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
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
71.7KNew |
$6.25M - $7.06M
|
71.7K
$6.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
71.4KNew |
$6.22M - $7.04M
|
71.4K
$6.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
71.4K+ 317.51% |
$6.22M - $7.03M
|
93.9K
$8.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
71K+ 347.87% |
$6.18M - $6.99M
|
91.4K
$7.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
- |
68KNew |
$5.92M - $6.7M
|
68K
$5.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
66.8KNew |
$5.82M - $6.58M
|
66.8K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
65.8K+ 52.15% |
$5.74M - $6.49M
|
192K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
65.8KNew |
$5.73M - $6.48M
|
65.8K
$5.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
63.6K+ 33.01% |
$5.54M - $6.27M
|
256K
$22.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
63.5K+ 9705.66% |
$5.53M - $6.25M
|
64.1K
$5.6M
|
|
|
Feb 25, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
61.8KNew |
$5.38M - $6.09M
|
61.8K
$5.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
59.4KNew |
$5.17M - $5.85M
|
59.4K
$5.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
59.3KNew |
$5.17M - $5.84M
|
59.3K
$5.19M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
58.4K+ 465.06% |
$5.09M - $5.76M
|
71K
$6.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
58.4K+ 61.49% |
$5.09M - $5.75M
|
153K
$13.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
56.5K+ 75.95% |
$4.92M - $5.57M
|
131K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
BUY
|
- |
56.5KNew |
$4.92M - $5.56M
|
56.5K
$4.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
55.4K+ 893.08% |
$4.82M - $5.45M
|
61.6K
$5.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
53.4KNew |
$4.65M - $5.26M
|
53.4K
$4.67M
|
|
|
Mar 19, 2025
Q4 2024
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
BUY
|
- |
53.2KNew |
$4.63M - $5.24M
|
53.2K
$4.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
51.9KNew |
$4.52M - $5.11M
|
51.9K
$4.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
51.5K+ 14.93% |
$4.48M - $5.07M
|
396K
$34.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
51.2K+ 916.46% |
$4.46M - $5.04M
|
56.8K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
50.9K+ 152.69% |
$4.43M - $5.01M
|
84.2K
$7.36M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
50.5K+ 191.82% |
$4.4M - $4.98M
|
76.9K
$6.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
49K+ 11.04% |
$4.27M - $4.83M
|
493K
$43.1M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
48.3K+ 86.51% |
$4.21M - $4.76M
|
104K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
47.9KNew |
$4.18M - $4.72M
|
47.9K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
47.9K+ 8.49% |
$4.17M - $4.72M
|
612K
$53.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
47K+ 1645.71% |
$4.09M - $4.62M
|
49.8K
$4.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
46.9KNew |
$4.09M - $4.62M
|
46.9K
$4.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
45.7KNew |
$3.98M - $4.5M
|
45.7K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
45.6K+ 8.32% |
$3.97M - $4.49M
|
593K
$51.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
43.8K+ 25.7% |
$3.82M - $4.32M
|
214K
$18.7M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
41.6KNew |
$3.63M - $4.1M
|
41.6K
$3.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
41.4K+ 10.93% |
$3.6M - $4.07M
|
420K
$36.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
41.2K+ 13.56% |
$3.59M - $4.05M
|
345K
$30.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
39.5K+ 65.42% |
$3.44M - $3.9M
|
100K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
38.7KNew |
$3.37M - $3.81M
|
38.7K
$3.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38.5K+ 99.96% |
$3.35M - $3.79M
|
77K
$6.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.5K+ 6.24% |
$3.27M - $3.7M
|
639K
$55.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37.4K+ 164.67% |
$3.26M - $3.69M
|
60.2K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Spahn Wealth & Retirement LLC
Scottsdale, AZ |
BUY
|
- |
36.9KNew |
$3.21M - $3.63M
|
36.9K
$3.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
36.7K+ 306.17% |
$3.19M - $3.61M
|
48.6K
$4.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.7K+ 51.46% |
$3.11M - $3.52M
|
105K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
35.5K+ 0.92% |
$3.09M - $3.5M
|
3.91M
$342M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.9K+ 219.21% |
$3.04M - $3.44M
|
50.9K
$4.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
34.5KNew |
$3M - $3.4M
|
34.5K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
33.7KNew |
$2.93M - $3.32M
|
33.7K
$2.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
33.6KNew |
$2.93M - $3.31M
|
33.6K
$2.94M
|