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 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
6.79K+ 21.65% |
$591K - $669K
|
38.2K
$3.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.76KNew |
$589K - $666K
|
6.76K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
6.65KNew |
$579K - $655K
|
6.65K
$581K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
6.65KNew |
$579K - $654K
|
6.65K
$581K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
6.62KNew |
$576K - $652K
|
6.62K
$578K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.58KNew |
$573K - $648K
|
6.58K
$575K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
6.53K+ 52.79% |
$569K - $644K
|
18.9K
$1.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
6.52K+ 8.8% |
$568K - $642K
|
80.6K
$7.05M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6.48K+ 7.01% |
$564K - $638K
|
98.9K
$8.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
6.44KNew |
$561K - $635K
|
6.44K
$563K
|
|
|
Jan 16, 2025
Q4 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
6.43K+ 17.95% |
$560K - $633K
|
42.2K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.31K+ 135.85% |
$549K - $621K
|
10.9K
$957K
|
|
|
Jun 06, 2025
Q4 2024
|
Blue Oak Capital, LLC
Menlo Park, CA |
BUY
|
- |
6.2KNew |
$540K - $611K
|
6.2K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.19K+ 26.02% |
$539K - $610K
|
30K
$2.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.15K+ 5.33% |
$535K - $605K
|
122K
$10.6M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
6.13KNew |
$534K - $603K
|
6.13K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
6.09KNew |
$531K - $600K
|
6.09K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
6.06K+ 81.83% |
$528K - $597K
|
13.5K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
6.06KNew |
$528K - $597K
|
6.06K
$529K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
6.02KNew |
$524K - $593K
|
6.02K
$526K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.93K+ 18.6% |
$516K - $584K
|
37.8K
$3.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
5.83K+ 10.24% |
$508K - $574K
|
62.7K
$5.48M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
5.69K+ 10.66% |
$496K - $561K
|
59.1K
$5.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
5.51K+ 18.22% |
$480K - $543K
|
35.8K
$3.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.5KNew |
$479K - $542K
|
5.5K
$481K
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.45K+ 74.19% |
$474K - $536K
|
12.8K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.36KNew |
$467K - $528K
|
5.36K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
5.28KNew |
$459K - $520K
|
5.28K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
5.22K+ 46.29% |
$454K - $514K
|
16.5K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.21K+ 16.29% |
$453K - $513K
|
37.1K
$3.25M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
5.2KNew |
$453K - $512K
|
5.2K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.12K+ 2.82% |
$446K - $505K
|
187K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.12K+ 100.93% |
$446K - $505K
|
10.2K
$891K
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
5.12K+ 5.54% |
$446K - $504K
|
97.5K
$8.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
5.11KNew |
$445K - $503K
|
5.11K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
5.01KNew |
$436K - $494K
|
5.01K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
American Assets Inc
|
BUY
|
- |
5KNew |
$436K - $492K
|
5K
$437K
|
|
|
Mar 17, 2025
Q4 2024
|
American Assets Investment Management, LLC
|
BUY
|
- |
5KNew |
$436K - $492K
|
5K
$437K
|
|
|
May 05, 2025
Q4 2024
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.94KNew |
$430K - $486K
|
4.94K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
4.93K+ 19.88% |
$429K - $485K
|
29.7K
$2.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
4.86K+ 124.62% |
$423K - $479K
|
8.76K
$766K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.8K+ 103.98% |
$418K - $473K
|
9.42K
$824K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
4.54KNew |
$395K - $447K
|
4.54K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.52KNew |
$394K - $445K
|
4.52K
$395K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.51K+ 30.9% |
$393K - $444K
|
19.1K
$1.67M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.51KNew |
$393K - $444K
|
4.51K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.46K+ 4.99% |
$388K - $439K
|
93.8K
$8.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 6.18% |
$387K - $437K
|
76.3K
$6.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$386K - $436K
|
4.43K
$387K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.37K+ 7.42% |
$381K - $430K
|
63.2K
$5.53M
|