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 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.23% |
$8.27K - $9.36K
|
7.63K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-99- 1.79% |
$8.62K - $9.75K
|
5.43K
$481K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.71% |
$8.71K - $9.85K
|
2.6K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-128- 0.85% |
$11.1K - $12.6K
|
14.8K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-132- 1.4% |
$11.5K - $13K
|
9.29K
$823K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 2.43% |
$11.9K - $13.5K
|
5.5K
$488K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 5.61% |
$11.9K - $13.5K
|
2.31K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-138- 99.28% |
$12K - $13.6K
|
1
$88.7
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-145- 19.52% |
$12.6K - $14.3K
|
598
$53K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-146- 7.37% |
$12.7K - $14.4K
|
1.83K
$163K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-147- 1.48% |
$12.8K - $14.5K
|
9.77K
$866K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-151- 3.45% |
$13.2K - $14.9K
|
4.23K
$375K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-159- 9.45% |
$13.8K - $15.7K
|
1.52K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161- 3.26% |
$14K - $15.9K
|
4.77K
$423K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-163- 15.49% |
$14.2K - $16.1K
|
889
$78.8K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-164- 86.77% |
$14.3K - $16.2K
|
25
$2.22K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-174- 0.41% |
$15.2K - $17.1K
|
42.5K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-176- 4.37% |
$15.3K - $17.3K
|
3.86K
$342K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-183- 0.44% |
$15.9K - $18K
|
41.3K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-187- 0.61% |
$16.3K - $18.4K
|
30.5K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 28.06% |
$16.4K - $18.5K
|
482
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-190- 51.49% |
$16.5K - $18.7K
|
179
$15.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-193- 7.17% |
$16.8K - $19K
|
2.5K
$222K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-193- 3.56% |
$16.8K - $19K
|
5.23K
$464K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-199- 3.07% |
$17.3K - $19.6K
|
6.29K
$557K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-201- 1.11% |
$17.5K - $19.8K
|
17.9K
$1.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-201- 11.22% |
$17.5K - $19.8K
|
1.59K
$141K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-208- 17.75% |
$18.1K - $20.5K
|
964
$85.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-237- 5.8% |
$20.6K - $23.3K
|
3.85K
$342K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-251- 35.1% |
$21.9K - $24.7K
|
464
$41.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-251- 0.29% |
$21.9K - $24.7K
|
85.8K
$7.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-258- 72.27% |
$22.5K - $25.4K
|
99
$8.78K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-281- 6.83% |
$24.5K - $27.7K
|
3.83K
$340K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-303- 2.71% |
$26.4K - $29.8K
|
10.9K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-318- 7.66% |
$27.7K - $31.3K
|
3.84K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-319- 3.54% |
$27.8K - $31.4K
|
8.7K
$771K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-320- 1.26% |
$27.9K - $31.5K
|
25.2K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 11.11% |
$30.5K - $34.5K
|
2.8K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 8.35% |
$31.3K - $35.4K
|
3.94K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-368- 1.76% |
$32.1K - $36.2K
|
20.5K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-379- 8.75% |
$33K - $37.3K
|
3.95K
$350K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-394- 12.95% |
$34.3K - $38.8K
|
2.65K
$235K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-409- 6.83% |
$35.6K - $40.3K
|
5.58K
$495K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-421- 12.8% |
$36.7K - $41.5K
|
2.87K
$254K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 0.2% |
$37.4K - $42.3K
|
212K
$18.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-433- 20.49% |
$37.7K - $42.6K
|
1.68K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-434- 2.49% |
$37.8K - $42.7K
|
17K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-458- 15.82% |
$39.9K - $45.1K
|
2.44K
$216K
|