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 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 17.7% |
$102K - $115K
|
5.44K
$485K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 22.29% |
$108K - $122K
|
4.33K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.24K- 74.85% |
$108K - $123K
|
418
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.26K- 10.8% |
$110K - $124K
|
10.4K
$928K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.28K- 35.69% |
$112K - $126K
|
2.31K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 11.87% |
$114K - $129K
|
9.73K
$867K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.33K- 3.95% |
$116K - $131K
|
32.4K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 35.05% |
$117K - $133K
|
2.49K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 14.5% |
$119K - $134K
|
8.05K
$717K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.43K- 4.58% |
$124K - $141K
|
29.7K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.49K- 29.11% |
$130K - $147K
|
3.64K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.53K- 15.06% |
$133K - $150K
|
8.62K
$768K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.57K- 35.95% |
$137K - $155K
|
2.8K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.58K- 11.31% |
$137K - $155K
|
12.4K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.7K- 26.75% |
$148K - $168K
|
4.66K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.75K- 82.35% |
$152K - $172K
|
375
$33.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 17.46% |
$153K - $173K
|
8.28K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.86K- 5.18% |
$162K - $183K
|
34.1K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.91K- 10.17% |
$167K - $189K
|
16.9K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.93K- 45.67% |
$168K - $190K
|
2.3K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.94K- 6.59% |
$169K - $191K
|
27.5K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 7.12% |
$170K - $192K
|
25.4K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 42.08% |
$180K - $203K
|
2.84K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.18K- 29.6% |
$190K - $215K
|
5.19K
$462K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 5.7% |
$196K - $222K
|
37.2K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 31.09% |
$197K - $222K
|
5.01K
$446K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.26K- 13.22% |
$197K - $223K
|
14.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.38K- 6.82% |
$207K - $234K
|
32.5K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 12.59% |
$209K - $236K
|
16.7K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.44K- 11.6% |
$213K - $241K
|
18.6K
$1.66M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.52K- 28.21% |
$220K - $249K
|
6.42K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 28.36% |
$221K - $250K
|
6.4K
$571K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.56K- 15.68% |
$223K - $252K
|
13.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.57K- 33.5% |
$224K - $253K
|
5.1K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.61K- 33.02% |
$227K - $257K
|
5.28K
$471K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.65K- 1.4% |
$231K - $261K
|
187K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.68K- 12.31% |
$233K - $264K
|
19.1K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.75K- 75.71% |
$240K - $271K
|
883
$78.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.85K- 8.95% |
$248K - $280K
|
29K
$2.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.92K- 16.06% |
$255K - $288K
|
15.3K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.94K- 15.02% |
$256K - $289K
|
16.6K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.97K- 3.97% |
$259K - $293K
|
71.8K
$6.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.07K- 14.91% |
$268K - $303K
|
17.5K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.14K- 13.09% |
$273K - $309K
|
20.8K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.16K- 12.25% |
$275K - $311K
|
22.6K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.19K- 11.84% |
$278K - $314K
|
23.7K
$2.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.23K- 35.6% |
$281K - $318K
|
5.83K
$520K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.25K- 28.33% |
$283K - $320K
|
8.22K
$733K
|