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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 13.56% |
$3.59M - $4.05M
|
345K
$30.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
39.5K+ 65.42% |
$3.44M - $3.9M
|
100K
$8.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.7K+ 306.17% |
$3.19M - $3.61M
|
48.6K
$4.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.9K+ 219.21% |
$3.04M - $3.44M
|
50.9K
$4.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
33.6KNew |
$2.93M - $3.31M
|
33.6K
$3M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.2K+ 8.4% |
$2.89M - $3.27M
|
428K
$38.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.73M - $3.09M
|
31.4K
$2.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
30.7K+ 343.59% |
$2.67M - $3.02M
|
39.6K
$3.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.8K+ 344.68% |
$2.59M - $2.93M
|
38.4K
$3.43M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
28.7KNew |
$2.5M - $2.82M
|
28.7K
$2.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.4K+ 49.67% |
$2.38M - $2.7M
|
82.5K
$7.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.4KNew |
$2.38M - $2.7M
|
27.4K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.7K+ 7.81% |
$2.24M - $2.53M
|
355K
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.8M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.6K+ 77.32% |
$2.14M - $2.42M
|
56.4K
$5.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 22.03% |
$2.07M - $2.35M
|
132K
$11.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23.8KNew |
$2.07M - $2.34M
|
23.8K
$2.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.4K+ 149.13% |
$1.96M - $2.21M
|
37.5K
$3.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 101.3% |
$1.92M - $2.17M
|
43.8K
$3.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
22KNew |
$1.92M - $2.17M
|
22K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21.9K+ 22.66% |
$1.9M - $2.15M
|
118K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.7K+ 110.33% |
$1.89M - $2.13M
|
41.3K
$3.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
20.9KNew |
$1.82M - $2.06M
|
20.9K
$1.87M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.7K+ 168.7% |
$1.8M - $2.04M
|
33K
$2.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 19.21% |
$1.78M - $2.01M
|
127K
$11.3M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
20.3KNew |
$1.77M - $2M
|
20.3K
$1.81M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.6K+ 833.53% |
$1.71M - $1.93M
|
21.9K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.7K+ 5.96% |
$1.63M - $1.84M
|
333K
$29.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 6.77% |
$1.56M - $1.77M
|
283K
$25.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
17.4K+ 32.01% |
$1.52M - $1.72M
|
71.8K
$6.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
16.8K+ 24.13% |
$1.47M - $1.66M
|
86.5K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
16.7KNew |
$1.46M - $1.65M
|
16.7K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.2K+ 2.89% |
$1.41M - $1.6M
|
577K
$51.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16K+ 17.63% |
$1.4M - $1.58M
|
107K
$9.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16K+ 59.74% |
$1.39M - $1.58M
|
42.8K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
15.8K+ 21.29% |
$1.38M - $1.56M
|
90K
$8.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.4K+ 375.74% |
$1.34M - $1.52M
|
19.5K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 8.74% |
$1.33M - $1.5M
|
190K
$16.9M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 25.41% |
$1.32M - $1.5M
|
75K
$6.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.1K+ 21016.67% |
$1.32M - $1.49M
|
15.2K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.8K+ 24.83% |
$1.29M - $1.45M
|
74.3K
$6.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.5K+ 24.82% |
$1.26M - $1.42M
|
72.7K
$6.49M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.25M - $1.42M
|
14.4K
$1.29M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
13.7K+ 3.35% |
$1.19M - $1.35M
|
421K
$37.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
13.6K+ 3.52% |
$1.18M - $1.34M
|
399K
$35.6M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
13.5KNew |
$1.18M - $1.33M
|
13.5K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.2KNew |
$1.15M - $1.3M
|
13.2K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.1K+ 150.0% |
$1.14M - $1.29M
|
21.8K
$1.94M
|