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 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.2K+ 135.08% |
$980K - $1.11M
|
19.6K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
11.2K+ 141.2% |
$974K - $1.1M
|
19.1K
$1.67M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
11.2K+ 4.44% |
$973K - $1.1M
|
263K
$23M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
11.1K+ 25.38% |
$970K - $1.1M
|
55K
$4.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11K+ 40.03% |
$960K - $1.09M
|
38.5K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
11KNew |
$955K - $1.08M
|
11K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
10.9KNew |
$952K - $1.08M
|
10.9K
$955K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
10.9K+ 24.83% |
$950K - $1.07M
|
54.9K
$4.79M
|
|
|
Mar 06, 2025
Q4 2024
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
10.9KNew |
$949K - $1.07M
|
10.9K
$952K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
10.8KNew |
$940K - $1.06M
|
10.8K
$943K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
10.4KNew |
$904K - $1.02M
|
10.4K
$907K
|
|
|
Jan 23, 2025
Q4 2024
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
BUY
|
- |
10.4K+ 28.34% |
$903K - $1.02M
|
47K
$4.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
10.3KNew |
$898K - $1.02M
|
10.3K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
10.3KNew |
$898K - $1.02M
|
10.3K
$901K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2KNew |
$889K - $1M
|
10.2K
$891K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
10KNew |
$871K - $985K
|
10K
$874K
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
9.96KNew |
$867K - $981K
|
9.96K
$870K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
9.81KNew |
$854K - $966K
|
9.81K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.71KNew |
$845K - $956K
|
9.71K
$848K
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
9.56KNew |
$833K - $942K
|
9.56K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9.46K+ 51.5% |
$824K - $931K
|
27.8K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.39KNew |
$817K - $924K
|
9.39K
$820K
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
9.37K+ 14.13% |
$816K - $923K
|
75.7K
$6.61M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.32KNew |
$812K - $918K
|
9.32K
$815K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.24K+ 29.18% |
$804K - $910K
|
40.9K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
9.12KNew |
$794K - $898K
|
9.12K
$797K
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
9.08K+ 157.7% |
$791K - $894K
|
14.8K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.87K+ 93.53% |
$773K - $874K
|
18.4K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
8.46K+ 12.17% |
$737K - $834K
|
78K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
8.44KNew |
$735K - $831K
|
8.44K
$737K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
8.39KNew |
$731K - $826K
|
8.39K
$733K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
8.19K+ 5.73% |
$713K - $807K
|
151K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
8.18K+ 57.09% |
$713K - $806K
|
22.5K
$1.97M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
8.03KNew |
$700K - $791K
|
8.03K
$702K
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
7.87KNew |
$686K - $775K
|
7.87K
$688K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
7.81K+ 5.96% |
$681K - $770K
|
139K
$12.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
7.69K+ 7.39% |
$670K - $757K
|
112K
$9.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
7.66K+ 31912.5% |
$667K - $754K
|
7.68K
$671K
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.5KNew |
$653K - $739K
|
7.5K
$655K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
7.34K+ 14.98% |
$640K - $723K
|
56.4K
$4.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
7.31KNew |
$637K - $720K
|
7.31K
$639K
|
|
|
May 01, 2025
Q4 2024
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
7.27KNew |
$633K - $716K
|
7.27K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.21K+ 55.25% |
$628K - $710K
|
20.3K
$1.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.21KNew |
$628K - $710K
|
7.21K
$630K
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7.16K+ 63.33% |
$624K - $705K
|
18.5K
$1.61M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
7.12K+ 24.1% |
$620K - $701K
|
36.6K
$3.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.96K+ 30.94% |
$607K - $686K
|
29.5K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.95K+ 7.43% |
$605K - $684K
|
100K
$8.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
6.8K+ 317.32% |
$592K - $669K
|
8.94K
$781K
|
|
|
Jan 21, 2025
Q4 2024
|
One Advisory Partners, LLC
|
BUY
|
- |
6.79K+ 13.71% |
$592K - $669K
|
56.3K
$4.92M
|