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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.51KNew |
$393K - $444K
|
4.51K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.46K+ 4.99% |
$388K - $439K
|
93.8K
$8.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Lpf Advisors LLC
Sarasota, FL |
BUY
|
- |
4.44K+ 6.18% |
$387K - $437K
|
76.3K
$6.81M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4.43KNew |
$386K - $436K
|
4.43K
$395K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.37K+ 7.42% |
$381K - $430K
|
63.2K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
4.35KNew |
$379K - $429K
|
4.35K
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
4.35KNew |
$379K - $428K
|
4.35K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.34KNew |
$378K - $427K
|
4.34K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.3K+ 23.48% |
$374K - $423K
|
22.6K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.23KNew |
$368K - $417K
|
4.23K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
4.16K+ 5.95% |
$362K - $409K
|
74K
$6.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.13KNew |
$360K - $407K
|
4.13K
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.09K+ 9.21% |
$356K - $402K
|
48.5K
$4.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
4.03KNew |
$351K - $397K
|
4.03K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.9KNew |
$340K - $384K
|
3.9K
$348K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3.82KNew |
$332K - $376K
|
3.82K
$340K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
3.79KNew |
$330K - $373K
|
3.79K
$338K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.78K+ 22.51% |
$329K - $372K
|
20.6K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3.78KNew |
$329K - $372K
|
3.78K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.75K+ 5761.54% |
$326K - $369K
|
3.81K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.73K+ 2.37% |
$325K - $367K
|
161K
$14.4M
|
|
|
Jul 31, 2025
Q4 2024
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.73K+ 2.37% |
$325K - $367K
|
161K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.72K+ 46.53% |
$324K - $366K
|
11.7K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
3.71K+ 12.52% |
$323K - $365K
|
33.3K
$2.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.7K+ 10.94% |
$322K - $364K
|
37.5K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
3.68KNew |
$321K - $363K
|
3.68K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.61K+ 80.11% |
$314K - $355K
|
8.11K
$723K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
3.55KNew |
$309K - $349K
|
3.55K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
3.51KNew |
$306K - $346K
|
3.51K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
3.46KNew |
$301K - $341K
|
3.46K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
3.44K+ 16.87% |
$300K - $339K
|
23.8K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.42K+ 6.42% |
$298K - $336K
|
56.6K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.41KNew |
$297K - $336K
|
3.41K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.36KNew |
$293K - $331K
|
3.36K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.34KNew |
$291K - $329K
|
3.34K
$298K
|
|
|
Jun 04, 2025
Q4 2024
|
Legacy Capital Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
3.25KNew |
$283K - $320K
|
3.25K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
3.24K+ 54.51% |
$283K - $320K
|
9.2K
$821K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.24K+ 131.98% |
$283K - $320K
|
5.7K
$509K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.22K+ 7.71% |
$280K - $317K
|
45K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
3.17KNew |
$276K - $312K
|
3.17K
$283K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
3.16KNew |
$275K - $311K
|
3.16K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
3.14KNew |
$273K - $309K
|
3.14K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
3.11K+ 2.59% |
$271K - $306K
|
123K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
3.09K+ 3.4% |
$269K - $305K
|
94.2K
$8.4M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3.08K+ 2.45% |
$268K - $303K
|
129K
$11.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.04KNew |
$265K - $299K
|
3.04K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
3.04KNew |
$264K - $299K
|
3.04K
$271K
|
|
|
Feb 07, 2025
Q4 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
3KNew |
$261K - $295K
|
3K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
3KNew |
$261K - $295K
|
3K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
2.96KNew |
$258K - $292K
|
2.96K
$264K
|