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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.12K- 11.44% |
$95.8K - $104K
|
8.69K
$766K
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-1.11K- 39.15% |
$94.3K - $102K
|
1.72K
$152K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-1.1K- 3.23% |
$94K - $102K
|
33K
$2.91M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.1K- 26.15% |
$93.8K - $102K
|
3.11K
$274K
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.09K- 15.37% |
$93.1K - $101K
|
6.01K
$530K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.08K- 29.71% |
$92.1K - $100K
|
2.56K
$225K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.05K- 0.02% |
$89.6K - $97.2K
|
4.48M
$395M
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-1.03K- 26.69% |
$87.7K - $95.2K
|
2.82K
$249K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-1.01K- 2.31% |
$86.3K - $93.7K
|
42.9K
$3.78M
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-1.01K- 22.18% |
$85.8K - $93.1K
|
3.53K
$311K
|
|
Apr 17, 2025
Q1 2025
|
Avid Wealth Partners LLC
San Antonio, TX |
SELL
|
- |
-1K- 24.71% |
$85.6K - $92.9K
|
3.06K
$270K
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-1K- 5.23% |
$85.3K - $92.6K
|
18.1K
$1.6M
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1K- 9.09% |
$85.3K - $92.6K
|
10K
$881K
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1K- 8.35% |
$85.3K - $92.6K
|
11K
$967K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-940- 6.44% |
$80.2K - $87K
|
13.7K
$1.2M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-919- 2.28% |
$78.4K - $85.1K
|
39.4K
$3.48M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-907- 23.98% |
$77.4K - $84K
|
2.88K
$253K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-893- 41.89% |
$76.2K - $82.7K
|
1.24K
$109K
|
|
May 19, 2025
Q1 2025
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-885- 5.37% |
$75.5K - $81.9K
|
15.6K
$1.38M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-883- 8.27% |
$75.3K - $81.7K
|
9.79K
$863K
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-880- 25.0% |
$75.1K - $81.5K
|
2.64K
$233K
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-876- 13.49% |
$74.7K - $81.1K
|
5.62K
$495K
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-873- 28.12% |
$74.5K - $80.8K
|
2.23K
$197K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-848- 2.49% |
$72.3K - $78.5K
|
33.3K
$2.93M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-833- 31.28% |
$71K - $77.1K
|
1.83K
$161K
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-785- 5.06% |
$67K - $72.7K
|
14.7K
$1.3M
|
|
Apr 16, 2025
Q1 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-776- 21.13% |
$66.2K - $71.8K
|
2.9K
$255K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-753- 2.22% |
$64.2K - $69.7K
|
33.2K
$2.93M
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
SELL
|
- |
-740- 0.19% |
$63.1K - $68.5K
|
396K
$34.9M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-736- 4.64% |
$62.8K - $68.1K
|
15.1K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-706- 1.73% |
$60.2K - $65.4K
|
40.2K
$3.54M
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-689- 4.66% |
$58.8K - $63.8K
|
14.1K
$1.24M
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-688- 5.0% |
$58.7K - $63.7K
|
13.1K
$1.15M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-662- 13.87% |
$56.5K - $61.3K
|
4.11K
$362K
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-640- 9.68% |
$54.6K - $59.2K
|
5.97K
$527K
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-625- 6.36% |
$53.3K - $57.9K
|
9.2K
$811K
|
|
May 07, 2025
Q1 2025
|
Ballast Advisors LLC
|
SELL
|
- |
-624- 22.21% |
$53.2K - $57.8K
|
2.19K
$193K
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-615- 18.59% |
$52.5K - $56.9K
|
2.69K
$237K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-595- 3.85% |
$50.7K - $55.1K
|
14.9K
$1.31M
|
|
May 13, 2025
Q1 2025
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
SELL
|
- |
-590- 1.04% |
$50.3K - $54.6K
|
55.9K
$4.93M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-585- 10.83% |
$49.9K - $54.2K
|
4.82K
$424K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-559- 0.87% |
$47.7K - $51.7K
|
63.6K
$5.6M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-523- 70.49% |
$44.6K - $48.4K
|
219
$19.3K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-477- 12.23% |
$40.7K - $44.2K
|
3.42K
$302K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-470Closed |
$40.1K - $43.5K
|
0
$0
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-462- 3.2% |
$39.4K - $42.8K
|
14K
$1.23M
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-449- 0.75% |
$38.3K - $41.6K
|
59.7K
$5.26M
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
SELL
|
- |
-446- 2.7% |
$38K - $41.3K
|
16.1K
$1.42M
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-431- 0.8% |
$36.8K - $39.9K
|
53.2K
$4.69M
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-430- 15.48% |
$36.7K - $39.8K
|
2.35K
$207K
|