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 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-434- 2.49% |
$37.8K - $42.7K
|
17K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-458- 15.82% |
$39.9K - $45.1K
|
2.44K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-461- 33.5% |
$40.2K - $45.4K
|
915
$81.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-463- 36.66% |
$40.3K - $45.6K
|
800
$70.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-466- 18.76% |
$40.6K - $45.9K
|
2.02K
$179K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-468- 7.61% |
$40.8K - $46.1K
|
5.68K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-484- 14.18% |
$42.2K - $47.7K
|
2.93K
$260K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-490- 4.38% |
$42.7K - $48.3K
|
10.7K
$948K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 44.63% |
$43.1K - $48.8K
|
614
$54.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-497- 9.53% |
$43.3K - $48.9K
|
4.72K
$418K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-520- 0.34% |
$45.3K - $51.2K
|
153K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-532- 3.44% |
$46.3K - $52.4K
|
14.9K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-541- 1.71% |
$47.1K - $53.3K
|
31.1K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-543- 18.83% |
$47.3K - $53.5K
|
2.34K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-545- 2.26% |
$47.5K - $53.7K
|
23.5K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 2.34% |
$47.6K - $53.8K
|
22.8K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-558- 19.17% |
$48.6K - $55K
|
2.35K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-563- 99.65% |
$49K - $55.4K
|
2
$177
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-564- 7.86% |
$49.1K - $55.5K
|
6.61K
$587K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.72% |
$49.6K - $56.1K
|
78.4K
$6.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-582- 11.72% |
$50.7K - $57.3K
|
4.38K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-583- 19.34% |
$50.8K - $57.4K
|
2.43K
$216K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-597- 0.45% |
$52K - $58.8K
|
132K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-600- 12.48% |
$52.3K - $59.1K
|
4.21K
$373K
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-636- 0.68% |
$55.4K - $62.6K
|
92.5K
$8.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-648- 62.55% |
$56.4K - $63.8K
|
388
$34.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-655- 5.73% |
$57.1K - $64.5K
|
10.8K
$956K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-682- 9.22% |
$59.4K - $67.2K
|
6.71K
$595K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.93K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-729- 94.19% |
$63.5K - $71.8K
|
45
$3.99K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-733- 6.68% |
$63.8K - $72.2K
|
10.2K
$908K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-770- 12.74% |
$67.1K - $75.8K
|
5.27K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-779- 21.71% |
$67.9K - $76.7K
|
2.81K
$249K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-780- 18.56% |
$67.9K - $76.8K
|
3.42K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 3.74% |
$69.2K - $78.3K
|
20.4K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-802- 9.49% |
$69.9K - $79K
|
7.65K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-803- 1.93% |
$69.9K - $79.1K
|
40.9K
$3.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-863- 17.52% |
$75.2K - $85K
|
4.06K
$360K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-866- 5.94% |
$75.4K - $85.3K
|
13.7K
$1.22M
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-895- 8.35% |
$78K - $88.1K
|
9.83K
$871K
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-900- 1.89% |
$78.4K - $88.6K
|
46.6K
$4.13M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-915- 3.49% |
$79.7K - $90.1K
|
25.3K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-920- 9.56% |
$80.1K - $90.6K
|
8.7K
$772K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-933- 15.45% |
$81.3K - $91.9K
|
5.11K
$453K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-934- 18.07% |
$81.4K - $92K
|
4.23K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-955- 10.51% |
$83.2K - $94.1K
|
8.13K
$721K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-994- 1.17% |
$86.6K - $97.9K
|
83.8K
$7.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.05K- 24.64% |
$91.6K - $104K
|
3.22K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.07K- 31.74% |
$93.1K - $105K
|
2.3K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$39K
|