Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History

Regimen Wealth, LLC

$309 Billion
Q3 2024

A detailed history of Regimen Wealth, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Regimen Wealth, LLC holds 9,412 shares of TLT stock, worth $877,386. This represents 0.3% of its overall portfolio holdings.

Number of Shares

9,412

Previous 9,347 0.7%

Holding current value

$877,386

Previous $858 Million 7.65%

% of portfolio

0.3%

Previous 0.3%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$89.91 - $101.33 $5,844 - $6,586	65 Added 0.7%	9,412 $923 Million
Q2 2024 Aug 14, 2024	SELL	$87.78 - $94.67 $51,439 - $55,476	-586 Reduced 5.9%	9,347 $858 Million
Q1 2024 May 14, 2024	BUY	$92.18 - $98.72 $2,120 - $2,270	23 Added 0.23%	9,933 $940 Million
Q4 2023 Feb 13, 2024	BUY	$82.77 - $100.51 $28,803 - $34,977	348 Added 3.64%	9,910 $980 Million
Q3 2023 Nov 13, 2023	BUY	$88.41 - $102.95 $845,376 - $984,407	9,562 New	9,562 $848 Million

Others Institutions Holding TLT

# of Institutions

1,356

Shares Held

479M

Call Options Held

148M

Put Options Held

145M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

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Regimen Wealth, LLC Ishares Barclays 20+ Year Trea Transaction History