Shared Vision Wealth Group LLC Ishares Barclays 20+ Year Trea Transaction History

Shared Vision Wealth Group LLC

$187 Billion
Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,682 shares of TLT stock, worth $2.36 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

26,682

Previous 31,191 14.46%

Holding current value

$2.36 Million

Previous $2.86 Billion 8.57%

% of portfolio

1.4%

Previous 1.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$89.91 - $101.33 $405,404 - $456,896	-4,509 Reduced 14.46%	26,682 $2.62 Billion
Q2 2024 Jul 23, 2024	SELL	$87.78 - $94.67 $71,452 - $77,061	-814 Reduced 2.54%	31,191 $2.86 Billion
Q1 2024 May 06, 2024	SELL	$92.18 - $98.72 $1.24 Million - $1.32 Million	-13,413 Reduced 29.53%	32,005 $3.03 Billion
Q4 2023 Feb 07, 2024	BUY	$82.77 - $100.51 $3.76 Million - $4.56 Million	45,418 New	45,418 $4.49 Billion

Others Institutions Holding TLT

# of Institutions

1,354

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

More about TLT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares Barclays 20+ Year Trea Transaction History