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 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.21K- 4.3% |
$422K - $457K
|
93.7K
$8.23M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 3.77% |
$113K - $122K
|
28.7K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 4.34% |
$100K - $109K
|
22K
$1.93M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-974- 17.37% |
$97.7K - $106K
|
4.63K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-558- 88.57% |
$56K - $60.6K
|
72
$6.32K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-492- 17.74% |
$49.3K - $53.4K
|
2.28K
$200K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-492- 7.55% |
$49.3K - $53.4K
|
6.03K
$529K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
CALL |
-400Closed |
$40.1K - $43.4K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-246- 93.18% |
$24.7K - $26.7K
|
18
$1.58K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 3.13% |
$10K - $10.9K
|
3.1K
$272K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 20.51% |
$8.82K - $9.55K
|
341
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-85- 22.14% |
$8.52K - $9.23K
|
299
$26.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-67- 3.28% |
$6.72K - $7.27K
|
1.98K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-39- 36.45% |
$3.91K - $4.23K
|
68
$5.97K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.55% |
$100 - $109
|
182
$16K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8.71K- 45.45% |
$866K - $946K
|
10.4K
$918K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.89K- 12.28% |
$686K - $749K
|
49.2K
$4.32M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 85.91% |
$188K - $205K
|
310
$27.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.7K- 10.35% |
$169K - $184K
|
14.7K
$1.29M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 98.11% |
$93.1K - $102K
|
18
$1.58K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-577- 22.98% |
$57.4K - $62.7K
|
1.93K
$170K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-355- 10.01% |
$35.3K - $38.6K
|
3.19K
$280K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-317- 13.68% |
$31.5K - $34.4K
|
2K
$176K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-176- 7.71% |
$17.5K - $19.1K
|
2.11K
$185K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-116- 4.98% |
$11.5K - $12.6K
|
2.21K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-99- 99.0% |
$9.85K - $10.8K
|
1
$87.8
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 24.14% |
$4.87K - $5.32K
|
154
$13.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
SELL
|
- |
-44- 1.39% |
$4.38K - $4.78K
|
3.12K
$274K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-25- 25.0% |
$2.49K - $2.72K
|
75
$6.59K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Scopus Asset Management, L.P.
New York, NY |
SELL
|
CALL |
-113K- 50.0% |
$10.4M - $12.3M
|
113K
$9.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Trellus Management Company, LLC
|
SELL
|
CALL |
-100K- 50.0% |
$9.24M - $10.9M
|
100K
$8.78M
|
|
|
Jan 30, 2025
Q4 2022
|
Silphium Asset Management LTD
London, X0 |
SELL
|
- |
-67.8KClosed |
$6.26M - $7.42M
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Vision Capital Corp
Toronto, A6 |
SELL
|
- |
-25K- 50.09% |
$2.31M - $2.74M
|
25K
$2.19M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-18.6K- 83.58% |
$1.72M - $2.04M
|
3.66K
$321K
|
|
|
Feb 13, 2023
Q4 2022
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-14.2K- 80.76% |
$1.31M - $1.56M
|
3.39K
$298K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
SELL
|
- |
-11.7K- 97.82% |
$1.09M - $1.29M
|
262
$23K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-8.51K- 55.83% |
$787K - $932K
|
6.74K
$591K
|
|
|
Jan 25, 2023
Q4 2022
|
Client First Capital LLC
|
SELL
|
- |
-5.22K- 15.15% |
$482K - $571K
|
29.2K
$2.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.09K- 4.0% |
$471K - $558K
|
122K
$10.7M
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.3K- 5.18% |
$305K - $361K
|
60.3K
$5.3M
|
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.98KClosed |
$275K - $326K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-2.73K- 42.83% |
$252K - $299K
|
3.65K
$320K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-600- 78.23% |
$55.4K - $65.7K
|
167
$14.7K
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-479- 6.91% |
$44.3K - $52.4K
|
6.46K
$567K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-324- 11.15% |
$29.9K - $35.5K
|
2.58K
$227K
|
|
|
Jan 20, 2023
Q4 2022
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-259- 8.03% |
$23.9K - $28.4K
|
2.97K
$261K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-209- 0.91% |
$19.3K - $22.9K
|
22.8K
$2M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-32Closed |
$2.96K - $3.5K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-29- 60.42% |
$2.68K - $3.17K
|
19
$1.67K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-3- 9.68% |
$277 - $328
|
28
$2.46K
|
|