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 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$1.48K - $1.67K
|
17
$1.49K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17+ 0.37% |
$1.48K - $1.67K
|
4.59K
$402K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16New |
$1.39K - $1.58K
|
16
$1.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 14.0% |
$1.22K - $1.38K
|
114
$9.98K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 1.4% |
$1.22K - $1.38K
|
1.02K
$89K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.05K - $1.18K
|
12
$1.05K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 3.88% |
$871 - $985
|
268
$23.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$871 - $985
|
10
$875
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$784 - $886
|
3.85K
$337K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8New |
$697 - $788
|
8
$700
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.49% |
$436 - $492
|
1.02K
$89.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.69K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.25% |
$87.1 - $98.5
|
407
$35.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.23% |
$87.1 - $98.5
|
82
$7.18K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1New |
$87.1 - $98.5
|
1
$87.5
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.35K
$205K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1- 7.14% |
$87.1 - $98.5
|
13
$1.14K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 29.03% |
$784 - $886
|
22
$1.93K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-9- 2.75% |
$784 - $886
|
318
$27.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 10.4% |
$1.13K - $1.28K
|
112
$9.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.06% |
$1.57K - $1.77K
|
30.4K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 10.61% |
$1.65K - $1.87K
|
160
$14K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 2.88% |
$1.92K - $2.17K
|
742
$64.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-25- 17.24% |
$2.18K - $2.46K
|
120
$10.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-33- 1.23% |
$2.87K - $3.25K
|
2.65K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-40- 27.78% |
$3.48K - $3.94K
|
104
$9.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 10.42% |
$4.36K - $4.92K
|
430
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 5.9% |
$4.62K - $5.22K
|
846
$74.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-59- 23.89% |
$5.14K - $5.81K
|
188
$16.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-61- 0.09% |
$5.31K - $6.01K
|
71.3K
$6.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-62- 0.36% |
$5.4K - $6.11K
|
17.4K
$1.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-67- 0.08% |
$5.84K - $6.6K
|
88.4K
$7.74M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-72- 1.91% |
$6.27K - $7.09K
|
3.7K
$324K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-76- 1.79% |
$6.62K - $7.49K
|
4.16K
$364K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.09% |
$8.1K - $9.16K
|
4.36K
$381K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.23% |
$8.27K - $9.36K
|
7.63K
$668K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-99- 1.79% |
$8.62K - $9.75K
|
5.43K
$475K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.71% |
$8.71K - $9.85K
|
2.6K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 0.29% |
$9.76K - $11K
|
38.5K
$3.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-128- 0.85% |
$11.1K - $12.6K
|
14.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 6.08% |
$11.3K - $12.8K
|
2.01K
$176K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-130- 1.97% |
$11.3K - $12.8K
|
6.48K
$567K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-132- 1.4% |
$11.5K - $13K
|
9.29K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 5.61% |
$11.9K - $13.5K
|
2.31K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 2.43% |
$11.9K - $13.5K
|
5.5K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$349K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-138- 99.28% |
$12K - $13.6K
|
1
$87.5
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-145- 19.52% |
$12.6K - $14.3K
|
598
$52.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-146- 7.37% |
$12.7K - $14.4K
|
1.83K
$161K
|