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 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 35.01% |
$967K - $1.09M
|
20.6K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-11.6K- 6.81% |
$1.01M - $1.14M
|
158K
$13.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11.7K- 11.26% |
$1.02M - $1.16M
|
92.4K
$8.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.9K- 69.99% |
$1.03M - $1.17M
|
5.09K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.9K- 82.94% |
$1.04M - $1.18M
|
2.46K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-12.1K- 62.35% |
$1.05M - $1.19M
|
7.31K
$639K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 32.14% |
$1.07M - $1.21M
|
26K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.4K- 8.67% |
$1.08M - $1.22M
|
130K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-12.4K- 65.75% |
$1.08M - $1.22M
|
6.47K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-12.4K- 80.78% |
$1.08M - $1.23M
|
2.96K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.8K- 18.38% |
$1.11M - $1.26M
|
56.7K
$4.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.8K- 27.87% |
$1.12M - $1.26M
|
33.2K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 60.28% |
$1.14M - $1.29M
|
8.66K
$757K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.2K- 29.27% |
$1.15M - $1.3M
|
31.8K
$2.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.9K- 19.0% |
$1.21M - $1.37M
|
59.3K
$5.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-14K- 52.33% |
$1.22M - $1.38M
|
12.8K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-14.5K- 32.7% |
$1.27M - $1.43M
|
29.9K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14.6K- 37.85% |
$1.27M - $1.43M
|
23.9K
$2.09M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-14.7K- 8.76% |
$1.28M - $1.45M
|
153K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 8.14% |
$1.35M - $1.53M
|
175K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.7K- 29.52% |
$1.36M - $1.54M
|
37.4K
$3.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.2K- 23.33% |
$1.41M - $1.59M
|
53.2K
$4.65M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-16.3K- 37.0% |
$1.42M - $1.61M
|
27.8K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.6K- 5.33% |
$1.45M - $1.64M
|
295K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17K- 0.62% |
$1.48M - $1.67M
|
2.72M
$238M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-17.1K- 69.06% |
$1.49M - $1.68M
|
7.66K
$669K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-17.4K- 12.94% |
$1.51M - $1.71M
|
117K
$10.2M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-17.4K- 28.46% |
$1.52M - $1.72M
|
43.8K
$3.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-17.8K- 17.48% |
$1.55M - $1.75M
|
83.9K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-17.9K- 9.91% |
$1.56M - $1.77M
|
163K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-18K- 82.96% |
$1.57M - $1.77M
|
3.7K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-18K- 4.1% |
$1.57M - $1.78M
|
422K
$36.8M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-18.3K- 29.42% |
$1.59M - $1.8M
|
43.9K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 2.24% |
$1.61M - $1.82M
|
806K
$70.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.5K- 64.63% |
$1.7M - $1.92M
|
10.7K
$933K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-19.7K- 57.09% |
$1.71M - $1.94M
|
14.8K
$1.29M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.7K- 9.29% |
$1.72M - $1.94M
|
192K
$16.8M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 85.01% |
$1.72M - $1.95M
|
3.49K
$305K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-19.9K- 77.7% |
$1.73M - $1.96M
|
5.71K
$499K
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-20K- 12.66% |
$1.74M - $1.97M
|
138K
$12.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-20K- 49.31% |
$1.74M - $1.97M
|
20.6K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.4K- 31.09% |
$1.87M - $2.11M
|
47.5K
$4.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 2.46% |
$1.88M - $2.13M
|
856K
$74.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.8K- 30.11% |
$1.9M - $2.14M
|
50.5K
$4.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.8K- 59.15% |
$1.9M - $2.15M
|
15.1K
$1.32M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-22.1K- 27.71% |
$1.93M - $2.18M
|
57.7K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.5K- 12.03% |
$1.96M - $2.21M
|
164K
$14.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-22.6K- 82.18% |
$1.97M - $2.23M
|
4.91K
$429K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.9K- 51.29% |
$2M - $2.26M
|
21.8K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-23.5K- 19.75% |
$2.05M - $2.32M
|
95.6K
$8.36M
|