Shira Ridge Wealth Management Ishares Barclays 20+ Year Trea Transaction History

Shira Ridge Wealth Management

  • $201 Billion
  • Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shira Ridge Wealth Management holds 3,295 shares of TLT stock, worth $297,209. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,295
Previous 17,467 81.14%
Holding current value
$297,209
Previous $1.53 Billion 80.34%
% of portfolio
0.15%
Previous 0.75%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
SELL
$85.29 - $92.57 $1.21 Million - $1.31 Million
-14,172 Reduced 81.14%
3,295 $300 Million
Q4 2024

Jan 13, 2025
BUY
$87.1 - $98.49 $27,523 - $31,122
316 Added 1.84%
17,467 $1.53 Billion
Q3 2024

Oct 10, 2024
BUY
$89.91 - $101.33 $1.28 Million - $1.45 Million
14,267 Added 494.69%
17,151 $1.68 Billion
Q2 2024

Jul 11, 2024
BUY
$87.78 - $94.67 $253,157 - $273,028
2,884 New
2,884 $265 Million

Others Institutions Holding TLT

# of Institutions
1,418
Shares Held
399M
Call Options Held
175M
Put Options Held
153M
View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

TLT Quotes by TradingView
  • Ticker TLT
  • Sector ETFs
  • Industry ETFs
More about TLT
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