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 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 4.42% |
$115K - $130K
|
31.1K
$2.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.27K+ 14.24% |
$110K - $125K
|
10.2K
$906K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.25K+ 11.97% |
$109K - $123K
|
11.7K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.23K+ 30850.0% |
$107K - $122K
|
1.24K
$111K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
1.23K+ 18.08% |
$107K - $121K
|
8.02K
$716K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.22K+ 15.92% |
$106K - $120K
|
8.89K
$794K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.17K+ 3.37% |
$102K - $115K
|
35.8K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.11K+ 12.11% |
$96.8K - $109K
|
10.3K
$918K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1.04KNew |
$90.6K - $102K
|
1.04K
$92.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
947+ 30.25% |
$82.5K - $93.3K
|
4.08K
$364K
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
941+ 2.93% |
$82K - $92.7K
|
33.1K
$2.95M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
BUY
|
- |
930+ 5.85% |
$81K - $91.6K
|
16.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
882+ 11.81% |
$76.8K - $86.9K
|
8.35K
$746K
|
|
|
Jan 13, 2025
Q4 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
874+ 4.82% |
$76.1K - $86.1K
|
19K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
870+ 38.93% |
$75.8K - $85.7K
|
3.11K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
864+ 12.98% |
$75.3K - $85.1K
|
7.52K
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
850+ 11.21% |
$74K - $83.7K
|
8.43K
$753K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
809+ 12.26% |
$70.5K - $79.7K
|
7.41K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
800New |
$69.7K - $78.8K
|
800
$71.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
760+ 5.16% |
$66.2K - $74.9K
|
15.5K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
748+ 4.11% |
$65.2K - $73.7K
|
18.9K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
719New |
$62.6K - $70.8K
|
719
$64.2K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
666+ 32.39% |
$58K - $65.6K
|
2.72K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
647+ 1.54% |
$56.4K - $63.7K
|
42.6K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
612+ 0.49% |
$53.3K - $60.3K
|
127K
$11.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
602+ 8.99% |
$52.4K - $59.3K
|
7.3K
$652K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 28.01% |
$52.3K - $59.2K
|
2.75K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
594+ 0.75% |
$51.7K - $58.5K
|
80.1K
$7.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
585+ 68.34% |
$51K - $57.6K
|
1.44K
$129K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
584+ 28.09% |
$50.9K - $57.5K
|
2.66K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
578+ 20.59% |
$50.3K - $56.9K
|
3.39K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
550New |
$47.9K - $54.2K
|
550
$49.1K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
531+ 1.59% |
$46.3K - $52.3K
|
33.9K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
527+ 2.74% |
$45.9K - $51.9K
|
19.7K
$1.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
515+ 13.61% |
$44.9K - $50.7K
|
4.3K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
486+ 1.15% |
$42.3K - $47.9K
|
42.6K
$3.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
473+ 23.79% |
$41.2K - $46.6K
|
2.46K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
428+ 0.67% |
$37.3K - $42.2K
|
64.6K
$5.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
423+ 13.74% |
$36.8K - $41.7K
|
3.5K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
418+ 4.83% |
$36.4K - $41.2K
|
9.06K
$809K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
411+ 1.1% |
$35.8K - $40.5K
|
37.9K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
402+ 14.81% |
$35K - $39.6K
|
3.12K
$278K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
374+ 0.5% |
$32.6K - $36.8K
|
75.3K
$6.72M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
364New |
$31.7K - $35.9K
|
364
$32.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
342New |
$29.8K - $33.7K
|
342
$30.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
329+ 15.36% |
$28.7K - $32.4K
|
2.47K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
318+ 7.11% |
$27.7K - $31.3K
|
4.79K
$427K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
316+ 1.84% |
$27.5K - $31.1K
|
17.5K
$1.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
303New |
$26.4K - $29.8K
|
303
$27K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
276+ 4.44% |
$24K - $27.2K
|
6.5K
$580K
|