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 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
11.5KNew |
$1M - $1.13M
|
11.5K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
11.4K+ 77.73% |
$993K - $1.12M
|
26.1K
$2.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11.3KNew |
$987K - $1.12M
|
11.3K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.3K+ 9.28% |
$986K - $1.11M
|
133K
$11.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.75M
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
11.2K+ 141.2% |
$974K - $1.1M
|
19.1K
$1.7M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.2K+ 4.44% |
$973K - $1.1M
|
263K
$23.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.1K+ 25.38% |
$970K - $1.1M
|
55K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11K+ 40.03% |
$960K - $1.09M
|
38.5K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11KNew |
$955K - $1.08M
|
11K
$979K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.9KNew |
$952K - $1.08M
|
10.9K
$976K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.9K+ 24.83% |
$950K - $1.07M
|
54.9K
$4.9M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.9KNew |
$949K - $1.07M
|
10.9K
$972K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$940K - $1.06M
|
10.8K
$963K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.4KNew |
$904K - $1.02M
|
10.4K
$927K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 28.34% |
$903K - $1.02M
|
47K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
10.3KNew |
$898K - $1.02M
|
10.3K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$898K - $1.02M
|
10.3K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$889K - $1M
|
10.2K
$910K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10KNew |
$871K - $985K
|
10K
$893K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.96KNew |
$867K - $981K
|
9.96K
$889K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.81KNew |
$854K - $966K
|
9.81K
$875K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.71KNew |
$845K - $956K
|
9.71K
$866K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.56KNew |
$833K - $942K
|
9.56K
$853K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.46K+ 51.5% |
$824K - $931K
|
27.8K
$2.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.39KNew |
$817K - $924K
|
9.39K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
9.37K+ 14.13% |
$816K - $923K
|
75.7K
$6.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$812K - $918K
|
9.32K
$832K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.24K+ 29.18% |
$804K - $910K
|
40.9K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.12KNew |
$794K - $898K
|
9.12K
$814K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.08K+ 157.7% |
$791K - $894K
|
14.8K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.87K+ 93.53% |
$773K - $874K
|
18.4K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.46K+ 12.17% |
$737K - $834K
|
78K
$6.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.44KNew |
$735K - $831K
|
8.44K
$753K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.39KNew |
$731K - $826K
|
8.39K
$749K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.19K+ 5.73% |
$713K - $807K
|
151K
$13.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8.18K+ 57.09% |
$713K - $806K
|
22.5K
$2.01M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.03KNew |
$700K - $791K
|
8.03K
$717K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
7.87KNew |
$686K - $775K
|
7.87K
$702K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.81K+ 5.96% |
$681K - $770K
|
139K
$12.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.69K+ 7.39% |
$670K - $757K
|
112K
$9.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.66K+ 31912.5% |
$667K - $754K
|
7.68K
$686K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.5KNew |
$653K - $739K
|
7.5K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.34K+ 14.98% |
$640K - $723K
|
56.4K
$5.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
7.31KNew |
$637K - $720K
|
7.31K
$652K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
7.27KNew |
$633K - $716K
|
7.27K
$648K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.21K+ 55.25% |
$628K - $710K
|
20.3K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.21KNew |
$628K - $710K
|
7.21K
$643K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.16K+ 63.33% |
$624K - $705K
|
18.5K
$1.65M
|