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 |
---|---|---|---|---|---|---|---|
Jul 24, 2024
Q2 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-731- 19.17% |
$64.2K - $69.2K
|
3.08K
$289K
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-710- 27.18% |
$62.3K - $67.2K
|
1.9K
$179K
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-707- 63.01% |
$62.1K - $66.9K
|
415
$39K
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-681- 6.56% |
$59.8K - $64.5K
|
9.71K
$911K
|
|
Aug 14, 2024
Q2 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-635- 4.65% |
$55.7K - $60.1K
|
13K
$1.22M
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
SELL
|
- |
-633- 0.28% |
$55.6K - $59.9K
|
227K
$21.3M
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-614- 1.74% |
$53.9K - $58.1K
|
34.8K
$3.26M
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-610- 56.43% |
$53.5K - $57.7K
|
471
$44.2K
|
|
Aug 14, 2024
Q2 2024
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-586- 5.9% |
$51.4K - $55.5K
|
9.35K
$877K
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-578- 14.8% |
$50.7K - $54.7K
|
3.33K
$312K
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-552- 4.8% |
$48.5K - $52.3K
|
11K
$1.03M
|
|
Jul 30, 2024
Q2 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-539- 8.14% |
$47.3K - $51K
|
6.09K
$571K
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-493- 13.66% |
$43.3K - $46.7K
|
3.12K
$292K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-485- 13.18% |
$42.6K - $45.9K
|
3.2K
$300K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-477- 3.74% |
$41.9K - $45.2K
|
12.3K
$1.15M
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-462- 88.85% |
$40.6K - $43.7K
|
58
$5.44K
|
|
Jul 18, 2024
Q2 2024
|
Erickson Financial Group, LLC
Allentown, PA |
SELL
|
- |
-456- 1.46% |
$40K - $43.2K
|
30.7K
$2.88M
|
|
Jul 18, 2024
Q2 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-447- 61.57% |
$39.2K - $42.3K
|
279
$26.2K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-435- 9.57% |
$38.2K - $41.2K
|
4.11K
$386K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-420- 9.26% |
$36.9K - $39.8K
|
4.12K
$386K
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-412- 0.46% |
$36.2K - $39K
|
89.9K
$8.44M
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-408- 0.73% |
$35.8K - $38.6K
|
55.8K
$5.23M
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-397- 4.95% |
$34.8K - $37.6K
|
7.62K
$715K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-391- 4.93% |
$34.3K - $37K
|
7.55K
$708K
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-386Closed |
$33.9K - $36.5K
|
0
$0
|
|
Jul 30, 2024
Q2 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-386- 2.24% |
$33.9K - $36.5K
|
16.9K
$1.58M
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-374- 20.1% |
$32.8K - $35.4K
|
1.49K
$140K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-371- 9.9% |
$32.6K - $35.1K
|
3.38K
$317K
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-368- 3.55% |
$32.3K - $34.8K
|
10K
$940K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-354- 36.38% |
$31.1K - $33.5K
|
619
$58.1K
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-334- 7.17% |
$29.3K - $31.6K
|
4.33K
$406K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-315- 53.39% |
$27.7K - $29.8K
|
275
$25.8K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-305- 27.6% |
$26.8K - $28.9K
|
800
$75.1K
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-300- 11.43% |
$26.3K - $28.4K
|
2.33K
$218K
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-279- 11.25% |
$24.5K - $26.4K
|
2.2K
$207K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-245- 2.16% |
$21.5K - $23.2K
|
11.1K
$1.04M
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-241- 3.54% |
$21.2K - $22.8K
|
6.56K
$616K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-237- 16.44% |
$20.8K - $22.4K
|
1.21K
$113K
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-236- 8.98% |
$20.7K - $22.3K
|
2.39K
$224K
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-235- 1.47% |
$20.6K - $22.2K
|
15.7K
$1.47M
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-218- 39.93% |
$19.1K - $20.6K
|
328
$30.8K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-209- 7.85% |
$18.3K - $19.8K
|
2.45K
$230K
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-208- 6.11% |
$18.3K - $19.7K
|
3.2K
$300K
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 33.78% |
$17.6K - $18.9K
|
392
$36.8K
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-200- 2.98% |
$17.6K - $18.9K
|
6.52K
$612K
|
|
Aug 14, 2024
Q2 2024
|
Savoie Capital LLC
Chicago, IL |
SELL
|
- |
-200- 1.96% |
$17.6K - $18.9K
|
10K
$939K
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-200- 14.58% |
$17.6K - $18.9K
|
1.17K
$110K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-199- 3.46% |
$17.5K - $18.8K
|
5.55K
$521K
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-194- 27.21% |
$17K - $18.4K
|
519
$48.7K
|
|
Aug 15, 2024
Q2 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-191- 7.82% |
$16.8K - $18.1K
|
2.25K
$211K
|