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 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-695- 62.22% |
$60.5K - $68.5K
|
422
$37.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.95K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-729- 94.19% |
$63.5K - $71.8K
|
45
$4.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-733- 6.68% |
$63.8K - $72.2K
|
10.2K
$914K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-770- 12.74% |
$67.1K - $75.8K
|
5.27K
$471K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-779- 21.71% |
$67.9K - $76.7K
|
2.81K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-780- 18.56% |
$67.9K - $76.8K
|
3.42K
$305K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 3.74% |
$69.2K - $78.3K
|
20.4K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-802- 9.49% |
$69.9K - $79K
|
7.65K
$682K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-803- 1.93% |
$69.9K - $79.1K
|
40.9K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-863- 17.52% |
$75.2K - $85K
|
4.06K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-866- 5.94% |
$75.4K - $85.3K
|
13.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-895- 8.35% |
$78K - $88.1K
|
9.83K
$877K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-900- 1.89% |
$78.4K - $88.6K
|
46.6K
$4.16M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-915- 3.49% |
$79.7K - $90.1K
|
25.3K
$2.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-920- 9.56% |
$80.1K - $90.6K
|
8.7K
$777K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-933- 15.45% |
$81.3K - $91.9K
|
5.11K
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-934- 18.07% |
$81.4K - $92K
|
4.23K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-955- 10.51% |
$83.2K - $94.1K
|
8.13K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-994- 1.17% |
$86.6K - $97.9K
|
83.8K
$7.48M
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
SELL
|
- |
-1.04K- 24.69% |
$90.2K - $102K
|
3.16K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.05K- 24.64% |
$91.6K - $104K
|
3.22K
$287K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 31.74% |
$93.1K - $105K
|
2.3K
$205K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.13K- 18.92% |
$98K - $111K
|
4.82K
$430K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$39.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 17.7% |
$102K - $115K
|
5.44K
$485K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.86% |
$104K - $117K
|
23.3K
$2.08M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.24K- 27.4% |
$108K - $122K
|
3.27K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 22.29% |
$108K - $122K
|
4.33K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.24K- 74.85% |
$108K - $123K
|
418
$37.3K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.26K- 10.8% |
$110K - $124K
|
10.4K
$929K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.28K- 35.69% |
$112K - $126K
|
2.31K
$206K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 11.87% |
$114K - $129K
|
9.73K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$443K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.33K- 3.95% |
$116K - $131K
|
32.4K
$2.89M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 35.05% |
$117K - $133K
|
2.49K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 14.5% |
$119K - $134K
|
8.05K
$718K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.43K- 4.58% |
$124K - $141K
|
29.7K
$2.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.49K- 29.11% |
$130K - $147K
|
3.64K
$324K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.53K- 15.06% |
$133K - $150K
|
8.62K
$769K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.57K- 35.95% |
$137K - $155K
|
2.8K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.58K- 11.31% |
$137K - $155K
|
12.4K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.7K- 26.75% |
$148K - $168K
|
4.66K
$416K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.75K- 82.35% |
$152K - $172K
|
375
$33.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 17.46% |
$153K - $173K
|
8.28K
$739K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.86K- 5.18% |
$162K - $183K
|
34.1K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$150K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.91K- 10.17% |
$167K - $189K
|
16.9K
$1.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.93K- 45.67% |
$168K - $190K
|
2.3K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.94K- 6.59% |
$169K - $191K
|
27.5K
$2.45M
|