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 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.95K- 7.12% |
$170K - $192K
|
25.4K
$2.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.07K- 42.08% |
$180K - $203K
|
2.84K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-2.18K- 29.6% |
$190K - $215K
|
5.19K
$463K
|
|
|
Aug 25, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 95.11% |
$191K - $216K
|
113
$10.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-2.25K- 5.7% |
$196K - $222K
|
37.2K
$3.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.26K- 31.09% |
$197K - $222K
|
5.01K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.26K- 13.22% |
$197K - $223K
|
14.8K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.38K- 6.82% |
$207K - $234K
|
32.5K
$2.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 12.59% |
$209K - $236K
|
16.7K
$1.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-2.44K- 11.6% |
$213K - $241K
|
18.6K
$1.66M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-2.5K- 97.16% |
$218K - $246K
|
73
$6.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.52K- 28.21% |
$220K - $249K
|
6.42K
$573K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-2.54K- 28.36% |
$221K - $250K
|
6.4K
$572K
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-2.54K- 3.36% |
$221K - $250K
|
73K
$6.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.56K- 15.68% |
$223K - $252K
|
13.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-2.57K- 33.5% |
$224K - $253K
|
5.1K
$455K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.61K- 33.02% |
$227K - $257K
|
5.28K
$472K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.65K- 1.4% |
$231K - $261K
|
187K
$16.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.68K- 12.31% |
$233K - $264K
|
19.1K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.75K- 75.71% |
$240K - $271K
|
883
$78.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.85K- 8.95% |
$248K - $280K
|
29K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.92K- 16.06% |
$255K - $288K
|
15.3K
$1.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.94K- 15.02% |
$256K - $289K
|
16.6K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.97K- 3.97% |
$259K - $293K
|
71.8K
$6.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.07K- 14.91% |
$268K - $303K
|
17.5K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.14K- 13.09% |
$273K - $309K
|
20.8K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.16K- 12.25% |
$275K - $311K
|
22.6K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.19K- 11.84% |
$278K - $314K
|
23.7K
$2.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.23K- 35.6% |
$281K - $318K
|
5.83K
$521K
|
|
|
Aug 12, 2025
Q4 2024
|
Farnam Financial LLC
Phoenix, AZ |
SELL
|
- |
-3.25KClosed |
$283K - $320K
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.25K- 28.33% |
$283K - $320K
|
8.22K
$733K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 19.11% |
$287K - $324K
|
13.9K
$1.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.38K- 17.71% |
$294K - $333K
|
15.7K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.41K- 19.31% |
$297K - $336K
|
14.3K
$1.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.47K- 4.45% |
$302K - $341K
|
74.4K
$6.64M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.49K- 33.02% |
$304K - $344K
|
7.08K
$632K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.51K- 48.84% |
$305K - $345K
|
3.67K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3.51K- 12.45% |
$306K - $346K
|
24.7K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.56K- 10.82% |
$310K - $350K
|
29.3K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.56K- 16.0% |
$310K - $351K
|
18.7K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.74K- 12.52% |
$325K - $368K
|
26.1K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 3.04% |
$338K - $382K
|
124K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.91K- 5.81% |
$340K - $385K
|
63.4K
$5.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.92K- 26.89% |
$341K - $386K
|
10.7K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.99K- 9.5% |
$348K - $393K
|
38K
$3.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.02K- 6.94% |
$350K - $396K
|
53.9K
$4.81M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.06K- 9.47% |
$354K - $400K
|
38.8K
$3.46M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.14K- 54.04% |
$361K - $408K
|
3.52K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.24K- 24.71% |
$369K - $417K
|
12.9K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.35K- 7.92% |
$379K - $429K
|
50.6K
$4.52M
|