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 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
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.75K- 38.05% |
$158K - $178K
|
2.85K
$250K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.68K- 4.06% |
$151K - $170K
|
39.8K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.68K- 5.58% |
$151K - $170K
|
28.4K
$2.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-1.67K- 1.64% |
$150K - $169K
|
100K
$8.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.65K- 14.36% |
$149K - $167K
|
9.86K
$863K
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.64K- 12.41% |
$148K - $166K
|
11.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.64K- 37.82% |
$147K - $166K
|
2.69K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.63K- 26.92% |
$146K - $165K
|
4.41K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.61K- 21.18% |
$145K - $163K
|
5.99K
$524K
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.55K- 23.79% |
$139K - $157K
|
4.97K
$434K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.55K- 1.81% |
$139K - $157K
|
84K
$7.35M
|
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
SELL
|
- |
-1.53K- 16.97% |
$137K - $155K
|
7.47K
$654K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-1.51K- 22.39% |
$135K - $153K
|
5.22K
$457K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.42K- 9.85% |
$128K - $144K
|
13K
$1.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.39K- 8.84% |
$125K - $140K
|
14.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 13.15% |
$118K - $133K
|
8.69K
$761K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
CALL |
-1.3K- 10.57% |
$117K - $132K
|
11K
$963K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.28K- 35.32% |
$115K - $130K
|
2.34K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 27.22% |
$115K - $129K
|
3.41K
$299K
|
|
|
Oct 29, 2024
Q3 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-1.27K- 3.93% |
$115K - $129K
|
31.2K
$2.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.27K- 21.76% |
$114K - $129K
|
4.57K
$400K
|
|
|
Nov 05, 2024
Q3 2024
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-1.23K- 1.53% |
$111K - $125K
|
79.5K
$6.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-1.23K- 9.04% |
$111K - $125K
|
12.4K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.23K- 22.53% |
$110K - $124K
|
4.22K
$369K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.15K- 4.12% |
$103K - $117K
|
26.8K
$2.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 8.51% |
$102K - $115K
|
12.2K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
All Gen Financial Advisors, Inc.
Orlando, FL |
SELL
|
- |
-1.13K- 8.76% |
$101K - $114K
|
11.7K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-1.12K- 23.76% |
$101K - $113K
|
3.59K
$314K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-1.11K- 13.08% |
$99.4K - $112K
|
7.35K
$643K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.1K- 16.17% |
$98.5K - $111K
|
5.68K
$497K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.02K- 24.42% |
$91.5K - $103K
|
3.15K
$276K
|
|
|
Dec 03, 2024
Q3 2024
|
Bush Investment Group, LLC
Valdosta, GA |
SELL
|
- |
-1.02K- 14.76% |
$91.4K - $103K
|
5.87K
$514K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
SELL
|
- |
-1K- 5.2% |
$90.2K - $102K
|
18.3K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-994- 12.16% |
$89.4K - $101K
|
7.18K
$628K
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-991- 5.74% |
$89.1K - $100K
|
16.3K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
SELL
|
- |
-970- 13.2% |
$87.2K - $98.3K
|
6.38K
$558K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-945- 0.25% |
$85K - $95.8K
|
371K
$32.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-870- 7.07% |
$78.2K - $88.2K
|
11.4K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-839- 14.28% |
$75.4K - $85K
|
5.04K
$441K
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-800- 80.0% |
$71.9K - $81.1K
|
200
$17.5K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-795- 1.74% |
$71.5K - $80.6K
|
45K
$3.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-756- 8.04% |
$68K - $76.6K
|
8.65K
$757K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
SELL
|
- |
-744- 1.43% |
$66.9K - $75.4K
|
51.3K
$4.49M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-729- 7.58% |
$65.5K - $73.9K
|
8.89K
$778K
|
|
|
Oct 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-725- 4.81% |
$65.2K - $73.5K
|
14.3K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-694- 24.51% |
$62.4K - $70.3K
|
2.14K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-694- 19.4% |
$62.4K - $70.3K
|
2.88K
$252K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-690- 24.7% |
$62K - $69.9K
|
2.1K
$184K
|