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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
SELL
|
- |
-4.51K- 14.46% |
$405K - $457K
|
26.7K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.49K- 10.2% |
$403K - $454K
|
39.5K
$3.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-4.47K- 14.29% |
$402K - $453K
|
26.8K
$2.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-4.36K- 23.22% |
$392K - $441K
|
14.4K
$1.26M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-4.24K- 12.58% |
$381K - $430K
|
29.5K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-4.21K- 12.44% |
$378K - $426K
|
29.6K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-4.05K- 30.14% |
$364K - $411K
|
9.4K
$822K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
SELL
|
- |
-4.04K- 9.72% |
$363K - $409K
|
37.5K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.91K- 1.33% |
$351K - $396K
|
291K
$25.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.86K- 20.49% |
$347K - $391K
|
15K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-3.81K- 21.46% |
$342K - $386K
|
13.9K
$1.22M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.74K- 60.35% |
$336K - $379K
|
2.46K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.68K- 28.32% |
$331K - $373K
|
9.32K
$816K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.54K- 11.46% |
$318K - $359K
|
27.4K
$2.39M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-3.44K- 12.31% |
$309K - $348K
|
24.5K
$2.14M
|
|
|
Nov 13, 2024
Q3 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-3.18K- 13.19% |
$286K - $322K
|
20.9K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-3.12K- 16.87% |
$280K - $316K
|
15.4K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-3.05K- 9.77% |
$274K - $309K
|
28.2K
$2.47M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.02K- 11.42% |
$272K - $306K
|
23.4K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-2.99K- 28.61% |
$269K - $303K
|
7.47K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.94K- 34.24% |
$264K - $298K
|
5.64K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-2.93K- 1.8% |
$263K - $297K
|
160K
$14M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.84K- 3.31% |
$255K - $288K
|
83.1K
$7.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-2.78K- 7.96% |
$250K - $281K
|
32.1K
$2.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 84.91% |
$243K - $274K
|
480
$42K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.69K- 7.57% |
$242K - $273K
|
32.9K
$2.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.69K- 5.44% |
$242K - $273K
|
46.8K
$4.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.69K- 17.63% |
$242K - $273K
|
12.6K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-2.68K- 11.62% |
$241K - $271K
|
20.4K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.66K- 79.87% |
$239K - $269K
|
670
$58.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 29.75% |
$236K - $266K
|
6.2K
$543K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2.51K- 12.76% |
$226K - $254K
|
17.2K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.51K- 22.8% |
$225K - $254K
|
8.49K
$743K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.5K- 46.19% |
$225K - $253K
|
2.91K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.25K- 50.42% |
$202K - $228K
|
2.21K
$193K
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.2K- 2.75% |
$198K - $223K
|
77.9K
$6.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.18K- 3.09% |
$196K - $220K
|
68.2K
$5.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.08K- 9.85% |
$187K - $211K
|
19K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-2.08K- 44.52% |
$187K - $211K
|
2.59K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.08K- 7.94% |
$187K - $210K
|
24.1K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.04K- 3.77% |
$183K - $207K
|
52K
$4.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 4.05% |
$173K - $195K
|
45.6K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.91K- 1.74% |
$172K - $194K
|
108K
$9.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.86K- 10.74% |
$167K - $189K
|
15.5K
$1.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.84K- 13.32% |
$165K - $186K
|
12K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.84K- 4.19% |
$165K - $186K
|
42K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
SELL
|
- |
-1.84K- 3.72% |
$165K - $186K
|
47.5K
$4.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.81K- 32.44% |
$162K - $183K
|
3.76K
$329K
|
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-1.79K- 36.5% |
$161K - $181K
|
3.11K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.79K- 7.91% |
$161K - $181K
|
20.8K
$1.82M
|