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 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
199+ 4.53% |
$17.3K - $19.6K
|
4.59K
$401K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
195+ 7.3% |
$17K - $19.2K
|
2.87K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
188+ 6.46% |
$16.4K - $18.5K
|
3.1K
$271K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
186New |
$16.2K - $18.3K
|
186
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
184+ 0.49% |
$16K - $18.1K
|
37.7K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
182New |
$15.9K - $17.9K
|
182
$15.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
180+ 0.67% |
$15.7K - $17.7K
|
27K
$2.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
178+ 82.41% |
$15.5K - $17.5K
|
394
$34.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
162+ 0.7% |
$14.1K - $16K
|
23.1K
$2.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
161New |
$14K - $15.9K
|
161
$14.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
160+ 6.81% |
$13.9K - $15.8K
|
2.51K
$219K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
158+ 1.69% |
$13.8K - $15.6K
|
9.48K
$829K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
158New |
$13.8K - $15.6K
|
158
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
157New |
$13.7K - $15.5K
|
157
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
155New |
$13.5K - $15.3K
|
155
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Latko Wealth Management, Ltd.
Frankfort, IL |
BUY
|
- |
150+ 4.27% |
$13.1K - $14.8K
|
3.66K
$320K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
149New |
$13K - $14.7K
|
149
$13K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
149+ 0.92% |
$13K - $14.7K
|
16.3K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
140+ 12.18% |
$12.2K - $13.8K
|
1.29K
$113K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
137New |
$11.9K - $13.5K
|
137
$12K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
137+ 2.41% |
$11.9K - $13.5K
|
5.81K
$508K
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
126+ 3.86% |
$11K - $12.4K
|
3.39K
$296K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
122New |
$10.6K - $12K
|
122
$10.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
122+ 0.85% |
$10.6K - $12K
|
14.4K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
120+ 15.96% |
$10.5K - $11.8K
|
872
$76.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
119+ 1.08% |
$10.4K - $11.7K
|
11.1K
$970K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
115+ 4.93% |
$10K - $11.3K
|
2.45K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
113New |
$9.84K - $11.1K
|
113
$9.88K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
102+ 3.36% |
$8.88K - $10K
|
3.14K
$274K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
100New |
$8.71K - $9.85K
|
100
$8.74K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
97New |
$8.45K - $9.55K
|
97
$8.48K
|
|
|
Jan 22, 2025
Q4 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
96+ 1.59% |
$8.36K - $9.46K
|
6.14K
$537K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
96+ 1.26% |
$8.36K - $9.46K
|
7.7K
$673K
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
93New |
$8.1K - $9.16K
|
93
$8.13K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
86+ 43.0% |
$7.49K - $8.47K
|
286
$25K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
85New |
$7.4K - $8.37K
|
85
$7.43K
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
81New |
$7.06K - $7.98K
|
81
$7.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
81+ 12.66% |
$7.06K - $7.98K
|
721
$63K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
70+ 0.94% |
$6.1K - $6.89K
|
7.52K
$657K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
67+ 1.43% |
$5.84K - $6.6K
|
4.74K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
63+ 1.96% |
$5.49K - $6.2K
|
3.27K
$286K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60New |
$5.23K - $5.91K
|
60
$5.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
58+ 41.43% |
$5.05K - $5.71K
|
198
$17.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
56New |
$4.88K - $5.52K
|
56
$4.89K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
56New |
$4.88K - $5.52K
|
56
$4.89K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
54+ 0.95% |
$4.7K - $5.32K
|
5.75K
$502K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
52+ 260.0% |
$4.53K - $5.12K
|
72
$6.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
51+ 728.57% |
$4.44K - $5.02K
|
58
$5.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$4.36K - $4.92K
|
50
$4.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
50+ 0.93% |
$4.36K - $4.92K
|
5.4K
$472K
|