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 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-3.54K- 10.21% |
$302K - $327K
|
31.1K
$2.74M
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.47K- 24.89% |
$296K - $321K
|
10.5K
$922K
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.28K- 11.02% |
$280K - $303K
|
26.5K
$2.33M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.22K- 13.36% |
$274K - $298K
|
20.9K
$1.84M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.14K- 45.89% |
$268K - $290K
|
3.7K
$326K
|
|
May 06, 2025
Q1 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-3.12K- 78.6% |
$266K - $289K
|
849
$74.8K
|
|
Apr 23, 2025
Q1 2025
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-3.11K- 16.94% |
$266K - $288K
|
15.3K
$1.35M
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.05K- 3.3% |
$260K - $283K
|
89.4K
$7.88M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.88K- 31.81% |
$246K - $267K
|
6.18K
$545K
|
|
May 15, 2025
Q1 2025
|
Sheridan Capital Management, LLC
San Rafael, CA |
SELL
|
- |
-2.71K- 8.59% |
$231K - $251K
|
28.8K
$2.54M
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.53K- 2.21% |
$216K - $234K
|
112K
$9.89M
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-2.49K- 98.5% |
$213K - $231K
|
38
$3.35K
|
|
May 14, 2025
Q1 2025
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-2.47K- 72.85% |
$211K - $229K
|
921
$81.2K
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-2.44K- 19.11% |
$208K - $226K
|
10.3K
$911K
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.43K- 10.31% |
$207K - $224K
|
21.1K
$1.86M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-2.41K- 12.96% |
$206K - $223K
|
16.2K
$1.43M
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.34K- 9.42% |
$200K - $217K
|
22.5K
$1.99M
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-2.13K- 5.05% |
$182K - $197K
|
40.1K
$3.53M
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.1K- 7.28% |
$179K - $194K
|
26.7K
$2.35M
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.09K- 6.17% |
$178K - $194K
|
31.8K
$2.8M
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-2.08K- 44.4% |
$177K - $192K
|
2.6K
$229K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.03K- 7.3% |
$173K - $188K
|
25.7K
$2.27M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.02K- 82.08% |
$172K - $187K
|
441
$38.9K
|
|
Apr 17, 2025
Q1 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-2.02K- 22.35% |
$172K - $187K
|
7.01K
$618K
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-2K- 41.67% |
$171K - $185K
|
2.8K
$247K
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-2K- 1.57% |
$171K - $185K
|
126K
$11.1M
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2K- 48.41% |
$170K - $185K
|
2.13K
$188K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.96K- 4.74% |
$168K - $182K
|
39.5K
$3.48M
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.94K- 31.31% |
$166K - $180K
|
4.26K
$375K
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.92K- 35.32% |
$164K - $178K
|
3.52K
$310K
|
|
May 09, 2025
Q1 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-1.92K- 14.18% |
$163K - $177K
|
11.6K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.89K- 3.89% |
$161K - $174K
|
46.6K
$4.11M
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
SELL
|
- |
-1.87K- 1.54% |
$160K - $173K
|
120K
$10.6M
|
|
Apr 30, 2025
Q1 2025
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-1.85K- 5.88% |
$158K - $171K
|
29.6K
$2.61M
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.76K- 31.72% |
$150K - $162K
|
3.78K
$333K
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-1.75K- 44.18% |
$149K - $162K
|
2.21K
$194K
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.63K- 93.0% |
$139K - $151K
|
123
$10.8K
|
|
May 15, 2025
Q1 2025
|
U S Wealth Group, Llc.
Woodbury, NY |
SELL
|
- |
-1.62K- 1.79% |
$138K - $150K
|
89.1K
$7.85M
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-1.6K- 13.84% |
$136K - $148K
|
9.94K
$876K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.37K- 2.73% |
$117K - $127K
|
48.8K
$4.3M
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-1.3K- 8.76% |
$111K - $120K
|
13.5K
$1.19M
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.29K- 99.77% |
$110K - $119K
|
3
$264
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1.25K- 21.61% |
$107K - $116K
|
4.54K
$400K
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-1.24K- 27.4% |
$105K - $114K
|
3.27K
$288K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.22K- 0.41% |
$104K - $113K
|
300K
$26.5M
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.21K- 6.52% |
$103K - $112K
|
17.4K
$1.53M
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.18K- 2.19% |
$101K - $109K
|
52.7K
$4.65M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.18K- 95.23% |
$101K - $109K
|
59
$5.2K
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.17K- 99.57% |
$99.8K - $108K
|
5
$441
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 17.2% |
$97.5K - $106K
|
5.5K
$485K
|