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 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-644- 0.75% |
$57.9K - $65.3K
|
84.8K
$7.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-643- 11.58% |
$57.8K - $65.2K
|
4.91K
$430K
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-614- 2.04% |
$55.2K - $62.2K
|
29.5K
$2.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-575- 7.9% |
$51.7K - $58.3K
|
6.7K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-557- 11.01% |
$50.1K - $56.4K
|
4.5K
$394K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-520- 19.53% |
$46.8K - $52.7K
|
2.14K
$187K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-506- 10.11% |
$45.5K - $51.3K
|
4.5K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-500- 3.91% |
$45K - $50.7K
|
12.3K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-500- 10.0% |
$45K - $50.7K
|
4.5K
$394K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-465- 25.27% |
$41.8K - $47.1K
|
1.38K
$120K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-462- 38.34% |
$41.5K - $46.8K
|
743
$65K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-460- 4.15% |
$41.4K - $46.6K
|
10.6K
$929K
|
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-450- 8.59% |
$40.5K - $45.6K
|
4.79K
$419K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-431- 0.24% |
$38.8K - $43.7K
|
182K
$15.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-430- 4.07% |
$38.7K - $43.6K
|
10.1K
$888K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-405- 54.66% |
$36.4K - $41K
|
336
$29.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-367- 2.12% |
$33K - $37.2K
|
17K
$1.48M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-362- 17.71% |
$32.5K - $36.7K
|
1.68K
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-311- 5.49% |
$28K - $31.5K
|
5.35K
$468K
|
|
|
Nov 12, 2024
Q3 2024
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-307- 1.6% |
$27.6K - $31.1K
|
18.9K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-304- 1.25% |
$27.3K - $30.8K
|
24K
$2.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-303- 1.3% |
$27.2K - $30.7K
|
23.1K
$2.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-297- 4.88% |
$26.7K - $30.1K
|
5.79K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-285- 11.14% |
$25.6K - $28.9K
|
2.27K
$199K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-279- 6.87% |
$25.1K - $28.3K
|
3.78K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-279- 28.32% |
$25.1K - $28.3K
|
706
$61.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-276- 3.61% |
$24.8K - $28K
|
7.37K
$645K
|
|
|
Nov 07, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-273- 0.65% |
$24.5K - $27.7K
|
41.7K
$3.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-250- 7.59% |
$22.5K - $25.3K
|
3.04K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-228- 0.4% |
$20.5K - $23.1K
|
57.2K
$5M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-212- 4.67% |
$19.1K - $21.5K
|
4.33K
$379K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-202- 44.59% |
$18.2K - $20.5K
|
251
$22K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-200- 0.95% |
$18K - $20.3K
|
20.8K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-188- 0.52% |
$16.9K - $19.1K
|
36K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-180- 2.22% |
$16.2K - $18.2K
|
7.92K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-180- 4.48% |
$16.2K - $18.2K
|
3.84K
$336K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-170- 7.17% |
$15.3K - $17.2K
|
2.2K
$193K
|
|
|
Jan 21, 2025
Q3 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-169- 2.84% |
$15.2K - $17.1K
|
5.79K
$506K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-166- 1.82% |
$14.9K - $16.8K
|
8.95K
$783K
|
|
|
Nov 06, 2024
Q3 2024
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-164- 0.34% |
$14.7K - $16.6K
|
47.5K
$4.16M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-161- 5.04% |
$14.5K - $16.3K
|
3.04K
$266K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-161- 7.0% |
$14.5K - $16.3K
|
2.14K
$187K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-159- 0.44% |
$14.3K - $16.1K
|
36.4K
$3.18M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-140- 4.43% |
$12.6K - $14.2K
|
3.02K
$264K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-132- 77.19% |
$11.9K - $13.4K
|
39
$3.41K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-124- 3.08% |
$11.1K - $12.6K
|
3.9K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-121- 3.26% |
$10.9K - $12.3K
|
3.59K
$314K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-95- 0.54% |
$8.54K - $9.63K
|
17.5K
$1.53M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-92- 3.94% |
$8.27K - $9.32K
|
2.24K
$196K
|
|
|
Oct 08, 2024
Q3 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-92- 2.71% |
$8.27K - $9.32K
|
3.31K
$289K
|