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 27, 2025
Q4 2024
|
Paragon Capital Management Inc
Provo, UT |
SELL
|
- |
-303- 2.71% |
$26.4K - $29.8K
|
10.9K
$970K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-310- 1.34% |
$27K - $30.5K
|
22.8K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-311- 8.45% |
$27.1K - $30.6K
|
3.37K
$301K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-318- 7.66% |
$27.7K - $31.3K
|
3.84K
$342K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-319- 3.54% |
$27.8K - $31.4K
|
8.7K
$776K
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-320- 1.26% |
$27.9K - $31.5K
|
25.2K
$2.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-325- 11.4% |
$28.3K - $32K
|
2.53K
$225K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-328- 5.03% |
$28.6K - $32.3K
|
6.2K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-338- 5.26% |
$29.4K - $33.3K
|
6.09K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-348- 6.02% |
$30.3K - $34.3K
|
5.44K
$485K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-350- 11.11% |
$30.5K - $34.5K
|
2.8K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 8.35% |
$31.3K - $35.4K
|
3.94K
$352K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-363- 6.02% |
$31.6K - $35.8K
|
5.67K
$506K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-368- 1.76% |
$32.1K - $36.2K
|
20.5K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-379- 8.75% |
$33K - $37.3K
|
3.95K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-394- 12.95% |
$34.3K - $38.8K
|
2.65K
$236K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-396- 9.85% |
$34.5K - $39K
|
3.62K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-409- 6.83% |
$35.6K - $40.3K
|
5.58K
$498K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-417- 3.95% |
$36.3K - $41.1K
|
10.1K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-421- 12.8% |
$36.7K - $41.5K
|
2.87K
$256K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 0.2% |
$37.4K - $42.3K
|
212K
$18.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-433- 20.49% |
$37.7K - $42.6K
|
1.68K
$150K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-434- 2.49% |
$37.8K - $42.7K
|
17K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-458- 15.82% |
$39.9K - $45.1K
|
2.44K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-461- 33.5% |
$40.2K - $45.4K
|
915
$81.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-463- 36.66% |
$40.3K - $45.6K
|
800
$71.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-466- 18.76% |
$40.6K - $45.9K
|
2.02K
$180K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-468- 7.61% |
$40.8K - $46.1K
|
5.68K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-484- 14.18% |
$42.2K - $47.7K
|
2.93K
$262K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 4.38% |
$42.7K - $48.3K
|
10.7K
$954K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 44.63% |
$43.1K - $48.8K
|
614
$54.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-497- 9.53% |
$43.3K - $48.9K
|
4.72K
$421K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-520- 0.34% |
$45.3K - $51.2K
|
153K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-532- 3.44% |
$46.3K - $52.4K
|
14.9K
$1.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-541- 1.71% |
$47.1K - $53.3K
|
31.1K
$2.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-543- 18.83% |
$47.3K - $53.5K
|
2.34K
$209K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-545- 2.26% |
$47.5K - $53.7K
|
23.5K
$2.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 2.34% |
$47.6K - $53.8K
|
22.8K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-558- 19.17% |
$48.6K - $55K
|
2.35K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-563- 99.65% |
$49K - $55.4K
|
2
$179
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-564- 7.86% |
$49.1K - $55.5K
|
6.61K
$590K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.72% |
$49.6K - $56.1K
|
78.4K
$6.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-582- 11.72% |
$50.7K - $57.3K
|
4.38K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-583- 19.34% |
$50.8K - $57.4K
|
2.43K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-597- 0.45% |
$52K - $58.8K
|
132K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 12.48% |
$52.3K - $59.1K
|
4.21K
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-636- 0.68% |
$55.4K - $62.6K
|
92.5K
$8.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-648- 62.55% |
$56.4K - $63.8K
|
388
$34.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-655- 5.73% |
$57.1K - $64.5K
|
10.8K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-682- 9.22% |
$59.4K - $67.2K
|
6.71K
$599K
|