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 |
---|---|---|---|---|---|---|---|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-121- 5.4% |
$11.2K - $11.9K
|
2.12K
$192K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-112- 10.47% |
$10.3K - $11.1K
|
958
$86.6K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-112- 35.9% |
$10.3K - $11.1K
|
200
$18.1K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-89- 14.83% |
$8.2K - $8.79K
|
511
$46.2K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-72- 11.3% |
$6.64K - $7.11K
|
565
$51.1K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-66- 94.29% |
$6.08K - $6.52K
|
4
$362
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-53- 27.46% |
$4.89K - $5.23K
|
140
$12.7K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-29- 7.63% |
$2.67K - $2.86K
|
351
$31.7K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-20- 18.18% |
$1.84K - $1.97K
|
90
$8.14K
|
|
Q4 2023 | |||||||
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-1.51M- 96.88% |
$125M - $151M
|
48.6K
$4.39M
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
PUT |
-168K- 88.19% |
$13.9M - $16.9M
|
22.5K
$2.03M
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-138K- 95.48% |
$11.4M - $13.9M
|
6.54K
$591K
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-102K- 96.52% |
$8.48M - $10.3M
|
3.69K
$334K
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-65.6K- 88.62% |
$5.43M - $6.59M
|
8.42K
$761K
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-48.8KClosed |
$4.04M - $4.9M
|
0
$0
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-37.2K- 55.1% |
$3.08M - $3.74M
|
30.3K
$2.74M
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
PUT |
-34.6K- 12.58% |
$2.86M - $3.48M
|
240K
$21.7M
|
|
Feb 06, 2024
Q4 2023
|
Leuthold Group, LLC
|
SELL
|
- |
-13.3K- 54.86% |
$1.1M - $1.33M
|
10.9K
$988K
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-4.93K- 64.51% |
$408K - $496K
|
2.72K
$246K
|
|
Jan 18, 2024
Q4 2023
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-2.77K- 3.99% |
$230K - $279K
|
66.7K
$6.03M
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.48KClosed |
$205K - $249K
|
0
$0
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-2.32K- 24.76% |
$192K - $233K
|
7.05K
$637K
|
|
Jan 31, 2024
Q4 2023
|
Pacific Wealth Management
|
SELL
|
- |
-1.61K- 26.04% |
$133K - $162K
|
4.58K
$414K
|
|
Feb 14, 2024
Q4 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-1.54K- 10.67% |
$127K - $155K
|
12.9K
$1.17M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.3K- 18.51% |
$108K - $131K
|
5.73K
$518K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.05K- 14.34% |
$87.1K - $106K
|
6.29K
$568K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.02K- 94.09% |
$84.3K - $102K
|
64
$5.79K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-719- 14.05% |
$59.5K - $72.3K
|
4.4K
$398K
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-605- 6.74% |
$50.1K - $60.8K
|
8.37K
$757K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-457- 90.85% |
$37.8K - $45.9K
|
46
$4.16K
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-138- 6.1% |
$11.4K - $13.9K
|
2.12K
$192K
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-114- 67.86% |
$9.44K - $11.5K
|
54
$4.88K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-111- 1.35% |
$9.19K - $11.2K
|
8.09K
$731K
|
|
Jan 25, 2024
Q4 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-100- 50.0% |
$8.28K - $10.1K
|
100
$9.04K
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-27- 75.0% |
$2.23K - $2.71K
|
9
$814
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-25- 1.99% |
$2.07K - $2.51K
|
1.23K
$112K
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.43% |
$1.08K - $1.31K
|
3.01K
$272K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.03M- 50.79% |
$91.2M - $106M
|
1M
$90.4M
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-80.3K- 72.33% |
$7.1M - $8.27M
|
30.7K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-65.9K- 72.57% |
$5.82M - $6.78M
|
24.9K
$2.25M
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30K- 34.08% |
$2.66M - $3.09M
|
58.1K
$5.25M
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-13.3K- 23.49% |
$1.18M - $1.37M
|
43.4K
$3.93M
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.9K- 55.35% |
$1.05M - $1.23M
|
9.6K
$868K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.3K- 53.34% |
$1M - $1.17M
|
9.91K
$896K
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9.05K- 52.31% |
$800K - $932K
|
8.25K
$746K
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6K- 29.7% |
$530K - $618K
|
14.2K
$1.28M
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5.24K- 44.69% |
$463K - $539K
|
6.48K
$586K
|
|
Nov 14, 2023
Q3 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
SELL
|
- |
-5K- 46.33% |
$442K - $515K
|
5.79K
$524K
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.71K- 39.08% |
$328K - $382K
|
5.78K
$523K
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$169K - $196K
|
37.3K
$3.38M
|