Latest Institutional Sells of Ishares Barclays 20+ Year Trea (TLT)
This list provides information on the latest institutional transactions involving Ishares Barclays 20+ Year Trea (TLT) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-2.51M- 98.7% |
$225M - $254M
|
32.9K
$3.09M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-282K- 24.28% |
$25.3M - $28.5M
|
878K
$82.4M
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-213K- 24.17% |
$19.2M - $21.6M
|
669K
$62.8M
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-173K- 97.79% |
$15.6M - $17.6M
|
3.91K
$367K
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-129K- 95.6% |
$11.6M - $13M
|
5.92K
$555K
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-126K- 73.82% |
$11.4M - $12.8M
|
44.8K
$4.2M
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-76.3K- 63.39% |
$6.86M - $7.73M
|
44.1K
$4.14M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-38.2K- 66.71% |
$3.44M - $3.87M
|
19.1K
$1.79M
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
SELL
|
- |
-33.4K- 21.91% |
$3.01M - $3.39M
|
119K
$11.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
PUT |
-31.8K- 63.47% |
$2.86M - $3.22M
|
18.3K
$1.72M
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-26.1K- 16.45% |
$2.34M - $2.64M
|
132K
$12.4M
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-25.5K- 16.55% |
$2.29M - $2.58M
|
128K
$12.1M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.7K- 26.76% |
$2.22M - $2.5M
|
67.5K
$6.33M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-19.7K- 47.47% |
$1.77M - $1.99M
|
21.8K
$2.04M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-17K- 92.35% |
$1.53M - $1.73M
|
1.41K
$132K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14.8K- 7.27% |
$1.33M - $1.5M
|
189K
$17.8M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-14.8K- 13.3% |
$1.33M - $1.5M
|
96.7K
$9.07M
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-14.7K- 14.03% |
$1.32M - $1.49M
|
90K
$8.45M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-13.3K- 24.16% |
$1.2M - $1.35M
|
41.7K
$3.92M
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-13K- 52.44% |
$1.17M - $1.32M
|
11.8K
$1.11M
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-11.4K- 44.06% |
$1.02M - $1.15M
|
14.4K
$1.35M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-10.5K- 32.05% |
$944K - $1.06M
|
22.2K
$2.09M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.4K- 63.3% |
$937K - $1.06M
|
6.04K
$567K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-9.09K- 66.31% |
$817K - $921K
|
4.62K
$434K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.73K- 63.91% |
$785K - $885K
|
4.93K
$463K
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.68K- 23.65% |
$691K - $778K
|
24.8K
$2.33M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.77K- 9.8% |
$608K - $686K
|
62.3K
$5.85M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-6.03K- 9.67% |
$542K - $611K
|
56.3K
$5.29M
|
|
Oct 17, 2024
Q3 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-5.14K- 48.93% |
$462K - $521K
|
5.37K
$504K
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-4.73K- 6.65% |
$425K - $479K
|
66.3K
$6.22M
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.6K- 17.82% |
$414K - $466K
|
21.2K
$1.99M
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.47K- 14.29% |
$402K - $453K
|
26.8K
$2.51M
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-3.74K- 77.13% |
$336K - $379K
|
1.11K
$104K
|
|
Oct 21, 2024
Q3 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-3.49K- 18.9% |
$313K - $353K
|
15K
$1.4M
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.2K- 26.08% |
$287K - $324K
|
9.06K
$850K
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-3.06K- 11.6% |
$275K - $310K
|
23.3K
$2.19M
|
|
Oct 15, 2024
Q3 2024
|
American Asset Management Inc.
|
SELL
|
- |
-3.06K- 1.45% |
$275K - $310K
|
207K
$19.4M
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 50.42% |
$202K - $228K
|
2.21K
$207K
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 17.03% |
$183K - $206K
|
9.92K
$931K
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 6.15% |
$179K - $202K
|
30.4K
$2.85M
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.97K- 14.14% |
$177K - $199K
|
12K
$1.12M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.05% |
$173K - $195K
|
45.6K
$4.28M
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.86K- 10.74% |
$167K - $189K
|
15.5K
$1.45M
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 46.54% |
$163K - $183K
|
2.08K
$195K
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.79K- 7.91% |
$161K - $181K
|
20.8K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.06% |
$151K - $170K
|
39.8K
$3.73M
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.64K- 10.14% |
$148K - $166K
|
14.6K
$1.37M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.53K- 16.97% |
$137K - $155K
|
7.47K
$701K
|
|
Oct 17, 2024
Q3 2024
|
One Advisory Partners, LLC
|
SELL
|
- |
-1.4K- 2.76% |
$126K - $142K
|
49.5K
$4.65M
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.04K- 18.83% |
$93.2K - $105K
|
4.47K
$420K
|