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 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18.5K- 2.24% |
$1.61M - $1.82M
|
806K
$72M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-19.5K- 64.63% |
$1.7M - $1.92M
|
10.7K
$952K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-19.7K- 57.09% |
$1.71M - $1.94M
|
14.8K
$1.32M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.7K- 9.29% |
$1.72M - $1.94M
|
192K
$17.2M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.8K- 85.01% |
$1.72M - $1.95M
|
3.49K
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-19.9K- 77.7% |
$1.73M - $1.96M
|
5.71K
$510K
|
|
|
Feb 13, 2025
Q4 2024
|
Granby Capital Management, LLC
|
SELL
|
- |
-20K- 12.66% |
$1.74M - $1.97M
|
138K
$12.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-20K- 49.31% |
$1.74M - $1.97M
|
20.6K
$1.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.4K- 31.09% |
$1.87M - $2.11M
|
47.5K
$4.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-21.6K- 2.46% |
$1.88M - $2.13M
|
856K
$76.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-21.8K- 30.11% |
$1.9M - $2.14M
|
50.5K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.8K- 59.15% |
$1.9M - $2.15M
|
15.1K
$1.34M
|
|
|
May 13, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-22.1K- 27.71% |
$1.93M - $2.18M
|
57.7K
$5.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-22.5K- 12.03% |
$1.96M - $2.21M
|
164K
$14.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-22.6K- 82.18% |
$1.97M - $2.23M
|
4.91K
$438K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-22.9K- 51.29% |
$2M - $2.26M
|
21.8K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-23.5K- 19.75% |
$2.05M - $2.32M
|
95.6K
$8.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-23.9K- 55.76% |
$2.08M - $2.35M
|
19K
$1.69M
|
|
|
May 15, 2025
Q4 2024
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-23.9K- 55.76% |
$2.08M - $2.35M
|
19K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 97.35% |
$2.1M - $2.37M
|
656
$58.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.4K- 29.57% |
$2.12M - $2.4M
|
58K
$5.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24.5K- 25.3% |
$2.13M - $2.41M
|
72.2K
$6.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24.7K- 67.49% |
$2.16M - $2.44M
|
11.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-25.2K- 73.79% |
$2.19M - $2.48M
|
8.94K
$798K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 10.09% |
$2.2M - $2.48M
|
225K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-25.9K- 51.11% |
$2.25M - $2.55M
|
24.8K
$2.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27.2K- 26.7% |
$2.37M - $2.68M
|
74.6K
$6.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.8K- 97.11% |
$2.42M - $2.74M
|
827
$73.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-28.2K- 81.49% |
$2.45M - $2.78M
|
6.4K
$571K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-28.2K- 24.58% |
$2.45M - $2.78M
|
86.5K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-29.6K- 26.7% |
$2.57M - $2.91M
|
81.1K
$7.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-29.6K- 82.43% |
$2.57M - $2.91M
|
6.3K
$562K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30.8K- 27.09% |
$2.68M - $3.03M
|
82.9K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-31.1K- 18.9% |
$2.7M - $3.06M
|
133K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-31.1K- 100.0% |
$2.71M - $3.07M
|
1
$89.3
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31.4K- 62.83% |
$2.73M - $3.09M
|
18.5K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-31.9K- 9.57% |
$2.78M - $3.14M
|
302K
$26.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-32.2K- 90.03% |
$2.8M - $3.17M
|
3.56K
$318K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-33.1K- 89.2% |
$2.88M - $3.26M
|
4K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 78.24% |
$3M - $3.39M
|
9.58K
$855K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36.6K- 31.06% |
$3.19M - $3.6M
|
81.2K
$7.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-36.7K- 13.97% |
$3.2M - $3.62M
|
226K
$20.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-37K- 28.59% |
$3.22M - $3.65M
|
92.5K
$8.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37K- 14.4% |
$3.23M - $3.65M
|
220K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38.4K- 20.7% |
$3.34M - $3.78M
|
147K
$13.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-38.5K- 87.44% |
$3.35M - $3.79M
|
5.53K
$493K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.6K- 28.75% |
$3.36M - $3.8M
|
95.5K
$8.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-41.3K- 35.78% |
$3.6M - $4.07M
|
74.2K
$6.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.4K- 14.92% |
$3.78M - $4.27M
|
247K
$22.1M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-43.6KClosed |
$3.8M - $4.3M
|
0
$0
|