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
Jan 22, 2025 Q4 2024	Mayflower Financial Advisors, LLC	BUY	-	6.96K + 30.94%	$607K - $686K	29.5K $2.63M
Jan 31, 2025 Q4 2024	Wsfs Capital Management, LLC Philadelphia, PA	BUY	-	6.8K + 317.32%	$592K - $669K	8.94K $798K
Jan 21, 2025 Q4 2024	One Advisory Partners, LLC	BUY	-	6.79K + 13.71%	$592K - $669K	56.3K $5.03M
Feb 04, 2025 Q4 2024	Bcgm Wealth Management, LLC	BUY	-	6.79K + 21.65%	$591K - $669K	38.2K $3.41M
Jan 21, 2025 Q4 2024	Patton Albertson Miller Group, LLC	BUY	-	6.76K New	$589K - $666K	6.76K $603K
Feb 03, 2025 Q4 2024	Capital Investment Counsel, Inc	BUY	-	6.65K New	$579K - $655K	6.65K $594K
Feb 03, 2025 Q4 2024	Matauro, LLC New York, NY	BUY	-	6.62K New	$576K - $652K	6.62K $591K
Feb 03, 2025 Q4 2024	Advyzon Investment Management, LLC Lisle, IL	BUY	-	6.58K New	$573K - $648K	6.58K $587K
Jan 29, 2025 Q4 2024	Values First Advisors, Inc.	BUY	-	6.53K + 52.79%	$569K - $644K	18.9K $1.69M
Feb 10, 2025 Q4 2024	Custos Family Office, LLC Greenwood Village, CO	BUY	-	6.52K + 8.8%	$568K - $642K	80.6K $7.2M
Jan 16, 2025 Q4 2024	Kiley Juergens Wealth Management, LLC	BUY	-	6.43K + 17.95%	$560K - $633K	42.2K $3.77M
Jan 23, 2025 Q4 2024	Narus Financial Partners, LLC Salt Lake City, UT	BUY	-	6.31K + 135.85%	$549K - $621K	10.9K $977K
Feb 07, 2025 Q4 2024	Smith & Howard Wealth Management, LLC	BUY	-	6.19K + 26.02%	$539K - $610K	30K $2.68M
Jan 17, 2025 Q4 2024	Mutual Advisors, LLC Casper, WY	BUY	-	6.15K + 5.33%	$535K - $605K	122K $10.8M
Jan 17, 2025 Q4 2024	D.B. Root & Company, LLC	BUY	-	6.13K New	$534K - $603K	6.13K $547K
Jan 29, 2025 Q4 2024	Stonebridge Financial Group, LLC Wormleysburg, PA	BUY	-	6.06K New	$528K - $597K	6.06K $541K
Feb 04, 2025 Q4 2024	Ifp Advisors, Inc	BUY	-	5.93K + 18.6%	$516K - $584K	37.8K $3.37M
Jan 02, 2025 Q4 2024	Global Wealth Strategies & Associates Denver, CO	BUY	-	5.69K + 10.66%	$496K - $561K	59.1K $5.28M
Jan 29, 2025 Q4 2024	Latitude Advisors, LLC	BUY	-	5.51K + 18.22%	$480K - $543K	35.8K $3.19M
Feb 05, 2025 Q4 2024	Crown Wealth Group, LLC	BUY	-	5.5K New	$479K - $542K	5.5K $491K
Jan 15, 2025 Q4 2024	Integrated Investment Consultants, LLC	BUY	-	5.45K + 74.19%	$474K - $536K	12.8K $1.14M
Jan 13, 2025 Q4 2024	Elevated Capital Advisors, LLC Sandy, UT	BUY	-	5.36K New	$467K - $528K	5.36K $479K
Jan 14, 2025 Q4 2024	Pines Wealth Management, LLC Southern Pines, NC	BUY	-	5.28K New	$459K - $520K	5.28K $471K
Jan 16, 2025 Q4 2024	Client 1 St Advisory Group, LLC Clearwater, FL	BUY	-	5.22K + 46.29%	$454K - $514K	16.5K $1.47M
Jan 16, 2025 Q4 2024	Diversify Advisory Services, LLC Sandy, UT	BUY	-	5.21K + 16.29%	$453K - $513K	37.1K $3.32M
Feb 05, 2025 Q4 2024	Fort Sheridan Advisors LLC Highland Park, IL	BUY	-	5.2K New	$453K - $512K	5.2K $464K
Jan 24, 2025 Q4 2024	Osborne Partners Capital Management, LLC	BUY	-	5.12K + 2.82%	$446K - $505K	187K $16.7M
Jan 22, 2025 Q4 2024	Barry Investment Advisors, LLC	BUY	-	5.01K New	$436K - $494K	5.01K $447K
Feb 07, 2025 Q4 2024	American Assets Inc	BUY	-	5K New	$436K - $492K	5K $446K
Jan 21, 2025 Q4 2024	Legacy Financial Group LLC	BUY	-	4.93K + 19.88%	$429K - $485K	29.7K $2.65M
Jan 27, 2025 Q4 2024	Tranquilli Financial Advisor LLC Clinton, NJ	BUY	-	4.86K + 124.62%	$423K - $479K	8.76K $782K
Jan 21, 2025 Q4 2024	Lex Aurum Advisors, LLC	BUY	-	4.8K + 103.98%	$418K - $473K	9.42K $841K
Feb 07, 2025 Q4 2024	Lifeworks Advisors, LLC Grand Rapids, MI	BUY	-	4.51K + 30.9%	$393K - $444K	19.1K $1.71M
Jan 21, 2025 Q4 2024	Cfs Investment Advisory Services, LLC Totowa, NJ	BUY	-	4.46K + 4.99%	$388K - $439K	93.8K $8.37M
Jan 16, 2025 Q4 2024	Lpf Advisors LLC Sarasota, FL	BUY	-	4.44K + 6.18%	$387K - $437K	76.3K $6.81M
Jan 15, 2025 Q4 2024	Tru Wealth Advisors, LLC	BUY	-	4.43K New	$386K - $436K	4.43K $396K
Jan 27, 2025 Q4 2024	Measured Wealth Private Client Group, LLC	BUY	-	4.37K + 7.42%	$381K - $430K	63.2K $5.64M
Feb 07, 2025 Q4 2024	Coordinated Financial Services, Inc. Denver, CO	BUY	-	4.35K New	$379K - $428K	4.35K $388K
Jan 27, 2025 Q4 2024	Bleakley Financial Group, LLC Fairfield, NJ	BUY	-	4.34K New	$378K - $427K	4.34K $387K
Jan 24, 2025 Q4 2024	Mc Adam, LLC	BUY	-	4.3K + 23.48%	$374K - $423K	22.6K $2.02M
Jan 22, 2025 Q4 2024	Union Bancaire Privee, Ubp Sa Geneva 1, V8	BUY	-	4.23K New	$368K - $417K	4.23K $378K
Jan 28, 2025 Q4 2024	Newbridge Financial Services Group, Inc.	BUY	-	4.13K New	$360K - $407K	4.13K $369K
Jan 15, 2025 Q4 2024	Arkadios Wealth Advisors	BUY	-	4.09K + 9.21%	$356K - $402K	48.5K $4.33M
Feb 07, 2025 Q4 2024	Global View Capital Management LLC Waukesha, WI	BUY	-	4.03K New	$351K - $397K	4.03K $360K
Jan 24, 2025 Q4 2024	Mather Group, Llc. Chicago, IL	BUY	-	3.9K New	$340K - $384K	3.9K $348K
Jan 30, 2025 Q4 2024	Roman Butler Fullerton & CO	BUY	-	3.82K New	$332K - $376K	3.82K $341K
Feb 07, 2025 Q4 2024	Icapital Wealth LLC Walnut Creek, CA	BUY	-	3.79K New	$330K - $373K	3.79K $338K
Jan 15, 2025 Q4 2024	Retirement Wealth Solutions LLC Marshfield, WI	BUY	-	3.78K New	$329K - $372K	3.78K $337K
Jan 27, 2025 Q4 2024	Choreo, LLC Minneapolis, MN	BUY	-	3.72K + 46.53%	$324K - $366K	11.7K $1.05M
Jan 29, 2025 Q4 2024	Beacon Financial Group	BUY	-	3.71K + 12.52%	$323K - $365K	33.3K $2.97M

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Account

Purchases and Sales Made in Q4 2024 in Ishares Barclays 20+ Year Trea (TLT)

6.96K

6.8K

6.79K

6.79K

6.76K

6.65K

6.62K

6.58K

6.53K

6.52K

6.43K

6.31K

6.19K

6.15K

6.13K

6.06K

5.93K

5.69K

5.51K

5.5K

5.45K

5.36K

5.28K

5.22K

5.21K

5.2K

5.12K

5.01K

5K

4.93K

4.86K

4.8K

4.51K

4.46K

4.44K

4.43K

4.37K

4.35K

4.34K

4.3K

4.23K

4.13K

4.09K

4.03K

3.9K

3.82K

3.79K

3.78K

3.72K

3.71K

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Institutional Portfolio Updates

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