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 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$150K
|
|
|
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 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 31.09% |
$197K - $222K
|
5.01K
$447K
|
|
|
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
$1.49M
|
|
|
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
$572K
|
|
|
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
$472K
|
|
|
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
$78.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.85K- 8.95% |
$248K - $280K
|
29K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.94K- 15.02% |
$256K - $289K
|
16.6K
$1.48M
|
|
|
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
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.23K- 35.6% |
$281K - $318K
|
5.83K
$521K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.25K- 28.33% |
$283K - $320K
|
8.22K
$734K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 19.11% |
$287K - $324K
|
13.9K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.38K- 17.71% |
$294K - $333K
|
15.7K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.49K- 33.02% |
$304K - $344K
|
7.08K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.51K- 48.84% |
$305K - $345K
|
3.67K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3.51K- 12.45% |
$306K - $346K
|
24.7K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.56K- 10.82% |
$310K - $350K
|
29.3K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.56K- 16.0% |
$310K - $351K
|
18.7K
$1.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 3.04% |
$338K - $382K
|
124K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.91K- 5.81% |
$340K - $385K
|
63.4K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.92K- 26.89% |
$341K - $386K
|
10.7K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.99K- 9.5% |
$348K - $393K
|
38K
$3.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.02K- 6.94% |
$350K - $396K
|
53.9K
$4.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.14K- 54.04% |
$361K - $408K
|
3.52K
$315K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.35K- 7.92% |
$379K - $429K
|
50.6K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.36K- 7.27% |
$380K - $430K
|
55.7K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.38K- 33.98% |
$381K - $431K
|
8.5K
$759K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.5K- 57.72% |
$392K - $443K
|
3.3K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.66K- 20.15% |
$406K - $459K
|
18.5K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.12K- 13.96% |
$446K - $504K
|
31.5K
$2.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.28K- 60.5% |
$460K - $520K
|
3.45K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5.34K- 10.99% |
$465K - $526K
|
43.3K
$3.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.79K- 34.93% |
$504K - $570K
|
10.8K
$963K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
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
$3.47M
|
|
|
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 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.15K- 6.84% |
$536K - $606K
|
83.8K
$7.48M
|