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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-359- 8.35% |
$31.3K - $35.4K
|
3.94K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-363- 6.02% |
$31.6K - $35.8K
|
5.67K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-368- 1.76% |
$32.1K - $36.2K
|
20.5K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-379- 8.75% |
$33K - $37.3K
|
3.95K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-394- 12.95% |
$34.3K - $38.8K
|
2.65K
$231K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-396- 9.85% |
$34.5K - $39K
|
3.62K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-409- 6.83% |
$35.6K - $40.3K
|
5.58K
$488K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-417- 3.95% |
$36.3K - $41.1K
|
10.1K
$887K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-421- 12.8% |
$36.7K - $41.5K
|
2.87K
$251K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 0.2% |
$37.4K - $42.3K
|
212K
$18.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-433- 20.49% |
$37.7K - $42.6K
|
1.68K
$147K
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-434- 2.49% |
$37.8K - $42.7K
|
17K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-458- 15.82% |
$39.9K - $45.1K
|
2.44K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-461- 33.5% |
$40.2K - $45.4K
|
915
$80K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-463- 36.66% |
$40.3K - $45.6K
|
800
$69.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-466- 18.76% |
$40.6K - $45.9K
|
2.02K
$176K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-468- 7.61% |
$40.8K - $46.1K
|
5.68K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-484- 14.18% |
$42.2K - $47.7K
|
2.93K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 4.38% |
$42.7K - $48.3K
|
10.7K
$934K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 44.63% |
$43.1K - $48.8K
|
614
$53.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-497- 9.53% |
$43.3K - $48.9K
|
4.72K
$412K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-520- 0.34% |
$45.3K - $51.2K
|
153K
$13.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-532- 3.44% |
$46.3K - $52.4K
|
14.9K
$1.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-541- 1.71% |
$47.1K - $53.3K
|
31.1K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-543- 18.83% |
$47.3K - $53.5K
|
2.34K
$204K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-545- 2.26% |
$47.5K - $53.7K
|
23.5K
$2.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 2.34% |
$47.6K - $53.8K
|
22.8K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-558- 19.17% |
$48.6K - $55K
|
2.35K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-563- 99.65% |
$49K - $55.4K
|
2
$175
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-564- 7.86% |
$49.1K - $55.5K
|
6.61K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.72% |
$49.6K - $56.1K
|
78.4K
$6.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-582- 11.72% |
$50.7K - $57.3K
|
4.38K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-583- 19.34% |
$50.8K - $57.4K
|
2.43K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-597- 0.45% |
$52K - $58.8K
|
132K
$11.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 12.48% |
$52.3K - $59.1K
|
4.21K
$368K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-636- 0.68% |
$55.4K - $62.6K
|
92.5K
$8.08M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-648- 62.55% |
$56.4K - $63.8K
|
388
$33.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-655- 5.73% |
$57.1K - $64.5K
|
10.8K
$942K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-682- 9.22% |
$59.4K - $67.2K
|
6.71K
$587K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-695- 62.22% |
$60.5K - $68.5K
|
422
$36.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.88K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-729- 94.19% |
$63.5K - $71.8K
|
45
$3.93K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-733- 6.68% |
$63.8K - $72.2K
|
10.2K
$895K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-770- 12.74% |
$67.1K - $75.8K
|
5.27K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-779- 21.71% |
$67.9K - $76.7K
|
2.81K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-780- 18.56% |
$67.9K - $76.8K
|
3.42K
$299K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 3.74% |
$69.2K - $78.3K
|
20.4K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-802- 9.49% |
$69.9K - $79K
|
7.65K
$668K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-803- 1.93% |
$69.9K - $79.1K
|
40.9K
$3.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-863- 17.52% |
$75.2K - $85K
|
4.06K
$355K
|