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 11, 2025
Q4 2024
|
Sfmg, LLC
|
BUY
|
- |
122KNew |
$10.6M - $12M
|
122K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
121K+ 101.55% |
$10.5M - $11.9M
|
240K
$21.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
119K+ 37.7% |
$10.4M - $11.8M
|
436K
$38.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
117K+ 47.99% |
$10.2M - $11.5M
|
360K
$31.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
115KNew |
$10M - $11.3M
|
115K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
113K+ 361.9% |
$9.84M - $11.1M
|
144K
$12.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
112KNew |
$9.78M - $11.1M
|
112K
$9.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
112K+ 27.75% |
$9.75M - $11M
|
515K
$45.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
110KNew |
$9.58M - $10.8M
|
110K
$9.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Exor Capital LLP
London, X0 |
BUY
|
- |
110KNew |
$9.58M - $10.8M
|
110K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Timelo Investment Management Inc.
|
BUY
|
- |
105KNew |
$9.15M - $10.3M
|
105K
$9.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
98.9K+ 14.79% |
$8.62M - $9.74M
|
768K
$68.1M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
93.2K+ 511.76% |
$8.12M - $9.18M
|
111K
$9.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Persium Advisors, LLC
Atlanta, GA |
BUY
|
- |
92.5KNew |
$8.06M - $9.11M
|
92.5K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
91.9K+ 614.72% |
$8.01M - $9.05M
|
107K
$9.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
91.8K+ 5.25% |
$8M - $9.05M
|
1.84M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
U S Wealth Group, Llc.
Woodbury, NY |
BUY
|
- |
90.7KNew |
$7.9M - $8.93M
|
90.7K
$8.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
89.8KNew |
$7.82M - $8.84M
|
89.8K
$7.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84.2K+ 14.65% |
$7.33M - $8.29M
|
659K
$58.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
81.1K+ 141.03% |
$7.07M - $7.99M
|
139K
$12.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
80.8KNew |
$7.04M - $7.96M
|
80.8K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.9K+ 38.61% |
$6.96M - $7.87M
|
287K
$25.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
79.3K+ 92.19% |
$6.9M - $7.81M
|
165K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
78.3K+ 28.09% |
$6.82M - $7.71M
|
357K
$31.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
78.2K+ 482.02% |
$6.81M - $7.7M
|
94.4K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
76.2K+ 148.27% |
$6.64M - $7.5M
|
128K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Anthracite Investment Company, Inc.
Fort Worth, TX |
BUY
|
- |
76KNew |
$6.62M - $7.49M
|
76K
$6.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
74.5KNew |
$6.49M - $7.33M
|
74.5K
$6.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
71.7KNew |
$6.25M - $7.06M
|
71.7K
$6.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
68KNew |
$5.92M - $6.7M
|
68K
$6.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
66.8KNew |
$5.82M - $6.58M
|
66.8K
$5.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
63.6K+ 33.01% |
$5.54M - $6.27M
|
256K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63.5K+ 9705.66% |
$5.53M - $6.25M
|
64.1K
$5.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.3KNew |
$5.17M - $5.84M
|
59.3K
$5.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
58.4K+ 465.06% |
$5.09M - $5.76M
|
71K
$6.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
56.5KNew |
$4.92M - $5.56M
|
56.5K
$5.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.4KNew |
$4.65M - $5.26M
|
53.4K
$4.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
51.9KNew |
$4.52M - $5.11M
|
51.9K
$4.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
51.5K+ 14.93% |
$4.48M - $5.07M
|
396K
$35.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
50.9K+ 152.69% |
$4.43M - $5.01M
|
84.2K
$7.47M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$6.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 11.04% |
$4.27M - $4.83M
|
493K
$43.8M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48.3K+ 86.51% |
$4.21M - $4.76M
|
104K
$9.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
47.9KNew |
$4.18M - $4.72M
|
47.9K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
47.9K+ 8.49% |
$4.17M - $4.72M
|
612K
$54.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47K+ 1645.71% |
$4.09M - $4.62M
|
49.8K
$4.42M
|