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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-13- 0.43% |
$1.08K - $1.31K
|
3.01K
$267K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-65.9K- 72.57% |
$5.82M - $6.78M
|
24.9K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-30K- 34.08% |
$2.66M - $3.09M
|
58.1K
$5.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Sbb Research Group LLC
|
SELL
|
- |
-13.3K- 23.49% |
$1.18M - $1.37M
|
43.4K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-11.9K- 55.35% |
$1.05M - $1.23M
|
9.6K
$853K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-11.3K- 53.34% |
$1M - $1.17M
|
9.91K
$881K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-9.05K- 52.31% |
$800K - $932K
|
8.25K
$733K
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-6K- 29.7% |
$530K - $618K
|
14.2K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.71K- 39.08% |
$328K - $382K
|
5.78K
$514K
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-1.91K- 4.86% |
$169K - $196K
|
37.3K
$3.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.54K- 0.41% |
$136K - $159K
|
372K
$33.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.46K- 29.2% |
$129K - $150K
|
3.54K
$314K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.31K- 3.73% |
$115K - $134K
|
33.7K
$2.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-402- 4.96% |
$35.5K - $41.4K
|
7.7K
$684K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-258- 93.14% |
$22.8K - $26.6K
|
19
$1.69K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-199- 99.5% |
$17.6K - $20.5K
|
1
$88.9
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-40- 5.15% |
$3.54K - $4.12K
|
737
$65.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-17- 17.35% |
$1.5K - $1.75K
|
81
$7.2K
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11Closed |
$973 - $1.13K
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-884K- 79.15% |
$88.6M - $95.9M
|
233K
$20.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-404KClosed |
$40.5M - $43.9M
|
0
$0
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-40.1K- 48.05% |
$4.02M - $4.36M
|
43.4K
$3.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-37.2K- 74.38% |
$3.73M - $4.04M
|
12.8K
$1.14M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-32K- 56.99% |
$3.21M - $3.47M
|
24.1K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-4.21K- 4.3% |
$422K - $457K
|
93.7K
$8.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-1.12K- 3.77% |
$113K - $122K
|
28.7K
$2.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-1K- 4.34% |
$100K - $109K
|
22K
$1.96M
|
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-974- 17.37% |
$97.7K - $106K
|
4.63K
$412K
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-558- 88.57% |
$56K - $60.6K
|
72
$6.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-492- 17.74% |
$49.3K - $53.4K
|
2.28K
$203K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-492- 7.55% |
$49.3K - $53.4K
|
6.03K
$536K
|
|
|
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
$1.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-100- 3.13% |
$10K - $10.9K
|
3.1K
$275K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-88- 20.51% |
$8.82K - $9.55K
|
341
$30.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-85- 22.14% |
$8.52K - $9.23K
|
299
$26.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
SELL
|
- |
-67- 3.28% |
$6.72K - $7.27K
|
1.98K
$176K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1- 0.55% |
$100 - $109
|
182
$16.2K
|
|
| Q1 2023 | |||||||
|
Apr 19, 2023
Q1 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-8.71K- 45.45% |
$866K - $946K
|
10.4K
$929K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-6.89K- 12.28% |
$686K - $749K
|
49.2K
$4.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.89K- 85.91% |
$188K - $205K
|
310
$27.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.7K- 10.35% |
$169K - $184K
|
14.7K
$1.31M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-936- 98.11% |
$93.1K - $102K
|
18
$1.6K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-577- 22.98% |
$57.4K - $62.7K
|
1.93K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-355- 10.01% |
$35.3K - $38.6K
|
3.19K
$284K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-317- 13.68% |
$31.5K - $34.4K
|
2K
$178K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-176- 7.71% |
$17.5K - $19.1K
|
2.11K
$187K
|
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-116- 4.98% |
$11.5K - $12.6K
|
2.21K
$197K
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-99- 99.0% |
$9.85K - $10.8K
|
1
$88.9
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-49- 24.14% |
$4.87K - $5.32K
|
154
$13.7K
|
|