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 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.36K- 7.27% |
$380K - $430K
|
55.7K
$4.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.38K- 33.98% |
$381K - $431K
|
8.5K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-4.39K- 35.43% |
$382K - $432K
|
7.99K
$713K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.5K- 57.72% |
$392K - $443K
|
3.3K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.58K- 11.83% |
$399K - $451K
|
34.1K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.6K- 2.61% |
$401K - $453K
|
172K
$15.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.66K- 20.15% |
$406K - $459K
|
18.5K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.87K- 37.46% |
$424K - $480K
|
8.13K
$726K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.91K- 16.48% |
$428K - $484K
|
24.9K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.08K- 4.19% |
$442K - $500K
|
116K
$10.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.12K- 13.96% |
$446K - $504K
|
31.5K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.24K- 13.98% |
$456K - $516K
|
32.2K
$2.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.28K- 60.5% |
$460K - $520K
|
3.45K
$308K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-5.29K- 78.87% |
$461K - $521K
|
1.42K
$127K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5.34K- 10.99% |
$465K - $526K
|
43.3K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-5.37K- 46.34% |
$468K - $529K
|
6.22K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-5.38K- 57.22% |
$468K - $529K
|
4.02K
$359K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.45K- 20.64% |
$475K - $537K
|
21K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$955K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.79K- 34.93% |
$504K - $570K
|
10.8K
$963K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.83K- 51.31% |
$508K - $574K
|
5.53K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.96K- 13.3% |
$519K - $587K
|
38.8K
$3.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-5.97K- 24.31% |
$520K - $588K
|
18.6K
$1.66M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-6K- 20.4% |
$522K - $590K
|
23.4K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.02K- 68.04% |
$524K - $593K
|
2.83K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.05K- 14.33% |
$527K - $596K
|
36.2K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 7.01% |
$530K - $599K
|
80.6K
$7.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.15K- 6.84% |
$536K - $606K
|
83.8K
$7.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.2K- 13.15% |
$540K - $611K
|
41K
$3.66M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.34K- 0.53% |
$552K - $624K
|
1.19M
$106M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.37K- 30.3% |
$555K - $628K
|
14.7K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.45K- 6.15% |
$562K - $636K
|
98.4K
$8.78M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6.93K- 43.46% |
$604K - $683K
|
9.02K
$805K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.95K- 9.62% |
$606K - $685K
|
65.3K
$5.83M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 5.78% |
$609K - $689K
|
114K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.29K- 20.05% |
$635K - $718K
|
29.1K
$2.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.29K- 61.38% |
$635K - $718K
|
4.59K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.4K- 7.16% |
$644K - $729K
|
95.9K
$8.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.52K- 25.49% |
$655K - $740K
|
22K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.59K- 10.05% |
$661K - $747K
|
67.9K
$6.06M
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-7.76K- 6.07% |
$675K - $764K
|
120K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.84K- 9.84% |
$683K - $772K
|
71.8K
$6.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.21K- 49.75% |
$715K - $808K
|
8.29K
$740K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.3K- 8.11% |
$723K - $818K
|
94.1K
$8.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.42K- 42.33% |
$734K - $830K
|
11.5K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-8.45K- 67.05% |
$736K - $832K
|
4.15K
$371K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-8.67K- 21.63% |
$755K - $854K
|
31.4K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.76K- 25.1% |
$763K - $863K
|
26.1K
$2.33M
|