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
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-23.9K- 55.76% |
$2.08M - $2.35M
|
19K
$1.66M
|
|
|
May 15, 2025
Q4 2024
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-23.9K- 55.76% |
$2.08M - $2.35M
|
19K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 97.35% |
$2.1M - $2.37M
|
656
$57.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-24.4K- 29.57% |
$2.12M - $2.4M
|
58K
$5.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24.5K- 25.3% |
$2.13M - $2.41M
|
72.2K
$6.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24.7K- 67.49% |
$2.16M - $2.44M
|
11.9K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-25.2K- 73.79% |
$2.19M - $2.48M
|
8.94K
$781K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 10.09% |
$2.2M - $2.48M
|
225K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-25.9K- 51.11% |
$2.25M - $2.55M
|
24.8K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-27.2K- 26.7% |
$2.37M - $2.68M
|
74.6K
$6.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-27.8K- 97.11% |
$2.42M - $2.74M
|
827
$72.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-28.2K- 81.49% |
$2.45M - $2.78M
|
6.4K
$559K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-28.2K- 24.58% |
$2.45M - $2.78M
|
86.5K
$7.56M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-29.6K- 26.7% |
$2.57M - $2.91M
|
81.1K
$7.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-29.6K- 82.43% |
$2.57M - $2.91M
|
6.3K
$550K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-30.8K- 27.09% |
$2.68M - $3.03M
|
82.9K
$7.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-31.1K- 18.9% |
$2.7M - $3.06M
|
133K
$11.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-31.1K- 100.0% |
$2.71M - $3.07M
|
1
$87.4
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31.4K- 62.83% |
$2.73M - $3.09M
|
18.5K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-31.9K- 9.57% |
$2.78M - $3.14M
|
302K
$26.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-32.2K- 90.03% |
$2.8M - $3.17M
|
3.56K
$311K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-33.1K- 89.2% |
$2.88M - $3.26M
|
4K
$350K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-34.5K- 78.24% |
$3M - $3.39M
|
9.58K
$837K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36.6K- 31.06% |
$3.19M - $3.6M
|
81.2K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-36.7K- 13.97% |
$3.2M - $3.62M
|
226K
$19.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-37K- 28.59% |
$3.22M - $3.65M
|
92.5K
$8.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37K- 14.4% |
$3.23M - $3.65M
|
220K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38.4K- 20.7% |
$3.34M - $3.78M
|
147K
$12.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-38.5K- 87.44% |
$3.35M - $3.79M
|
5.53K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.6K- 28.75% |
$3.36M - $3.8M
|
95.5K
$8.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-41.3K- 35.78% |
$3.6M - $4.07M
|
74.2K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.4K- 14.92% |
$3.78M - $4.27M
|
247K
$21.6M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-43.6KClosed |
$3.8M - $4.3M
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-45.5K- 10.58% |
$3.96M - $4.48M
|
385K
$33.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-45.6K- 59.91% |
$3.97M - $4.49M
|
30.5K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45.7K- 83.87% |
$3.98M - $4.5M
|
8.79K
$768K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-45.8K- 25.97% |
$3.99M - $4.52M
|
131K
$11.4M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-46.5K- 97.19% |
$4.05M - $4.58M
|
1.34K
$117K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-46.6K- 82.36% |
$4.06M - $4.59M
|
9.98K
$873K
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-46.7K- 40.38% |
$4.07M - $4.6M
|
69K
$6.03M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-46.7K- 78.87% |
$4.07M - $4.6M
|
12.5K
$1.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46.8K- 93.0% |
$4.07M - $4.6M
|
3.52K
$308K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-47.2K- 32.11% |
$4.11M - $4.65M
|
99.8K
$8.72M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-48.3K- 10.4% |
$4.2M - $4.75M
|
416K
$36.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-48.3K- 84.44% |
$4.21M - $4.76M
|
8.9K
$778K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.1K- 87.04% |
$4.27M - $4.83M
|
7.31K
$639K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-49.3K- 35.45% |
$4.3M - $4.86M
|
89.8K
$7.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-50K- 88.76% |
$4.36M - $4.92M
|
6.33K
$553K
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-52.4K- 94.79% |
$4.57M - $5.16M
|
2.88K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-52.9K- 30.51% |
$4.61M - $5.21M
|
120K
$10.5M
|