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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.93K- 1.8% |
$263K - $297K
|
160K
$14.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.84K- 3.31% |
$255K - $288K
|
83.1K
$7.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.78K- 7.96% |
$250K - $281K
|
32.1K
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$43.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.69K- 7.57% |
$242K - $273K
|
32.9K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.69K- 5.44% |
$242K - $273K
|
46.8K
$4.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.69K- 17.63% |
$242K - $273K
|
12.6K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.68K- 11.62% |
$241K - $271K
|
20.4K
$1.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 79.87% |
$239K - $269K
|
670
$60.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 29.75% |
$236K - $266K
|
6.2K
$561K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.51K- 12.76% |
$226K - $254K
|
17.2K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.51K- 22.8% |
$225K - $254K
|
8.49K
$768K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.5K- 46.19% |
$225K - $253K
|
2.91K
$263K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.44K- 24.83% |
$220K - $247K
|
7.39K
$669K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.35K- 25.95% |
$211K - $238K
|
6.71K
$607K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-2.34K- 37.46% |
$210K - $237K
|
3.91K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 50.42% |
$202K - $228K
|
2.21K
$200K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 2.75% |
$198K - $223K
|
77.9K
$7.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.18K- 3.09% |
$196K - $220K
|
68.2K
$6.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.08K- 9.85% |
$187K - $211K
|
19K
$1.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.08K- 44.52% |
$187K - $211K
|
2.59K
$234K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.08K- 7.94% |
$187K - $210K
|
24.1K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.77% |
$183K - $207K
|
52K
$4.71M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-2.04K- 17.03% |
$183K - $206K
|
9.92K
$897K
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-1.99K- 6.15% |
$179K - $202K
|
30.4K
$2.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.97K- 14.14% |
$177K - $199K
|
12K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.05% |
$173K - $195K
|
45.6K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.91K- 1.74% |
$172K - $194K
|
108K
$9.78M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.86K- 10.74% |
$167K - $189K
|
15.5K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.84K- 13.32% |
$165K - $186K
|
12K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 4.19% |
$165K - $186K
|
42K
$3.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.84K- 3.72% |
$165K - $186K
|
47.5K
$4.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.81K- 46.54% |
$163K - $183K
|
2.08K
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.81K- 32.44% |
$162K - $183K
|
3.76K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.79K- 36.5% |
$161K - $181K
|
3.11K
$282K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.79K- 7.91% |
$161K - $181K
|
20.8K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 38.05% |
$158K - $178K
|
2.85K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.06% |
$151K - $170K
|
39.8K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.68K- 5.58% |
$151K - $170K
|
28.4K
$2.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.67K- 1.64% |
$150K - $169K
|
100K
$9.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.65K- 14.36% |
$149K - $167K
|
9.86K
$892K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.64K- 12.41% |
$148K - $166K
|
11.6K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.64K- 10.14% |
$148K - $166K
|
14.6K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.64K- 37.82% |
$147K - $166K
|
2.69K
$243K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.63K- 26.92% |
$146K - $165K
|
4.41K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 21.18% |
$145K - $163K
|
5.99K
$542K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.57K- 4.68% |
$141K - $159K
|
31.9K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.55K- 23.79% |
$139K - $157K
|
4.97K
$449K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.55K- 1.81% |
$139K - $157K
|
84K
$7.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.53K- 16.97% |
$137K - $155K
|
7.47K
$676K
|