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 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.29K- 20.05% |
$635K - $718K
|
29.1K
$2.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-7.29K- 61.38% |
$635K - $718K
|
4.59K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-7.4K- 7.16% |
$644K - $729K
|
95.9K
$8.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-7.52K- 25.49% |
$655K - $740K
|
22K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-7.59K- 10.05% |
$661K - $747K
|
67.9K
$6.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-7.84K- 9.84% |
$683K - $772K
|
71.8K
$6.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.21K- 49.75% |
$715K - $808K
|
8.29K
$735K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-8.3K- 8.11% |
$723K - $818K
|
94.1K
$8.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.42K- 42.33% |
$734K - $830K
|
11.5K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-8.67K- 21.63% |
$755K - $854K
|
31.4K
$2.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.76K- 25.1% |
$763K - $863K
|
26.1K
$2.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-8.92K- 15.72% |
$777K - $878K
|
47.8K
$4.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-9.02K- 76.49% |
$785K - $888K
|
2.77K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-9.15K- 69.76% |
$797K - $901K
|
3.97K
$352K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-9.18K- 89.33% |
$799K - $904K
|
1.1K
$97.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.3K- 23.4% |
$810K - $916K
|
30.5K
$2.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-9.37K- 66.99% |
$816K - $923K
|
4.62K
$409K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.44K- 47.14% |
$822K - $930K
|
10.6K
$939K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9.48K- 79.33% |
$826K - $934K
|
2.47K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-9.8K- 84.79% |
$853K - $965K
|
1.76K
$156K
|
|
|
Jan 31, 2025
Q4 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-10K- 40.0% |
$871K - $985K
|
15K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-10.4K- 11.17% |
$905K - $1.02M
|
82.6K
$7.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-10.6K- 99.96% |
$925K - $1.05M
|
4
$355
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-10.6K- 7.47% |
$926K - $1.05M
|
132K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-10.9K- 13.1% |
$948K - $1.07M
|
72.2K
$6.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-10.9K- 21.24% |
$948K - $1.07M
|
40.4K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.1K- 35.01% |
$967K - $1.09M
|
20.6K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-11.6K- 6.81% |
$1.01M - $1.14M
|
158K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-11.7K- 11.26% |
$1.02M - $1.16M
|
92.4K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-11.9K- 69.99% |
$1.03M - $1.17M
|
5.09K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-11.9K- 82.94% |
$1.04M - $1.18M
|
2.46K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-12.1K- 62.35% |
$1.05M - $1.19M
|
7.31K
$648K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.3K- 32.14% |
$1.07M - $1.21M
|
26K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.4K- 8.67% |
$1.08M - $1.22M
|
130K
$11.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-12.4K- 65.75% |
$1.08M - $1.22M
|
6.47K
$574K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-12.4K- 80.78% |
$1.08M - $1.23M
|
2.96K
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-12.8K- 18.38% |
$1.11M - $1.26M
|
56.7K
$5.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.8K- 27.87% |
$1.12M - $1.26M
|
33.2K
$2.95M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-13.1K- 60.28% |
$1.14M - $1.29M
|
8.66K
$768K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-13.2K- 29.27% |
$1.15M - $1.3M
|
31.8K
$2.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13.9K- 19.0% |
$1.21M - $1.37M
|
59.3K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-14K- 52.33% |
$1.22M - $1.38M
|
12.8K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
SELL
|
- |
-14.5K- 32.7% |
$1.27M - $1.43M
|
29.9K
$2.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-14.6K- 37.85% |
$1.27M - $1.43M
|
23.9K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-14.7K- 8.76% |
$1.28M - $1.45M
|
153K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.5K- 8.14% |
$1.35M - $1.53M
|
175K
$15.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-15.7K- 29.52% |
$1.36M - $1.54M
|
37.4K
$3.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-16.2K- 23.33% |
$1.41M - $1.59M
|
53.2K
$4.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-16.6K- 5.33% |
$1.45M - $1.64M
|
295K
$26.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-17K- 0.62% |
$1.48M - $1.67M
|
2.72M
$241M
|