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 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.23% |
$8.27K - $9.36K
|
7.63K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-99- 1.79% |
$8.62K - $9.75K
|
5.43K
$474K
|
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.71% |
$8.71K - $9.85K
|
2.6K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 0.29% |
$9.76K - $11K
|
38.5K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-128- 0.85% |
$11.1K - $12.6K
|
14.8K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-130- 6.08% |
$11.3K - $12.8K
|
2.01K
$175K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-130- 1.97% |
$11.3K - $12.8K
|
6.48K
$566K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-132- 1.4% |
$11.5K - $13K
|
9.29K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 5.61% |
$11.9K - $13.5K
|
2.31K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-137- 2.43% |
$11.9K - $13.5K
|
5.5K
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$348K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-138- 99.28% |
$12K - $13.6K
|
1
$87.4
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-145- 19.52% |
$12.6K - $14.3K
|
598
$52.3K
|
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-146- 7.37% |
$12.7K - $14.4K
|
1.83K
$160K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-147- 1.48% |
$12.8K - $14.5K
|
9.77K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-147- 3.31% |
$12.8K - $14.5K
|
4.29K
$375K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-151- 3.45% |
$13.2K - $14.9K
|
4.23K
$370K
|
|
|
Feb 12, 2025
Q4 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-159- 9.45% |
$13.8K - $15.7K
|
1.52K
$133K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-161- 3.26% |
$14K - $15.9K
|
4.77K
$417K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-163- 15.49% |
$14.2K - $16.1K
|
889
$77.7K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-164- 86.77% |
$14.3K - $16.2K
|
25
$2.18K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-169- 4.01% |
$14.7K - $16.6K
|
4.05K
$354K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-174- 0.41% |
$15.2K - $17.1K
|
42.5K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-176- 4.37% |
$15.3K - $17.3K
|
3.86K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-183- 0.44% |
$15.9K - $18K
|
41.3K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-187- 0.61% |
$16.3K - $18.4K
|
30.5K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-188- 28.06% |
$16.4K - $18.5K
|
482
$42.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-190- 51.49% |
$16.5K - $18.7K
|
179
$15.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-193- 3.56% |
$16.8K - $19K
|
5.23K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-193- 7.17% |
$16.8K - $19K
|
2.5K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-199- 3.07% |
$17.3K - $19.6K
|
6.29K
$549K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-201- 1.11% |
$17.5K - $19.8K
|
17.9K
$1.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-201- 11.22% |
$17.5K - $19.8K
|
1.59K
$139K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-208- 17.75% |
$18.1K - $20.5K
|
964
$84.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-237- 5.8% |
$20.6K - $23.3K
|
3.85K
$337K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-251- 35.1% |
$21.9K - $24.7K
|
464
$40.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-251- 0.29% |
$21.9K - $24.7K
|
85.8K
$7.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-258- 72.27% |
$22.5K - $25.4K
|
99
$8.65K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-281- 6.83% |
$24.5K - $27.7K
|
3.83K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-303- 2.71% |
$26.4K - $29.8K
|
10.9K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-310- 1.34% |
$27K - $30.5K
|
22.8K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-311- 8.45% |
$27.1K - $30.6K
|
3.37K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-318- 7.66% |
$27.7K - $31.3K
|
3.84K
$335K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-319- 3.54% |
$27.8K - $31.4K
|
8.7K
$760K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-320- 1.26% |
$27.9K - $31.5K
|
25.2K
$2.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$221K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-328- 5.03% |
$28.6K - $32.3K
|
6.2K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-338- 5.26% |
$29.4K - $33.3K
|
6.09K
$532K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-348- 6.02% |
$30.3K - $34.3K
|
5.44K
$475K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 11.11% |
$30.5K - $34.5K
|
2.8K
$245K
|