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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$954K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.79K- 34.93% |
$504K - $570K
|
10.8K
$962K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.83K- 51.31% |
$508K - $574K
|
5.53K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.96K- 13.3% |
$519K - $587K
|
38.8K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-5.97K- 24.31% |
$520K - $588K
|
18.6K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.02K- 68.04% |
$524K - $593K
|
2.83K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.05K- 14.33% |
$527K - $596K
|
36.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 7.01% |
$530K - $599K
|
80.6K
$7.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.15K- 6.84% |
$536K - $606K
|
83.8K
$7.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.2K- 13.15% |
$540K - $611K
|
41K
$3.65M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.34K- 0.53% |
$552K - $624K
|
1.19M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.37K- 30.3% |
$555K - $628K
|
14.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.45K- 6.15% |
$562K - $636K
|
98.4K
$8.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6.93K- 43.46% |
$604K - $683K
|
9.02K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.95K- 9.62% |
$606K - $685K
|
65.3K
$5.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 5.78% |
$609K - $689K
|
114K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.29K- 20.05% |
$635K - $718K
|
29.1K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.29K- 61.38% |
$635K - $718K
|
4.59K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.4K- 7.16% |
$644K - $729K
|
95.9K
$8.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.52K- 25.49% |
$655K - $740K
|
22K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.59K- 10.05% |
$661K - $747K
|
67.9K
$6.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.84K- 9.84% |
$683K - $772K
|
71.8K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.21K- 49.75% |
$715K - $808K
|
8.29K
$739K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.3K- 8.11% |
$723K - $818K
|
94.1K
$8.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.42K- 42.33% |
$734K - $830K
|
11.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.45K- 67.05% |
$736K - $832K
|
4.15K
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-8.67K- 21.63% |
$755K - $854K
|
31.4K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.76K- 25.1% |
$763K - $863K
|
26.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.92K- 15.72% |
$777K - $878K
|
47.8K
$4.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.02K- 76.49% |
$785K - $888K
|
2.77K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.15K- 69.76% |
$797K - $901K
|
3.97K
$354K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9.18K- 89.33% |
$799K - $904K
|
1.1K
$97.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.3K- 23.4% |
$810K - $916K
|
30.5K
$2.71M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-9.37K- 66.99% |
$816K - $923K
|
4.62K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.44K- 47.14% |
$822K - $930K
|
10.6K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.48K- 79.33% |
$826K - $934K
|
2.47K
$220K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.8K- 84.79% |
$853K - $965K
|
1.76K
$157K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10K- 40.0% |
$871K - $985K
|
15K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 11.17% |
$905K - $1.02M
|
82.6K
$7.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.6K- 99.96% |
$925K - $1.05M
|
4
$357
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 7.47% |
$926K - $1.05M
|
132K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10.9K- 13.1% |
$948K - $1.07M
|
72.2K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.9K- 21.24% |
$948K - $1.07M
|
40.4K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 35.01% |
$967K - $1.09M
|
20.6K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-11.6K- 6.81% |
$1.01M - $1.14M
|
158K
$14.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11.7K- 11.26% |
$1.02M - $1.16M
|
92.4K
$8.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.9K- 69.99% |
$1.03M - $1.17M
|
5.09K
$454K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.9K- 82.94% |
$1.04M - $1.18M
|
2.46K
$219K
|