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 |
---|---|---|---|---|---|---|---|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.02K- 53.74% |
$513K - $557K
|
5.18K
$457K
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
PUT |
-6K- 85.71% |
$512K - $555K
|
1K
$88.1K
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.9K- 28.66% |
$503K - $546K
|
14.7K
$1.29M
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-5.87K- 15.8% |
$501K - $543K
|
31.3K
$2.76M
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-5.76K- 35.22% |
$491K - $533K
|
10.6K
$933K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.71K- 67.71% |
$487K - $529K
|
2.72K
$240K
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-5.61K- 33.97% |
$478K - $519K
|
10.9K
$960K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.5K- 61.83% |
$469K - $509K
|
3.39K
$299K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-5.47K- 68.17% |
$466K - $506K
|
2.55K
$225K
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
SELL
|
- |
-5.43K- 24.12% |
$463K - $503K
|
17.1K
$1.51M
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-5.4K- 28.26% |
$461K - $500K
|
13.7K
$1.21M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-5.36K- 70.23% |
$457K - $496K
|
2.27K
$200K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 4.11% |
$457K - $496K
|
125K
$11M
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-5.33K- 64.34% |
$455K - $493K
|
2.95K
$260K
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-5.27K- 3.2% |
$449K - $488K
|
160K
$14.1M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.14K- 3.13% |
$438K - $476K
|
159K
$14M
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
SELL
|
- |
-5.07K- 3.88% |
$433K - $469K
|
126K
$11.1M
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-5.06K- 27.4% |
$431K - $468K
|
13.4K
$1.18M
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.02K- 24.77% |
$428K - $465K
|
15.2K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-4.95K- 13.06% |
$422K - $458K
|
32.9K
$2.9M
|
|
May 14, 2025
Q1 2025
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-4.82K- 26.08% |
$411K - $446K
|
13.7K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-4.78K- 6.89% |
$408K - $443K
|
64.6K
$5.7M
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-4.78K- 65.37% |
$408K - $442K
|
2.53K
$223K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.71K- 44.04% |
$402K - $436K
|
5.98K
$527K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4.67K- 65.08% |
$398K - $432K
|
2.51K
$221K
|
|
May 22, 2025
Q1 2025
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-4.66K- 2.1% |
$398K - $432K
|
218K
$19.2M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.56K- 17.96% |
$389K - $422K
|
20.8K
$1.84M
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-4.56K- 47.7% |
$389K - $422K
|
5K
$441K
|
|
May 15, 2025
Q1 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-4.53K- 23.39% |
$386K - $419K
|
14.8K
$1.31M
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.5K- 42.48% |
$384K - $416K
|
6.09K
$537K
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-4.44K- 76.4% |
$379K - $411K
|
1.37K
$121K
|
|
Apr 14, 2025
Q1 2025
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-4.35K- 39.65% |
$371K - $403K
|
6.62K
$583K
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4.33K- 11.36% |
$369K - $401K
|
33.8K
$2.98M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.2K- 16.08% |
$358K - $389K
|
21.9K
$1.93M
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.19K- 40.62% |
$357K - $388K
|
6.12K
$539K
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.18K- 32.7% |
$357K - $387K
|
8.6K
$758K
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-4.17K- 20.02% |
$355K - $386K
|
16.7K
$1.47M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.04K- 87.17% |
$344K - $374K
|
594
$52.4K
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.03K- 62.72% |
$344K - $373K
|
2.4K
$211K
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-3.95K- 10.77% |
$337K - $365K
|
32.7K
$2.88M
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.92K- 41.29% |
$334K - $362K
|
5.57K
$491K
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-3.88K- 96.98% |
$331K - $359K
|
121
$10.7K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.84K- 12.61% |
$328K - $355K
|
26.6K
$2.35M
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-3.83K- 15.16% |
$327K - $355K
|
21.4K
$1.89M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.83K- 37.56% |
$327K - $355K
|
6.37K
$561K
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
SELL
|
- |
-3.83K- 24.38% |
$326K - $354K
|
11.9K
$1.05M
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-3.79K- 1.06% |
$323K - $351K
|
353K
$31.1M
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-3.77K- 46.81% |
$321K - $349K
|
4.28K
$377K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-3.71K- 58.37% |
$316K - $343K
|
2.65K
$233K
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.6K- 2.14% |
$307K - $333K
|
165K
$14.5M
|