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 |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Ridgeline Wealth, LLC
Mesa, AZ |
BUY
|
- |
2.83KNew |
$247K - $279K
|
2.83K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.83KNew |
$246K - $278K
|
2.83K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.82K+ 5.37% |
$246K - $278K
|
55.4K
$4.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.81KNew |
$245K - $277K
|
2.81K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.81KNew |
$245K - $277K
|
2.81K
$245K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
2.8K+ 48.52% |
$244K - $275K
|
8.56K
$748K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.79K+ 183.26% |
$243K - $275K
|
4.31K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.78KNew |
$242K - $274K
|
2.78K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
2.75KNew |
$239K - $271K
|
2.75K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.73K+ 16.75% |
$238K - $269K
|
19K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
2.67K+ 25.24% |
$232K - $263K
|
13.2K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.64KNew |
$230K - $260K
|
2.64K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2.61K+ 5.94% |
$227K - $257K
|
46.5K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.6K+ 7.26% |
$226K - $256K
|
38.4K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
2.55KNew |
$222K - $251K
|
2.55K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.55KNew |
$222K - $251K
|
2.55K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.54K+ 81.21% |
$221K - $250K
|
5.66K
$495K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.53KNew |
$220K - $249K
|
2.53K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$220K - $249K
|
2.53K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
2.52K+ 9.46% |
$220K - $248K
|
29.2K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.46K+ 47.88% |
$215K - $243K
|
7.61K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.46KNew |
$214K - $242K
|
2.46K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.46KNew |
$214K - $242K
|
2.46K
$215K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
2.42K+ 15.17% |
$211K - $238K
|
18.4K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2.4K+ 51.06% |
$209K - $236K
|
7.1K
$620K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.4K+ 40.01% |
$209K - $236K
|
8.39K
$733K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.4KNew |
$209K - $236K
|
2.4K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
2.39KNew |
$208K - $236K
|
2.39K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
2.38KNew |
$207K - $234K
|
2.38K
$208K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
2.37K+ 5.69% |
$207K - $234K
|
44.1K
$3.85M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
2.37KNew |
$207K - $234K
|
2.37K
$207K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.37K+ 28.32% |
$206K - $233K
|
10.7K
$936K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
2.35KNew |
$205K - $232K
|
2.35K
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
2.35KNew |
$205K - $231K
|
2.35K
$205K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 20.08% |
$204K - $231K
|
14K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.32KNew |
$202K - $229K
|
2.32K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.27K+ 42.97% |
$198K - $223K
|
7.55K
$660K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.16K+ 15.06% |
$188K - $213K
|
16.5K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.16K+ 9.1% |
$188K - $213K
|
25.9K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.14K+ 17.44% |
$186K - $211K
|
14.4K
$1.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.11K+ 53.53% |
$184K - $208K
|
6.05K
$529K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.1K+ 36.2% |
$183K - $207K
|
7.89K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.08K+ 55.21% |
$181K - $205K
|
5.84K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.04K+ 5.5% |
$177K - $201K
|
39.1K
$3.42M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
2.03K+ 9.69% |
$177K - $200K
|
22.9K
$2M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
2.01K+ 2.32% |
$175K - $197K
|
88.4K
$7.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
2K+ 1.37% |
$174K - $197K
|
148K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.95K+ 7.29% |
$170K - $192K
|
28.8K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.94K+ 1.09% |
$169K - $191K
|
180K
$15.7M
|