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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-866- 5.94% |
$75.4K - $85.3K
|
13.7K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-895- 8.35% |
$78K - $88.1K
|
9.83K
$859K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-900- 1.89% |
$78.4K - $88.6K
|
46.6K
$4.07M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-915- 3.49% |
$79.7K - $90.1K
|
25.3K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-920- 9.56% |
$80.1K - $90.6K
|
8.7K
$760K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-933- 15.45% |
$81.3K - $91.9K
|
5.11K
$446K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-934- 18.07% |
$81.4K - $92K
|
4.23K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-955- 10.51% |
$83.2K - $94.1K
|
8.13K
$711K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-994- 1.17% |
$86.6K - $97.9K
|
83.8K
$7.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.05K- 24.64% |
$91.6K - $104K
|
3.22K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 31.74% |
$93.1K - $105K
|
2.3K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.13K- 18.92% |
$98K - $111K
|
4.82K
$421K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$38.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 17.7% |
$102K - $115K
|
5.44K
$475K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.19K- 4.86% |
$104K - $117K
|
23.3K
$2.03M
|
|
|
Apr 22, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.24K- 27.4% |
$108K - $122K
|
3.27K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-1.24K- 22.29% |
$108K - $122K
|
4.33K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.24K- 74.85% |
$108K - $123K
|
418
$36.5K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
SELL
|
- |
-1.26K- 10.8% |
$110K - $124K
|
10.4K
$910K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.28K- 35.69% |
$112K - $126K
|
2.31K
$202K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.31K- 11.87% |
$114K - $129K
|
9.73K
$850K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$434K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.33K- 3.95% |
$116K - $131K
|
32.4K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.35K- 35.05% |
$117K - $133K
|
2.49K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.37K- 14.5% |
$119K - $134K
|
8.05K
$703K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.43K- 4.58% |
$124K - $141K
|
29.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.49K- 29.11% |
$130K - $147K
|
3.64K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.53K- 15.06% |
$133K - $150K
|
8.62K
$753K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.57K- 35.95% |
$137K - $155K
|
2.8K
$245K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-1.58K- 11.31% |
$137K - $155K
|
12.4K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.7K- 26.75% |
$148K - $168K
|
4.66K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.75K- 82.35% |
$152K - $172K
|
375
$32.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-1.75K- 17.46% |
$153K - $173K
|
8.28K
$724K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.86K- 5.18% |
$162K - $183K
|
34.1K
$2.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.89K- 52.89% |
$165K - $186K
|
1.69K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-1.91K- 10.17% |
$167K - $189K
|
16.9K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.93K- 45.67% |
$168K - $190K
|
2.3K
$201K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.94K- 6.59% |
$169K - $191K
|
27.5K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 7.12% |
$170K - $192K
|
25.4K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 42.08% |
$180K - $203K
|
2.84K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.18K- 29.6% |
$190K - $215K
|
5.19K
$453K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 5.7% |
$196K - $222K
|
37.2K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 31.09% |
$197K - $222K
|
5.01K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.26K- 13.22% |
$197K - $223K
|
14.8K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.38K- 6.82% |
$207K - $234K
|
32.5K
$2.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 12.59% |
$209K - $236K
|
16.7K
$1.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.44K- 11.6% |
$213K - $241K
|
18.6K
$1.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.52K- 28.21% |
$220K - $249K
|
6.42K
$561K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 28.36% |
$221K - $250K
|
6.4K
$560K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-2.54K- 3.36% |
$221K - $250K
|
73K
$6.38M
|