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
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
16.6KNew |
$1.45M - $1.63M
|
16.6K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
16.5KNew |
$1.44M - $1.63M
|
16.5K
$1.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
16.5KNew |
$1.44M - $1.63M
|
16.5K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
16.4K+ 24.05% |
$1.43M - $1.62M
|
84.6K
$7.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
16.2K+ 2.89% |
$1.41M - $1.6M
|
577K
$52.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
16K+ 17.63% |
$1.4M - $1.58M
|
107K
$9.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16K+ 59.74% |
$1.39M - $1.58M
|
42.8K
$3.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 14.8% |
$1.39M - $1.57M
|
124K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Security Benefit Life Insurance CO
Topeka, KS |
BUY
|
- |
15.8K+ 21.29% |
$1.38M - $1.56M
|
90K
$8.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
15.4K+ 375.74% |
$1.34M - $1.52M
|
19.5K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.3K+ 8.74% |
$1.33M - $1.5M
|
190K
$17.3M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
15.2K+ 25.41% |
$1.32M - $1.5M
|
75K
$6.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
15.1K+ 21016.67% |
$1.32M - $1.49M
|
15.2K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.9K+ 8.23% |
$1.3M - $1.47M
|
196K
$17.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.8K+ 24.83% |
$1.29M - $1.45M
|
74.3K
$6.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.7K+ 18.25% |
$1.28M - $1.44M
|
95K
$8.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
14.6KNew |
$1.27M - $1.44M
|
14.6K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.5K+ 24.82% |
$1.26M - $1.42M
|
72.7K
$6.63M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
14.4KNew |
$1.25M - $1.42M
|
14.4K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
14.4KNew |
$1.25M - $1.42M
|
14.4K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.3K+ 6.85% |
$1.24M - $1.4M
|
223K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
14.2KNew |
$1.24M - $1.4M
|
14.2K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
BUY
|
- |
14.1KNew |
$1.23M - $1.39M
|
14.1K
$1.28M
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
BUY
|
- |
13.7K+ 3.35% |
$1.19M - $1.35M
|
421K
$38.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Townsend & Associates, Inc
|
BUY
|
- |
13.6K+ 3.52% |
$1.18M - $1.34M
|
399K
$36.3M
|
|
|
Jan 29, 2025
Q4 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
13.5KNew |
$1.18M - $1.33M
|
13.5K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13.2KNew |
$1.15M - $1.3M
|
13.2K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
13.1K+ 150.0% |
$1.14M - $1.29M
|
21.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
13K+ 104.41% |
$1.13M - $1.28M
|
25.5K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
12.9KNew |
$1.13M - $1.27M
|
12.9K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
12.7K+ 50.12% |
$1.11M - $1.25M
|
38.1K
$3.48M
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
12.3KNew |
$1.07M - $1.21M
|
12.3K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
12.1K+ 325.58% |
$1.06M - $1.19M
|
15.9K
$1.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.1K+ 9.41% |
$1.05M - $1.19M
|
140K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12KNew |
$1.04M - $1.18M
|
12K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
11.8KNew |
$1.03M - $1.16M
|
11.8K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
BUY
|
- |
11.8K+ 52.64% |
$1.02M - $1.16M
|
34.1K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$1.02M - $1.15M
|
11.7K
$1.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
11.5KNew |
$1M - $1.14M
|
11.5K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$1M - $1.13M
|
11.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
11.4K+ 77.73% |
$993K - $1.12M
|
26.1K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11.3KNew |
$987K - $1.12M
|
11.3K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.3K+ 9.28% |
$986K - $1.11M
|
133K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
11.2K+ 141.2% |
$974K - $1.1M
|
19.1K
$1.74M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.2K+ 4.44% |
$973K - $1.1M
|
263K
$24M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.1K+ 25.38% |
$970K - $1.1M
|
55K
$5.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11K+ 40.03% |
$960K - $1.09M
|
38.5K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11KNew |
$955K - $1.08M
|
11K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.9KNew |
$952K - $1.08M
|
10.9K
$997K
|