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 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$4.36K - $4.92K
|
50
$4.41K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
50+ 0.93% |
$4.36K - $4.92K
|
5.4K
$476K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
46+ 1.32% |
$4.01K - $4.53K
|
3.54K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
38+ 0.72% |
$3.31K - $3.74K
|
5.34K
$471K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
37+ 1.32% |
$3.22K - $3.64K
|
2.84K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
35+ 1750.0% |
$3.05K - $3.45K
|
37
$3.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
32+ 44.44% |
$2.79K - $3.15K
|
104
$9.17K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
27New |
$2.35K - $2.66K
|
27
$2.38K
|
|
|
Jan 22, 2025
Q4 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
26+ 0.39% |
$2.26K - $2.56K
|
6.73K
$593K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
26+ 3.38% |
$2.26K - $2.56K
|
796
$70.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
22+ 12.94% |
$1.92K - $2.17K
|
192
$16.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
22+ 4.23% |
$1.92K - $2.17K
|
542
$47.8K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
22New |
$1.92K - $2.17K
|
22
$1.94K
|
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
20+ 0.82% |
$1.74K - $1.97K
|
2.47K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Summer Road LLC
West Palm Beach, FL |
BUY
|
- |
20New |
$1.74K - $1.97K
|
20
$1.76K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$1.48K - $1.67K
|
17
$1.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
17+ 0.37% |
$1.48K - $1.67K
|
4.59K
$405K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
17New |
$1.48K - $1.67K
|
17
$1.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
16New |
$1.39K - $1.58K
|
16
$1.41K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
14+ 14.0% |
$1.22K - $1.38K
|
114
$10K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
14+ 1.4% |
$1.22K - $1.38K
|
1.02K
$89.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
12New |
$1.05K - $1.18K
|
12
$1.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10+ 3.88% |
$871 - $985
|
268
$23.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
10New |
$871 - $985
|
10
$881
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
9+ 0.23% |
$784 - $886
|
3.85K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8New |
$697 - $788
|
8
$705
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5+ 0.49% |
$436 - $492
|
1.02K
$89.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.69K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.25% |
$87.1 - $98.5
|
407
$35.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 1.23% |
$87.1 - $98.5
|
82
$7.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1New |
$87.1 - $98.5
|
1
$88.1
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
1+ 0.04% |
$87.1 - $98.5
|
2.35K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1- 7.14% |
$87.1 - $98.5
|
13
$1.15K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-9- 29.03% |
$784 - $886
|
22
$1.94K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-9- 2.75% |
$784 - $886
|
318
$28K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 10.4% |
$1.13K - $1.28K
|
112
$9.87K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-18- 0.06% |
$1.57K - $1.77K
|
30.4K
$2.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-19- 10.61% |
$1.65K - $1.87K
|
160
$14.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-22- 2.88% |
$1.92K - $2.17K
|
742
$65.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-25- 17.24% |
$2.18K - $2.46K
|
120
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-33- 1.23% |
$2.87K - $3.25K
|
2.65K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-40- 27.78% |
$3.48K - $3.94K
|
104
$9.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-50- 10.42% |
$4.36K - $4.92K
|
430
$37.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-53- 5.9% |
$4.62K - $5.22K
|
846
$74.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-59- 23.89% |
$5.14K - $5.81K
|
188
$16.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-61- 0.09% |
$5.31K - $6.01K
|
71.3K
$6.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-62- 0.36% |
$5.4K - $6.11K
|
17.4K
$1.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-67- 0.08% |
$5.84K - $6.6K
|
88.4K
$7.79M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-72- 1.91% |
$6.27K - $7.09K
|
3.7K
$326K
|