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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.52K- 26.49% |
$222K - $239K
|
7.01K
$658K
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.5K- 34.77% |
$219K - $237K
|
4.69K
$440K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.47K- 8.53% |
$217K - $234K
|
26.5K
$2.48M
|
|
Jul 25, 2024
Q2 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-2.41K- 2.18% |
$212K - $228K
|
108K
$10.2M
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.35K- 2.95% |
$206K - $222K
|
77.1K
$7.24M
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-2.32K- 51.51% |
$203K - $219K
|
2.18K
$205K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 9.09% |
$200K - $215K
|
22.8K
$2.14M
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 4.77% |
$196K - $211K
|
44.5K
$4.18M
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-2.16K- 20.92% |
$190K - $205K
|
8.18K
$768K
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.14K- 9.19% |
$188K - $202K
|
21.1K
$1.98M
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.99K- 21.78% |
$174K - $188K
|
7.14K
$670K
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.98K- 38.49% |
$174K - $187K
|
3.16K
$297K
|
|
Jul 23, 2024
Q2 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.98K- 5.91% |
$174K - $187K
|
31.5K
$2.95M
|
|
Aug 05, 2024
Q2 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.83K- 39.35% |
$161K - $173K
|
2.82K
$265K
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
SELL
|
- |
-1.82K- 53.56% |
$160K - $172K
|
1.58K
$148K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.81K- 30.22% |
$158K - $171K
|
4.17K
$391K
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.73K- 21.42% |
$152K - $164K
|
6.35K
$596K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.67K- 32.87% |
$147K - $158K
|
3.41K
$320K
|
|
Aug 06, 2024
Q2 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-1.66K- 2.97% |
$145K - $157K
|
54.1K
$5.08M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.59K- 1.0% |
$139K - $150K
|
157K
$14.7M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.56K- 4.92% |
$137K - $147K
|
30.1K
$2.82M
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.5K- 4.81% |
$132K - $142K
|
29.7K
$2.79M
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.5K- 46.88% |
$132K - $142K
|
1.7K
$160K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.47K- 8.54% |
$129K - $139K
|
15.7K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.45K- 12.11% |
$128K - $138K
|
10.6K
$991K
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.43K- 9.53% |
$126K - $136K
|
13.6K
$1.28M
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1.42K- 70.06% |
$125K - $135K
|
608
$57.1K
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.41K- 17.19% |
$123K - $133K
|
6.77K
$636K
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-1.39K- 55.4% |
$122K - $131K
|
1.12K
$105K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.37K- 4.66% |
$120K - $129K
|
28K
$2.62M
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.35K- 0.47% |
$118K - $127K
|
282K
$26.5M
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.31K- 5.12% |
$115K - $124K
|
24.3K
$2.28M
|
|
Aug 09, 2024
Q2 2024
|
Renasant Bank
|
SELL
|
- |
-1.27K- 26.73% |
$111K - $120K
|
3.47K
$325K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.26K- 33.76% |
$111K - $120K
|
2.48K
$233K
|
|
Aug 02, 2024
Q2 2024
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-1.22K- 8.07% |
$107K - $115K
|
13.9K
$1.3M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.18K- 22.98% |
$103K - $112K
|
3.95K
$371K
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.1K- 21.48% |
$96.6K - $104K
|
4.02K
$378K
|
|
Aug 14, 2024
Q2 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.05K- 14.68% |
$92K - $99.2K
|
6.09K
$572K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-995- 1.15% |
$87.3K - $94.2K
|
85.4K
$8.02M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-934- 6.08% |
$82K - $88.4K
|
14.4K
$1.35M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-908- 0.84% |
$79.7K - $86K
|
107K
$10.1M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-866- 25.05% |
$76K - $82K
|
2.59K
$243K
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-848- 11.99% |
$74.4K - $80.3K
|
6.23K
$584K
|
|
Jul 18, 2024
Q2 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-843- 11.13% |
$74K - $79.8K
|
6.73K
$632K
|
|
Jul 23, 2024
Q2 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-814- 2.54% |
$71.5K - $77.1K
|
31.2K
$2.93M
|
|
Jul 23, 2024
Q2 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-809- 4.46% |
$71K - $76.6K
|
17.3K
$1.63M
|
|
Aug 13, 2024
Q2 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-793- 0.8% |
$69.6K - $75.1K
|
98.9K
$9.28M
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-787- 2.92% |
$69.1K - $74.5K
|
26.2K
$2.45M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-746- 16.58% |
$65.5K - $70.6K
|
3.75K
$352K
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-739- 20.92% |
$64.9K - $70K
|
2.79K
$262K
|