Brown Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History

Brown Wealth Management, LLC

$282 Billion
Q4 2024

A detailed history of Brown Wealth Management, LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Brown Wealth Management, LLC holds 55,007 shares of TLT stock, worth $4.9 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

55,007

Previous 25,090 119.24%

Holding current value

$4.9 Million

Previous $2.46 Billion 95.17%

% of portfolio

1.7%

Previous 0.89%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.1 - $98.49 $2.61 Million - $2.95 Million	29,917 Added 119.24%	55,007 $4.8 Billion
Q3 2024 Nov 14, 2024	BUY	$89.91 - $101.33 $109,240 - $123,115	1,215 Added 5.09%	25,090 $2.46 Billion
Q2 2024 Aug 13, 2024	SELL	$87.78 - $94.67 $1.69 Million - $1.83 Million	-19,279 Reduced 44.67%	23,875 $2.19 Billion
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $1.89 Million - $2.02 Million	20,500 Added 90.49%	43,154 $4.08 Billion
Q4 2023 Feb 14, 2024	SELL	$82.77 - $100.51 $3.11 Million - $3.78 Million	-37,586 Reduced 62.39%	22,654 $2.24 Billion
Q3 2023 Nov 14, 2023	BUY	$88.41 - $102.95 $5.33 Million - $6.2 Million	60,240 New	60,240 $5.34 Billion

Others Institutions Holding TLT

# of Institutions

1,405

Shares Held

432M

Call Options Held

162M

Put Options Held

161M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
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Brown Wealth Management, LLC Ishares Barclays 20+ Year Trea Transaction History