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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.42% |
$115K - $130K
|
31.1K
$2.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.27K+ 2.43% |
$111K - $125K
|
53.6K
$4.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.27K+ 14.24% |
$110K - $125K
|
10.2K
$906K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 11.97% |
$109K - $123K
|
11.7K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 30850.0% |
$107K - $122K
|
1.24K
$110K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 18.08% |
$107K - $121K
|
8.02K
$716K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.22K+ 15.92% |
$106K - $120K
|
8.89K
$793K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.18KNew |
$102K - $116K
|
1.18K
$105K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.17K+ 3.37% |
$102K - $115K
|
35.8K
$3.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.13K+ 2.51% |
$98.4K - $111K
|
46.2K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.12K+ 4.04% |
$97.5K - $110K
|
28.8K
$2.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 12.11% |
$96.8K - $109K
|
10.3K
$918K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.11KNew |
$96.3K - $109K
|
1.11K
$98.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.08K+ 3.91% |
$94.2K - $107K
|
28.8K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1.08K+ 3.66% |
$94.1K - $106K
|
30.6K
$2.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
1.05K+ 10.53% |
$91.4K - $103K
|
11K
$983K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$92.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
1.01K+ 18.91% |
$88.1K - $99.6K
|
6.36K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1KNew |
$87.1K - $98.5K
|
1K
$89.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
970+ 8.45% |
$84.5K - $95.5K
|
12.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
951+ 13.4% |
$82.8K - $93.7K
|
8.05K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
947+ 30.25% |
$82.5K - $93.3K
|
4.08K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
941+ 2.93% |
$82K - $92.7K
|
33.1K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
930+ 5.85% |
$81K - $91.6K
|
16.8K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
930+ 16.96% |
$81K - $91.6K
|
6.41K
$572K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
908+ 3.87% |
$79.1K - $89.4K
|
24.4K
$2.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
896+ 6.59% |
$78K - $88.2K
|
14.5K
$1.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
882+ 11.81% |
$76.8K - $86.9K
|
8.35K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
874+ 4.82% |
$76.1K - $86.1K
|
19K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
870+ 38.93% |
$75.8K - $85.7K
|
3.11K
$277K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
865+ 63.14% |
$75.3K - $85.2K
|
2.24K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
864+ 12.98% |
$75.3K - $85.1K
|
7.52K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
850+ 11.21% |
$74K - $83.7K
|
8.43K
$753K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
827+ 20.47% |
$72K - $81.5K
|
4.87K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
809+ 12.26% |
$70.5K - $79.7K
|
7.41K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
800New |
$69.7K - $78.8K
|
800
$71.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
787+ 1.26% |
$68.5K - $77.5K
|
63.1K
$5.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
760+ 5.16% |
$66.2K - $74.9K
|
15.5K
$1.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
756+ 82.8% |
$65.8K - $74.5K
|
1.67K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
748+ 4.11% |
$65.2K - $73.7K
|
18.9K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
729+ 8.94% |
$63.5K - $71.8K
|
8.88K
$793K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
719New |
$62.6K - $70.8K
|
719
$64.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
714+ 3.83% |
$62.2K - $70.3K
|
19.4K
$1.73M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
705+ 6.84% |
$61.4K - $69.4K
|
11K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
686+ 10.01% |
$59.8K - $67.6K
|
7.54K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
666+ 32.39% |
$58K - $65.6K
|
2.72K
$243K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
652+ 2.71% |
$56.8K - $64.2K
|
24.7K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
647+ 1.54% |
$56.4K - $63.7K
|
42.6K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
612+ 0.49% |
$53.3K - $60.3K
|
127K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
602+ 8.99% |
$52.4K - $59.3K
|
7.3K
$652K
|