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
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.5K- 10.58% |
$3.96M - $4.48M
|
385K
$34.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-45.6K- 59.91% |
$3.97M - $4.49M
|
30.5K
$2.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45.7K- 83.87% |
$3.98M - $4.5M
|
8.79K
$780K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-45.8K- 25.97% |
$3.99M - $4.52M
|
131K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-46.5K- 97.19% |
$4.05M - $4.58M
|
1.34K
$119K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-46.6K- 82.36% |
$4.06M - $4.59M
|
9.98K
$885K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-46.7K- 40.38% |
$4.07M - $4.6M
|
69K
$6.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46.8K- 93.0% |
$4.07M - $4.6M
|
3.52K
$312K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-47.2K- 32.11% |
$4.11M - $4.65M
|
99.8K
$8.85M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.3K- 10.4% |
$4.2M - $4.75M
|
416K
$36.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-48.3K- 84.44% |
$4.21M - $4.76M
|
8.9K
$789K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.1K- 87.04% |
$4.27M - $4.83M
|
7.31K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-49.3K- 35.45% |
$4.3M - $4.86M
|
89.8K
$7.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-50K- 88.76% |
$4.36M - $4.92M
|
6.33K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-52.4K- 94.79% |
$4.57M - $5.16M
|
2.88K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-52.9K- 30.51% |
$4.61M - $5.21M
|
120K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.7K- 35.51% |
$4.67M - $5.29M
|
97.5K
$8.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-58.3K- 47.66% |
$5.08M - $5.75M
|
64.1K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-59.9K- 21.24% |
$5.22M - $5.9M
|
222K
$19.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-60.3K- 25.16% |
$5.25M - $5.94M
|
179K
$15.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-61.8K- 95.75% |
$5.38M - $6.09M
|
2.75K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-61.8K- 24.86% |
$5.38M - $6.09M
|
187K
$16.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-63.7K- 22.02% |
$5.55M - $6.27M
|
225K
$20M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-64.2K- 49.95% |
$5.59M - $6.32M
|
64.3K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-65.4K- 39.45% |
$5.7M - $6.45M
|
100K
$8.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-65.7K- 61.34% |
$5.73M - $6.48M
|
41.4K
$3.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-75.4K- 25.96% |
$6.57M - $7.43M
|
215K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-75.5K- 22.16% |
$6.58M - $7.44M
|
265K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-76.4K- 24.98% |
$6.65M - $7.52M
|
229K
$20.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-77.9K- 75.0% |
$6.78M - $7.67M
|
26K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-79.2K- 46.65% |
$6.9M - $7.8M
|
90.5K
$8.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79.5K- 60.03% |
$6.92M - $7.83M
|
52.9K
$4.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-80.7K- 96.71% |
$7.03M - $7.95M
|
2.75K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-82.1K- 65.96% |
$7.15M - $8.09M
|
42.4K
$3.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-82.2K- 89.33% |
$7.16M - $8.09M
|
9.81K
$870K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-82.5K- 78.64% |
$7.18M - $8.12M
|
22.4K
$1.99M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-87.5KClosed |
$7.62M - $8.62M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-88K- 37.46% |
$7.67M - $8.67M
|
147K
$13M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.6K- 31.66% |
$7.8M - $8.82M
|
193K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-90.8K- 97.28% |
$7.91M - $8.94M
|
2.54K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-92.3K- 47.2% |
$8.04M - $9.09M
|
103K
$9.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-94.3K- 69.62% |
$8.21M - $9.29M
|
41.1K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-94.6K- 99.03% |
$8.24M - $9.31M
|
930
$82.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-97.7K- 10.45% |
$8.51M - $9.62M
|
837K
$74.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
SELL
|
- |
-99.5K- 95.67% |
$8.67M - $9.8M
|
4.51K
$400K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-99.9K- 96.98% |
$8.7M - $9.84M
|
3.11K
$276K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104K- 93.54% |
$9.05M - $10.2M
|
7.17K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 12.97% |
$9.17M - $10.4M
|
707K
$62.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119K- 41.69% |
$10.4M - $11.7M
|
167K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-121K- 86.37% |
$10.5M - $11.9M
|
19.1K
$1.69M
|