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 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
374+ 0.5% |
$32.6K - $36.8K
|
75.3K
$6.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
370+ 92.04% |
$32.2K - $36.4K
|
772
$70.4K
|
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
368+ 16.18% |
$32.1K - $36.2K
|
2.64K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
364New |
$31.7K - $35.9K
|
364
$33.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
342New |
$29.8K - $33.7K
|
342
$31.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
330+ 3.21% |
$28.7K - $32.5K
|
10.6K
$967K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
329+ 15.36% |
$28.7K - $32.4K
|
2.47K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
318+ 7.11% |
$27.7K - $31.3K
|
4.79K
$437K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
316+ 1.84% |
$27.5K - $31.1K
|
17.5K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
314+ 0.89% |
$27.3K - $30.9K
|
35.7K
$3.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
310+ 1.42% |
$27K - $30.5K
|
22.2K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
303New |
$26.4K - $29.8K
|
303
$27.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
282+ 9.06% |
$24.6K - $27.8K
|
3.4K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
276+ 4.44% |
$24K - $27.2K
|
6.5K
$592K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
269+ 11.49% |
$23.4K - $26.5K
|
2.61K
$238K
|
|
|
Feb 10, 2025
Q4 2024
|
Signature Wealth Management Group
|
BUY
|
- |
269+ 0.99% |
$23.4K - $26.5K
|
27.5K
$2.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
250+ 11.89% |
$21.8K - $24.6K
|
2.35K
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
244+ 4.67% |
$21.3K - $24K
|
5.47K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
240+ 0.35% |
$20.9K - $23.6K
|
69.4K
$6.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
239+ 3.62% |
$20.8K - $23.5K
|
6.84K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
238New |
$20.7K - $23.4K
|
238
$21.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
236New |
$20.6K - $23.2K
|
236
$21.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
234New |
$20.4K - $23K
|
234
$21.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
220+ 6.46% |
$19.2K - $21.7K
|
3.62K
$330K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
219+ 11.45% |
$19.1K - $21.6K
|
2.13K
$194K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
215+ 1.42% |
$18.7K - $21.2K
|
15.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
215+ 4.87% |
$18.7K - $21.2K
|
4.63K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
213New |
$18.6K - $21K
|
213
$19.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
204+ 5.22% |
$17.8K - $20.1K
|
4.11K
$375K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
203+ 94.86% |
$17.7K - $20K
|
417
$38K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
201+ 73.09% |
$17.5K - $19.8K
|
476
$43.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
201+ 5.61% |
$17.5K - $19.8K
|
3.78K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
200+ 33.33% |
$17.4K - $19.7K
|
800
$72.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
199+ 4.53% |
$17.3K - $19.6K
|
4.59K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
195+ 7.3% |
$17K - $19.2K
|
2.87K
$262K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
188+ 6.46% |
$16.4K - $18.5K
|
3.1K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
186New |
$16.2K - $18.3K
|
186
$17K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
184+ 0.49% |
$16K - $18.1K
|
37.7K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
182New |
$15.9K - $17.9K
|
182
$16.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
180+ 0.67% |
$15.7K - $17.7K
|
27K
$2.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 82.41% |
$15.5K - $17.5K
|
394
$35.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.7% |
$14.1K - $16K
|
23.1K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
161New |
$14K - $15.9K
|
161
$14.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
160+ 6.81% |
$13.9K - $15.8K
|
2.51K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
158+ 1.69% |
$13.8K - $15.6K
|
9.48K
$865K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
158New |
$13.8K - $15.6K
|
158
$14.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
157New |
$13.7K - $15.5K
|
157
$14.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
155New |
$13.5K - $15.3K
|
155
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
150+ 4.27% |
$13.1K - $14.8K
|
3.66K
$334K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
149New |
$13K - $14.7K
|
149
$13.6K
|