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 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-24.5K- 25.3% |
$2.13M - $2.41M
|
72.2K
$6.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-24.7K- 67.49% |
$2.16M - $2.44M
|
11.9K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-25.2K- 10.09% |
$2.2M - $2.48M
|
225K
$20.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-28.2K- 81.49% |
$2.45M - $2.78M
|
6.4K
$571K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-28.2K- 24.58% |
$2.45M - $2.78M
|
86.5K
$7.72M
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-29.6K- 26.7% |
$2.57M - $2.91M
|
81.1K
$7.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-31.1K- 18.9% |
$2.7M - $3.06M
|
133K
$11.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-31.1K- 100.0% |
$2.71M - $3.07M
|
1
$89.3
|
|
|
Jan 14, 2025
Q4 2024
|
Meridian Financial Partners LLC
|
SELL
|
- |
-31.4K- 62.83% |
$2.73M - $3.09M
|
18.5K
$1.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-36.6K- 31.06% |
$3.19M - $3.6M
|
81.2K
$7.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-36.7K- 13.97% |
$3.2M - $3.62M
|
226K
$20.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-37K- 14.4% |
$3.23M - $3.65M
|
220K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
My Wealth Management Inc.
|
SELL
|
- |
-38.4K- 20.7% |
$3.34M - $3.78M
|
147K
$13.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-38.6K- 28.75% |
$3.36M - $3.8M
|
95.5K
$8.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-41.3K- 35.78% |
$3.6M - $4.07M
|
74.2K
$6.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-45.7K- 83.87% |
$3.98M - $4.5M
|
8.79K
$785K
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-46.6K- 82.36% |
$4.06M - $4.59M
|
9.98K
$891K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-46.8K- 93.0% |
$4.07M - $4.6M
|
3.52K
$314K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-47.2K- 32.11% |
$4.11M - $4.65M
|
99.8K
$8.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-49.1K- 87.04% |
$4.27M - $4.83M
|
7.31K
$653K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-49.3K- 35.45% |
$4.3M - $4.86M
|
89.8K
$8.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-50K- 88.76% |
$4.36M - $4.92M
|
6.33K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-61.8K- 95.75% |
$5.38M - $6.09M
|
2.75K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-61.8K- 24.86% |
$5.38M - $6.09M
|
187K
$16.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-63.7K- 22.02% |
$5.55M - $6.27M
|
225K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-64.2K- 49.95% |
$5.59M - $6.32M
|
64.3K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-75.4K- 25.96% |
$6.57M - $7.43M
|
215K
$19.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-79.5K- 60.03% |
$6.92M - $7.83M
|
52.9K
$4.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-82.2K- 89.33% |
$7.16M - $8.09M
|
9.81K
$876K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-82.5K- 78.64% |
$7.18M - $8.12M
|
22.4K
$2M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-89.6K- 31.66% |
$7.8M - $8.82M
|
193K
$17.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-90.8K- 97.28% |
$7.91M - $8.94M
|
2.54K
$227K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-97.7K- 10.45% |
$8.51M - $9.62M
|
837K
$74.7M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
SELL
|
- |
-99.5K- 95.67% |
$8.67M - $9.8M
|
4.51K
$403K
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-99.9K- 96.98% |
$8.7M - $9.84M
|
3.11K
$277K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-104K- 93.54% |
$9.05M - $10.2M
|
7.17K
$640K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 12.97% |
$9.17M - $10.4M
|
707K
$63.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-119K- 41.69% |
$10.4M - $11.7M
|
167K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-128K- 52.77% |
$11.2M - $12.6M
|
115K
$10.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-132K- 56.93% |
$11.5M - $13M
|
99.8K
$8.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-154K- 77.71% |
$13.4M - $15.2M
|
44.2K
$3.95M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-161K- 37.4% |
$14M - $15.9M
|
270K
$24.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Members Advisory Group LLC
Williamsville, NY |
SELL
|
- |
-184K- 98.74% |
$16.1M - $18.2M
|
2.36K
$210K
|
|
|
Jan 16, 2025
Q4 2024
|
American Asset Management Inc.
|
SELL
|
- |
-205K- 98.86% |
$17.8M - $20.2M
|
2.36K
$211K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-217K- 79.82% |
$18.9M - $21.4M
|
54.8K
$4.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-231K- 13.83% |
$20.1M - $22.7M
|
1.44M
$128M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-237K- 55.09% |
$20.6M - $23.3M
|
193K
$17.2M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-274K- 25.04% |
$23.9M - $27M
|
820K
$73.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-318K- 80.72% |
$27.7M - $31.3M
|
75.9K
$6.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-348K- 32.72% |
$30.3M - $34.3M
|
716K
$64M
|