M
|
466K
$40.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
151K+ 330.1% |
$13.1M - $14.8M
|
196K
$17.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
138KNew |
$12M - $13.6M
|
138K
$12.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
132KNew |
$11.5M - $13M
|
132K
$11.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
122K+ 122.24% |
$10.7M - $12.1M
|
223K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
115KNew |
$10M - $11.3M
|
115K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
112KNew |
$9.78M - $11.1M
|
112K
$9.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
98.9K+ 14.79% |
$8.62M - $9.74M
|
768K
$67.4M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.2K+ 511.76% |
$8.12M - $9.18M
|
111K
$9.78M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
92.5KNew |
$8.06M - $9.11M
|
92.5K
$8.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
91.9K+ 614.72% |
$8.01M - $9.05M
|
107K
$9.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84.2K+ 14.65% |
$7.33M - $8.29M
|
659K
$57.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81.1K+ 141.03% |
$7.07M - $7.99M
|
139K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
74.5KNew |
$6.49M - $7.33M
|
74.5K
$6.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
68KNew |
$5.92M - $6.7M
|
68K
$5.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
66.8KNew |
$5.82M - $6.58M
|
66.8K
$5.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63.5K+ 9705.66% |
$5.53M - $6.25M
|
64.1K
$5.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.3KNew |
$5.17M - $5.84M
|
59.3K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
51.9KNew |
$4.52M - $5.11M
|
51.9K
$4.55M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$6.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.4K+ 10.93% |
$3.6M - $4.07M
|
420K
$36.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
39.5K+ 65.42% |
$3.44M - $3.9M
|
100K
$8.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.9K+ 219.21% |
$3.04M - $3.44M
|
50.9K
$4.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
30.7K+ 343.59% |
$2.67M - $3.02M
|
39.6K
$3.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.8K+ 344.68% |
$2.59M - $2.93M
|
38.4K
$3.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
28.7KNew |
$2.5M - $2.82M
|
28.7K
$2.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.4K+ 49.67% |
$2.38M - $2.7M
|
82.5K
$7.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.6K+ 77.32% |
$2.14M - $2.42M
|
56.4K
$4.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.4K+ 149.13% |
$1.96M - $2.21M
|
37.5K
$3.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 101.3% |
$1.92M - $2.17M
|
43.8K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.7K+ 110.33% |
$1.89M - $2.13M
|
41.3K
$3.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 19.21% |
$1.78M - $2.01M
|
127K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
20.3KNew |
$1.77M - $2M
|
20.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.6K+ 833.53% |
$1.71M - $1.93M
|
21.9K
$1.93M
|