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 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-3.23K- 35.6% |
$281K - $318K
|
5.83K
$510K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.16K- 12.25% |
$275K - $311K
|
22.6K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.14K- 13.09% |
$273K - $309K
|
20.8K
$1.82M
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.07K- 14.91% |
$268K - $303K
|
17.5K
$1.53M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.75K- 75.71% |
$240K - $271K
|
883
$77.3K
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-2.68K- 12.31% |
$233K - $264K
|
19.1K
$1.67M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.61K- 33.02% |
$227K - $257K
|
5.28K
$462K
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-2.56K- 15.68% |
$223K - $252K
|
13.8K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.38K- 6.82% |
$207K - $234K
|
32.5K
$2.84M
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.94K- 6.59% |
$169K - $191K
|
27.5K
$2.4M
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.32K- 21.02% |
$115K - $130K
|
4.97K
$435K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.17K- 17.7% |
$102K - $115K
|
5.44K
$476K
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
SELL
|
- |
-1.14K- 72.15% |
$99.3K - $112K
|
440
$38.5K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-933- 15.45% |
$81.3K - $91.9K
|
5.11K
$447K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-866- 5.94% |
$75.4K - $85.3K
|
13.7K
$1.2M
|
|
Jan 22, 2025
Q4 2024
|
Ffg Retirement Advisors LLC
Centennial, CO |
SELL
|
- |
-803- 1.93% |
$69.9K - $79.1K
|
40.9K
$3.58M
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-795- 3.74% |
$69.2K - $78.3K
|
20.4K
$1.79M
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-780- 18.56% |
$67.9K - $76.8K
|
3.42K
$299K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-770- 12.74% |
$67.1K - $75.8K
|
5.27K
$461K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-733- 6.68% |
$63.8K - $72.2K
|
10.2K
$896K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-713- 95.58% |
$62.1K - $70.2K
|
33
$2.89K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-682- 9.22% |
$59.4K - $67.2K
|
6.71K
$587K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-570- 0.72% |
$49.6K - $56.1K
|
78.4K
$6.86M
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-546- 2.34% |
$47.6K - $53.8K
|
22.8K
$1.99M
|
|
Jan 15, 2025
Q4 2024
|
Joule Financial, LLC
|
SELL
|
- |
-541- 1.71% |
$47.1K - $53.3K
|
31.1K
$2.72M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-495- 44.63% |
$43.1K - $48.8K
|
614
$53.7K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-468- 7.61% |
$40.8K - $46.1K
|
5.68K
$497K
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-433- 20.49% |
$37.7K - $42.6K
|
1.68K
$147K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-429- 0.2% |
$37.4K - $42.3K
|
212K
$18.6M
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-368- 1.76% |
$32.1K - $36.2K
|
20.5K
$1.8M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-319- 3.54% |
$27.8K - $31.4K
|
8.7K
$761K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-258- 72.27% |
$22.5K - $25.4K
|
99
$8.66K
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-251- 0.29% |
$21.9K - $24.7K
|
85.8K
$7.51M
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-251- 35.1% |
$21.9K - $24.7K
|
464
$40.6K
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-208- 17.75% |
$18.1K - $20.5K
|
964
$84.4K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-201- 11.22% |
$17.5K - $19.8K
|
1.59K
$139K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-201- 1.11% |
$17.5K - $19.8K
|
17.9K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-199- 3.07% |
$17.3K - $19.6K
|
6.29K
$550K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-193- 3.56% |
$16.8K - $19K
|
5.23K
$458K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-190- 51.49% |
$16.5K - $18.7K
|
179
$15.7K
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-164- 86.77% |
$14.3K - $16.2K
|
25
$2.19K
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-151- 3.45% |
$13.2K - $14.9K
|
4.23K
$370K
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-147- 1.48% |
$12.8K - $14.5K
|
9.77K
$855K
|
|
Jan 06, 2025
Q4 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-146- 7.37% |
$12.7K - $14.4K
|
1.83K
$160K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-138- 3.35% |
$12K - $13.6K
|
3.98K
$349K
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-137- 5.61% |
$11.9K - $13.5K
|
2.31K
$202K
|
|
Jan 23, 2025
Q4 2024
|
Penbrook Management LLC
|
SELL
|
- |
-100- 3.71% |
$8.71K - $9.85K
|
2.6K
$227K
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-95- 1.23% |
$8.27K - $9.36K
|
7.63K
$668K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-93- 2.09% |
$8.1K - $9.16K
|
4.36K
$381K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-76- 1.79% |
$6.62K - $7.49K
|
4.16K
$364K
|