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 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
33.2K+ 8.4% |
$2.89M - $3.27M
|
428K
$37.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
32.6K+ 20.06% |
$2.84M - $3.21M
|
195K
$17.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
31.4KNew |
$2.73M - $3.09M
|
31.4K
$2.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
30.7K+ 343.59% |
$2.67M - $3.02M
|
39.6K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Investment Management LTD
Hong Kong, K3 |
BUY
|
- |
30KNew |
$2.61M - $2.95M
|
30K
$2.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
29.9K+ 119.24% |
$2.61M - $2.95M
|
55K
$4.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
29.8K+ 344.68% |
$2.59M - $2.93M
|
38.4K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
29.3K+ 1045.01% |
$2.56M - $2.89M
|
32.2K
$2.81M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
29KNew |
$2.53M - $2.86M
|
29K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
28.7KNew |
$2.5M - $2.82M
|
28.7K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
28.1K+ 9.95% |
$2.45M - $2.77M
|
311K
$27.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
27.8K+ 454.32% |
$2.42M - $2.74M
|
33.9K
$2.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
27.4K+ 49.67% |
$2.38M - $2.7M
|
82.5K
$7.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
27.4KNew |
$2.38M - $2.7M
|
27.4K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
26.8K+ 31.91% |
$2.33M - $2.64M
|
111K
$9.68M
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
26.2K+ 7.96% |
$2.28M - $2.58M
|
355K
$31M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
26K+ 2485.67% |
$2.27M - $2.56M
|
27.1K
$2.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
25.9KNew |
$2.25M - $2.55M
|
25.9K
$2.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
25.7K+ 7.81% |
$2.24M - $2.53M
|
355K
$31M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
25.2K+ 17.97% |
$2.19M - $2.48M
|
165K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
24.7K+ 471.2% |
$2.15M - $2.43M
|
29.9K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
24.7KNew |
$2.15M - $2.43M
|
24.7K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.6K+ 77.32% |
$2.14M - $2.42M
|
56.4K
$4.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
24.4K+ 6.19% |
$2.13M - $2.41M
|
419K
$36.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
23.8K+ 22.03% |
$2.07M - $2.35M
|
132K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
23.8KNew |
$2.07M - $2.34M
|
23.8K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
23.6KNew |
$2.06M - $2.32M
|
23.6K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
22.5KNew |
$1.96M - $2.22M
|
22.5K
$1.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
22.4K+ 149.13% |
$1.96M - $2.21M
|
37.5K
$3.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
BUY
|
- |
22.3KNew |
$1.94M - $2.2M
|
22.3K
$1.95M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.1K+ 42.97% |
$1.92M - $2.17M
|
73.4K
$6.42M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.1K+ 42.97% |
$1.92M - $2.17M
|
73.4K
$6.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22K+ 101.3% |
$1.92M - $2.17M
|
43.8K
$3.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Isomer Partners LP
New York, NY |
BUY
|
- |
22KNew |
$1.92M - $2.17M
|
22K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
22KNew |
$1.92M - $2.17M
|
22K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21.9K+ 39.3% |
$1.9M - $2.15M
|
77.5K
$6.77M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
21.9K+ 22.66% |
$1.9M - $2.15M
|
118K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
21.7K+ 110.33% |
$1.89M - $2.13M
|
41.3K
$3.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
21.5K+ 20.79% |
$1.88M - $2.12M
|
125K
$10.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.5K+ 556.84% |
$1.88M - $2.12M
|
25.4K
$2.22M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
21.4KNew |
$1.86M - $2.11M
|
21.4K
$1.87M
|
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
20.9KNew |
$1.82M - $2.06M
|
20.9K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
20.7K+ 168.7% |
$1.8M - $2.04M
|
33K
$2.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20.4K+ 19.21% |
$1.78M - $2.01M
|
127K
$11.1M
|
|
|
Jan 31, 2025
Q4 2024
|
5 T Wealth, LLC
Napa, CA |
BUY
|
- |
20.3KNew |
$1.77M - $2M
|
20.3K
$1.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
19.7K+ 443.22% |
$1.71M - $1.94M
|
24.1K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.6K+ 833.53% |
$1.71M - $1.93M
|
21.9K
$1.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
18.7K+ 5.96% |
$1.63M - $1.84M
|
333K
$29.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.2KNew |
$1.59M - $1.8M
|
18.2K
$1.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
17.9K+ 6.77% |
$1.56M - $1.77M
|
283K
$24.7M
|