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 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-575- 7.9% |
$51.7K - $58.3K
|
6.7K
$606K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-557- 11.01% |
$50.1K - $56.4K
|
4.5K
$407K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-536- 18.57% |
$48.2K - $54.3K
|
2.35K
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-531- 38.28% |
$47.7K - $53.8K
|
856
$77.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-520- 19.53% |
$46.8K - $52.7K
|
2.14K
$194K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-509- 4.11% |
$45.8K - $51.6K
|
11.9K
$1.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 10.11% |
$45.5K - $51.3K
|
4.5K
$407K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-500- 3.91% |
$45K - $50.7K
|
12.3K
$1.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-500- 10.0% |
$45K - $50.7K
|
4.5K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-465- 25.27% |
$41.8K - $47.1K
|
1.38K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-462- 38.34% |
$41.5K - $46.8K
|
743
$67.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-460- 4.15% |
$41.4K - $46.6K
|
10.6K
$960K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-450- 8.59% |
$40.5K - $45.6K
|
4.79K
$433K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-431- 0.24% |
$38.8K - $43.7K
|
182K
$16.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-430- 4.07% |
$38.7K - $43.6K
|
10.1K
$918K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 54.66% |
$36.4K - $41K
|
336
$30.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-381- 9.49% |
$34.3K - $38.6K
|
3.64K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-367- 2.12% |
$33K - $37.2K
|
17K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-362- 17.71% |
$32.5K - $36.7K
|
1.68K
$152K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-311- 5.49% |
$28K - $31.5K
|
5.35K
$484K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-307- 1.6% |
$27.6K - $31.1K
|
18.9K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-304- 1.25% |
$27.3K - $30.8K
|
24K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-303- 1.3% |
$27.2K - $30.7K
|
23.1K
$2.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-297- 4.88% |
$26.7K - $30.1K
|
5.79K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-286- 4.04% |
$25.7K - $29K
|
6.79K
$614K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-285- 11.14% |
$25.6K - $28.9K
|
2.27K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-279- 6.87% |
$25.1K - $28.3K
|
3.78K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 28.32% |
$25.1K - $28.3K
|
706
$63.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-276- 3.61% |
$24.8K - $28K
|
7.37K
$666K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-273- 0.65% |
$24.5K - $27.7K
|
41.7K
$3.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-271- 2.27% |
$24.4K - $27.5K
|
11.7K
$1.06M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-259- 26.59% |
$23.3K - $26.2K
|
715
$64.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-250- 7.59% |
$22.5K - $25.3K
|
3.04K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-228- 0.4% |
$20.5K - $23.1K
|
57.2K
$5.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-212- 4.67% |
$19.1K - $21.5K
|
4.33K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
SELL
|
- |
-206- 1.28% |
$18.5K - $20.9K
|
15.9K
$1.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-202- 44.59% |
$18.2K - $20.5K
|
251
$22.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-200- 0.95% |
$18K - $20.3K
|
20.8K
$1.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-195- 4.4% |
$17.5K - $19.8K
|
4.24K
$383K
|
|
|
Oct 10, 2024
Q3 2024
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-193- 0.52% |
$17.4K - $19.6K
|
36.7K
$3.31M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-188- 0.52% |
$16.9K - $19.1K
|
36K
$3.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-180- 2.22% |
$16.2K - $18.2K
|
7.92K
$716K
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-180- 0.88% |
$16.2K - $18.2K
|
20.4K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-180- 4.48% |
$16.2K - $18.2K
|
3.84K
$347K
|
|
|
Nov 05, 2024
Q3 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-173- 0.61% |
$15.6K - $17.5K
|
28.2K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 7.17% |
$15.3K - $17.2K
|
2.2K
$199K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-166- 1.82% |
$14.9K - $16.8K
|
8.95K
$809K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-164- 0.34% |
$14.7K - $16.6K
|
47.5K
$4.3M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-161- 5.04% |
$14.5K - $16.3K
|
3.04K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-161- 7.0% |
$14.5K - $16.3K
|
2.14K
$193K
|