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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-53.7K- 35.51% |
$4.67M - $5.29M
|
97.5K
$8.52M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-54.4K- 69.37% |
$4.74M - $5.36M
|
24K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-58.3K- 47.66% |
$5.08M - $5.75M
|
64.1K
$5.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-59.9K- 21.24% |
$5.22M - $5.9M
|
222K
$19.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-60.3K- 25.16% |
$5.25M - $5.94M
|
179K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-61.8K- 95.75% |
$5.38M - $6.09M
|
2.75K
$240K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-61.8K- 24.86% |
$5.38M - $6.09M
|
187K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-63.7K- 22.02% |
$5.55M - $6.27M
|
225K
$19.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-64.2K- 49.95% |
$5.59M - $6.32M
|
64.3K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-65.4K- 39.45% |
$5.7M - $6.45M
|
100K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-65.7K- 61.34% |
$5.73M - $6.48M
|
41.4K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-75.4K- 25.96% |
$6.57M - $7.43M
|
215K
$18.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-75.5K- 22.16% |
$6.58M - $7.44M
|
265K
$23.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Argi Investment Services, LLC
|
SELL
|
- |
-76.4K- 24.98% |
$6.65M - $7.52M
|
229K
$20M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-77.9K- 75.0% |
$6.78M - $7.67M
|
26K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-79.2K- 46.65% |
$6.9M - $7.8M
|
90.5K
$7.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79.5K- 60.03% |
$6.92M - $7.83M
|
52.9K
$4.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-80.7K- 96.71% |
$7.03M - $7.95M
|
2.75K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-82.1K- 65.96% |
$7.15M - $8.09M
|
42.4K
$3.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-82.2K- 89.33% |
$7.16M - $8.09M
|
9.81K
$858K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-82.5K- 78.64% |
$7.18M - $8.12M
|
22.4K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-87.5KClosed |
$7.62M - $8.62M
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-88K- 37.46% |
$7.67M - $8.67M
|
147K
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.6K- 31.66% |
$7.8M - $8.82M
|
193K
$16.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-90.8K- 97.28% |
$7.91M - $8.94M
|
2.54K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-92.3K- 47.2% |
$8.04M - $9.09M
|
103K
$9.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-94.3K- 69.62% |
$8.21M - $9.29M
|
41.1K
$3.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-94.6K- 99.03% |
$8.24M - $9.31M
|
930
$81.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-97.7K- 10.45% |
$8.51M - $9.62M
|
837K
$73.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
SELL
|
- |
-99.5K- 95.67% |
$8.67M - $9.8M
|
4.51K
$394K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-99.9K- 96.98% |
$8.7M - $9.84M
|
3.11K
$272K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104K- 93.54% |
$9.05M - $10.2M
|
7.17K
$627K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 12.97% |
$9.17M - $10.4M
|
707K
$61.8M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-114K- 39.82% |
$9.95M - $11.3M
|
173K
$15.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-115K- 98.03% |
$10M - $11.3M
|
2.3K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119K- 41.69% |
$10.4M - $11.7M
|
167K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-121K- 86.37% |
$10.5M - $11.9M
|
19.1K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-123K- 98.15% |
$10.7M - $12.1M
|
2.32K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-128K- 52.77% |
$11.2M - $12.6M
|
115K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132K- 56.93% |
$11.5M - $13M
|
99.8K
$8.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-139K- 57.86% |
$12.1M - $13.7M
|
101K
$8.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-142K- 10.71% |
$12.4M - $14M
|
1.19M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-145K- 92.29% |
$12.6M - $14.3M
|
12.1K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-150K- 64.58% |
$13.1M - $14.8M
|
82.3K
$7.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-154K- 77.71% |
$13.4M - $15.2M
|
44.2K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-161K- 37.4% |
$14M - $15.9M
|
270K
$23.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-175K- 75.34% |
$15.2M - $17.2M
|
57.3K
$5.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-184K- 98.74% |
$16.1M - $18.2M
|
2.36K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-205K- 98.86% |
$17.8M - $20.2M
|
2.36K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-217K- 79.82% |
$18.9M - $21.4M
|
54.8K
$4.79M
|