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 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.29K- 19.11% |
$287K - $324K
|
13.9K
$1.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Leisure Capital Management
|
SELL
|
- |
-3.38K- 17.71% |
$294K - $333K
|
15.7K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-3.47K- 4.45% |
$302K - $341K
|
74.4K
$6.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.49K- 33.02% |
$304K - $344K
|
7.08K
$628K
|
|
|
Feb 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-3.51K- 48.84% |
$305K - $345K
|
3.67K
$326K
|
|
|
Jan 23, 2025
Q4 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-3.51K- 12.45% |
$306K - $346K
|
24.7K
$2.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-3.56K- 10.82% |
$310K - $350K
|
29.3K
$2.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-3.56K- 16.0% |
$310K - $351K
|
18.7K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-3.74K- 12.52% |
$325K - $368K
|
26.1K
$2.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.88K- 3.04% |
$338K - $382K
|
124K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-3.91K- 5.81% |
$340K - $385K
|
63.4K
$5.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3.92K- 26.89% |
$341K - $386K
|
10.7K
$945K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.99K- 9.5% |
$348K - $393K
|
38K
$3.37M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-4.02K- 6.94% |
$350K - $396K
|
53.9K
$4.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-4.14K- 54.04% |
$361K - $408K
|
3.52K
$313K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.24K- 24.71% |
$369K - $417K
|
12.9K
$1.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-4.35K- 7.92% |
$379K - $429K
|
50.6K
$4.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.36K- 7.27% |
$380K - $430K
|
55.7K
$4.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-4.38K- 33.98% |
$381K - $431K
|
8.5K
$754K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-4.39K- 35.43% |
$382K - $432K
|
7.99K
$709K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-4.5K- 57.72% |
$392K - $443K
|
3.3K
$292K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-4.58K- 11.83% |
$399K - $451K
|
34.1K
$3.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-4.66K- 20.15% |
$406K - $459K
|
18.5K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-4.87K- 37.46% |
$424K - $480K
|
8.13K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.08K- 4.19% |
$442K - $500K
|
116K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-5.12K- 13.96% |
$446K - $504K
|
31.5K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.24K- 13.98% |
$456K - $516K
|
32.2K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-5.28K- 60.5% |
$460K - $520K
|
3.45K
$306K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5.34K- 10.99% |
$465K - $526K
|
43.3K
$3.84M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-5.37K- 46.34% |
$468K - $529K
|
6.22K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-5.38K- 57.22% |
$468K - $529K
|
4.02K
$356K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.45K- 20.64% |
$475K - $537K
|
21K
$1.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-5.63K- 34.48% |
$491K - $555K
|
10.7K
$949K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.79K- 34.93% |
$504K - $570K
|
10.8K
$957K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-5.83K- 51.31% |
$508K - $574K
|
5.53K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.14M
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-5.9K- 11.22% |
$514K - $581K
|
46.7K
$4.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-5.96K- 13.3% |
$519K - $587K
|
38.8K
$3.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
SELL
|
- |
-5.97K- 24.31% |
$520K - $588K
|
18.6K
$1.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-6.02K- 68.04% |
$524K - $593K
|
2.83K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-6.05K- 14.33% |
$527K - $596K
|
36.2K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
SELL
|
- |
-6.08K- 7.01% |
$530K - $599K
|
80.6K
$7.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.15K- 6.84% |
$536K - $606K
|
83.8K
$7.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6.2K- 13.15% |
$540K - $611K
|
41K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-6.34K- 0.53% |
$552K - $624K
|
1.19M
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-6.37K- 30.3% |
$555K - $628K
|
14.7K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-6.45K- 6.15% |
$562K - $636K
|
98.4K
$8.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-6.93K- 43.46% |
$604K - $683K
|
9.02K
$800K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-6.95K- 9.62% |
$606K - $685K
|
65.3K
$5.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.99K- 5.78% |
$609K - $689K
|
114K
$10.1M
|